Securities Tab (Gift History)

Securities Tab (Gift History)

Located on the Gift History supertab, the Securities tab contains historical information about the stock portion of a Gift.

The top section of the tab consists of a series of line items for each part of the Stock Gift. You cannot change information directly in this section. You have to select a line item and enter data into the fields in the bottom section of the tab.

Refer to the Donor and Gift Management module for more information about the other tabs that are available in the Donor and Gift Management module.

The fields on this tab are identical to those on the Securities tab for unposted Gifts, except that the data in many of the fields cannot be changed. Refer to Securities Tab (Unposted Gifts) for more information about the fields on this tab.