Represents gift summaries for accounts and contacts. This object is available in API version 59.0 and later.
Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.
Description: The year in which the donor gave the largest value of gifts. Data Processing Engine finds the year in which the donor gave the largest sum of paid gift transaction amounts. You can schedule this calculation to run on a regular basis.
Description: The total value of a donor’s pledges that are fully accounted for. Data Processing Engine calculates this value by adding the amounts of the donor’s pledges with FormalCommitmentType = Written. You can schedule this calculation to run on a regular basis.
Description: The score that represents the composite threshold of gift recency, gift frequency, and gift monetary value. Data Processing Engine calculates this value according to how you configure RFM Scoring. You can schedule this calculation to run on a regular basis.
Description: The date of the donor’s first recurring gift transaction for their active recurring gift. Data Processing Engine finds the date of the donor’s first paid transaction associated with a related recurring gift commitment that isn’t closed. You can schedule this calculation to run on a regular basis.
Description: The number of gifts that the donor directly contributed this year. Data Processing Engine calculates this value by counting the paid gift transactions this calendar year. You can schedule this calculation to run on a regular basis.
Description: The value of the first gift the donor directly contributed. Data Processing Engine calculates this value by finding the amount of the donor’s first paid gift transaction. You can schedule this calculation to run on a regular basis.
Description: The first campaign to which the donor contributed. Data Processing Engine calculates this value by finding the campaign of the donor’s first paid gift transaction related to a campaign. You can schedule this calculation to run on a regular basis.
Description: The date of the donor’s first direct contribution. Data Processing Engine calculates this value by finding the date of the donor’s first paid gift transaction. You can schedule this calculation to run on a regular basis.
Description: The date of the donor’s first recurring gift transaction. Data Processing Engine calculates this value by finding the date of the donor’s first paid gift transaction related to a recurring gift commitment. You can schedule this calculation to run on a regular basis.
Description: The value of the first gift the donor influenced but didn’t directly contribute. Data Processing Engine calculates this value by finding the soft credit amount of the first paid gift transaction for which the donor receives soft credit. You can schedule this calculation to run on a regular basis.
Description: The date of the first gift the donor influenced but didn’t directly contribute. Data Processing Engine calculates this value by finding the date of the first paid gift transaction for which the donor receives soft credit. You can schedule this calculation to run on a regular basis.
Description: The date of the contact’s first volunteer shift. Data Processing Engine finds the first job position assignment that’s related to a volunteer initiative and calculates the value. You can schedule this calculation to run regularly.
Description: The score that represents the giving frequency of the donor. Data Processing Engine calculates this value according to how you configure RFM Scoring. You can schedule this calculation to run on a regular basis.
Description: The total number of gifts the donor directly contributed. Data Processing Engine calculates this value by counting all of the donor’s paid gift transactions. You can schedule this calculation to run on a regular basis.
Description: The total value of gifts that the donor directly contributed last year. Data Processing Engine calculates this value by adding the amounts of paid gift transactions from the last calendar year. You can schedule this calculation to run on a regular basis.
Description: The total value of gifts that the donor directly contributed this year. Data Processing Engine calculates this value by adding the amounts of the donor’s paid gift transactions from this calendar year. You can schedule this calculation to run on a regular basis.
Description: The value of gifts the donor directly contributed two years ago. Data Processing Engine calculates this value by adding the amounts of the donor’s paid gift transactions from two calendar years ago. You can schedule this calculation to run on a regular basis.
Description: The largest single gift that the donor directly contributed. Data Processing Engine calculates this value by finding the amount of the donor’s largest paid gift transaction. You can schedule this calculation to run on a regular basis.
Description: The amount the donor gave in the year they directly contributed the largest value. Data Processing Engine calculates this value by finding the total amount of all paid gift transactions in the year when the donor gave the largest amount. You can schedule this calculation to run on a regular basis.
Description: The value of the largest single gift the donor influenced but didn’t directly contribute. Data Processing Engine calculates this value by finding the largest gift transaction for which the donor receives soft credit. You can schedule this calculation to run on a regular basis.
Description: The date of the largest single gift the donor influenced but didn’t directly contribute. Data Processing Engine calculates this value by finding the date of the largest gift transaction for which the donor receives soft credit. You can schedule this calculation to run on a regular basis.
Description: The value of the donor’s most recent directly contributed gift. Data Processing Engine calculates this value by finding the amount of the donor’s most recent paid gift transaction. You can schedule this calculation to run on a regular basis.
