Create stock pledge recommendation
curl --request POST \
--url https://api.endaoment.org/v2/recommendations/pledge-stock \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"stockPledgeData": {
"shares": 100,
"ticker": "AAPL",
"donorData": {
"addressLine1": "123 Main St",
"city": "San Francisco",
"country": "USA",
"firstName": "John",
"lastName": "Doe",
"receiptEmail": "john.doe@example.com",
"state": "CA",
"zipcode": "94105",
"addressLine2": "Apt 4B"
},
"brokerData": {
"brokerContactName": "Jane Smith",
"brokerEmail": "jane.smith@brokerage.com",
"brokerName": "Fidelity",
"brokerPhone": "+1 (555) 987-6543",
"brokerageAccountNumber": "123456789",
"customBrokerName": "Local Investment Partners LLC"
},
"signature": "data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAA...",
"lots": [
{
"numberOfShares": 50,
"purchasePrice": 150.75,
"purchaseDate": "2023-01-15T00:00:00.000Z",
"employeeStockPlan": "RSU",
"lotId": "LOT123"
}
]
},
"receivingEntityType": "fund",
"receivingEntityId": "123e4567-e89b-12d3-a456-426614174000",
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"updateIdentity": true,
"shareMyEmail": false,
"isRebalanceRequested": false
}
'import requests
url = "https://api.endaoment.org/v2/recommendations/pledge-stock"
payload = {
"stockPledgeData": {
"shares": 100,
"ticker": "AAPL",
"donorData": {
"addressLine1": "123 Main St",
"city": "San Francisco",
"country": "USA",
"firstName": "John",
"lastName": "Doe",
"receiptEmail": "john.doe@example.com",
"state": "CA",
"zipcode": "94105",
"addressLine2": "Apt 4B"
},
"brokerData": {
"brokerContactName": "Jane Smith",
"brokerEmail": "jane.smith@brokerage.com",
"brokerName": "Fidelity",
"brokerPhone": "+1 (555) 987-6543",
"brokerageAccountNumber": "123456789",
"customBrokerName": "Local Investment Partners LLC"
},
"signature": "data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAA...",
"lots": [
{
"numberOfShares": 50,
"purchasePrice": 150.75,
"purchaseDate": "2023-01-15T00:00:00.000Z",
"employeeStockPlan": "RSU",
"lotId": "LOT123"
}
]
},
"receivingEntityType": "fund",
"receivingEntityId": "123e4567-e89b-12d3-a456-426614174000",
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"updateIdentity": True,
"shareMyEmail": False,
"isRebalanceRequested": False
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
stockPledgeData: {
shares: 100,
ticker: 'AAPL',
donorData: {
addressLine1: '123 Main St',
city: 'San Francisco',
country: 'USA',
firstName: 'John',
lastName: 'Doe',
receiptEmail: 'john.doe@example.com',
state: 'CA',
zipcode: '94105',
addressLine2: 'Apt 4B'
},
brokerData: {
brokerContactName: 'Jane Smith',
brokerEmail: 'jane.smith@brokerage.com',
brokerName: 'Fidelity',
brokerPhone: '+1 (555) 987-6543',
brokerageAccountNumber: '123456789',
customBrokerName: 'Local Investment Partners LLC'
},
signature: 'data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAA...',
lots: [
{
numberOfShares: 50,
purchasePrice: 150.75,
purchaseDate: '2023-01-15T00:00:00.000Z',
employeeStockPlan: 'RSU',
lotId: 'LOT123'
}
]
},
receivingEntityType: 'fund',
receivingEntityId: '123e4567-e89b-12d3-a456-426614174000',
uuid: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
updateIdentity: true,
shareMyEmail: false,
isRebalanceRequested: false
})
};
fetch('https://api.endaoment.org/v2/recommendations/pledge-stock', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.endaoment.org/v2/recommendations/pledge-stock",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'stockPledgeData' => [
'shares' => 100,
'ticker' => 'AAPL',
'donorData' => [
'addressLine1' => '123 Main St',
'city' => 'San Francisco',
'country' => 'USA',
'firstName' => 'John',
