Managing stock gifts is smooth and seamless with FIMS Stock Gift Module. Part of an integrated set of development tools for fundraising and endowment building, the Stock Gift module simplifies and automates the entire process of managing security contributions-from entry and valuation of stock gifts, to broker communications, revaluation or corporate actions and conversion to cash. With Stock Gift Module, you can:

• Perform quick, assisted stock gift entry with automatic acknowledgements, broker orders and receipts
• Manage the entire process of booking a security, communicating with the broker and recording the sale
• Seamlessly integrate with General Ledger, making appropriate GL entries to transfer assets to investments and record gains, commissions, and fees
• Track restricted stock sales
• Link stock gifts directly to brokers, transfer agents, and attorney profiles for superior reporting and communications
• Automatically calculate gift value with a special table to maintain stock names, ticker symbols, CUSIP number and security type codes. Create new records on-the-fly during stock gift entry