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What is the best way to enter stock donations if you do not sell the stock?
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…3 -
Re: Crescendo
@SallyWeldon Thanks so much! 😀1 -
Scholarship Applications
Does anyone know if there is a requirement to obtain the date of birth, gender and citizenship for a scholarship applicant? Our current scholarship applications ask for this information, but I couldn…2 -
E-Checks
Is anyone using e-checks in lieu of mailing checks or ACH? Are you happy with it? Any significant cons to using them?1
