How do we track and reconcile gifts made through AssetStream?

AssetStream provides the charity with a complete back office that provides the charity with all information on completed and in-process gifts. In-process gifts display the time and date that each step of the process has been completed. Additionally, the charity can download any number of months or years of data to a spreadsheet in a CSV file. Exported data include the following:

gift order
gift declined
date initiated
date tax receipt sent
date transferred
date sold
date cash available
date cash swept
estimated gift value
tax value
gross proceeds
brokerage fees
Assetstream fees
net cash proceeds
purpose of gift
donor anonymous
honoree
fulfillment of pledge
goods or services received
donor type
donor name
city
state
investment firm
broker

Charities interested in using the AssetStream service may contact us for a demonstration of the back office.