Edit and Add Public Securities

Written by Nick Miles

Last published at: January 15th, 2021
  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 and the donation is dated within the last 30 business days, CommunitySuite will automatically calculate the High, Low, and Average values for the current day.
  5. Click Save.
  6. Click Post from the left-side menu.

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