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Stock Gift File Maintenance Menu
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. |