Donor Gift Concept DMO

The initial idea or proposal for a gift, including the donor’s intent and preliminary purpose.

Object API Name: DonorGiftConcept_std__dlm
Category: Unassigned
Availability: Available in 260 and later versions
Primary Key Field: Id

• CaseId has a FOREIGNKEY relationship with the Case DMO Id field.
• ContactId has a FOREIGNKEY relationship with the Individual DMO Id field.
• DonorId has a FOREIGNKEY relationship with the Account DMO Id field.
• GiftAgreementId has a FOREIGNKEY relationship with the Gift Agreement DMO Id field.
• OpportunityId has a FOREIGNKEY relationship with the Opportunity DMO Id field.

• CaseId
• cdp_sys_record_currency
• ConceptPriorityNumber
• ContactId
• DataSourceId
• DataSourceObjectId
• Description
• DonorCommitmentLikelihoodPercent
• DonorGiftConceptName
• DonorId
• DonorPriorityRankNumber
• EstimatedGiftValueAmt
• ExpectedEndDate
• ExpectedStartDate
• GiftAgreementId
• Id
• InstitutionPriorityRankNumber
• InternalOrganizationId
• KQ_CaseId
• KQ_ContactId
• KQ_DonorId
• KQ_GiftAgreementId
• KQ_Id
• KQ_OpportunityId
• OpportunityId
• SequenceNumber
• Status
• Title
• Type

• Field API Name: CaseId__c
• Data Type: TEXT
• Description: The case associated with the gift concept record.

• Field API Name: cdp_sys_record_currency__c
• Data Type: TEXT
• Description: System-generated metadata field that stores a 3-letter ISO currency code.

• Field API Name: ConceptPriorityNumber__c
• Data Type: DOUBLE
• Description: The level of a proposed gift’s importance to the donor or institution relative to other proposed gifts.

• Field API Name: ContactId__c
• Data Type: TEXT
• Description: A contact for the gift concept.

• Field API Name: DataSourceId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: DataSourceObjectId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: Description__c
• Data Type: TEXT
• Description: A description of the gift concept.

• Field API Name: DonorCommitmentLikelihoodPercent__c
• Data Type: PERCENT
• Description: An estimate of the likelihood the donor commits to the gift concept.

• Field API Name: DonorGiftConceptName__c
• Data Type: TEXT
• Description: An auto-generated string or number assigned to the donor gift concept.

• Field API Name: DonorId__c
• Data Type: TEXT
• Description: The donor associated with the gift concept.

• Field API Name: DonorPriorityRankNumber__c
• Data Type: DOUBLE
• Description: The donor’s rank of a gift concept among other potential gifts the donor is considering.

• Field API Name: EstimatedGiftValueAmt__c
• Data Type: CURRENCY
• Description: An estimate of a proposed gift’s potential value, based on preliminary discussions with the donor.

• Field API Name: ExpectedEndDate__c
• Data Type: DATEONLY
• Description: The expected end date for formalizing the gift concept.

• Field API Name: ExpectedStartDate__c
• Data Type: DATEONLY
• Description: The expected start date for formalizing the gift concept.

• Field API Name: GiftAgreementId__c
• Data Type: TEXT
• Description: A gift agreement record associated with the gift concept, used to track its progression from concept to commitment.

• Field API Name: Id__c
• Data Type: TEXT
• Description: Primary Key

• Field API Name: InstitutionPriorityRankNumber__c
• Data Type: DOUBLE
• Description: Your institution’s rank of a gift concept’s importance to its fundraising strategy.

• Field API Name: InternalOrganizationId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

• Field API Name: KQ_CaseId__c
• Data Type: TEXT
• Description: Key Qualifier system field for CaseId

• Field API Name: KQ_ContactId__c
• Data Type: TEXT
• Description: Key Qualifier system field for ContactId

• Field API Name: KQ_DonorId__c
• Data Type: TEXT
• Description: Key Qualifier system field for DonorId

• Field API Name: KQ_GiftAgreementId__c
• Data Type: TEXT
• Description: Key Qualifier system field for GiftAgreementId

• Field API Name: KQ_Id__c
• Data Type: TEXT
• Description: Key Qualifier system field for Id

• Field API Name: KQ_OpportunityId__c
• Data Type: TEXT
• Description: Key Qualifier system field for OpportunityId

• Field API Name: OpportunityId__c
• Data Type: TEXT
• Description: Opportunity records associated with the gift concept, used to track its progression from concept to commitment.

• Field API Name: SequenceNumber__c
• Data Type: DOUBLE
• Description: A gift concept’s position in a sequence of proposals for the donor.

• Field API Name: Status__c
• Data Type: TEXT
• Description: The status of the gift concept. Example values include Planning, In Review, In Discussion

• Field API Name: Title__c
• Data Type: TEXT
• Description: The title of the gift concept.

• Field API Name: Type__c
• Data Type: TEXT
• Description: The type of the gift concept. Example values include In Development, Major Gift Concept, Planned Gift Concept