FundSvcs Community

Hi all,

When you enter a stock donation are you valuing it based on the average of the high and low? If so, do you adjust for any gains or losses on the donor's record?

We have a couple donors who had a large gain and one with a significant loss. The question is, for the donors with a gain should that be added to their lifetime giving amounts and for the loss do you go back to the donor to let them know?

Thank you!

Tammy

Tammy M. Cline

Assistant Director, Gift Policy, Processing & Reporting

West Point Association of Graduates

698 Mills Road West Point, NY 10996

Phone: 845.446.1540

Fax: 845.377.3039

WestPointAOG.org

Serving West Point and the Long Gray Line

CONFIDENTIALITY NOTICE: The information contained in this email message and any attachments is confidential and the property of West Point Association of Graduates (WPAOG). This message is intended for viewing and use by the original recipients only. Any dissemination, distribution, or copying of this communication and/or its attachments is prohibited without the sender's written permission. WPAOG does not accept liability for changes to this message after it was sent or privacy violations caused by forwarding to additional parties. If you have received this communication in error, please notify the sender and delete this email from your computer. For additional information please refer to the privacy statement available at WestPointAOG.org.

Hi all,

When you enter a stock donation are you valuing it based on the average of the high and low? If so, do you adjust for any gains or losses on the donor's record?

We have a couple donors who had a large gain and one with a significant loss. The question is, for the donors with a gain should that be added to their lifetime giving amounts and for the loss do you go back to the donor to let them know?

Thank you!

Tammy

Tammy M. Cline

Assistant Director, Gift Policy, Processing & Reporting

West Point Association of Graduates

698 Mills Road West Point, NY 10996

Phone: 845.446.1540

Fax: 845.377.3039

WestPointAOG.org

Serving West Point and the Long Gray Line

CONFIDENTIALITY NOTICE: The information contained in this email message and any attachments is confidential and the property of West Point Association of Graduates (WPAOG). This message is intended for viewing and use by the original recipients only. Any dissemination, distribution, or copying of this communication and/or its attachments is prohibited without the sender's written permission. WPAOG does not accept liability for changes to this message after it was sent or privacy violations caused by forwarding to additional parties. If you have received this communication in error, please notify the sender and delete this email from your computer. For additional information please refer to the privacy statement available at WestPointAOG.org.

Thanks, John!  I knew that would be the answer ��.  Just to put it out there because I know they will ask, if you have a donor who had a gain of $25K+ would you ever consider giving them only recognition credit for the gain?

Hi all,

When you enter a stock donation are you valuing it based on the average of the high and low? If so, do you adjust for any gains or losses on the donor's record?

We have a couple donors who had a large gain and one with a significant loss. The question is, for the donors with a gain should that be added to their lifetime giving amounts and for the loss do you go back to the donor to let them know?

Thank you!

Tammy

Tammy M. Cline

Assistant Director, Gift Policy, Processing & Reporting

West Point Association of Graduates

698 Mills Road West Point, NY 10996

Phone: 845.446.1540

Fax: 845.377.3039

WestPointAOG.org

Serving West Point and the Long Gray Line

CONFIDENTIALITY NOTICE: The information contained in this email message and any attachments is confidential and the property of West Point Association of Graduates (WPAOG). This message is intended for viewing and use by the original recipients only. Any dissemination, distribution, or copying of this communication and/or its attachments is prohibited without the sender's written permission. WPAOG does not accept liability for changes to this message after it was sent or privacy violations caused by forwarding to additional parties. If you have received this communication in error, please notify the sender and delete this email from your computer. For additional information please refer to the privacy statement available at WestPointAOG.org.

Thanks, John!  I knew that would be the answer ��.  Just to put it out there because I know they will ask, if you have a donor who had a gain of $25K+ would you ever consider giving them only recognition credit for the gain?

Hi all,

When you enter a stock donation are you valuing it based on the average of the high and low? If so, do you adjust for any gains or losses on the donor's record?

We have a couple donors who had a large gain and one with a significant loss. The question is, for the donors with a gain should that be added to their lifetime giving amounts and for the loss do you go back to the donor to let them know?

Thank you!

Tammy

Tammy M. Cline

Assistant Director, Gift Policy, Processing & Reporting

West Point Association of Graduates

698 Mills Road West Point, NY 10996

Phone: 845.446.1540

Fax: 845.377.3039

WestPointAOG.org

Serving West Point and the Long Gray Line

CONFIDENTIALITY NOTICE: The information contained in this email message and any attachments is confidential and the property of West Point Association of Graduates (WPAOG). This message is intended for viewing and use by the original recipients only. Any dissemination, distribution, or copying of this communication and/or its attachments is prohibited without the sender's written permission. WPAOG does not accept liability for changes to this message after it was sent or privacy violations caused by forwarding to additional parties. If you have received this communication in error, please notify the sender and delete this email from your computer. For additional information please refer to the privacy statement available at WestPointAOG.org.