Nonprofit Cloud Developer Guide

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Introduction to Nonprofit Cloud
Nonprofit Cloud Data Model
Fundraising
Fundraising Standard Objects
DocGenerationQueryResult
DonorGiftConcept
DonorGiftSummary
GiftAgreement
GiftBatch
GiftCommitment
GiftCmtChangeAttrLog
GiftCommitmentSchedule
GiftDefaultDesignation
GiftDefaultSoftCredit
GiftDesignation
GiftEntry
GiftRefund
GiftSoftCredit
GiftTransaction
GiftTransactionDesignation
GiftTribute
GiftValueForecast
OutreachSourceCode
OutreachSummary
PartyCategory
PartyPhilanthropicAssessment
PartyPhilanthropicIndicator
PartyPhilanthropicMilestone
PartyPhilanthropicOccurrence
PartyPhilanthropicRsrchPrfl
PaymentInstrument
PlannedGift
PlannedGiftAnnuityRate
PlannedGiftPerformance
Fundraising Fields on Other Objects
Fundraising Business APIs
Fundraising Invocable Actions
Fundraising Metadata API Types
Fundraising Tooling API Objects
Program Management
Case Management
Outcome Management Standard Objects
Grantmaking
Volunteer Management Standard Objects
Group Memberships and Households in Nonprofit Cloud
Record Rollup Definitions
NonProfit Cloud Associated Objects
PDF

PlannedGiftAnnuityRate

The rate used to calculate payments for a charitable gift annuity. 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
EffectiveDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The date the annuity rate becomes effective.
GiftType
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The gift type associated with the gift annuity. Determines the payout rate for the gift.
Possible values are:
  • Bequest
  • Charitable Gift Annuity
  • Charitable Lead Annuity Trust
  • Charitable Remainder Annuity Trust
  • Charitable Remainder Trust
  • Deferred Gift Annuity
  • Donor Advised Fund
  • Life Insurance
  • Other Planned Gift
  • Personal Property
  • Pooled Income Fund
  • Real Estate
  • Securities
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
MaturityDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The date when the annuity payments end.
Name
Type
string
Properties
Autonumber, Defaulted on create, Filter, idLookup, Sort
Description
The ID of the gift annuity rate record.
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
PlannedGiftId
Type
reference
Properties
Create, Filter, Group, Sort, Update
Description
The planned gift associated with the gift annuity rate.
This field is a relationship field.
Relationship Name
PlannedGift
Refers To
PlannedGift
Rate
Type
percent
Properties
Create, Filter, Sort, Update
Description
The annuity rate used to calculate payments to the donor or beneficiary.
StartDate
Type
date
Properties
Create, Filter, Group, Sort, Update
Description
The date when the annuity payments begin.