PlannedGiftPerformance

The performance of a planned gift over time, including returns, expenses, and net value. This object is available in API version 64.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), 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
Expenses	Type currency Properties Create, Filter, Nillable, Sort, Update Description The total management expense associated with the planned gift.
InvestmentReturnRate	Type percent Properties Create, Filter, Nillable, Sort, Update Description The investment return rate associated with the planned gift.
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description
Name	Type string Properties Autonumber, Defaulted on create, Filter, idLookup, Sort Description The ID of the gift performance record.
NetValue	Type currency Properties Create, Filter, Nillable, Sort, Update Description The value of the planned gift after accounting for expenses and payouts.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description This field is a polymorphic relationship field. Relationship Name Owner Refers To Group, User
PayoutRate	Type percent Properties Create, Filter, Nillable, Sort, Update Description The rate at which payouts are made to beneficiaries of the planned gift.
PayoutStartDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The start date of payouts to beneficiaries from the planned gift.
PlannedGiftId	Type reference Properties Create, Filter, Group, Sort, Update Description The planned gift associated with the performance record. This field is a relationship field. Relationship Name PlannedGift Refers To PlannedGift
StartDate	Type date Properties Create, Filter, Group, Sort, Update Description The start date of performance tracking for the planned gift.

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

PlannedGiftPerformanceChangeEvent: Change events are available for the object.
PlannedGiftPerformanceFeed: Feed tracking is available for the object.
PlannedGiftPerformanceHistory: History is available for tracked fields of the object.
PlannedGiftPerformanceOwnerSharingRule: Sharing rules are available for the object.
PlannedGiftPerformanceShare: Sharing is available for the object.

Nonprofit Cloud Developer Guide

PlannedGiftPerformance

Supported Calls

Special Access Rules

Fields

Associated Objects