What is the best way to enter stock donations if you do not sell the stock?

JenniferBrambleyJenniferBrambley Posts: 33
Groundbreaker Third Compass Anniversary 25 Likes 10 Comments
edited September 16 in Finance & Operations

We received several shares of different stock from a donor and our investment manager decided not to sell some of the stock. If I enter the information in public securities, I have to then "sell" the stock in CSuite. Should I only enter what was sold and then enter the other portion as "other payment?"

This is the first time this has happened so I want to make sure I am entering it in properly.

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