Best Of
Re: What is the best way to enter stock donations if you do not sell the stock?
@MeghanBaylor the loss belongs to the fund that recorded the initial gift. CSuite stock sale functionality will take care of making the correct accounting entries. During the sale process, the original sale amount is reversed and replaced with an adjusted amount +/- gain/loss. Hope this helps and happy to chat if you have questions. m
Re: What is the best way to enter stock donations if you do not sell the stock?
@MikePuccio Do you have a recommendation on the best way to account for stock sold for a value less than received? Do you socialize those losses or do you account for it just at the fund level? The stock was a donation.
Re: Adjusted Follow Up Form Collecting photos and messages (Coffee Talk)
Anyone using ThankView to collect students' thank-you notes? Or other types of applications that would help in collecting and then sharing with the donors? Have you used it to collect Grantee reporting videos?
