BlueGive allows users to upload several security contributions quickly and easily for your donor-advised fund.
Click Add Funds on the Homepage and click Public Securities
Enter the originating custodian platform or broker where are the securities coming from > and click Switch to bulk upload then click Need a CSV template? Click here
Populate the sample file with the tickers and correlating shares > Save the .csv file.
Make sure you remove the word "EXAMPLE" from the sample file
Drag and drop your file into the box, or click Click to Upload to choose a file from your downloaded files
Review the securities uploaded > check the box to Acknowledgement the Terms & Conditions > Click Continue
Once completed, you can view your pending contribution by clicking Recent Transactions and next searching for the Contributions section.
