Share/Property Gifts

Some donors give share or property instead of cash gifts. They can be share certificates, land, or estates, which your organisation may choose to keep or sell.

When your organisation receives a share or property gift, you can add it in the web view, from:

  • Home, Add gift

  • Fundraising, Gift management

  • A constituent's record

The details you can include are issuer, symbol, number of units, and average price per unit. For more information, see Add Gifts in Web View.

From the gift record, under Stock/property, select Edit Stock Details. You can make changes to the issuer, symbol, number of units, and average price per unit.

Tip: In the database view, you can manage sale information, GL post status and date, and notes from the Gifts tab of the gift. When you sell the gift, select Gift, Sell Stock/Property to manage the sale information.

On the gift record, under Share/property, you can view details such as when you received the gift and when your organisation sold it. After recording the sale of the share or property in the database view, you can view its details, under Share/property in the web view.

  • Share sale amount is how much you sold it for.

  • Broker fee is how much you paid a broker or agent to help sell the shares or property.

  • Gain or Loss is how much you gain — or lose, if you sell it for less than it was worth when you received it — after the broker fee is subtracted from the sale amount.

  • Share sale date is when you sold it.

  • GL post status and GL post date is whether you posted the sale to your fund accounting software and when it posted.

  • Notes are additional details about the sale, such as if you only sell a portion of property.

  • Issuer is the company who issued the shares or the donor who gave the property.

  • Symbol is the abbreviated market identifier for shares, such as BLKB.

  • Number of units is how many shares or pieces of property you received.

  • Average price per unit is how much, on average, a single share or the property is worth when you receive the gift.