Nonprofit Cloud Developer Guide

Introduction to Nonprofit Cloud
Nonprofit Cloud Data Model
Fundraising
Fundraising Standard Objects
DocGenerationQueryResult
DonorGiftSummary
GiftBatch
GiftCommitment
GiftCmtChangeAttrLog
GiftCommitmentSchedule
GiftDefaultDesignation
GiftDesignation
GiftEntry
GiftRefund
GiftSoftCredit
GiftTransaction
GiftTransactionDesignation
GiftTribute
OutreachSourceCode
OutreachSummary
PaymentInstrument
Fundraising Fields on Other Objects
Fundraising Business APIs
Fundraising Invocable Actions
Fundraising Metadata API Types
Fundraising Tooling API Objects
Program Management
Case Management
Outcome Management Standard Objects
Grantmaking
Group Memberships and Households in Nonprofit Cloud
NonProfit Cloud Associated Objects
PDF

Newer Version Available

This content describes an older version of this product. View Latest

DonorGiftSummary

Represents gift summaries for accounts and contacts. This object is available in API version 59.0 and later.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations. 

Important

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()

Special Access Rules

This object is available only if the Fundraising Access license is enabled and the Fundraising User system permission is assigned to users.

Fields

Field Details
AverageGiftAmount
Type
currency
Properties
Filter, Sort
Description
The average value of the gifts the donor directly contributed.
This value of this field is calculated using a formula: (TotalGiftTransactionAmount / GiftCount).
BestGiftYear
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The year in which the donor gave the largest value of gifts. Data Processing Engine finds the year in which the donor gave the largest sum of paid gift transaction amounts. You can schedule this calculation to run on a regular basis.
CompositeRfmScore
Type
int
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The score that represents the composite threshold of gift recency, gift frequency, and gift monetary value. Data Processing Engine calculates this value according to how you configure RFM Scoring. You can schedule this calculation to run on a regular basis.
Available in API version 61.0 and later.
CurrentRecurringStartDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The date of the donor's first recurring gift transaction for their active recurring gift. Data Processing Engine finds the date of the donor's first paid transaction associated with a related recurring gift commitment that isn't closed. You can schedule this calculation to run on a regular basis.
CurrentYearGiftCount
Type
int
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The number of gifts that the donor directly contributed this year. Data Processing Engine calculates this value by counting the paid gift transactions this calendar year. You can schedule this calculation to run on a regular basis.
DaysSinceLastGift
Type
int
Properties
Filter, Group, Nillable, Sort
Description
The number of days since the donor gave a direct contribution.
This value of this field is calculated using a formula: IF(ISBLANK(TEXT(LastGiftDate)), NULL, TODAY() - LastGiftDate).
DonorId
Type
reference
Properties
Create, Filter, Group, Sort
Description
The person, household, or organization account associated with the donor gift summary.
This field is a relationship field.
Relationship Name
Donor
Relationship Type
Master-Detail
Refers To
Account
FirstGiftAmount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The value of the first gift the donor directly contributed. Data Processing Engine calculates this value by finding the amount of the donor's first paid gift transaction. You can schedule this calculation to run on a regular basis.
FirstGiftCampaignId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The first campaign to which the donor contributed. Data Processing Engine calculates this value by finding the campaign of the donor's first paid gift transaction related to a campaign. You can schedule this calculation to run on a regular basis.
This field is a relationship field.
Relationship Name
FirstGiftCampaign
Relationship Type
Lookup
Refers To
Campaign
FirstGiftDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The date of the donor's first direct contribution. Data Processing Engine calculates this value by finding the date of the donor's first paid gift transaction. You can schedule this calculation to run on a regular basis.
FirstRecurringStartDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The date of the donor's first recurring gift transaction. Data Processing Engine calculates this value by finding the date of the donor's first paid gift transaction related to a recurring gift commitment. You can schedule this calculation to run on a regular basis.
FirstSoftCreditAmount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The value of the first gift the donor influenced but didn't directly contribute. Data Processing Engine calculates this value by finding the soft credit amount of the first paid gift transaction for which the donor receives soft credit. You can schedule this calculation to run on a regular basis.
FirstSoftCreditDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The date of the first gift the donor influenced but didn't directly contribute. Data Processing Engine calculates this value by finding the date of the first paid gift transaction for which the donor receives soft credit. You can schedule this calculation to run on a regular basis.
FrequencyScore
Type
int
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The score that represents the giving frequency of the donor. Data Processing Engine calculates this value according to how you configure RFM Scoring. You can schedule this calculation to run on a regular basis.
Available in API version 61.0 and later.
GiftCount
Type
int
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The total number of gifts the donor directly contributed. Data Processing Engine calculates this value by counting all of the donor's paid gift transactions. You can schedule this calculation to run on a regular basis.
GiftsLastYearAmount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The total value of gifts that the donor directly contributed last year. Data Processing Engine calculates this value by adding the amounts of paid gift transactions from the last calendar year. You can schedule this calculation to run on a regular basis.
GiftsThisYearAmount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The total value of gifts that the donor directly contributed this year. Data Processing Engine calculates this value by adding the amounts of the donor's paid gift transactions from this calendar year. You can schedule this calculation to run on a regular basis.
GiftsTwoYearsAgoAmount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The value of gifts the donor directly contributed two years ago. Data Processing Engine calculates this value by adding the amounts of the donor's paid gift transactions from two calendar years ago. You can schedule this calculation to run on a regular basis.
HighestGiftAmount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The largest single gift that the donor directly contributed. Data Processing Engine calculates this value by finding the amount of the donor's largest paid gift transaction. You can schedule this calculation to run on a regular basis.
