Planned Gift Annuity Rate DMO

The rate used to calculate payments for a charitable gift annuity.

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

• PlannedGiftId has a FOREIGNKEY relationship with the Planned Gift DMO Id field.

• cdp_sys_record_currency
• DataSourceId
• DataSourceObjectId
• EffectiveDate
• GiftType
• Id
• InternalOrganizationId
• MaturityDate
• PlannedGiftAnnuityRateName
• PlannedGiftId
• Rate
• StartDate

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

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

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

• Field API Name: std__EffectiveDate__c
• Data Type: DATEONLY
• Description: The date the annuity rate becomes effective.

• Field API Name: std__GiftType__c
• Data Type: TEXT
• Description: The gift type associated with the gift annuity. Determines the payout rate for the gift. Example values include Charitable Gift Annuity, Deferred Gift Annuity, Charitable Lead Annuity Trust

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

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

• Field API Name: std__MaturityDate__c
• Data Type: DATEONLY
• Description: The date when the annuity payments end.

• Field API Name: std__PlannedGiftAnnuityRateName__c
• Data Type: TEXT
• Description: An auto-generated string or number assigned to the planned gift annuity rate.

• Field API Name: std__PlannedGiftId__c
• Data Type: TEXT
• Description: The planned gift associated with the gift annuity rate.

• Field API Name: std__Rate__c
• Data Type: PERCENT
• Description: The annuity rate used to calculate payments to the donor or beneficiary.

• Field API Name: std__StartDate__c
• Data Type: DATEONLY
• Description: The date when the annuity payments begin.