Allow for Stock Pledges to be added fully into RENXT

Currently Stock pledge payments are not fully supported in RE NXT’s Web View. This should be updated as soon as possible to ensure Web View fully supports stock pledges and stock pledge payments as many nonprofits receive pledges and pledge payments that are specifically via stocks.

  • Mariel Fine
  • Nov 3 2025
  • Reviewed: Voting Open
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  • Annie Charlot commented
    19 Oct 13:39

    This is a real issue in the system because unless I use database view to apply stock to a pledge there's no way to do this in webview. I just went through it last week. In DBV I would enter>save>sell the stock, then go to Gift>Apply to>Pledge, and it would become a pay-stock gift type. I don't see how I can do this in webview though. If I start it as a stock/property gift type and try to apply it before saving/selling, it switches to a pledge payment gift type and I lose the stock/property detail fields. If I save it first, whether it's sold or not, there's no option I can find to apply it post save.