GiftCommitment

Represents the commitment made by a donor. This object is available in API version 59.0 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
CampaignId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The campaign associated with this commitment.
This field is a relationship field.
Relationship Name
Campaign
Relationship Type
Lookup
Refers To
Campaign
CurrentGiftCmtScheduleId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The current, active schedule of the commitment.
This field is a relationship field.
Relationship Name
CurrentGiftCmtSchedule
Relationship Type
Lookup
Refers To
GiftCommitmentSchedule
Description
Type
textarea
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The description about the gift commitment.
DonorId
Type
reference
Properties
Create, Filter, Group, Sort, Update
Description
The person, household, or organization account associated with this commitment.
This field is a relationship field.
Relationship Name
Donor
Relationship Type
Lookup
Refers To
Account
DonorGiftConceptId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The gift concept associated with the gift commitment.
This field is a relationship field.
Relationship Name
DonorGiftConcept
Relationship Type
Lookup
Refers To
DonorGiftConcept
EffectiveStartDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The date from when the commitment is in effect.
EffectiveTransactionInterval
Type
int
Properties
Filter, Group, Nillable, Sort
Description
The transaction interval that's applicable based on the currently active schedule.
EffectiveTransactionPeriod
Type
string
Properties
Filter, Group, Nillable, Sort
Description
The transaction period that's applicable based on the currently active schedule.
ExpectedAssetMaturityDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The expected maturity date of all the committed assets for a commitment.
ExpectedAssetTransferDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The expected date of transferring all the committed assets for a commitment.
ExpectedEndDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The date when the total amount of the commitment is expected to be fully paid.
ExpectedTotalCmtAmount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The total donation amount that's expected for this commitment.
FormalCommitmentType
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Specifies the formality type of the commitment.
Possible values are:
  • Verbal
  • Written
The default value is Verbal.
FulfillmentType
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Specifies whether the commitment fulfillment depends on one or more conditions or is unconditional.
Possible values are:
  • Conditional
  • Unconditional
The default value is Unconditional.
GiftAgreementId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The gift agreement associated with the gift commitment.
This field is a relationship field.
Relationship Name
GiftAgreement
Relationship Type
Lookup
Refers To
GiftAgreement
GiftVehicle
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Specifies the vehicle that's used to fulfill a gift commitment.
Possible values are:
  • Bequest
  • Charitable Gift Annuity
  • Donor Advised Fund
  • Life Insurance
  • Other
  • Pooled Income Fund
  • Trust
GiftVehicleType
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Specifies the type of gift vehicle that fulfills the gift commitment.
Possible values are:
  • Charitable Lead Trust
  • Charitable Remainder Trust
  • Deferred Gift Annuity
  • Flexible Gift Annuity
  • Immediate Gift Annuity
  • Other
IsAssetTransferExpected
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates whether the donor intends to transfer non-monetary assets or not.
The default value is false.
LastNextGenCmtProcDtTm
Type
dateTime
Properties
Create, Filter, Nillable, Sort, Update
Description
The date and time that this gift commitment was last processed and updated during the NextGen commitment processing job.
Available in API version 67.0 and later.
LastNextGenCmtProcError
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The most recent error message for this gift commitment in the scheduled NextGen commitment processing job.
Available in API version 67.0 and later.
LastPaidTransactionDate
Type
date
Properties
Filter, Group, Nillable, Sort
Description
The date of the last paid transaction for the commitment.
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.
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 isn’t null, the user accessed this record or list view indirectly.
Name
Type
string
Properties
Create, Filter, Group, idLookup, Sort, Update
Description
The name of the gift commitment.
NextTransactionAmount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The expected amount of the next gift transaction in the commitment schedule. This is calculated automatically based on the currently active schedule.
NextTransactionDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The date of the next gift transaction in the commitment schedule. This is calculated automatically based on the currently active schedule.
OpportunityId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The opportunity associated with this commitment.
This field is a relationship field.
Relationship Name
Opportunity
Relationship Type
Lookup
Refers To
Opportunity
OwnerId
Type
reference
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
ID of the owner of this object.
This field is a polymorphic relationship field.
Relationship Name
Owner
Relationship Type
Lookup
Refers To
Group, User
PartyPhilanthropicRsrchPrflId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The research profile related to the gift commitment.
This field is a relationship field.
Relationship Name
PartyPhilanthropicRsrchPrfl
Relationship Type
Lookup
Refers To
PartyPhilanthropicRsrchPrfl
PlannedGiftId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The planned gift associated with the gift commitment.
This field is a relationship field.
Relationship Name
PlannedGift
Relationship Type
Lookup
Refers To
PlannedGift
RecurrenceType
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Specifies the type of recurrence of a commitment.
Possible values are:
  • Fixed Length
  • Open Ended
The default value is Open Ended.
ScheduleType
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Specifies the schedule and type of the commitment.
Possible values are:
  • Custom
  • Recurring
The default value is Recurring.
Status
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
Description
Specifies the status of the commitment.
Possible values are:
  • Active
  • Closed
  • Draft
  • Failing
  • Lapsed
  • Paused
The default value is Draft.
TotCommitmentScheduleAmt
Type
currency
Properties
Filter, Nillable, Sort
Description
The total expected donation amount that's calculated across all schedules in this commitment.
This field is a calculated field.
TotExpcAssetMaturityVal
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The expected maturity value of all the committed assets for a commitment.
TotExpcAssetTransferVal
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The total expected value of all the committed assets when they're transferred for a commitment.
TotalAssetPresentValue
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The total current value of all the committed assets for a commitment.
TotalCurrentMonth
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The total value of all gift commitments made for the current month. This field is available from API version 62.0 and later.
TotalCurrentQuarter
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The total value of all gift commitments made for the current quarter. This field is available from API version 62.0 and later.
TotalCurrentYear
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The total value of all gift commitments made for the current year. This field is available from API version 62.0 and later.
TotalNextYear
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The total value of all gift commitments made for the next year. This field is available from API version 62.0 and later.
TotalPaidTransactionAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
The total amount of paid gift transactions for the commitment.
TransactionPaymentCount
Type
int
Properties
Filter, Group, Nillable, Sort
Description
The number of paid gift transactions for the commitment.
WrittenOffAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
The total amount of written-off gift transactions for this commitment.

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.

GiftCommitmentChangeEvent (API Version 62.0)
Change events are available for the object.
GiftCommitmentFeed
Feed tracking is available for the object.
GiftCommitmentHistory
History is available for tracked fields of the object.
GiftCommitmentOwnerSharingRule (API Version 64.0)
Sharing rules are available for the object.
GiftCommitmentShare
Sharing is available for the object.