After creating a public securities donation, you can process the sale of the securities. This is typically done within a short timeframe from the public security donation.
- Navigate to the Public Securities page.
- Click the public securities ID number.
- This ID number will be different from the donation ID number, look for the matching date, donor, and amount instead.
- This ID number will be different from the donation ID number, look for the matching date, donor, and amount instead.
- Click Sell in the left-side menu.
- Complete all applicable fields in the Public Security Sale and Symbols tables, then click Save.
-
Hover over the SmartTips (question mark icons) in CommunitySuite for field guidance.
- Only complete the Funds field if you want the proceeds to go to a different fund than entered on the donation.
- The three account drop-down options will automatically populate if you have default accounts set. If defaults are not set, select a Deposit Account. Realized Gains/Losses Account and Fees Account are optional.
-
To see the debit/credit impacts of this sale:
- Click Show.
- Select a Transaction ID number.
