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    Stock Gift Processing Steps
    • 24 Apr 2024
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    Contents

    Stock Gift Processing Steps

    • Updated on 24 Apr 2024
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    Article summary


    Stock Gift Processing Steps

     

    		Step

    Module

    1

    Add a Profile record for the Donor (if not on File).

    Tip: See Profile Entry in the Profile Management module.

    Profile Management or Donor and Gift Management

    2

    Add a Donor record (if not on file).

    Tip: See Creating a Donor Record in the Donor and Gift Management module.

    Profile Management or Donor and Gift Management

    3

    Add a Fund record and autobuild G/L Accounts (if not on file).

    Tip: See Creating a Fund Record and Autobuilding G/L Accounts in the Fund Management module.

    Fund Management

    4

    Enter the Stock Gift.

    Tip: See Stock Gift Entry.

    Note: You can enter proceeds for the Stock Gift either before or after posting the Gift.

    Stock Gift Management

     

    5

    Run an error-free Gift Edit report.

    Tip: See Running the Gift Edit Report in the Donor and Gift Management module.

    Donor and Gift Management

    6

    Export to Gift Acknowledgments.

    Tip: See Running the Gift Acknowledgments Export in the Donor and Gift Management module.

    Donor and Gift Management

    7

    Post Gift to History and G/L Journal.

    Tip: See Posting Gifts in the Donor and Gift Management module.

    Donor and Gift Management

    8

    Print an error-free G/L Journal Edit report.

    Tip: See Running the G/L Journal Edit Report in the General Ledger module.

    General Ledger

    9

    Post the General Ledger Journal to G/L Accounts.

    Tip: See Posting the General Ledger Journal in the General Ledger module.

    General Ledger

     

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