PlannedGiftAnnuityRate

The rate used to calculate payments for a charitable gift annuity. This object is available in API version 64.0 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

EffectiveDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date the annuity rate becomes effective.

GiftType

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The gift type associated with the gift annuity. Determines the payout rate for the gift.
Possible values:
- Bequest
- Charitable Gift Annuity
- Charitable Lead Annuity Trust
- Charitable Remainder Annuity Trust
- Charitable Remainder Trust
- Deferred Gift Annuity
- Donor Advised Fund
- Life Insurance
- Other Planned Gift
- Personal Property
- Pooled Income Fund
- Real Estate
- Securities

LastReferencedDate

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

LastViewedDate

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

MaturityDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date when the annuity payments end.

Name

Type: string
Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
Description: The ID of the gift annuity rate record.

OwnerId

Type: reference
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description:

This field is a polymorphic relationship field.
Relationship Name: Owner
Refers To: Group, User

PlannedGiftId

Type: reference
Properties: Create, Filter, Group, Sort, Update
Description: The planned gift associated with the gift annuity rate.

This field is a relationship field.
Relationship Name: PlannedGift
Refers To: PlannedGift

Rate

Type: percent
Properties: Create, Filter, Sort, Update
Description: The annuity rate used to calculate payments to the donor or beneficiary.

StartDate

Type: date
Properties: Create, Filter, Group, Sort, Update
Description: The date when the annuity payments begin.

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.

PlannedGiftAnnuityRateChangeEvent: Change events are available for the object.
PlannedGiftAnnuityRateFeed: Feed tracking is available for the object.
PlannedGiftAnnuityRateHistory: History is available for tracked fields of the object.
PlannedGiftAnnuityRateOwnerSharingRule: Sharing rules are available for the object.
PlannedGiftAnnuityRateShare: Sharing is available for the object.