Non-cash contributions such as stock, grants, tribute gifts, and planned gifts often require special entry methods. Use the appropriate workflows to ensure your reporting and donor records are accurate. 

 Step 1: Start a new contribution entry 

• Go to Contributions > Add Contribution. 
• This is the starting point for entering both stock and special contributions. 

Step 2: Choose how to handle the contribution 

Depending on the type of contribution you're entering, follow one of the two paths below:

If you're entering a stock contribution: 

• In the Accounting section, select Stock as the Payment Method.
• Leave the Amount field blank.
• Choose a Date Received that is prior to today and on a day the stock market was open. 

• Enter the Company Stock Name and Number of Stocks:
  • You can manually enter company names and values.
  • Or use the lookup tool to find the correct listing. 

Tip: If the lookup tool does not return results, confirm that the Date Received is a market open date. 

If you're entering a special contribution (e.g., tribute, grant, planned gift): 

• Identify the gift type from the following list:
  • Tribute Gifts
  • Gift Memberships
  • Planned Gifts
  • Grants
  • Peer-to-Peer Giving
  • Household Giving
  • Major Gifts
• Navigate to the appropriate section or tool in your platform specific to that contribution type.
  • For example, Tribute Gifts may have a dedicated entry form. 

NOTE: For gift types not listed or requiring specific accounting, contact Support to confirm the recommended entry method. 

Step 3: Review or complete contribution details 

For stock contributions: 

• The system will populate the High Value and Low Value from the selected date.
• The Amount (greyed out) will be calculated automatically: (Number of Shares × Average Price on Date Received) 

• Complete all additional fields required in the designated entry form for that gift type. 

Step 4: Save and report 

• Click Save to finalize the contribution.
• The contribution will now appear in your records. 

For stock contributions:  

Whenever you view this contribution in your reports, the calculated Amount will be listed, and the Payment Type will be Stock. 

For special contributions:  

Confirm the gift is reported correctly based on its type and entry method.