Financial Information

When you select Has financial information for a fundraising purpose type, the Financial Information tab appears on the records of fundraising purposes based on this type.

On this tab, under Financial information, you can enter financial activity details about the purpose such as start and end dates, book and market values, and total gift and disbursement revenue. The program does not automatically update this information. From this grid, you can add and manage financial information as necessary.

Tip: From the Batch Entry page in Administration, you can create a Fundraising Purpose Financial Info Batch to import financial information.

Under Disbursements, you can view and manage the revenue paid out from the fundraising purpose, such as payments toward a research or development effort. The program does not automatically update this information. From this grid, you can add and manage disbursement information as necessary.

When the market value of a fundraising purpose falls below the book value, you can decapitalize an amount of the fundraising purpose. Under Decapitalization, you can view and manage the decapitalized amounts of the purpose. The program does not automatically update this information. From this grid, you can add and manage decapitalization information as necessary. For information about how to manage the decapitalization, see Manage the Decapitalization of a Fundraising Purpose.