PlannedGiftAnnuityRate

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

• 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

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

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

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

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

• 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

• 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

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

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

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.