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  • 1.  Municipal Bond Valuation

    Posted 11-11-2022 08:47 AM

    I have 360,000 units of various municipal bonds left to us from an estate. My accounting office told me to average the Hi/Lo like stocks for gift entry, but I am unable to locate any valuation for these funds. Are any of you able to give me some guidance on how to value these for gift entry?

     

    Your help is greatly appreciated.

     

    Thank you.

     

    Denise Mattie

    Director of Advancement Services

    T: 325.793.4750   |   M: 720.480.9369   |   mattie.denise@mcm.edu

    Institutional Advancement

    1 McMurry University

    #938

    Abilene, TX 79697

    give.mcm.edu

    McMurry University

    1400 Sayles Blvd.

    Abilene, TX 79697

    www.mcm.edu

       

     

     



  • 2.  RE: Municipal Bond Valuation

    Posted 11-11-2022 08:54 AM
    Numerous free websites provide historical prices for all forms of securities. However, it could be a pain to find certain securities.  Have you asked your institution's broker to help you?

    FWIW, you might try some of these:





    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