@Eileenmcnaughton I also want to make sure the stock email template is triggered even if financial type is Endowment Gift. I think right now the stock template only triggers if financial type is Stock. Maybe we can have the template for stock be triggered by payment method? Payment method = stock is consistent across all stock gifts.

Change 976360 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@deployment] Add stock_ticker & stock_quantity varibles to thank you

https://gerrit.wikimedia.org/r/976360

New template:

I'm so grateful to be the one who thanks you for the one-time gift of {$stock_quantity} shares of {stock_ticker} stock received {$receive_date} valued at {if $currency === 'USD'}{$currency} {/if}{$stock_value} you made in support of Wikipedia. I want to take this opportunity to celebrate your generosity and your exceptional willingness to take part in creating a better future for the world.

Change 977803 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Add stock_ticker & stock_quantity varibles to thank you

https://gerrit.wikimedia.org/r/977803

OK - here is the text from my test

Dear Bob,

I'm so grateful to be the one who thanks you for the one-time gift of 100 shares of APL stock received 2023-11-27 valued at USD $5,000.00 you made in support of Wikipedia. I want to take this opportunity to celebrate your generosity and your exceptional willingness to take part in creating a better future for the world.

With gratitude,
Maryana

Maryana Iskander
CEO, Wikimedia Foundation

If you are employed, please check with your employer to see if they have a corporate matching gift program. Many employers will generously match employee contributions.

This letter may serve as a record of your donation. No goods or services were provided, in whole or in part, for this contribution. Our postal address is: Wikimedia Foundation, Inc., P.O. Box 98204, Washington, DC 20090-8204, USA. U.S. tax-exempt number: 20-0049703

If you do not wish to receive any future fundraising emails from the Wikimedia Foundation, you can unsubscribe. Please note we will still send you receipts, like this one, for future donations.

Change 976360 abandoned by Eileen:

[wikimedia/fundraising/crm@deployment] Add stock_ticker & stock_quantity varibles to thank you

Reason:

https://gerrit.wikimedia.org/r/976360

@Eileenmcnaughton Looks good! Just want to make sure this is updated for the Endowment version as well - the bottom portion with the PO Box address and Tax ID will have the END information.

Change 977803 merged by Eileen:

[wikimedia/fundraising/crm@master] Add stock_ticker & stock_quantity varibles to thank you

https://gerrit.wikimedia.org/r/977803

Change 978698 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Add stock example for endowment thank you

https://gerrit.wikimedia.org/r/978698

@MDemosWMF I just deployed this update - you should be able to see if you send a thank you for a relevant person

@Eileenmcnaughton thank you! The WMF stock TY email looks good, but the Endowment one has a slight issue with the formatting. There is a line break dividing the spacing:
"Thank you for

the one-time gift of 1 shares of APPL stock received 2023-11-30 valued at USD $22.00 to support Wikipedia and a future where knowledge is free for everyone."

I would also like to take out the date and amount of the gift in the footer like the WMF stock email. So we would remove the part in bold and keep the rest: "For your records: Your donation on 2023-11-30 was USD $20.00. This letter may serve as a record of your donation. No goods or services were provided, in whole or in part, for this contribution. Our postal address is: Wikimedia Endowment, P.O. Box 96887, Washington DC, USA 20090. U.S. tax-exempt number: 87-3024488."

Thanks for making these changes!

Change 980061 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Further endowment updates on stock

https://gerrit.wikimedia.org/r/980061

@MDemosWMF I've just made those updates

2 small changes in review before we can close out the phab (change already made on live) https://gerrit.wikimedia.org/r/c/wikimedia/fundraising/crm/+/980061

@Eileenmcnaughton Just tested it and looks good! Thank you!

Change 978698 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Add stock example for endowment thank you

https://gerrit.wikimedia.org/r/978698

Change 980061 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Further endowment updates on stock

https://gerrit.wikimedia.org/r/980061