GiftTransaction

Represents a completed transaction from a gift. 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

AcknowledgementDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date when the gift transaction was acknowledged.

AcknowledgementStatus

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
Description: Specifies the status of the acknowledgement that’s sent for the gift transaction.
Default value: To Be Sent
Possible values:
- Don't Send
- Sent
- To Be Sent

CampaignId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The campaign associated with the gift transaction.

This field is a relationship field.
Relationship Name: Campaign
Relationship Type: Lookup
Refers To: Campaign

CheckDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date on the check.

CurrencyIsoCode

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Identifies the currency used for the gift transaction.

Available in API version 61.0 and later.
Default value: USD
Possible values:
- USD—U.S. Dollar

CurrentAmount

Type: currency
Properties: Filter, Nillable, Sort
Description:

This field is a calculated field.

Description

Type: textarea
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The description of the gift transaction.

DonorCoverAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The amount the donor added to their gift to cover fees. Available in API version 61.0 and later.

DonorGiftConceptId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The gift concept associated with the gift.

This field is a relationship field.
Relationship Name: DonorGiftConcept
Relationship Type: Lookup
Refers To: DonorGiftConcept

DonorId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The person, household, or organization account associated with the gift transaction.

This field is a relationship field.
Relationship Name: Donor
Relationship Type: Lookup
Refers To: Account

GatewayReference

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Reference of the transaction that the gateway assigned. This field is available from API version 60.0 and later.

GatewayTransactionFee

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The transaction fee charged by the payment gateway. This field is available from API version 60.0 and later.

GiftAgreementId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The gift agreement associated with the gift transaction.

This field is a relationship field.
Relationship Name: GiftAgreement
Relationship Type: Lookup
Refers To: GiftAgreement

GiftCommitmentId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The gift commitment associated with the gift transaction.

This field is a relationship field.
Relationship Name: GiftCommitment
Relationship Type: Lookup
Refers To: GiftCommitment

GiftCommitmentScheduleId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The gift commitment schedule associated with the gift transaction.

This field is a relationship field.
Relationship Name: GiftCommitmentSchedule
Relationship Type: Lookup
Refers To: GiftCommitmentSchedule

GiftType

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies the type of gift that’s associated with the gift transaction.
Default value: Individual
Possible values:
- Individual
- Organizational

IsFullyRefunded

Type: boolean
Properties: Defaulted on create, Filter, Group, Sort
Description: Set to true when Status equals Fully Refunded. You can query and filter on this field, but you cannot directly set the value.

IsPaid

Type: boolean
Properties: Defaulted on create, Filter, Group, Sort
Description: Set to true when Status equals Paid and Current Amount equals 0. You can query and filter on this field, but you cannot directly set the value.

IsPartiallyRefunded

Type: boolean
Properties: Defaulted on create, Filter, Group, Sort
Description: Set to true when Status equals Paid and Current Amount is greater than 0. You can query and filter on this field, but you cannot directly set the value.

IsWrittenOff

Type: boolean
Properties: Defaulted on create, Filter, Group, Sort
Description: Set to true when Status equals Written-Off. You can query and filter on this field, but you cannot directly set the value.

LastGatewayErrorMessage

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The most recent error message that’s received by the gateway. This field is available from API version 60.0 and later.

LastGatewayProcessedDate

Type: dateTime
Properties: Create, Filter, Nillable, Sort, Update
Description: The date and time of the last processing attempt by the gateway. This field is available from API version 60.0 and later.

LastGatewayResponseCode

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The most recent response code that’s received by the gateway. This field is available from API version 60.0 and later.

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.

MatchingEmployerTransactionId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The gift transaction made by the employer that matches the gift transaction.

This field is a relationship field.
Relationship Name: MatchingEmployerTransaction
Relationship Type: Lookup
Refers To: GiftTransaction

Name

Type: string
Properties: Create, Filter, Group, idLookup, Sort, Update
Description: The name of the gift transaction.

NonTaxDeductibleAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The portion of the gift transaction amount that can’t be claimed as a tax deduction by the donor. Available in API version 61.0 and later.

OriginalAmount

Type: currency
Properties: Create, Filter, Sort, Update
Description: The original amount of gift transaction that includes donor cover and excludes the transaction fees. A value is always required in this field to save the record.

OutreachSourceCodeId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The outreach source code associated with the gift transaction.

This field is a relationship field.
Relationship Name: OutreachSourceCode
Relationship Type: Lookup
Refers To: OutreachSourceCode

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 associated with the gift.

This field is a relationship field.
Relationship Name: PartyPhilanthropicRsrchPrfl
Relationship Type: Lookup
Refers To: PartyPhilanthropicRsrchPrfl

PaymentIdentifier

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The reference number associated with the payment method for the gift, such as check number, transaction order number, merchant order number.

PaymentInstrumentId

Type: lookup
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The Payment Instrument used to complete the transaction. This field is available from API version 60.0 and later.

This field is a relationship field.
Relationship Name: PaymentInstrument
Relationship Type: Lookup
Refers To: PaymentInstrument

PaymentMethod

Type: picklist
Properties: Create, Filter, Group, Sort, Update
Description: Specifies the payment method used to complete the gift transaction. A value is always required in this field to save the record.
Possible values:
- ACH
- Asset
- Cash
- Check
- Credit Card
- Cryptocurrency
- In-Kind
- PayPal
- Stock
- Unknown
- Venmo

ProcessorReference

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The reference of the payment processor associated with the payment instrument. This field is available from API version 60.0 and later.

ProcessorTransactionFee

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The transaction fee charged by the payment processor. This field is available from API version 60.0 and later.

RefundedAmount

Type: currency
Properties: Defaulted on create, Filter, Nillable, Sort
Description: The amount of the original gift transaction that was refunded.

This field is a calculated field.

Status

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Specifies the status of the gift transaction. A value is always required in this field to save the record.
Default value: Unpaid
Possible values:
- Canceled
- Failed
- Fully Refunded
- Paid
- Pending
- Unpaid
- Written-Off

TaxReceiptStatus

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
Description: Specifies the status of the tax receipt for the gift transaction. This field is available from API version 62.0 and later.
Default value: To Be Sent
Possible values:
- Don't Send
- Sent
- To Be Sent

TotalTransactionFee

Type: currency
Properties: Filter, Nillable, Sort
Description: The total amount of fees charged by the payment gateway and processor for this transaction. This field is available from API version 60.0 and later.

This field is a calculated field.

TransactionDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date when the donor completed the gift transaction.

This field is required if the gift transaction status is set to Paid or Fully Refunded.

TransactionDueDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The expected date of the scheduled gift transaction.

This field is required if the gift transaction is related to a gift 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.

GiftTransactionChangeEvent (API Version 62.0): Change events are available for the object.
GiftTransactionFeed: Feed tracking is available for the object.
GiftTransactionHistory: History is available for tracked fields of the object.
GiftTransactionOwnerSharingRule: Sharing rules are available for the object.
GiftTransactionShare: Sharing is available for the object.