PlannedGift

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:
  • 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).
• Default value: 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:
  • 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:
  • 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:
  • 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:
  • 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.

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.