Revised 02/24/2026
Recording Gifts of Stock
This Knowledge Article covers options for entering Stock Gifts in akoyaGO/processing in Business Central.
Stock Gifts - Payment Types
Enter the gift of stock following your normal gift entry process. akoyaGO best practice is to create a Gift and Gift Payment(s) using the Gift Quick Create form. For more information and detailed steps, please see Gift Quick Create
There are two Gift Payment Types that can be used related to stock gifts:
Sold Stock/Equity
Sold Stock/Equity is selected for gifts of stock that are being entered and processed in akoyaGO after the stock has been sold. For this Gift Payment Type, enter the actual cash value of the stock as the Gift Commitment.
If following best practice and entering the Gift from the Donor record, the Payor will autopopulate as the Donor. Adjust as needed.
If you received a check for the payment of the stock sale, you can enter a Check Date and Check #. If a check was not received, some clients choose to set STOCK as the Check #; others leave these fields blank. Either way, we recommend that you are consistent with how you record Check # for gifts of stock.
Choosing the Sold Stock/Equity Payment Type will reveal fields specific to Stock gifts on the Quick Create Form, such as Stock Company, Shares, Stock Date, etc.
After you have entered all data and selected the Fund, click Save and Close to create the Gift and Gift Payment.
Send To Accounting / Payment Confirmation
Review the Gift Payment and send to accounting from the individual record or from a view of Gift Payments, such as the Gift Payments to Send to Accounting System View.
When the Sold Stock/Equity Gift Payment has been received in Business Central, the Payment Status will say ‘Received’.
In Business Central
Sold Stock/Equity gift payments will transfer to Business Central as a check or cash Gift would. Continue with your normal deposit process. For more information on deposits, please see Bank Deposits KA.
Held Stock
Held Stock is chosen for gifts of stock that being entered and processed in akoyaGO before the stock has been sold. For this Gift Payment Type, enter the total amount of what the stock was worth on the day your received the stock as the Gift Commitment.
If following best practice and entering the gift from the Donor record, the Payor will autopopulate as the Donor. Adjust as needed.
Choosing the Held Stock Payment Type will reveal fields specific to Stock gifts on the Quick Create Form, such as Stock Company, Shares, Stock Date, etc.
After you have entered all data and selected the Fund, click Save and Close to create the Gift and Gift Payment.
Send to Accounting / Payment Confirmation
Review the Gift Payment and send to accounting from the individual record or from a view of Gift Payments, such as the Gift Payments to Send to Accounting System View.
When you click "Send to Accounting" for a Gift Payment with Held Stock as the Payment Type, you will receive this message:
After clicking the Send to Accounting button, the Payment Status will update to ‘Held Stock’
In Business Central
As the pop-up on the Gift Payment indicated, Held Stock Gift Payments will not transfer to Business Central. Held Stock Gift Payments require a manual journal entry in Business Central.