GiftCommitment

Represents the commitment made by a donor. This object is available in API version 59.0 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

CampaignId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The campaign associated with this commitment.

This field is a relationship field.
Relationship Name: Campaign
Relationship Type: Lookup
Refers To: Campaign

CurrentGiftCmtScheduleId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The current, active schedule of the commitment.

This field is a relationship field.
Relationship Name: CurrentGiftCmtSchedule
Relationship Type: Lookup
Refers To: GiftCommitmentSchedule

Description

Type: textarea
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The description about the gift commitment.

DonorId

Type: reference
Properties: Create, Filter, Group, Sort, Update
Description: The person, household, or organization account associated with this commitment.

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

DonorGiftConceptId

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

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

EffectiveStartDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date from when the commitment is in effect.

EffectiveTransactionInterval

Type: int
Properties: Filter, Group, Nillable, Sort
Description: The transaction interval that’s applicable based on the currently active schedule.

EffectiveTransactionPeriod

Type: string
Properties: Filter, Group, Nillable, Sort
Description: The transaction period that’s applicable based on the currently active schedule.

ExpectedAssetMaturityDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The expected maturity date of all the committed assets for a commitment.

ExpectedAssetTransferDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The expected date of transferring all the committed assets for a commitment.

ExpectedEndDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date when the total amount of the commitment is expected to be fully paid.

ExpectedTotalCmtAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The total donation amount that’s expected for this commitment.

FormalCommitmentType

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies the formality type of the commitment.
Default value: Verbal
Possible values:
- Verbal
- Written

FulfillmentType

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies whether the commitment fulfillment depends on one or more conditions or is unconditional.
Default value: Unconditional
Possible values:
- Conditional
- Unconditional

GiftAgreementId

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

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

GiftVehicle

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the vehicle that’s used to fulfill a gift commitment.
Possible values:
- Bequest
- Charitable Gift Annuity
- Donor Advised Fund
- Life Insurance
- Other
- Pooled Income Fund
- Trust

GiftVehicleType

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the type of gift vehicle that fulfills the gift commitment.
Possible values:
- Charitable Lead Trust
- Charitable Remainder Trust
- Deferred Gift Annuity
- Flexible Gift Annuity
- Immediate Gift Annuity
- Other

IsAssetTransferExpected

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the donor intends to transfer non-monetary assets or not.
Default value: false

LastNextGenCmtProcDtTm

Type: dateTime
Properties: Create, Filter, Nillable, Sort, Update
Description: The date and time that this gift commitment was last processed and updated during the NextGen commitment processing job.

Available in API version 67.0 and later.

LastNextGenCmtProcError

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The most recent error message for this gift commitment in the scheduled NextGen commitment processing job.

Available in API version 67.0 and later.

LastPaidTransactionDate

Type: date
Properties: Filter, Group, Nillable, Sort
Description: The date of the last paid transaction for the commitment.

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.

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 isn’t null, the user accessed this record or list view indirectly.

Name

Type: string
Properties: Create, Filter, Group, idLookup, Sort, Update
Description: The name of the gift commitment.

NextTransactionAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The expected amount of the next gift transaction in the commitment schedule. This is calculated automatically based on the currently active schedule.

NextTransactionDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date of the next gift transaction in the commitment schedule. This is calculated automatically based on the currently active schedule.

OpportunityId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The opportunity associated with this commitment.

This field is a relationship field.
Relationship Name: Opportunity
Relationship Type: Lookup
Refers To: Opportunity

OwnerId

Type: reference
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: ID of the owner of this object.

This field is a polymorphic relationship field.
Relationship Name: Owner
Relationship Type: Lookup
Refers To: Group, User

PartyPhilanthropicRsrchPrflId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The research profile related to the gift commitment.

This field is a relationship field.
Relationship Name: PartyPhilanthropicRsrchPrfl
Relationship Type: Lookup
Refers To: PartyPhilanthropicRsrchPrfl

PlannedGiftId

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

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

RecurrenceType

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies the type of recurrence of a commitment.
Default value: Open Ended
Possible values:
- Fixed Length
- Open Ended

ScheduleType

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies the schedule and type of the commitment.
Default value: Recurring
Possible values:
- Custom
- Recurring

Status

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
Description: Specifies the status of the commitment.
Default value: Draft
Possible values:
- Active
- Closed
- Draft
- Failing
- Lapsed
- Paused

TotCommitmentScheduleAmt

Type: currency
Properties: Filter, Nillable, Sort
Description: The total expected donation amount that’s calculated across all schedules in this commitment.

This field is a calculated field.

TotExpcAssetMaturityVal

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The expected maturity value of all the committed assets for a commitment.

TotExpcAssetTransferVal

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The total expected value of all the committed assets when they’re transferred for a commitment.

TotalAssetPresentValue

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The total current value of all the committed assets for a commitment.

TotalCurrentMonth

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The total value of all gift commitments made for the current month. This field is available from API version 62.0 and later.

TotalCurrentQuarter

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The total value of all gift commitments made for the current quarter. This field is available from API version 62.0 and later.

TotalCurrentYear

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The total value of all gift commitments made for the current year. This field is available from API version 62.0 and later.

TotalNextYear

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The total value of all gift commitments made for the next year. This field is available from API version 62.0 and later.

TotalPaidTransactionAmount

Type: currency
Properties: Filter, Nillable, Sort
Description: The total amount of paid gift transactions for the commitment.

TransactionPaymentCount

Type: int
Properties: Filter, Group, Nillable, Sort
Description: The number of paid gift transactions for the commitment.

WrittenOffAmount

Type: currency
Properties: Filter, Nillable, Sort
Description: The total amount of written-off gift transactions for this commitment.

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.

GiftCommitmentChangeEvent (API Version 62.0): Change events are available for the object.
GiftCommitmentFeed: Feed tracking is available for the object.
GiftCommitmentHistory: History is available for tracked fields of the object.
GiftCommitmentOwnerSharingRule (API Version 64.0): Sharing rules are available for the object.
GiftCommitmentShare: Sharing is available for the object.