FundSvcs Community

 View Only

  • 1.  Receiving gifts of Stock

    Posted 08-09-2022 11:10 AM
    Hi all,

    Our institution is looking into setting ourselves up to receive gifts of stock. We haven't done that in our fundraising history, to my knowledge. I'm wondering if any of you knows a good place to educate myself on the ins and outs of gift entry, receipting, but of course setting up the structure to receive stock gifts. Recommendations of articles and webinars would be most appreciated! Thank you!

    ------------------------------
    Melissa Rufener
    Advancement Services Coordinator
    Life Pacific University
    mrufener@lifepacific.edu
    http://www.lifepacific.edu
    ------------------------------


  • 2.  RE: Receiving gifts of Stock

    Posted 08-09-2022 11:26 AM
      |   view attached
    Melissa, the attached paper was incorporated into an aasp Best Practice in 2020.  That BP is located here:


    This will not answer all of your questions.  But it should get you started!

    John

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987




    Original Message


  • 3.  RE: Receiving gifts of Stock

    Posted 08-09-2022 12:05 PM
    This video from Bill Myatt is very good, https://youtu.be/SLKNuB1oGDQ

    The intro and 'about us' content is rather long, so if you wish to jump directly to the content try this link:
    https://youtu.be/SLKNuB1oGDQ?t=1129 


    Thank you,
    Isaac Shalev
    Data Strategy Expert
    Sage70, Inc.
    (917) 859-0151
    isaac@sage70.com

    Schedule a 30-minute consultation now:





    Original Message


  • 4.  RE: Receiving gifts of Stock

    Posted 08-09-2022 04:13 PM
    Edited by Melissa Rufener 08-09-2022 04:13 PM
    Thank you Isaac!

    ------------------------------
    Melissa Rufener
    Advancement Services Coordinator
    Life Pacific University
    mrufener@lifepacific.edu
    http://www.lifepacific.edu
    ------------------------------

    Original Message


  • 5.  RE: Receiving gifts of Stock

    Posted 08-09-2022 04:14 PM
    Thank you John!

    ------------------------------
    Melissa Rufener
    Advancement Services Coordinator
    Life Pacific University
    mrufener@lifepacific.edu
    http://www.lifepacific.edu
    ------------------------------

    Original Message


Related Content