Varied Benefits for Educational and Non-Profit Institutions

NetBasis can serve valuable education-related functions for educational institutions, as well as important business applications for both educational and non-profit institutions.

Universities and business schools can use NetBasis as the foundation for assignments designed to give students a better understanding of key issues such as profit and loss management, securities valuation, and the impact of corporate action events on shareholder value.

At the same time, many university and business school libraries are adding NetBasis to their technology resources to provide students with ready access to technology solutions with important “real-world” applications.

Finally, with new regulations bringing increased scrutiny to cost basis, NetBasis enables both educational and non-profit institutions to accurately determine the adjusted cost basis of donated securities – even those with a complicated history of corporate actions. In this regard, NetBasis offers a variety of important benefits, including:

Proper valuation of donated securities for accurate tax reporting – a critical issue for institutions, and an important value-added service that can be offered to donors.
Improved portfolio management – NetBasis enables institutions to develop a list of preferred holdings from a perfomance and tax standpoint, so that they can make better choices about which stocks to accept from donors. NetBasis also fosters better-informed asset management decisions by providing information necessary to determine a portfolio’s real rate of return, and enhances gain/loss management through better-informed buying and selling decisions.
Easy identification of securities with a market value currently below their cost basis, a capability that can help institutions avoid carrying a donation with an artificially high value on their books.

Both educational and non-profit institutions can benefit from many of the valuable and unique features offered
by NetBasis, including:

Estate and gifting valuation
Date of death valuation with 6-month alternative date
Cost basis backtracking

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