GiftTransaction

Represents a completed transaction from a gift. This object is available in API version 59.0 and later.

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

This object is available only if the Fundraising Access license is enabled and the Fundraising User system permission is assigned to users.

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date when the gift transaction was acknowledged.

  • Type: picklist

  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update

  • Description: Specifies the status of the acknowledgement that’s sent for the gift transaction.

  • Default value: To Be Sent

  • Possible values:

    • Don't Send
    • Sent
    • To Be Sent

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: The campaign associated with the gift transaction.

    This field is a relationship field.

  • Relationship Name: Campaign

  • Relationship Type: Lookup

  • Refers To: Campaign

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date on the check.

  • Type: picklist

  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update

  • Description: Identifies the currency used for the gift transaction.

    Available in API version 61.0 and later.

  • Default value: USD

  • Possible values:

    • USD—U.S. Dollar

  • Type: currency

  • Properties: Filter, Nillable, Sort

  • Description:

    This field is a calculated field.

  • Type: textarea
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The description of the gift transaction.
  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The amount the donor added to their gift to cover fees. Available in API version 61.0 and later.

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: The gift concept associated with the gift.

    This field is a relationship field.

  • Relationship Name: DonorGiftConcept

  • Relationship Type: Lookup

  • Refers To: DonorGiftConcept

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: The person, household, or organization account associated with the gift transaction.

    This field is a relationship field.

  • Relationship Name: Donor

  • Relationship Type: Lookup

  • Refers To: Account

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Reference of the transaction that the gateway assigned. This field is available from API version 60.0 and later.
  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The transaction fee charged by the payment gateway. This field is available from API version 60.0 and later.

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: The gift agreement associated with the gift transaction.

    This field is a relationship field.

  • Relationship Name: GiftAgreement

  • Relationship Type: Lookup

  • Refers To: GiftAgreement

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: The gift commitment associated with the gift transaction.

    This field is a relationship field.

  • Relationship Name: GiftCommitment

  • Relationship Type: Lookup

  • Refers To: GiftCommitment

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: The gift commitment schedule associated with the gift transaction.

    This field is a relationship field.

  • Relationship Name: GiftCommitmentSchedule

  • Relationship Type: Lookup

  • Refers To: GiftCommitmentSchedule

  • Type: picklist

  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update

  • Description: Specifies the type of gift that’s associated with the gift transaction.

  • Default value: Individual

  • Possible values:

    • Individual
    • Organizational
  • Type: boolean
  • Properties: Defaulted on create, Filter, Group, Sort
  • Description: Set to true when Status equals Fully Refunded. You can query and filter on this field, but you cannot directly set the value.
  • Type: boolean
  • Properties: Defaulted on create, Filter, Group, Sort
  • Description: Set to true when Status equals Paid and Current Amount equals 0. You can query and filter on this field, but you cannot directly set the value.
  • Type: boolean
  • Properties: Defaulted on create, Filter, Group, Sort
  • Description: Set to true when Status equals Paid and Current Amount is greater than 0. You can query and filter on this field, but you cannot directly set the value.
  • Type: boolean
  • Properties: Defaulted on create, Filter, Group, Sort
  • Description: Set to true when Status equals Written-Off. You can query and filter on this field, but you cannot directly set the value.
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The most recent error message that’s received by the gateway. This field is available from API version 60.0 and later.
  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date and time of the last processing attempt by the gateway. This field is available from API version 60.0 and later.
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The most recent response code that’s received by the gateway. This field is available from API version 60.0 and later.
  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp when the current user last accessed this record indirectly, for example, through a list view or related record.
  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp when the current user last viewed this record or list view. If this value is null, and LastReferenceDate isn’t null, the user accessed this record or list view.

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: The gift transaction made by the employer that matches the gift transaction.

    This field is a relationship field.

  • Relationship Name: MatchingEmployerTransaction

  • Relationship Type: Lookup

  • Refers To: GiftTransaction

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Sort, Update
  • Description: The name of the gift transaction.
  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The portion of the gift transaction amount that can’t be claimed as a tax deduction by the donor. Available in API version 61.0 and later.
  • Type: currency
  • Properties: Create, Filter, Sort, Update
  • Description: The original amount of gift transaction that includes donor cover and excludes the transaction fees. A value is always required in this field to save the record.

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: The outreach source code associated with the gift transaction.

    This field is a relationship field.

  • Relationship Name: OutreachSourceCode

  • Relationship Type: Lookup

  • Refers To: OutreachSourceCode

  • Type: reference

  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update

  • Description: ID of the owner of this object.

    This field is a polymorphic relationship field.

  • Relationship Name: Owner

  • Relationship Type: Lookup

  • Refers To: Group, User

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: The research profile associated with the gift.

    This field is a relationship field.

  • Relationship Name: PartyPhilanthropicRsrchPrfl

  • Relationship Type: Lookup

  • Refers To: PartyPhilanthropicRsrchPrfl

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The reference number associated with the payment method for the gift, such as check number, transaction order number, merchant order number.

  • Type: lookup

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: The Payment Instrument used to complete the transaction. This field is available from API version 60.0 and later.

    This field is a relationship field.

  • Relationship Name: PaymentInstrument

  • Relationship Type: Lookup

  • Refers To: PaymentInstrument

  • Type: picklist

  • Properties: Create, Filter, Group, Sort, Update

  • Description: Specifies the payment method used to complete the gift transaction. A value is always required in this field to save the record.

  • Possible values:

    • ACH
    • Asset
    • Cash
    • Check
    • Credit Card
    • Cryptocurrency
    • In-Kind
    • PayPal
    • Stock
    • Unknown
    • Venmo
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The reference of the payment processor associated with the payment instrument. This field is available from API version 60.0 and later.
  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The transaction fee charged by the payment processor. This field is available from API version 60.0 and later.

  • Type: currency

  • Properties: Defaulted on create, Filter, Nillable, Sort

  • Description: The amount of the original gift transaction that was refunded.

    This field is a calculated field.

  • Type: picklist

  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update

  • Description: Specifies the status of the gift transaction. A value is always required in this field to save the record.

  • Default value: Unpaid

  • Possible values:

    • Canceled
    • Failed
    • Fully Refunded
    • Paid
    • Pending
    • Unpaid
    • Written-Off

  • Type: picklist

  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update

  • Description: Specifies the status of the tax receipt for the gift transaction. This field is available from API version 62.0 and later.

  • Default value: To Be Sent

  • Possible values:

    • Don't Send
    • Sent
    • To Be Sent

  • Type: currency

  • Properties: Filter, Nillable, Sort

  • Description: The total amount of fees charged by the payment gateway and processor for this transaction. This field is available from API version 60.0 and later.

    This field is a calculated field.

  • Type: date

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: The date when the donor completed the gift transaction.

    This field is required if the gift transaction status is set to Paid or Fully Refunded.

  • Type: date

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: The expected date of the scheduled gift transaction.

    This field is required if the gift transaction is related to a gift commitment.

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.

GiftTransactionChangeEvent (API Version 62.0)

Change events are available for the object.

GiftTransactionFeed

Feed tracking is available for the object.

GiftTransactionHistory

History is available for tracked fields of the object.

GiftTransactionOwnerSharingRule

Sharing rules are available for the object.

GiftTransactionShare

Sharing is available for the object.