PlannedGift

A complex gift such as an annuity, bequest, or trust. 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
ActuarialFactor	Type double Properties Create, Filter, Nillable, Sort, Update Description A factor based on actuarial assumptions that’s used to calculate the gift’s future value.
AmountReceived	Type currency Properties Create, Filter, Nillable, Sort, Update Description The amount received since the planned gift record was created.
BequestRealizationDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The expected date when a bequest is likely to be realized.
CaseId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The case associated with the planned gift. This field is a relationship field. Relationship Name Case Refers To Case
ContactId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The contact for the planned gift. This field is a relationship field. Relationship Name Contact Refers To Contact
CurrentValue	Type currency Properties Create, Filter, Nillable, Sort, Update Description The planned gift's current value.
DateCommitted	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date when the gift was committed.
DateReceived	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date when the gift was received.
DeferralPeriod	Type int Properties Create, Filter, Group, Nillable, Sort, Update Description The time period, in years, after which payments start.
DeferredFutureValue	Type currency Properties Create, Filter, Nillable, Sort, Update Description The projected value of a deferred gift annuity at maturity.
DiscountRate	Type percent Properties Create, Filter, Nillable, Sort, Update Description The discount rate applied to project the future value of the gift.
DonorGiftConceptId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The gift concept associated with the planned gift. This field is a relationship field. Relationship Name DonorGiftConcept Refers To DonorGiftConcept
DonorId	Type reference Properties Create, Filter, Group, Sort, Update Description The donor of the planned gift. This field is a relationship field. Relationship Name Donor Refers To Account
Expectancy	Type double Properties Create, Filter, Nillable, Sort, Update Description The expected number of years to maturity, based on actuarial assumptions.
ExpectedAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The expected value of the planned gift.
ExpectedEstateValue	Type currency Properties Create, Filter, Nillable, Sort, Update Description The total estimated value of a donor's estate.
ExpensesAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The total management expenses associated with the gift.
FaceValue	Type currency Properties Create, Filter, Nillable, Sort, Update Description The face value of the gift, if the gift is life insurance.
FirstPaymentDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date when the first payment is made, if the gift is a trust or an annuity.
FutureValue	Type currency Properties Create, Filter, Nillable, Sort, Update Description The gift's projected value at maturity.
GiftAgreementId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The gift agreement associated with the planned gift. This field is a relationship field. Relationship Name GiftAgreement Refers To GiftAgreement
GiftType	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The type of planned gift. Possible values are: `Bequest` `Bequest Specific Amount` `Bequest Specific Percentage` `Charitable Gift Annuity` `Charitable Lead Annuity Trust` `Charitable Remainder Annuity Trust` `Charitable Remainder Trust` `Charitable Remainder Unitrust` `Deferred Gift Annuity` `Donor Advised Fund` `Immediate Gift Annuity` `Life Insurance` `Life Insurance Irrevocable Interest` `Other Planned Gift` `Personal Property` `Pooled Income Fund` `Real Estate` `Securities`
InvestmentReturnRate	Type percent Properties Create, Filter, Nillable, Sort, Update Description The return rate on investments related to the gift.
IsRevocable	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the gift is revocable (true) or not (false). The default value is `false`.
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description
LastValuationDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date when the planned gift value was last updated.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description
MarketValue	Type currency Properties Create, Filter, Nillable, Sort, Update Description The gift's current market value.
MaturityDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date when the gift is expected to mature or be realized.
Name	Type string Properties Autonumber, Defaulted on create, Filter, idLookup, Sort Description The ID of the planned gift record.
NetReturnRate	Type percent Properties Create, Filter, Nillable, Sort, Update Description The expected annual net return rate on the gift’s investments.
NetValue	Type currency Properties Create, Filter, Nillable, Sort, Update Description The net value of the gift after expenses and payouts.
OpportunityId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The opportunity associated with the planned gift. This field is a relationship field. Relationship Name Opportunity Refers To Opportunity
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
PayoutFrequency	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The payment frequency. Possible values are: `Annual` `Custom` `Monthly` `One-Time` `Quarterly` `Semi-Annual`
PayoutRate	Type percent Properties Create, Filter, Nillable, Sort, Update Description The rate at which payouts are made to beneficiaries.
PolicyNumber	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The policy number, if the gift is life insurance.
PremiumAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The premium amount, if the gift is life insurance.
PresentValue	Type currency Properties Create, Filter, Nillable, Sort, Update Description A calculated value of future cash flows associated with an asset or planned gift.
PrincipalAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The principal amount of the gift.
PrincipalPercentage	Type percent Properties Create, Filter, Nillable, Sort, Update Description The percentage of the expected amount that's the principal amount of the gift.
ProbabilityFactor	Type percent Properties Create, Filter, Nillable, Sort, Update Description The probability of receiving the gift.
ResiduaryShare	Type percent Properties Create, Filter, Nillable, Sort, Update Description The percentage of the estate allocated to the institution for residuary bequests.
StartDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date when the gift agreement is initiated.
Status	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The status of the planned gift. Possible values are: `Active` `Closed` `In Probate` `Inactive` `Matured` `Pending Approval` `Realized` `Under Agreement`
Term	Type double Properties Create, Filter, Nillable, Sort, Update Description The term of a trust for calculating future and present value.
TermEndDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The date when the gift matures or the trust term ends.
TermType	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The term type for the trust, such as fixed number of years, one life, or two lives. Possible values are: `Fixed Number of Years` `Joint Life` `Life of Beneficiary` `Life of Donor` `One Life Fixed Term` `Single Life` `Two Lives Fixed Term`
TrustName	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The name of the trust, if the gift is categorized as a trust.
TrustType	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description The type of trust. Possible values are: `Charitable Lead Annuity Trust` `Charitable Lead Unitrust` `Charitable Remainder Annuity Trust` `Charitable Remainder Trust` `Charitable Remainder Unitrust` `Irrevocable Trust` `Revocable Trust` `Testamentary Trust`
TrusteeFees	Type currency Properties Create, Filter, Nillable, Sort, Update Description Fees paid to the trustee.
UnitsHeld	Type double Properties Create, Filter, Nillable, Sort, Update Description The number of units that the donor holds in the pooled income fund.
UnitsValue	Type currency Properties Create, Filter, Nillable, Sort, Update Description The value of 1 unit in the pooled income fund.

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.

PlannedGiftChangeEvent: Change events are available for the object.
PlannedGiftFeed: Feed tracking is available for the object.
PlannedGiftHistory: History is available for tracked fields of the object.
PlannedGiftOwnerSharingRule: Sharing rules are available for the object.
PlannedGiftShare: Sharing is available for the object.

Nonprofit Cloud Developer Guide

PlannedGift

Supported Calls

Special Access Rules

Fields

Associated Objects