GiftAgreement

The agreement to accept a gift. 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 

AccountId 

  • Type: reference

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

  • Description: A person, household, or organization associated with the gift agreement.

    This field is a relationship field.

  • Relationship Name: Account

  • Refers To: Account

CaseId 

  • Type: reference

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

  • Description: The case associated with the gift agreement.

    This field is a relationship field.

  • Relationship Name: Case

  • Refers To: Case

ComplianceStatus 

  • Type: picklist

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

  • Description: The status of compliance review for the gift.

  • Possible values:

    • Compliant
    • In Review
    • Noncompliant
    • Not Yet Submitted
    • Requires Modification

ContactId 

  • Type: reference

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

  • Description: A contact for the gift agreement.

    This field is a relationship field.

  • Relationship Name: Contact

  • Refers To: Contact

ContractId 

  • Type: reference

  • Properties: Create, Filter, Group, Sort

  • Description: The contract associated with the gift agreement.

    This field is a relationship field.

  • Relationship Name: Contract

  • Relationship Type: Master-detail

  • Refers To: Contract (the master object)

GiftAgreementTitle 

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

GiftType 

  • Type: picklist

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

  • Description: The type of gift.

  • Possible values:

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

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 agreement record.

TotalGiftValue 

  • Type: currency
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The total monetary value of the gift as stated in the gift agreement.

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.

GiftAgreementChangeEvent

Change events are available for the object.

GiftAgreementFeed

Feed tracking is available for the object.

GiftAgreementHistory

History is available for tracked fields of the object.

GiftAgreementOwnerSharingRule

Sharing rules are available for the object.

GiftAgreementShare

Sharing is available for the object.