PartyPhilanthropicAssessment

AccountId

• Type: reference
• Properties: Create, Filter, Group, Sort, Update
• Description: The account associated with the assessment.

  This field is a relationship field.

• Relationship Name: Account
• Refers To: Account

AssessmentOrganizationId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The organization performing the assessment.

  This field is a relationship field.

• Relationship Name: AssessmentOrganization
• Refers To: Account

AssessmentType

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The type of assessment, such as executive summary, donor brief, or third-party assessment.
• Possible values:
  • Donor Brief
  • Executive Summary
  • Third Party Assessment

AssetLiquidationValue

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The value of the party's assets that can be liquidated within a specified time period.

AttributedUserId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The person the research is attributed to.

  This field is a relationship field.

• Relationship Name: AttributedUser
• Refers To: User

BusinessOwnershipValue

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The value of private businesses owned by the party.

CaseId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The case that delivers the research.

  This field is a relationship field.

• Relationship Name: Case
• Relationship Type: Lookup
• Refers To: Case

ContactId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The contact associated with the assessment.

  This field is a relationship field.

• Relationship Name: Contact
• Refers To: Contact

Date

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date of the assessment.

ExtendedSummary

• Type: textarea
• Properties: Create, Nillable, Update
• Description: A detailed summary of the assessment.

GivingLevel

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The party's giving level.
• Possible values:
  • $1,000,000-$4,999,999
  • $1,000-$2,499
  • $10,000,000-$24,999,999
  • $10,000-$24,999
  • $100,000-$249,999
  • $100-$499
  • $2,500-$4,999
  • $25,000,000+
  • $25,000-$49,999
  • $250,000-$999,999
  • $5,000,000-$9,999,999
  • $5,000-$9,999
  • $50,000-$99,999
  • $500-$999
  • Under $100

GraduationCohort

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: The party's graduation cohort, if the party is a person.
• Possible values:
  • 0-5 Years Since Graduation
  • 11-20 Years Since Graduation
  • 21-30 Years Since Graduation
  • 31-40 Years Since Graduation
  • 41-50 Years Since Graduation
  • 50+ Years Since Graduation
  • 6-10 Years Since Graduation

GraduationStatus

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: The party's graduation status, if the party is a person.
• Possible values:
  • Associate Degree
  • Certificate or Award
  • Multiple Degrees
  • Non-Graduate
  • Other
  • Postgraduate Degree
  • Secondary Diploma
  • Undergraduate Degree

Income

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The party's annual income.

LastReferencedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The timestamp when the current user last accessed this record, a record related to this record, or a list view.

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, the user might have only accessed this record or list view (LastReferencedDate) but not viewed it.

Name

• Type: string
• Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
• Description: An auto-generated string or number assigned to the assessment.

OtherAssetsValue

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The value of the party's assets not covered by other measures of net worth.

OtherNonprofitGiftAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The monetary value of the party's donations to other nonprofits.

OtherNonprofitGiftCount

• Type: int
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The number of the party's donations to other nonprofits.

OverallRating

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The overall rating determined by the assessment.
• Possible values:
  • High
  • Low
  • Medium

OwnerId

• Type: reference
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: The user who owns this record.

  This field is a polymorphic relationship field.

• Relationship Name: Owner
• Refers To: Group, User

PartyPhilanthropicRsrchPrflId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The research profile associated with the research.

  This field is a relationship field.

• Relationship Name: PartyPhilanthropicRsrchPrfl
• Relationship Type: Lookup
• Refers To: PartyPhilanthropicRsrchPrfl

RealEstateValue

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The value of real estate owned by the party.

ResearchEndDate

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The end date of the research, used to measure the research period and assess the efficiency of the research.

ResearchHours

• Type: double
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The total hours spent on research for the assessment, used to track resource allocation and time spent on researching each prospect.

ResearchSharedDate

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date the completed research is shared with the relationship officer, used to ensure transparency and track the flow of information in prospect engagement.

ResearchStartDate

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The start date of the research, used to create a timeline for the research process and track the duration of the research phase.

ResponsiblePersonId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The relationship officer assigned to the party.

  This field is a relationship field.

• Relationship Name: ResponsiblePerson
• Refers To: User

RetirementSavingsAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The party's retirement savings.

ShortSummary

• Type: textarea
• Properties: Create, Filter, Nillable, Sort, Update
• Description: A short summary of the assessment.

StockValue

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The value of public stock owned by the party.

StrengthsAndOpportunities

• Type: textarea
• Properties: Create, Nillable, Update
• Description: The strengths and opportunities identified in the assessment.

WeaknessesAndDrawbacks

• Type: textarea
• Properties: Create, Nillable, Update
• Description: The weaknesses and drawbacks identified in the assessment.

WealthAmount

• Type: currency
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The party's total wealth.

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.

PartyPhilanthropicAssessmentHistory

History is available for tracked fields of the object.

PartyPhilanthropicAssessmentOwnerSharingRule

Sharing rules are available for the object.

PartyPhilanthropicAssessmentShare

Sharing is available for the object.