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  • Sell Public 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.
    4. In the Symbols window, enter the:
      • Number of shares to sell (#Shares to Sell)
      • Gross (Total) Sale Amount
      • Sale Fees

    5. In the Public Security Sale window, enter a Fund if you want the Proceeds to go to a different Fund.
      • If your Realized Gains/Losses Account, Fees Account or Deposit Account don't automatically populate, assign Accounts from the drop-down menu.

    6. Click Save.
  • Edit and Add Public Securities
    1. Navigate to your Public Securities Donation.
    2. In the Donation window, click Show Securities to the right of Payment Method.edit_and_add_public_securties.jpeg

    3. Click Edit from the left-side menu.
    4. In the Symbols window, enter:
      • Stock Symbol(s).
      • Quantity of stock(s).
      • A Description of the stock(s).
        • If you use a valid stock Symbol and the donation is dated within the last 30 business days, CommunitySuite will automatically calculate the High, Low, and Average values for the current day.edit_and_add_public_secruties_2.jpeg

    5. Click Save.
    6. Click Post from the left-side menu.

    The amount calculated from the stocks will now appear on the Donation.