Bequest Valuation - Stepped Up or DOD

MissyBellesMissyBelles Posts: 41 ✭✭✭
5 Up Votes First Compass Anniversary First Comment Name Dropper
edited November 2021 in Finance & Operations


Can you tell me what your auditors recommend for valuing a probated noncash gift, such as stock? From what I understand you can do a stepped up value or a date of death value.

Thank you!

Missy Belles

Whatcom Community Foundation

[Deleted User]KaraAdams (Former Community Manager)


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