Stock Gift Entry

The following steps illustrate a basic Stock Gift entry. See Gift Entry for information about entering a non-Stock Gift and details about other information you can include with your Gift.

FIMS requires you to enter data in the Donor ID Code, Gift Date, Fund ID, Security Name, Shares/PAR, Day’s High, and Day’s Low fields to complete a Stock Gift entry. Determining other required fields is an institutional decision. One organization might skip a field that is required at another. FIMS allows you to highlight fields that are required at your organization. Refer to Required Fields in the Introduction for more information.

Note: A Profile and Donor record must exist before the first Stock Gift from a Donor can be entered into FIMS. See Creating a Donor Record.

Note: These steps do not mention every field that is available for entering Stock Gift information. See Securities Tab for more information on all of the available fields.