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Recording an Investment Account in Raiser's Edge

  • 1.  Recording an Investment Account in Raiser's Edge

    Posted 13 days ago

    Hello! I am looking for some advice on how to capture an investment account in our database, Raiser's Edge. We received an investment account as part of a CRUT from a donor who has passed. We intend to keep this investment account. I have done some research here and elsewhere and it seems we would enter it as a stock, but looking for what others may suggest/have done in similar circumstances.
    Thank you!



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    Debra Garcia
    Manager of Gift and Donor Records
    Azusa Pacific University
    drgarcia@apu.edu
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  • 2.  RE: Recording an Investment Account in Raiser's Edge

    Posted 13 days ago
    All you need to do in RE is book both the full face and net IRS values for the entire CRUT.  You do not have to track each individual investment.  Sure, you can if you really want to.  But that's an accounting function - not an Advancement function.

    John

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987