FundSvcs Community

Good afternoon.  This is a new thread on an old subject that has been covered numerous times.  I am getting ready to defend our stock receipting process in a meeting with management.  They feel highs and lows should be included in the receipt language for the donor's information.  We already include the gift date, type of stock, number of shares, and gift value.   As part of this process, we include the disclaimer blurb at the bottom per John Taylor's advice.  I'm just circling over to confirm there have been no changes in this Best Practices since the last update.

Thanks

Good afternoon.  This is a new thread on an old subject that has been covered numerous times.  I am getting ready to defend our stock receipting process in a meeting with management.  They feel highs and lows should be included in the receipt language for the donor's information.  We already include the gift date, type of stock, number of shares, and gift value.   As part of this process, we include the disclaimer blurb at the bottom per John Taylor's advice.  I'm just circling over to confirm there have been no changes in this Best Practices since the last update.

Thanks