DonorGiftConcept

The initial idea or proposal for a gift, including the donor’s intent and preliminary purpose. 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 

CaseId 

  • Type: reference

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

  • Description: The case associated with the gift concept record.

    This field is a relationship field.

  • Relationship Name: Case

  • Refers To: Case

ConceptPriority 

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The level of a proposed gift’s importance to the donor or institution relative to other proposed gifts.

ContactId 

  • Type: reference

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

  • Description: A contact for the gift concept.

    This field is a relationship field.

  • Relationship Name: Contact

  • Refers To: Contact

Description 

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: A description of the gift concept.

DonorCommitmentLikelihood 

  • Type: percent
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: An estimate of the likelihood the donor commits to the gift concept.

DonorId 

  • Type: reference

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

  • Description: The donor associated with the gift concept.

    This field is a relationship field.

  • Relationship Name: Donor

  • Refers To: Account

DonorPriorityRank 

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The donor’s rank of a gift concept among other potential gifts the donor is considering.

EstimatedGiftValue 

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: An estimate of a proposed gift’s potential value, based on preliminary discussions with the donor.

ExpectedEndDate 

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description:

ExpectedStartDate 

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The expected end date for formalizing the gift concept.

GiftAgreementId 

  • Type: reference

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

  • Description: A gift agreement record associated with the gift concept, used to track its progression from concept to commitment.

    This field is a relationship field.

  • Relationship Name: GiftAgreement

  • Refers To: GiftAgreement

InstitutionPriorityRank 

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Your institution’s rank of a gift concept’s importance to its fundraising strategy.

LastReferencedDate 

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

LastViewedDate 

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

Name 

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

OpportunityId 

  • Type: reference

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

  • Description: Opportunity records associated with the gift concept, used to track its progression from concept to commitment.

    This field is a relationship field.

  • Relationship Name: Opportunity

  • Refers To: Opportunity

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

SequenceNumber 

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: A gift concept’s position in a sequence of proposals for the donor.

Status 

  • Type: picklist

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

  • Description: The status of the gift concept.

  • Possible values:

    • Concept Approved
    • In Discussion
    • In Review
    • Pending Approval
    • Planning

Title 

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The title of the gift concept.

Type 

  • Type: picklist

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

  • Description: The type of the gift concept.

  • Possible values:

    • Capital Campaign Concept
    • In Development
    • Major Gift Concept
    • Other Gift Concept
    • Planned Gift Concept
    • Program and Support Gift Concept
    • Specialized Gift Concept

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.

DonorGiftConceptChangeEvent

Change events are available for the object.

DonorGiftConceptFeed

Feed tracking is available for the object.

DonorGiftConceptHistory

History is available for tracked fields of the object.

DonorGiftConceptOwnerSharingRule

Sharing rules are available for the object.

DonorGiftConceptShare

Sharing is available for the object.