GiftEntry

Represents gifts created individually or in a batch before they’re processed and logged in their target records. After processing, these records serve as an audit trail for gift transactions. 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 that’s associated with the gift entry.

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

CheckDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date on the check that is used as the payment method for the gift.

City

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The city where the donor resides.

Country

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The country where the donor resides.

CurrencyIsoCode

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Identifies the currency used for the gift transaction.

Available in API version 61.0 and later.
Default value: USD
Possible values:
- USD—U.S. Dollar

DonorCoverAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The fee amount that a donor pays in addition to the gift amount.

DonorId

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

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

EffectiveStartDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date from when the commitment is in effect. Available in API version 61.0 and later.

Email

Type: email
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The email of the donor.

ExpectedEndDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date when the total amount of the commitment is expected to be paid. Available in API version 61.0 and later.

ExpiryMonth

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The month of the credit card expiration date. This field is available from API version 60.0 and later.

ExpiryYear

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The year of the credit card expiration date. This field is available from API version 60.0 and later.

FirstName

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The first name of the donor.

GiftAmount

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

GiftBatchId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The parent gift batch that’s associated with the gift entry.

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

GiftCommitmentId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The gift commitment that’s associated with the gift entry.

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

GiftDesignation1Amount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The amount to be allocated to designation 1.

GiftDesignation1Id

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The name of the designation 1 to which the gift amount is to be allocated.

This field is a relationship field.
Relationship Name: GiftDesignation1
Relationship Type: Lookup
Refers To: GiftDesignation

GiftDesignation1Percent

Type: percent
Properties: Create, Filter, Nillable, Sort, Update
Description: The percentage of gift amount to be allocated to designation 1 if the direct amount isn’t being allocated.

GiftDesignation2Amount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The amount to be allocated to designation 2.

GiftDesignation2Id

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The name of the designation 2 to which the gift amount is to be allocated.

This field is a relationship field.
Relationship Name: GiftDesignation2
Relationship Type: Lookup
Refers To: GiftDesignation

GiftDesignation2Percent

Type: percent
Properties: Create, Filter, Nillable, Sort, Update
Description: The percentage of gift amount to be allocated to designation 2 if the direct amount isn’t being allocated.

GiftDesignation3Amount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The amount to be allocated to designation 3.

GiftDesignation3Id

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The name of the designation 3 to which the gift amount is to be allocated.

This field is a relationship field.
Relationship Name: GiftDesignation3
Relationship Type: Lookup
Refers To: GiftDesignation

GiftDesignation3Percent

Type: percent
Properties: Create, Filter, Nillable, Sort, Update
Description: The percentage of gift amount to be allocated to designation 3 if the direct amount isn’t being allocated.

GiftProcessingResult

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The processing result of the gift entry record.

GiftDesignationInformation

Type: textarea
Properties: Create, Nillable, Update
Description: Details about the gift designation such as the designation name, amount, or percentage of the gift that’s allocated to the designation.

Available in API version 66.0 and later.

GiftProcessingStatus

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies the processing status of the gift entry.
Default value: New
Possible values:
- Failure
- New
- Success

GiftReceivedDate

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

GiftTransactionId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The gift transaction that’s associated with the gift entry.

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

GiftType

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update
Description: Specifies the type of gift that’s associated with the gift entry.
Default value: Individual
Possible values:
- Individual
- Organizational

HomePhone

Type: phone
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The home phone number of the donor.

IsAutoCreateHousehold

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether, if there is no existing household, a new household is automatically created for the donor account associated with the gift entry (true) or not (false).

Available in API version 68.0 and later.
Default value: false

IsNewRecurringGift

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the gift is a new recurring gift commitment (true) or not (false).

Available in API version 61.0 and later.
Default value: false

IsSetAsDefault

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the values in the gift entry are used as default values in other gift entries of the gift batch or not.
Default value: false

Last4

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The last 4 digits of the credit card or bank account. This field is available from API version 60.0 and later.

LastName

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The last name of the donor.

LastProcessedDateTime

Type: dateTime
Properties: Create, Filter, Nillable, Sort, Update
Description: The date and time when the gift entry was last processed.

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.

MobilePhone

Type: phone
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The mobile number of the donor.

Name

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

OrganizationName

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The name of the donating organization that’s associated with the gift entry.

OutreachSourceCodeId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The outreach source code that’s associated with the campaign for the gift entry record.

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

OwnerId

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

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

PaymentIdentifier

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The identifier of the payment method for the gift, such as check number, transaction order number, merchant order number.

PaymentMethod

Type: picklist
Properties: Create, Filter, Group, Sort, Update
Description: Specifies the payment method used for this gift.
Possible values:
- ACH
- Asset
- Cash
- Check
- Credit Card
- Cryptocurrency
- In-Kind
- PayPal
- Stock
- Unknown
- Venmo

PostalCode

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The postal code from the donor’s address.

Salutation

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the honorific abbreviation, word, or phrase to be used in front of the donor’s name in greetings, such as Dr. or Mrs.
Possible values:
- Dr.
- Mr.
- Mrs.
- Ms.
- Mx.
- Prof.

SoftCreditInformation

Type: textarea
Properties: Create, Nillable, Update
Description: The information about the soft credit, such as the name of the soft creditor, role, and amount or percentage of soft credit allocated to the soft creditor.

State

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The name of the state or province where the donor resides.

Street

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The street details from the donor’s address.

TotalTransactionFeeAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The total transaction fees charged by the payment processor for the gift. For example, application fees, processing fees.

TransactionDay

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies the day of the month to create gift transaction in the future for a monthly transaction period. If you select the day as 29 or 30, the gift transaction will be created on the last day for months that don’t have that many days.

Valid values are: numerals 1–30 and LastDay (of the month)

Available in API version 61.0 and later.
Default value: 1

TransactionInterval

Type: int
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The interval of running the gift commitment schedule. The transaction period and interval define how the schedule is run. For example, if the transaction period is monthly and transaction interval is 3, the schedule is run after every three months. Available in API version 61.0 and later.

TransactionPeriod

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: The period for which the gift commitment schedule is run. The transaction period and frequency define how the schedule is run. For example, if the transaction period is monthly and transaction frequency is 3, the schedule is run after every three months.

Available in API version 61.0 and later.
Default value: Monthly
Possible values:
- Custom
- Daily
- Monthly
- Weekly
- Yearly

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.

GiftEntryChangeEvent: Change events are available for the object.
GiftEntryFeed: Feed tracking is available for the object.
GiftEntryHistory: History is available for tracked fields of the object.
GiftEntryOwnerSharingRule: Sharing rules are available for the object.
GiftEntryShare: Sharing is available for the object.