Description: The date of the donor’s most recent directly contributed gift. Data Processing Engine calculates this value by finding the date of the donor’s most recent paid gift transaction. You can schedule this calculation to run on a regular basis.
Description: The date when the donor last made a payment toward a recurring gift. Data Processing Engine calculates this value by finding the date of the donor’s most recent paid gift transaction related to a recurring gift commitment. You can schedule this calculation to run on a regular basis.
LastReferencedDate
Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp when the current user last accessed this record indirectly, for example, through a list view or related record.
Description: The value of the most recent gift the donor influenced but didn’t directly contribute. Data Processing Engine calculates this value by finding the amount of the most recent paid gift transaction for which the donor received soft credit. You can schedule this calculation to run on a regular basis.
Description: The date of the most recent gift the donor influenced but didn’t directly contribute. Data Processing Engine calculates this value by finding the date of the most recent paid gift transaction for which the donor received soft credit. You can schedule this calculation to run on a regular basis.
Description: The total number of gifts the donor directly contributed two calendar years ago. Data Processing Engine calculates this value by counting the donor’s paid gift transactions with a transaction date from two calendar years ago. You can schedule this calculation to run on a regular basis.
Description: The total number of gift soft credit records attributed to the donor two years ago.
Available in API version 63.0 and later.
LastViewedDate
Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp when the current user last viewed this record or list view. If this value is null, and LastReferenceDate is not null, the user accessed this record or list view.
Description: The date of the contact’s last volunteer shift. Data Processing Engine calculates this value by finding the most recent job position assignment that is related to a volunteer initiative. You can schedule this calculation to run on a regular basis.
Description: The total number of gifts that the donor directly contributed last calendar year. Data Processing Engine calculates this value by counting the number of the donor’s paid gift transactions with a transaction date in the last calendar year. You can schedule this calculation to run on a regular basis.
Description: The smallest single gift the donor directly contributed. Data Processing Engine calculates this value by finding the amount of the smallest paid gift transaction of all of the donor’s paid gift transactions. You can schedule this calculation to run on a regular basis.
Description: The score that represents the monetary value of the donor’s gifts. Data Processing Engine calculates this value according to how you configure RFM Scoring. You can schedule this calculation to run on a regular basis.
Available in API version 61.0 and later.
Name
Type: string
Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
Description: The auto-numbered name that uniquely identifies the donor gift summary.
Description: The score that represents the giving recency of a donor. Data Processing Engine calculates this value according to how you configure RFM Scoring. You can schedule this calculation to run on a regular basis.
Description: The date of the second gift the donor directly contributed. Data Processing Engine calculates this value by finding the date of the donor’s second paid gift transaction. You can schedule this calculation to run on a regular basis.
Description: The number of gifts the donor influenced and didn’t directly contribute. Data Processing Engine calculates this value by counting paid gift transactions for which the donor receives soft credit. You can schedule this calculation to run on a regular basis.
Description: Data Processing Engine calculates this value by subtracting any transactions associated with booked pledges from the value of all transactions and booked pledges. You can schedule this calculation to run on a regular basis.
Description: The value of all gifts the donor directly contributed. Data Processing Engine calculates this value by adding the amounts of the donor’s paid gift transactions. You can schedule this calculation to run on a regular basis.
Description: The number of gifts the donor directly contributed and influenced. Data Processing Engine calculates this value by counting the donor’s paid transactions and paid transactions for which the donor receives soft credit. You can schedule this calculation to run on a regular basis.
Description: The value of all gifts the donor directly contributed and influenced. Data Processing Engine calculates this value by adding the amounts of the donor’s paid transactions and paid transactions for which the donor receives soft credit. You can schedule this calculation to run on a regular basis.
Description: The number of recurring installments that the donor directly contributed. Data Processing Engine calculates this value by counting the donor’s paid gift transactions associated with recurring gift commitments. You can schedule this calculation to run on a regular basis.
Description: The value of all of the recurring installments that the donor directly contributed. Data Processing Engine calculates this value by adding the amounts of the donor’s paid gift transactions associated with recurring gift commitments. You can schedule this calculation to run on a regular basis.
Description: The number of times a contact has volunteered, which is the number of job position assignments related to volunteer initiatives. The Data Processing Engine adds the assignments and calculates the value. You can schedule this calculation to run regularly.
Description: The total hours a contact volunteered. The Data Processing Engine adds the hours from job position assignments related to volunteer initiatives and calculates the value. You can schedule this calculation to run regularly.
Description: The total value of all soft credits the donor has earned.
Available in API version 63.0 and later.
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.
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