Stock Gains Data Entry

Stock gains are not new gifts. They are simply a gain on an asset you already own. You can put in sale info and broker fees and see gains on a stogk gift but the only gift is the original stock at it's value on the day it was donated. Only finance counts these gains (and also the losses)

Hi - we don't post the gain (loss) while entering in Batch - I've never tried that, so I don't know if it's even possible. We do it manually after the fact on the gift. I'm guessing you know about the "Stock Sold Information" window - I tried to copy it here, but it won't do it. It's a dropdown on the gift's Gift tool and allows you to enter the sold amount and broker's fees, plus add information about the stock or the transaction. When you've done this, the gift type becomes Stock/Property (Sold). The gift amount remails the same, but you can look up the "sold" amount. When I run my query to pull gifts for transter from the Foundation to the college, I have a column for "Stock Sold Amount", and I use that amount for the transfer - since that's what hit the bank. The donor is credited with the Gift Amount whether we see a profit or loss. When pulling reports, you can use gift amount or stock sold amount, depending on whether it's a donor report or a financial report. It's just one more thing to keep in your head, but accurately reflects the transaction.


Hope that helps!

Gracie