stock adjustment

I can't tell you how many times I've had to delete and reenter a stock gift (fickle donors) because I can't adjust anything besides the sale amount. I need to be able to adjust the funds/amounts. Also there needs to be a set of fields to record broker information.

  • Guest
  • Dec 27 2012
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  • Elizabeth Johnson commented
    July 21, 2017 11:04

    Dear Lesa, I'm not anonymous but I was on version 7.96 and I was not able to post and adjust the gift in a manner that I would consider fully. I did figure out something similar to what Melissa suggested and came here to start an idea if one didn't already exist. 

    Take a screen shot of the sale information.
    Delete the sale.
    Adjust the gift to the new fund.
    Then sell the stock again using the info in the screen shot.
    Paper trail accomplished.

    I had never needed to do this before so it was the first time I bumped into it. Odd to me that selling a stock would take away functionality from adjusting it.

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  • Lesa Charran commented
    May 05, 2016 22:55

    To Anonymous, please confirm what version of RE you are using.  I am using RE 7.93 and we cannot adjust a gift of stock that is posted and sold.

    Would be good to know what you are doing.

     

    thanks!

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  • Guest commented
    March 18, 2016 00:25

    Um - I have never had this problem. I sometimes have to delete and re-enter the stock sale info before I can adjust the gift but I can then adjust with no issues.

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  • Guest commented
    March 18, 2016 00:25

    I just found out that you can adjust funds on a posted stock sale. It would be great to be able to create an audit trail showing the changes to gift, like you can do on any cash gift.

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