PlannedGiftPerformance

The performance of a planned gift over time, including returns, expenses, and net value. 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

Expenses

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

InvestmentReturnRate

Type: percent
Properties: Create, Filter, Nillable, Sort, Update
Description: The investment return rate associated with the planned 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 performance record.

NetValue

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

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

PayoutRate

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

PayoutStartDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The start date of payouts to beneficiaries from the planned gift.

PlannedGiftId

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

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

StartDate

Type: date
Properties: Create, Filter, Group, Sort, Update
Description: The start date of performance tracking for the planned gift.

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.

PlannedGiftPerformanceChangeEvent: Change events are available for the object.
PlannedGiftPerformanceFeed: Feed tracking is available for the object.
PlannedGiftPerformanceHistory: History is available for tracked fields of the object.
PlannedGiftPerformanceOwnerSharingRule: Sharing rules are available for the object.
PlannedGiftPerformanceShare: Sharing is available for the object.