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.
BookedPledges	Type currency Properties Create, Filter, Nillable, Sort, Update Description The total value of a donor's pledges that are fully accounted for. Data Processing Engine calculates this value by adding the amounts of the donor's pledges with `FormalCommitmentType = Written`. You can schedule this calculation to run on a regular basis. Available in API version 62.0 and later.
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.
CurrentYearSoftCreditCount	Type int Properties Create, Filter, Group, Nillable, Sort, Update Description The total number of gift soft credit records attributed to the donor this year. Available in API version 63.0 and later.
CurrentYearSoftCreditsAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The total value of gift soft credits earned by the donor this year. Available in API version 63.0 and later.
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.
GivingLevel	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The range within which the donor's total contributions fall for the current year. Possible values are: `$25,000,000+` `$10,000,000-$24,999,999` `$5,000,000-$9,999,999` `$1,000,000-$4,999,999` `$250,000-$999,999` `$100,000-$249,999` `$50,000-$99,999` `$25,000-$49,999` `$10,000-$24,999` `$5,000-$9,999` `$2,500-$4,999` `$1,000-$2,499` `$500-$999` `$100-$499` `Under $100`
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.
LastTwoYearSoftCreditCount	Type int Properties Create, Filter, Group, Nillable, Sort, Update Description The total number of gift soft credit records attributed to the donor two years ago. Available in API version 63.0 and later.
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.
LastYearSoftCreditCount	Type int Properties Create, Filter, Group, Nillable, Sort, Update Description The total number of gift soft credits attributed to the donor last year. Available in API version 63.0 and later.
LastYearSoftCreditsAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The total value of soft credits earned by the donor last year. Available in API version 63.0 and later.
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.
TotalBookableRevenue	Type currency Properties Create, Filter, Nillable, Sort, Update Description Data Processing Engine calculates this value by subtracting any transactions associated with booked pledges from the value of all transactions and booked pledges. You can schedule this calculation to run on a regular basis. Available in API version 62.0 and later.
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.
TotalSoftCreditsAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The total value of all soft credits the donor has earned. Available in API version 63.0 and later.

Nonprofit Cloud Developer Guide

DonorGiftSummary

Supported Calls

Special Access Rules

Fields