This function allows you to upload several security contributions quickly and easily for your donor advised fund. v
Click Add Funds either on the Overview page or on the Contribute page--> click Add Public Securities
Enter the originating custodian platform (where are the securities coming from?) and click Download Sample File
Populate the sample file with the tickers and correlating shares.
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--> click the acknowledgement--> click Submit
To delete the file and start over, click the arrow going in a circle
After clicking Submit you will have the option to download the instructions that you can share with the custodian in which you're transferring the securities from
You can view the status of the contribution under Contribution History within the Contribute tab--> Securities
