Non-cash gifts (stock, goods, services)
Record a gift of stock, sefarim, catering, a car or other property. The receipt describes what was given; the value you enter is for your own reports.
Who does this: Office staff4 steps
- 1
Open Record → Gift
Pick the person.
- 2
Choose “Non-cash (stock, goods…)”
Under “How they're paying”, click “Non-cash (stock, goods…)”. The Amount box is now called “Value (as estimated by the donor)”.
What kind and a description. - 3
What kind and description
Choose What kind: Stock, Goods / items, Services, Vehicle, Real estate or Other property. In “Description (goes on the receipt)” type for example “50 shares of AAPL” or “20 sefarim”.
The description is printed on the receipt. - 4
Value and save
Type the value the donor gave you and click “Save gift”.
Tips
- By IRS rules the donor decides the value for their own taxes. The receipt says so.
- Stock sent through your brokerage? See “Stock & crypto gifts” — donors can tell you online.
If something isn't working
It says “Describe what was given”.
Fill in the Description box — it's required for non-cash gifts.
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