PlannedGift

A complex gift such as an annuity, bequest, or trust. 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

ActuarialFactor

Type: double
Properties: Create, Filter, Nillable, Sort, Update
Description: A factor based on actuarial assumptions that’s used to calculate the gift’s future value.

AmountReceived

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The amount received since the planned gift record was created.

BequestRealizationDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The expected date when a bequest is likely to be realized.

CaseId

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

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

ContactId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The contact for the planned gift.

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

CurrentValue

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The planned gift’s current value.

DateCommitted

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

DateReceived

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

DeferralPeriod

Type: int
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The time period, in years, after which payments start.

DeferredFutureValue

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The projected value of a deferred gift annuity at maturity.

DiscountRate

Type: percent
Properties: Create, Filter, Nillable, Sort, Update
Description: The discount rate applied to project the future value of the gift.

DonorGiftConceptId

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

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

DonorId

Type: reference
Properties: Create, Filter, Group, Sort, Update
Description: The donor of the planned gift.

This field is a relationship field.
Relationship Name: Donor
Refers To: Account

Expectancy

Type: double
Properties: Create, Filter, Nillable, Sort, Update
Description: The expected number of years to maturity, based on actuarial assumptions.

ExpectedAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The expected value of the planned gift.

ExpectedEstateValue

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The total estimated value of a donor’s estate.

ExpensesAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The total management expenses associated with the gift.

FaceValue

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The face value of the gift, if the gift is life insurance.

FirstPaymentDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date when the first payment is made, if the gift is a trust or an annuity.

FutureValue

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The gift’s projected value at maturity.

GiftAgreementId

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

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

GiftType

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The type of planned gift.
Possible values:
- Bequest
- Bequest Specific Amount
- Bequest Specific Percentage
- Charitable Gift Annuity
- Charitable Lead Annuity Trust
- Charitable Remainder Annuity Trust
- Charitable Remainder Trust
- Charitable Remainder Unitrust
- Deferred Gift Annuity
- Donor Advised Fund
- Immediate Gift Annuity
- Life Insurance
- Life Insurance Irrevocable Interest
- Other Planned Gift
- Personal Property
- Pooled Income Fund
- Real Estate
- Securities

InvestmentReturnRate

Type: percent
Properties: Create, Filter, Nillable, Sort, Update
Description: The return rate on investments related to the gift.

IsRevocable

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the gift is revocable (true) or not (false).
Default value: false

LastReferencedDate

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

LastValuationDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date when the planned gift value was last updated.

LastViewedDate

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

MarketValue

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The gift’s current market value.

MaturityDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date when the gift is expected to mature or be realized.

Name

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

NetReturnRate

Type: percent
Properties: Create, Filter, Nillable, Sort, Update
Description: The expected annual net return rate on the gift’s investments.

NetValue

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The net value of the gift after expenses and payouts.

OpportunityId

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

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

PayoutFrequency

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The payment frequency.
Possible values:
- Annual
- Custom
- Monthly
- One-Time
- Quarterly
- Semi-Annual

PayoutRate

Type: percent
Properties: Create, Filter, Nillable, Sort, Update
Description: The rate at which payouts are made to beneficiaries.

PolicyNumber

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The policy number, if the gift is life insurance.

PremiumAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The premium amount, if the gift is life insurance.

PresentValue

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: A calculated value of future cash flows associated with an asset or planned gift.

PrincipalAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The principal amount of the gift.

PrincipalPercentage

Type: percent
Properties: Create, Filter, Nillable, Sort, Update
Description: The percentage of the expected amount that’s the principal amount of the gift.

ProbabilityFactor

Type: percent
Properties: Create, Filter, Nillable, Sort, Update
Description: The probability of receiving the gift.

ResiduaryShare

Type: percent
Properties: Create, Filter, Nillable, Sort, Update
Description: The percentage of the estate allocated to the institution for residuary bequests.

StartDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date when the gift agreement is initiated.

Status

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The status of the planned gift.
Possible values:
- Active
- Closed
- In Probate
- Inactive
- Matured
- Pending Approval
- Realized
- Under Agreement

Term

Type: double
Properties: Create, Filter, Nillable, Sort, Update
Description: The term of a trust for calculating future and present value.

TermEndDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date when the gift matures or the trust term ends.

TermType

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The term type for the trust, such as fixed number of years, one life, or two lives.
Possible values:
- Fixed Number of Years
- Joint Life
- Life of Beneficiary
- Life of Donor
- One Life Fixed Term
- Single Life
- Two Lives Fixed Term

TrustName

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The name of the trust, if the gift is categorized as a trust.

TrustType

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The type of trust.
Possible values:
- Charitable Lead Annuity Trust
- Charitable Lead Unitrust
- Charitable Remainder Annuity Trust
- Charitable Remainder Trust
- Charitable Remainder Unitrust
- Irrevocable Trust
- Revocable Trust
- Testamentary Trust

TrusteeFees

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: Fees paid to the trustee.

UnitsHeld

Type: double
Properties: Create, Filter, Nillable, Sort, Update
Description: The number of units that the donor holds in the pooled income fund.

UnitsValue

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The value of 1 unit in the pooled income fund.

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.

PlannedGiftChangeEvent: Change events are available for the object.
PlannedGiftFeed: Feed tracking is available for the object.
PlannedGiftHistory: History is available for tracked fields of the object.
PlannedGiftOwnerSharingRule: Sharing rules are available for the object.
PlannedGiftShare: Sharing is available for the object.