Planned Gift DMO

A complex gift such as an annuity, bequest, or trust.

Object API Name: PlannedGift_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.
• DonorGiftConceptId has a FOREIGNKEY relationship with the Donor Gift Concept 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.

• ActuarialFactorNumber
• BequestRealizationDate
• CaseId
• cdp_sys_record_currency
• CommittedDate
• ContactId
• CurrentValueAmt
• DataSourceId
• DataSourceObjectId
• DiscountRate
• DonorGiftConceptId
• DonorId
• ExpectancyYears
• ExpectedAmt
• ExpectedEstateValueAmt
• ExpensesAmt
• FaceValueAmt
• FirstPaymentDate
• FutureValueAmt
• GiftAgreementId
• GiftProbabilityPercent
• Id
• InternalOrganizationId
• InvestmentReturnRate
• IsRevocable
• KQ_CaseId
• KQ_ContactId
• KQ_DonorGiftConceptId
• KQ_DonorId
• KQ_GiftAgreementId
• KQ_Id
• KQ_OpportunityId
• LastValuationDate
• MarketValueAmt
• MaturityDate
• NetReturnRate
• NetValueAmt
• OpportunityId
• PayoutFrequency
• PayoutRate
• PlannedGiftName
• PlannedGiftType
• PolicyNumber
• PremiumAmt
• PresentValueAmt
• PrincipalAmt
• ReceivedAmt
• ReceivedDate
• ResiduarySharePercent
• StartDate
• Status
• TermEndDate
• TermType
• TermYears
• TrusteeFeesAmt
• TrustName
• TrustType
• UnitsHeldNumber
• UnitsValueAmt

• Field API Name: ActuarialFactorNumber__c
• Data Type: DOUBLE
• Description: A factor based on actuarial assumptions that’s used to calculate the gift’s future value.

• Field API Name: BequestRealizationDate__c
• Data Type: DATEONLY
• Description: Captures the expected date when a bequest is likely to be realized.

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

• 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: CommittedDate__c
• Data Type: DATEONLY
• Description: The date when the gift was committed.

• Field API Name: ContactId__c
• Data Type: TEXT
• Description: The contact for the planned gift.

• Field API Name: CurrentValueAmt__c
• Data Type: CURRENCY
• Description: Represents the actual recorded or realized value of an asset or planned gift at a specific point in time.

• 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: DiscountRate__c
• Data Type: PERCENT
• Description: The discount rate applied to project the future value of the gift.

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

• Field API Name: DonorId__c
• Data Type: TEXT
• Description: The donor of the planned gift.

• Field API Name: ExpectancyYears__c
• Data Type: DOUBLE
• Description: The expected number of years to maturity, based on actuarial assumptions.

• Field API Name: ExpectedAmt__c
• Data Type: CURRENCY
• Description: The expected value of the planned gift.

• Field API Name: ExpectedEstateValueAmt__c
• Data Type: CURRENCY
• Description: Represents the total estimated value of the donor’s estate.

• Field API Name: ExpensesAmt__c
• Data Type: CURRENCY
• Description: The total management expenses associated with the gift.

• Field API Name: FaceValueAmt__c
• Data Type: CURRENCY
• Description: The face value of the gift, if the gift is life insurance.

• Field API Name: FirstPaymentDate__c
• Data Type: DATEONLY
• Description: The date when the first payment is made, if the gift is a trust or an annuity.

• Field API Name: FutureValueAmt__c
• Data Type: CURRENCY
• Description: The gift’s projected value at maturity.

• Field API Name: GiftAgreementId__c
• Data Type: TEXT
• Description: The gift agreement associated with the planned gift.

• Field API Name: GiftProbabilityPercent__c
• Data Type: PERCENT
• Description: The probability of receiving the gift.

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

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

• Field API Name: InvestmentReturnRate__c
• Data Type: PERCENT
• Description: The return rate on investments related to the gift.

• Field API Name: IsRevocable__c
• Data Type: BOOLEAN
• Description: Indicates whether the gift is revocable (true) or not (false).

• 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_DonorGiftConceptId__c
• Data Type: TEXT
• Description: Key Qualifier system field for DonorGiftConceptId

• 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: LastValuationDate__c
• Data Type: DATEONLY
• Description: Tracks the most recent date the planned gift value was reviewed or updated.

• Field API Name: MarketValueAmt__c
• Data Type: CURRENCY
• Description: The gift’s current market value.

• Field API Name: MaturityDate__c
• Data Type: DATEONLY
• Description: The date when the gift is expected to mature or be realized.

• Field API Name: NetReturnRate__c
• Data Type: PERCENT
• Description: Represents the expected annual net return rate on the gift’s investments.

• Field API Name: NetValueAmt__c
• Data Type: CURRENCY
• Description: The net value of the gift after expenses and payouts.

• Field API Name: OpportunityId__c
• Data Type: TEXT
• Description: The opportunity associated with the planned gift.

• Field API Name: PayoutFrequency__c
• Data Type: TEXT
• Description: The payment frequency. Example values include Annual, Semi-Annual, Quarterly

• Field API Name: PayoutRate__c
• Data Type: PERCENT
• Description: The rate at which payouts are made to beneficiaries.

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

• Field API Name: PlannedGiftType__c
• Data Type: TEXT
• Description: The type of planned gift. Example values include Charitable Gift Annuity, Deferred Gift Annuity, Charitable Lead Annuity Trust

• Field API Name: PolicyNumber__c
• Data Type: TEXT
• Description: The policy number, if the gift is life insurance.

• Field API Name: PremiumAmt__c
• Data Type: CURRENCY
• Description: The premium amount, if the gift is life insurance.

• Field API Name: PresentValueAmt__c
• Data Type: CURRENCY
• Description: A calculated value of future cash flows associated with an asset or planned gift.

• Field API Name: PrincipalAmt__c
• Data Type: CURRENCY
• Description: The principal amount of the gift.

• Field API Name: ReceivedAmt__c
• Data Type: CURRENCY
• Description: The amount received since the planned gift record was created.

• Field API Name: ReceivedDate__c
• Data Type: DATEONLY
• Description: The date when the gift was received.

• Field API Name: ResiduarySharePercent__c
• Data Type: PERCENT
• Description: Captures the percentage of the estate allocated to the institution for residuary bequests.

• Field API Name: StartDate__c
• Data Type: DATEONLY
• Description: The date when the gift agreement is initiated.

• Field API Name: Status__c
• Data Type: TEXT
• Description: The status of the planned gift. Example values include Active, Inactive, Matured

• Field API Name: TermEndDate__c
• Data Type: DATEONLY
• Description: The date when the gift matures or the trust term ends.

• Field API Name: TermType__c
• Data Type: TEXT
• Description: The term type for the trust, such as fixed number of years, one life, or two lives.

• Field API Name: TermYears__c
• Data Type: DOUBLE
• Description: Defines the term (in years) of a trust for calculating future and present value.

• Field API Name: TrusteeFeesAmt__c
• Data Type: CURRENCY
• Description: Fees paid to the trustee.

• Field API Name: TrustName__c
• Data Type: TEXT
• Description: The name of the trust, if the gift is categorized as a trust.

• Field API Name: TrustType__c
• Data Type: TEXT
• Description: The type of trust. Example values include Charitable Lead Annuity Trust, Charitable Remainder Annuity Trust, Charitable Lead Unitrust

• Field API Name: UnitsHeldNumber__c
• Data Type: DOUBLE
• Description: The number of units that the donor holds in the pooled income fund.

• Field API Name: UnitsValueAmt__c
• Data Type: CURRENCY
• Description: The value of 1 unit in the pooled income fund.