Stock Information on Annual Statement Report

Claire Diamond

Is there any way to include the stock details (symbol. number of units, unit price) on the annual statement report? We have donors that donate physical stock and need this info for tax purposes.

Dariel Dixon 2

I think it depends on where you would have the data stored on the gift record. It may be possible to export it from the gift reference, but I can't remember if you can export gift attributes if you store that data in those fields.

Janet Laroche

I include the stock details in the donor's acknowledgment letter, but have not found a way to have the information print on the tax statement that's found in Reports>Financial Reports>Annual Statement Report.