Learn how to create a stock donation letter template and process stock gifts in the system. This guide also explains how to use a custom payment type (such as ‘Stock Donation’) when completing the order.

This guide covers steps: 

  1. Creating a stock letter template

  2. Processing a stock donation

Step 1: Create a Stock Letter Template

  1. Go to Setup > Templates > Templates

  2. Click the Add Template button on the top of the page

  3. In the template type dropdown, select Donor Letter

  4. Name the template (for example: Stock Letter)

  5. Draft your letter

  6. Use the Placeholder menu to add stock gift fields such as number of shares, symbol, value

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  7. When finished, click Add to save the template

Step 2: Process a Stock Donation

  1. Go to Box Office > Box Office > Donation

  2. In Contribution Type, select Stock Gift

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  3. Enter the following information:

  • Amount of the stock gift received from the bank
  • Transfer Date of the stock
  • Number of Shares
  • Stock Symbol
  • Total Value
  • Value Per Share
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  • Confirm the correct Campaign and other related settings
  • Under Letter Template, select the Stock Letter you created earlier
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  • Click Add Donation

  • You will be taken to the cart screen to complete processing

NOTE: Processing the order will use a Custom payment type. If you have not created a custom payment type, learn more about this HERE. You can call the custom payment type something like "Stock Donation".

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That’s it. You now have a saved stock donation letter template and can process stock gifts directly in the system.