Bequest Valuation - Stepped Up or DOD

MissyBellesMissyBelles Posts: 34
Conversation Starter 10 Comments 25 Likes Second Compass Anniversary
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edited November 2021 in Finance & Operations

Hello!


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

Tagged:
[Deleted User]KaraAdams

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