Sell Public Securities

After creating a public securities donation, you can process the sale of the securities.

1. Navigate to Public Securities from the Home page.
2. Click the Public Securities ID number.
3. Select Sell from the left-side menu and update the sale information:
   • Sale Date.
   • Fund, if you want the proceeds to go to a different fund than entered on donation.
   • Accounts.
     • The three account drop-down options will automatically populate if you have default accounts set. If defaults are not set, select Deposit Account. Realized Gains/Losses Account and Fees Account are optional.
   • #Shares to Sell, per stock.
   • Gross Sale Amount, total sale amount.
   • Sale Fees.
     
     
4. Click Save.

To see the debit/credit impacts of this sale:

1. Click Show.
   
   
   
2. Select a Transaction ID.