'lastName' => 'Doe',
'receiptEmail' => 'john.doe@example.com',
'state' => 'CA',
'zipcode' => '94105',
'addressLine2' => 'Apt 4B'
],
'brokerData' => [
'brokerContactName' => 'Jane Smith',
'brokerEmail' => 'jane.smith@brokerage.com',
'brokerName' => 'Fidelity',
'brokerPhone' => '+1 (555) 987-6543',
'brokerageAccountNumber' => '123456789',
'customBrokerName' => 'Local Investment Partners LLC'
],
'signature' => 'data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAA...',
'lots' => [
[
'numberOfShares' => 50,
'purchasePrice' => 150.75,
'purchaseDate' => '2023-01-15T00:00:00.000Z',
'employeeStockPlan' => 'RSU',
'lotId' => 'LOT123'
]
]
],
'receivingEntityType' => 'fund',
'receivingEntityId' => '123e4567-e89b-12d3-a456-426614174000',
'uuid' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'updateIdentity' => true,
'shareMyEmail' => false,
'isRebalanceRequested' => false
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://api.endaoment.org/v2/recommendations/pledge-stock"
payload := strings.NewReader("{\n \"stockPledgeData\": {\n \"shares\": 100,\n \"ticker\": \"AAPL\",\n \"donorData\": {\n \"addressLine1\": \"123 Main St\",\n \"city\": \"San Francisco\",\n \"country\": \"USA\",\n \"firstName\": \"John\",\n \"lastName\": \"Doe\",\n \"receiptEmail\": \"john.doe@example.com\",\n \"state\": \"CA\",\n \"zipcode\": \"94105\",\n \"addressLine2\": \"Apt 4B\"\n },\n \"brokerData\": {\n \"brokerContactName\": \"Jane Smith\",\n \"brokerEmail\": \"jane.smith@brokerage.com\",\n \"brokerName\": \"Fidelity\",\n \"brokerPhone\": \"+1 (555) 987-6543\",\n \"brokerageAccountNumber\": \"123456789\",\n \"customBrokerName\": \"Local Investment Partners LLC\"\n },\n \"signature\": \"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAA...\",\n \"lots\": [\n {\n \"numberOfShares\": 50,\n \"purchasePrice\": 150.75,\n \"purchaseDate\": \"2023-01-15T00:00:00.000Z\",\n \"employeeStockPlan\": \"RSU\",\n \"lotId\": \"LOT123\"\n }\n ]\n },\n \"receivingEntityType\": \"fund\",\n \"receivingEntityId\": \"123e4567-e89b-12d3-a456-426614174000\",\n \"uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"updateIdentity\": true,\n \"shareMyEmail\": false,\n \"isRebalanceRequested\": false\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://api.endaoment.org/v2/recommendations/pledge-stock")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"stockPledgeData\": {\n \"shares\": 100,\n \"ticker\": \"AAPL\",\n \"donorData\": {\n \"addressLine1\": \"123 Main St\",\n \"city\": \"San Francisco\",\n \"country\": \"USA\",\n \"firstName\": \"John\",\n \"lastName\": \"Doe\",\n \"receiptEmail\": \"john.doe@example.com\",\n \"state\": \"CA\",\n \"zipcode\": \"94105\",\n \"addressLine2\": \"Apt 4B\"\n },\n \"brokerData\": {\n \"brokerContactName\": \"Jane Smith\",\n \"brokerEmail\": \"jane.smith@brokerage.com\",\n \"brokerName\": \"Fidelity\",\n \"brokerPhone\": \"+1 (555) 987-6543\",\n \"brokerageAccountNumber\": \"123456789\",\n \"customBrokerName\": \"Local Investment Partners LLC\"\n },\n \"signature\": \"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAA...\",\n \"lots\": [\n {\n \"numberOfShares\": 50,\n \"purchasePrice\": 150.75,\n \"purchaseDate\": \"2023-01-15T00:00:00.000Z\",\n \"employeeStockPlan\": \"RSU\",\n \"lotId\": \"LOT123\"\n }\n ]\n },\n \"receivingEntityType\": \"fund\",\n \"receivingEntityId\": \"123e4567-e89b-12d3-a456-426614174000\",\n \"uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"updateIdentity\": true,\n \"shareMyEmail\": false,\n \"isRebalanceRequested\": false\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.endaoment.org/v2/recommendations/pledge-stock")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"stockPledgeData\": {\n \"shares\": 100,\n \"ticker\": \"AAPL\",\n \"donorData\": {\n \"addressLine1\": \"123 Main St\",\n \"city\": \"San Francisco\",\n \"country\": \"USA\",\n \"firstName\": \"John\",\n \"lastName\": \"Doe\",\n \"receiptEmail\": \"john.doe@example.com\",\n \"state\": \"CA\",\n \"zipcode\": \"94105\",\n \"addressLine2\": \"Apt 4B\"\n },\n \"brokerData\": {\n \"brokerContactName\": \"Jane Smith\",\n \"brokerEmail\": \"jane.smith@brokerage.com\",\n \"brokerName\": \"Fidelity\",\n \"brokerPhone\": \"+1 (555) 987-6543\",\n \"brokerageAccountNumber\": \"123456789\",\n \"customBrokerName\": \"Local Investment Partners LLC\"\n },\n \"signature\": \"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAA...\",\n \"lots\": [\n {\n \"numberOfShares\": 50,\n \"purchasePrice\": 150.75,\n \"purchaseDate\": \"2023-01-15T00:00:00.000Z\",\n \"employeeStockPlan\": \"RSU\",\n \"lotId\": \"LOT123\"\n }\n ]\n },\n \"receivingEntityType\": \"fund\",\n \"receivingEntityId\": \"123e4567-e89b-12d3-a456-426614174000\",\n \"uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"updateIdentity\": true,\n \"shareMyEmail\": false,\n \"isRebalanceRequested\": false\n}"
response = http.request(request)
puts response.read_body{
"id": "123e4567-e89b-12d3-a456-426614174000"
}Collaboration
Create stock pledge recommendation
Creates a recommendation for donating stock.
POST
/
v2
/
recommendations
/
pledge-stock
Create stock pledge recommendation
curl --request POST \
--url https://api.endaoment.org/v2/recommendations/pledge-stock \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"stockPledgeData": {
"shares": 100,
"ticker": "AAPL",
"donorData": {
"addressLine1": "123 Main St",
"city": "San Francisco",
"country": "USA",
"firstName": "John",
"lastName": "Doe",
"receiptEmail": "john.doe@example.com",
"state": "CA",
"zipcode": "94105",
"addressLine2": "Apt 4B"
},
"brokerData": {
"brokerContactName": "Jane Smith",
"brokerEmail": "jane.smith@brokerage.com",
"brokerName": "Fidelity",
"brokerPhone": "+1 (555) 987-6543",
"brokerageAccountNumber": "123456789",
"customBrokerName": "Local Investment Partners LLC"
},
"signature": "data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAA...",
"lots": [
{
"numberOfShares": 50,
"purchasePrice": 150.75,
"purchaseDate": "2023-01-15T00:00:00.000Z",
"employeeStockPlan": "RSU",
"lotId": "LOT123"
}
]
},
"receivingEntityType": "fund",
"receivingEntityId": "123e4567-e89b-12d3-a456-426614174000",
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"updateIdentity": true,
"shareMyEmail": false,
"isRebalanceRequested": false
}
'import requests
url = "https://api.endaoment.org/v2/recommendations/pledge-stock"
payload = {
"stockPledgeData": {
"shares": 100,
"ticker": "AAPL",
"donorData": {
"addressLine1": "123 Main St",
"city": "San Francisco",
"country": "USA",
"firstName": "John",
"lastName": "Doe",
"receiptEmail": "john.doe@example.com",
"state": "CA",
"zipcode": "94105",
"addressLine2": "Apt 4B"
},
"brokerData": {
"brokerContactName": "Jane Smith",
"brokerEmail": "jane.smith@brokerage.com",
"brokerName": "Fidelity",
"brokerPhone": "+1 (555) 987-6543",
"brokerageAccountNumber": "123456789",
"customBrokerName": "Local Investment Partners LLC"
},
"signature": "data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAA...",
"lots": [
{
"numberOfShares": 50,
"purchasePrice": 150.75,
"purchaseDate": "2023-01-15T00:00:00.000Z",
"employeeStockPlan": "RSU",
"lotId": "LOT123"
}
]
},
"receivingEntityType": "fund",
"receivingEntityId": "123e4567-e89b-12d3-a456-426614174000",
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"updateIdentity": True,
