Fund Decapitalization Report

When the market value of a fundraising purpose falls below the book value, you can decapitalize an amount of the fundraising purpose. After your organization approves the decapitalization of a fundraising purpose, you can decapitalize all or some of the purpose value to indicate that your organization should not disburse revenue from the purpose. The Fund Decapitalization report provides information about the decapitalized amounts of a purpose, including its approval and the designation into which to transfer the decapitalized amount.

To run the report for a fundraising purpose, open the record of a purpose and select Fund decapitalization under Reports. By default, the report includes the purpose from which you access the report. On the Fund Decapitalization report page, select the fundraising purpose to include and select View Report.

You can print the report or export it in several different formats.