Does anyone else have challenges with unidentified stock gifts?
JenniferMeckling
Posts: 4 ✭✭
We routinely get stock gifts into our Schwab account with no additional information. We have a process for sharing stock transfer information with donors but once someone has that information it's easy for them to send other gifts and frequently we receive stocks with no indication who it's from or for which fund it's intended. Does anyone else have this challenge? or how do you prevent this happenning?
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