---
title: How to Enter a Stock Donation
description: To manually enter a stock donation, first navigate to the &quot;Actions +&quot; button. Next, select the &quot;Donation Made&quot; option from the &quot;Type of Donation&quot; drop-down and enter the Action Date (the date the shar
---

[Skip to content](https://kbhelp.humanitru.com/knowledge/how-to-enter-a-stock-donation#main-content)

English

Show submenu for translations

[Contact us](https://kbhelp.humanitru.com/knowledge/kb-tickets/new?hsLang=en)

[![Humanitru-logo-green-horiz-lo-rez-web-main-RGB-3.png\]](https://kbhelp.humanitru.com/hs-fs/hubfs/Humanitru-logo-green-horiz-lo-rez-web-main-RGB-3.png?height=40&name=Humanitru-logo-green-horiz-lo-rez-web-main-RGB-3.png)](https://kbhelp.humanitru.com/knowledge?hsLang=en)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Contact us](https://kbhelp.humanitru.com/knowledge/kb-tickets/new)

 Hello. How can we help?

- There are no suggestions because the search field is empty.

1. [Help Center](https://kbhelp.humanitru.com/knowledge?hsLang=en)
2. [Humanitru Database](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en)
3. [Actions](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#actions)

# How to Enter a Stock Donation

To manually enter a stock donation, first navigate to the "Actions +" button.

Next, select the "Donation Made" option from the "Type of Donation" drop-down and enter the Action Date (the date the shares were transferred).

The amount field may be used to represent the value on the date of donation or the sold amount per your organization’s standards.

The issuer and number of shares should be entered in the Note field (a Prefix can be used to easily access this information in Reports). [Blueprints](https://kbhelp.humanitru.com/knowledge/how-to-use-action-templates?hsLang=en) allow you to standardize this entry. Plus, Campaigns can be used to differentiate from financial donations. 

Please follow your legal guidelines for tax receipts from the IRS: [https://www.irs.gov/charities-non-profits/charitable-organizations/charitable-contributions-written-acknowledgments](https://www.irs.gov/charities-non-profits/charitable-organizations/charitable-contributions-written-acknowledgments) 

- [Humanitru Database](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#main-content)

    - [Getting Started](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#getting-started)
    - [General Alpine Training](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#general-alpine-training)
    - [Settings](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#settings)
    - [Integration](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#integration)
    - [Dashboard](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#dashboard)
    - [Constituents](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#constituents)
    - [Reports](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#reports)
    - [Actions](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#actions)
    - [Tags](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#tags)
    - [Campaigns](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#campaigns)
    - [Notifications](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#notifications)
    - [Stewardship Automation](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#stewardship-automation)
    - [Donor Insights](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#donor-insights)
    - [Grant Management](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#grant-management)
    - [Bulk Uploader](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#bulk-uploader)
    - [Opportunity Pipelines](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#opportunity-pipelines)
    - [Payment Processors](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#payment-processors)
    - [Pledge](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#pledge)
    - [Training By Role: Executive Director](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#training-by-role-executive-director)
    - [Training By Role: CDO/Director of Development](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#training-by-role-cdo-director-of-development)
    - [Training By Role: Marketing/Communications](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#training-by-role-marketing-communications)
    - [Training By Role: Event Coordinator](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#training-by-role-event-coordinator)
    - [Training By Role: Accounting](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#training-by-role-accounting)
    - [Training By Role: Program Management](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#training-by-role-program-management)
    - [Training By Role: Database Admin/Fundraising Coordinator](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#training-by-role-database-admin-fundraising-coordinator)
    - [Training By Role: Volunteer Management](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#training-by-role-volunteer-management)
    - [Households](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#households)
- [Fundraising Pages](https://kbhelp.humanitru.com/knowledge/fundraising-pages?hsLang=en#main-content)

    - [General](https://kbhelp.humanitru.com/knowledge/fundraising-pages?hsLang=en#general)
    - [Recurring Donations](https://kbhelp.humanitru.com/knowledge/fundraising-pages?hsLang=en#recurring-donations)
- [Evergreen Events](https://kbhelp.humanitru.com/knowledge/evergreen-events?hsLang=en#main-content)

    - [Getting Started with Evergreen](https://kbhelp.humanitru.com/knowledge/evergreen-events?hsLang=en#getting-started-with-evergreen)
    - [Event Management](https://kbhelp.humanitru.com/knowledge/evergreen-events?hsLang=en#event-management)
    - [Volunteer Management](https://kbhelp.humanitru.com/knowledge/evergreen-events?hsLang=en#volunteer-management)
    - [Program Management](https://kbhelp.humanitru.com/knowledge/evergreen-events?hsLang=en#program-management)
- [Integrations](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#main-content)

    - [ACME](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#acme)
    - [Active Campaign](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#active-campaign)
    - [Constant Contact](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#constant-contact)
    - [DonorSearch](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#donorsearch)
    - [Eventbrite](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#eventbrite)
    - [Fundraise Up](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#fundraise-up)
    - [Galaxy Digital](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#galaxy-digital)
    - [GoFundMe Pro / Classy](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#gofundme-pro-classy)
    - [Handwrytten](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#handwrytten)
    - [Latitude Learning](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#latitude-learning)
    - [Mailchimp](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#mailchimp)
    - [Microsoft Outlook](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#microsoft-outlook)
    - [MinistrySafe](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#ministrysafe)
    - [NCOA](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#ncoa)
    - [PayPal](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#paypal)
    - [Quickbooks](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#quickbooks)
    - [Roller](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#roller)
    - [RunSignUp](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#runsignup)
    - [Sage Intacct](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#sage-intacct)
    - [Shopify](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#shopify)
    - [SmartyStreets](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#smartystreets)
    - [Square](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#square)
    - [Stripe](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#stripe)
    - [TicketSpice](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#ticketspice)
    - [Ticketure](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#ticketure)
    - [Twilio](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#twilio)
    - [VolunteerHub](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#volunteerhub)
    - [Windfall](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#windfall)
    - [WooCommerce](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#woocommerce)
    - [Cuseum](https://kbhelp.humanitru.com/knowledge/integrations?hsLang=en#cuseum)
- [Product Updates](https://kbhelp.humanitru.com/knowledge/product-updates?hsLang=en#main-content)

    - [2026](https://kbhelp.humanitru.com/knowledge/product-updates?hsLang=en#2026)

[![Chill listening crop-3](https://kbhelp.humanitru.com/hs-fs/hubfs/Humanitru-logo-green-horiz-lo-rez-web-main-RGB-3-1.png?width=100&height=24&name=Humanitru-logo-green-horiz-lo-rez-web-main-RGB-3-1.png "Chill listening crop-3")](http://humanitru.com)

Copyright © 2026, Humanitru