Process Stock Gifts

Once you have finished entering all of the information for the Stock Gift, you should run an error-free edit report and post the Gift.

In addition to these required steps, you can optionally choose to export Gift acknowledgement information for use in creating acknowledgment letters. You can also create a deposit form that includes any Stock Gift proceeds that you have recorded.

All of these options are available from the Processes tab and are exactly the same as processing a non-Stock Gift. Refer to Processing Gifts in the Donor and Gift Management module for more information on running these processes.