Stock Gift File Maintenance Menu

Updated on 24 Apr 2024
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NOTE: This section provides a basic description of the File Maintenance menu options. Refer to File Maintenance – Stock Gifts for more information on maintaining these files.

Menu Option	Function
Gift Securities Inventory Maintenance	Opens the Gift Securities Inventory Maintenance window, where you can enter and post Stock Gift proceeds after you post the original Gift and make global changes to your securities’ information. Refer to Maintaining Gift Securities Inventory for more information.
Donor and Gift Code Maintenance	Opens a sub-menu where you can select from a list of code tables that you want to update. Stock Gift code tables include Securities, Security Type, and Broker.

Menu Option

Function

Gift Securities

Inventory Maintenance

Opens the Gift Securities Inventory Maintenance window, where you can enter and post Stock Gift proceeds after you post the original Gift and make global changes to your securities’ information.

Refer to Maintaining Gift Securities Inventory for more information.

Donor and Gift Code Maintenance

Opens a sub-menu where you can select from a list of code tables that you want to update.

Stock Gift code tables include Securities, Security Type, and Broker.

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