Select pay method in Stock Gift Entry

Currently, in database view, selecting the Stock/Property gift type still allows us to select a pay type, which is essential for tracking the check payments of stock proceeds that we receive from our brokerage. Web View hides the pay type field when the Stock gift type is selected, defaulting it to "Other" both in single gift entry and batch gift entry. Please make that pay type field, along with check number and check date, available to users.

  • Emily Wilson
  • Aug 27 2026
  • Reviewed: Voting Open
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  • Maura Carey commented
    27 Oct 16:05

    I was attempting to enter my first stock gift in webview but I stopped as soon as I noticed that we cannot have the pay type as check. Same as Emily, the pay type is where we track that the stock proceeds were given as a business check from our brokerage firm.