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.

• Quick, assisted stock gift entry with automatic acknowledgements, broker orders and receipts
• Supports the entire process of booking a security, communicating with the broker and recording the sale
• Seamless integration with General Ledger makes appropriate GL entries to transfer assets to investments and record gains, commissions, and fees
• Tracks restricted stock sales
• Links stock gifts directly to brokers, transfer agents, and attorney profiles for superior reporting and communications
• Automatic gift value calculation and a special table to maintain stock names, ticker symbols, CUSIP number and security type codes. On-the-fly creation of new records during stock gift entry