Stocks Reporting

Stocks Reporting

Reporting > Stock  

1. Promised: The donor has indicated their intention to make a gift of stock and has been provided with transfer (DTS) instructions. The gift of stock has not yet been received.
2. In Process: The gift of stock has been received and will be liquidated for USD. The donor has been sent a contribution receipt to the email that they provided.
3. Disbursement In Process: The gift of stock has been liquidated for USD and disbursement of the net proceeds to your organization is in process.
4. Paid: The gift is complete and the proceeds have been disbursed to your organization.

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