Need ability to add multiple stocks to single transaction

There is currently no simple way to enter a transaction that has multiple stocks involved. As a real-life example, a client has a donor that contributed $209,638.69 with 14 different stocks. The donor wants $25,000 to go toward one designation, $40,000 to another designation, and the balance to another designation. Currently, we will either have to enter a separate row in batch for each stock gift, create a pledge with the various installments for each stock gift, or use revenue attributes. None of these options provides a true representation of the gift and also affect reporting and receipting in various ways (total number of gifts, etc.).

  • Chris Harris
  • Jun 29 2015
  • Reviewed: Voting Open
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