Bequest Valuation - Stepped Up or DOD

MissyBellesMissyBelles Posts: 34
Foundant Fan 10 Comments 25 Likes Second Compass Anniversary
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


Sign In or Register to comment.