Mutual Funds

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Mary Echeverria
Mary Echeverria
Eighth Anniversary Loyalty Badge Inquirer Level 1 Penpal Level 1
in Blackbaud Raiser's Edge NXT®: General Discussion
How do organizations enter gifts of mutual funds in Raiser's Edge? Do you use the Stock/Property Gift Type?
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  • Carlene Johnson
    Carlene Johnson Community All-Star
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    Mary Echeverria:

    How do organizations enter gifts of mutual funds in Raiser's Edge? Do you use the Stock/Property Gift Type?

    This is an interesting question.  Can you tell us more?  What is the mechanism by which the gift is being transferred? What are you doing upon receipt of the mutual fund? 

  • Elizabeth Johnson
    Elizabeth Johnson Community All-Star
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    We have our first gift of mutual funds that came in last week! I found this posting and another similar one on another thread so I thought I'd make reference here to the one that was answered.


    Thanks Mary Echeverria for asking this way back when and to Carlene Johnson‍ for trying to dig deeper into the question.

     

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