"shareMyEmail": False,
"isRebalanceRequested": False
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
stockPledgeData: {
shares: 100,
ticker: 'AAPL',
donorData: {
addressLine1: '123 Main St',
city: 'San Francisco',
country: 'USA',
firstName: 'John',
lastName: 'Doe',
receiptEmail: 'john.doe@example.com',
state: 'CA',
zipcode: '94105',
addressLine2: 'Apt 4B'
},
brokerData: {
brokerContactName: 'Jane Smith',
brokerEmail: 'jane.smith@brokerage.com',
brokerName: 'Fidelity',
brokerPhone: '+1 (555) 987-6543',
brokerageAccountNumber: '123456789',
customBrokerName: 'Local Investment Partners LLC'
},
signature: 'data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAA...',
lots: [
{
numberOfShares: 50,
purchasePrice: 150.75,
purchaseDate: '2023-01-15T00:00:00.000Z',
employeeStockPlan: 'RSU',
lotId: 'LOT123'
}
]
},
receivingEntityType: 'fund',
receivingEntityId: '123e4567-e89b-12d3-a456-426614174000',
uuid: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
updateIdentity: true,
shareMyEmail: false,
isRebalanceRequested: false
})
};
fetch('https://api.endaoment.org/v2/recommendations/pledge-stock', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.endaoment.org/v2/recommendations/pledge-stock",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'stockPledgeData' => [
'shares' => 100,
'ticker' => 'AAPL',
'donorData' => [
'addressLine1' => '123 Main St',
'city' => 'San Francisco',
'country' => 'USA',
'firstName' => 'John',
'lastName' => 'Doe',
'receiptEmail' => 'john.doe@example.com',
'state' => 'CA',
'zipcode' => '94105',
'addressLine2' => 'Apt 4B'
],
'brokerData' => [
'brokerContactName' => 'Jane Smith',
'brokerEmail' => 'jane.smith@brokerage.com',
'brokerName' => 'Fidelity',
'brokerPhone' => '+1 (555) 987-6543',
'brokerageAccountNumber' => '123456789',
'customBrokerName' => 'Local Investment Partners LLC'
],
'signature' => 'data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAA...',
'lots' => [
[
'numberOfShares' => 50,
'purchasePrice' => 150.75,
'purchaseDate' => '2023-01-15T00:00:00.000Z',
'employeeStockPlan' => 'RSU',
'lotId' => 'LOT123'
]
]
],
'receivingEntityType' => 'fund',
'receivingEntityId' => '123e4567-e89b-12d3-a456-426614174000',
'uuid' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'updateIdentity' => true,
'shareMyEmail' => false,
'isRebalanceRequested' => false
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://api.endaoment.org/v2/recommendations/pledge-stock"
payload := strings.NewReader("{\n \"stockPledgeData\": {\n \"shares\": 100,\n \"ticker\": \"AAPL\",\n \"donorData\": {\n \"addressLine1\": \"123 Main St\",\n \"city\": \"San Francisco\",\n \"country\": \"USA\",\n \"firstName\": \"John\",\n \"lastName\": \"Doe\",\n \"receiptEmail\": \"john.doe@example.com\",\n \"state\": \"CA\",\n \"zipcode\": \"94105\",\n \"addressLine2\": \"Apt 4B\"\n },\n \"brokerData\": {\n \"brokerContactName\": \"Jane Smith\",\n \"brokerEmail\": \"jane.smith@brokerage.com\",\n \"brokerName\": \"Fidelity\",\n \"brokerPhone\": \"+1 (555) 987-6543\",\n \"brokerageAccountNumber\": \"123456789\",\n \"customBrokerName\": \"Local Investment Partners LLC\"\n },\n \"signature\": \"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAA...