Record a stock gift
IRS Pub 1771 requires shares & security on the receipt — never a $ value. Atlas tracks both calculated value (for the donor) and sale proceeds (for accounting).
1 Donor
Search by name, email or phoneAR
Anthony Riccardi
2 Security
Ticker / CUSIP*
Security name
Number of shares*
Trade date*
Date received in account
3 Valuation — IRS-compliant
Per Pub 561, fair market value = ((high + low) / 2) on the trade date.
High of day*
Low of day*
Source
High + Low$185.20 + $183.10 = $368.30
Average per share (FMV)$184.15
× 100 shares×
Calculated gift value (for receipt — NOT shown to donor)$18,415.00
4 Sale & accounting
Stored separately for GL reconciliation. Variance from calculated FMV = realized gain/loss.
Sale date
Sale price / share
Sale fees
Net proceeds
Calculated FMV$18,415.00
Net proceeds$18,385.00
Realized gain / (loss)($30.00) loss
5 Designation
Campaign
Appeal
Fund*
!
Receipt rule: Stock-gift receipt will show "100 shares of Apple Inc., received Apr 22, 2026" — no dollar value. The donor uses their own FMV calculation for tax purposes.