Edit and Add Public Securities

Written by Nick Miles

Last published at: September 10th, 2018
  1. Navigate to your Public Securities Donation.
  2. In the Donation window, click Show Securities to the right of Payment Method.
  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, CommunitySuite will automatically calculate the High, Low, and Average values for that day.
  5. Click Save.
  6. Click Post from the left-side menu.

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