\",\n \"lots\": [\n {\n \"numberOfShares\": 50,\n \"purchasePrice\": 150.75,\n \"purchaseDate\": \"2023-01-15T00:00:00.000Z\",\n \"employeeStockPlan\": \"RSU\",\n \"lotId\": \"LOT123\"\n }\n ]\n },\n \"receivingEntityType\": \"fund\",\n \"receivingEntityId\": \"123e4567-e89b-12d3-a456-426614174000\",\n \"uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"updateIdentity\": true,\n \"shareMyEmail\": false,\n \"isRebalanceRequested\": false\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://api.endaoment.org/v2/recommendations/pledge-stock")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"stockPledgeData\": {\n \"shares\": 100,\n \"ticker\": \"AAPL\",\n \"donorData\": {\n \"addressLine1\": \"123 Main St\",\n \"city\": \"San Francisco\",\n \"country\": \"USA\",\n \"firstName\": \"John\",\n \"lastName\": \"Doe\",\n \"receiptEmail\": \"john.doe@example.com\",\n \"state\": \"CA\",\n \"zipcode\": \"94105\",\n \"addressLine2\": \"Apt 4B\"\n },\n \"brokerData\": {\n \"brokerContactName\": \"Jane Smith\",\n \"brokerEmail\": \"jane.smith@brokerage.com\",\n \"brokerName\": \"Fidelity\",\n \"brokerPhone\": \"+1 (555) 987-6543\",\n \"brokerageAccountNumber\": \"123456789\",\n \"customBrokerName\": \"Local Investment Partners LLC\"\n },\n \"signature\": \"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAA...\",\n \"lots\": [\n {\n \"numberOfShares\": 50,\n \"purchasePrice\": 150.75,\n \"purchaseDate\": \"2023-01-15T00:00:00.000Z\",\n \"employeeStockPlan\": \"RSU\",\n \"lotId\": \"LOT123\"\n }\n ]\n },\n \"receivingEntityType\": \"fund\",\n \"receivingEntityId\": \"123e4567-e89b-12d3-a456-426614174000\",\n \"uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"updateIdentity\": true,\n \"shareMyEmail\": false,\n \"isRebalanceRequested\": false\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.endaoment.org/v2/recommendations/pledge-stock")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"stockPledgeData\": {\n \"shares\": 100,\n \"ticker\": \"AAPL\",\n \"donorData\": {\n \"addressLine1\": \"123 Main St\",\n \"city\": \"San Francisco\",\n \"country\": \"USA\",\n \"firstName\": \"John\",\n \"lastName\": \"Doe\",\n \"receiptEmail\": \"john.doe@example.com\",\n \"state\": \"CA\",\n \"zipcode\": \"94105\",\n \"addressLine2\": \"Apt 4B\"\n },\n \"brokerData\": {\n \"brokerContactName\": \"Jane Smith\",\n \"brokerEmail\": \"jane.smith@brokerage.com\",\n \"brokerName\": \"Fidelity\",\n \"brokerPhone\": \"+1 (555) 987-6543\",\n \"brokerageAccountNumber\": \"123456789\",\n \"customBrokerName\": \"Local Investment Partners LLC\"\n },\n \"signature\": \"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAA...\",\n \"lots\": [\n {\n \"numberOfShares\": 50,\n \"purchasePrice\": 150.75,\n \"purchaseDate\": \"2023-01-15T00:00:00.000Z\",\n \"employeeStockPlan\": \"RSU\",\n \"lotId\": \"LOT123\"\n }\n ]\n },\n \"receivingEntityType\": \"fund\",\n \"receivingEntityId\": \"123e4567-e89b-12d3-a456-426614174000\",\n \"uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"updateIdentity\": true,\n \"shareMyEmail\": false,\n \"isRebalanceRequested\": false\n}"
response = http.request(request)
puts response.read_body{
"id": "123e4567-e89b-12d3-a456-426614174000"
}Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Body
application/json
Stock pledge details including donor and broker information
Show child attributes
Show child attributes
Type of entity receiving the pledge
Available options:
org, fund, subproject Example:
"fund"
Unique identifier of the receiving entity
Example:
"123e4567-e89b-12d3-a456-426614174000"
Unique identifier for the recommendation. Generated on the client side to ensure idempotency.
Whether to update the user global identity with the provided donor information
Example:
true
Whether to share donor email with the receiving organization
Example:
false
Whether the fund needs its investments rebalanced after the pledge is fulfilled
Example:
false
Response
Stock pledge recommendation successfully created
The recommendation id
Example:
"123e4567-e89b-12d3-a456-426614174000"
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