HighestGiftYearAmount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The amount the donor gave in the year they directly contributed the largest value. Data Processing Engine calculates this value by finding the total amount of all paid gift transactions in the year when the donor gave the largest amount. You can schedule this calculation to run on a regular basis.
HighestSoftCreditAmount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The value of the largest single gift the donor influenced but didn't directly contribute. Data Processing Engine calculates this value by finding the largest gift transaction for which the donor receives soft credit. You can schedule this calculation to run on a regular basis.
HighestSoftCreditDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The date of the largest single gift the donor influenced but didn't directly contribute. Data Processing Engine calculates this value by finding the date of the largest gift transaction for which the donor receives soft credit. You can schedule this calculation to run on a regular basis.
LastGiftAmount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The value of the donor's most recent directly contributed gift. Data Processing Engine calculates this value by finding the amount of the donor's most recent paid gift transaction. You can schedule this calculation to run on a regular basis.
LastGiftDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The date of the donor's most recent directly contributed gift. Data Processing Engine calculates this value by finding the date of the donor's most recent paid gift transaction. You can schedule this calculation to run on a regular basis.
LastRecurringPaymentDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The date when the donor last made a payment toward a recurring gift. Data Processing Engine calculates this value by finding the date of the donor's most recent paid gift transaction related to a recurring gift commitment. You can schedule this calculation to run on a regular basis.
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp when the current user last accessed this record indirectly, for example, through a list view or related record.
LastSoftCreditAmount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The value of the most recent gift the donor influenced but didn't directly contribute. Data Processing Engine calculates this value by finding the amount of the most recent paid gift transaction for which the donor received soft credit. You can schedule this calculation to run on a regular basis.
LastSoftCreditDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The date of the most recent gift the donor influenced but didn't directly contribute. Data Processing Engine calculates this value by finding the date of the most recent paid gift transaction for which the donor received soft credit. You can schedule this calculation to run on a regular basis.
LastTwoYearGiftCount
Type
int
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The total number of gifts the donor directly contributed two calendar years ago. Data Processing Engine calculates this value by counting the donor's paid gift transactions with a transaction date from two calendar years ago. You can schedule this calculation to run on a regular basis.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp when the current user last viewed this record or list view. If this value is null, and LastReferenceDate is not null, the user accessed this record or list view.
LastYearGiftCount
Type
int
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The total number of gifts that the donor directly contributed last calendar year. Data Processing Engine calculates this value by counting the number of the donor's paid gift transactions with a transaction date in the last calendar year. You can schedule this calculation to run on a regular basis.
LowestGiftAmount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The smallest single gift the donor directly contributed. Data Processing Engine calculates this value by finding the amount of the smallest paid gift transaction of all of the donor's paid gift transactions. You can schedule this calculation to run on a regular basis.
MonetaryScore
Type
int
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The score that represents the monetary value of the donor's gifts. Data Processing Engine calculates this value according to how you configure RFM Scoring. You can schedule this calculation to run on a regular basis.
Available in API version 61.0 and later.
Name
Type
string
Properties
Autonumber, Defaulted on create, Filter, idLookup, Sort
Description
The auto-numbered name that uniquely identifies the donor gift summary.
RecencyScore
Type
int
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The score that represents the giving recency of a donor. Data Processing Engine calculates this value according to how you configure RFM Scoring. You can schedule this calculation to run on a regular basis.
Available in API version 61.0 and later.
SecondGiftDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The date of the second gift the donor directly contributed. Data Processing Engine calculates this value by finding the date of the donor's second paid gift transaction. You can schedule this calculation to run on a regular basis.
SoftCreditCount
Type
int
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The number of gifts the donor influenced and didn't directly contribute. Data Processing Engine calculates this value by counting paid gift transactions for which the donor receives soft credit. You can schedule this calculation to run on a regular basis.
TotalGiftsAmount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The value of all gifts the donor directly contributed. Data Processing Engine calculates this value by adding the amounts of the donor's paid gift transactions. You can schedule this calculation to run on a regular basis.
TotalHardSoftCredits
Type
int
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The number of gifts the donor directly contributed and influenced. Data Processing Engine calculates this value by counting the donor's paid transactions and paid transactions for which the donor receives soft credit.. You can schedule this calculation to run on a regular basis.
TotalHardSoftCreditsAmount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The value of all gifts the donor directly contributed and influenced. Data Processing Engine calculates this value by adding the amounts of the donor's paid transactions and paid transactions for which the donor receives soft credit.. You can schedule this calculation to run on a regular basis.
TotalPaidRcrInstallments
Type
int
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The number of recurring installments that the donor directly contributed. Data Processing Engine calculates this value by counting the donor's paid gift transactions associated with recurring gift commitments. You can schedule this calculation to run on a regular basis.
TotalPaidRcrInstlAmt
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The value of all of the recurring installments that the donor directly contributed. Data Processing Engine calculates this value by adding the amounts of the donor's paid gift transactions associated with recurring gift commitments. You can schedule this calculation to run on a regular basis.