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

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 (Former Community Manager)

Comments

Sign In or Register to comment.