Stock/Property Gifts

Certain donors — sometimes in an effort to optimize their tax benefits — give stock or property instead of cash gifts. These gifts can be contributions of stock certificates, land, or estates, which your organization may opt to keep or sell to benefit your fundraising efforts. On the record of a gift of stocks or property, you can view pertinent details — such as its value when you received and sold it — under Stock/property.

Tip: In the database view, you can manage stock and property details from the Gifts tab of the stock/property gift record. To save information such as a stock's symbol and median price, select Details. When you sell the gift, select Gift, Sell Stock/Property to manage the sale information.