Planned Gift Performance DMO

The performance of a planned gift over time, including returns, expenses, and net value.

Object API Name: PlannedGiftPerformance_std__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
• ExpensesAmt
• Id
• InternalOrganizationId
• InvestmentReturnRate
• KQ_Id
• KQ_PlannedGiftId
• NetValueAmt
• PayoutRate
• PayoutStartDate
• PlannedGiftId
• PlannedGiftPerformanceName
• StartDate

• 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: 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: ExpensesAmt__c
• Data Type: CURRENCY
• Description: The total management expense associated with the planned 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 investment return rate associated with the planned gift.

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

• Field API Name: KQ_PlannedGiftId__c
• Data Type: TEXT
• Description: Key Qualifier system field for PlannedGiftId

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

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

• Field API Name: PayoutStartDate__c
• Data Type: DATEONLY
• Description: The start date of payouts to beneficiaries from the planned gift.

• Field API Name: PlannedGiftId__c
• Data Type: TEXT
• Description: The planned gift associated with the performance record.

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

• Field API Name: StartDate__c
• Data Type: DATEONLY
• Description: The start date of performance tracking for the planned gift.