Fundraising Standard Objects

Fundraising data model provides objects and fields to manage gifts and donors for your nonprofit or education organization.

Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions.
  • DocGenerationQueryResult

    Represents information, including a report, template, and process lookup, for a document generation job. This object is available in API version 61.0 and later.

  • DonorGiftConcept

    The initial idea or proposal for a gift, including the donor’s intent and preliminary purpose. This object is available in API version 64.0 and later.

  • DonorGiftConceptOpportunity

    The junction between a Donor Gift Concept and an Opportunity. This object is available in API version 66.0 and later.

  • DonorGiftSummary

    Represents gift summaries for accounts and contacts. This object is available in API version 59.0 and later.

  • GiftActuarialEntry

    Represents the foundational data for calculating the future value of a planned gift, including life expectancy and discount rates. This object is available in API version 65.0 and later.

  • GiftStewardship

    Represents stewardship of a gift by a contact or an organization that isn’t a donor. This object is available in API version 65.0 and later.

  • GiftStewardshipActivity

    Represents an activity carried out as part of gift stewardship. This object is available in API version 65.0 and later.

  • GiftAgreement

    The agreement to accept a gift. This object is available in API version 64.0 and later.

  • GiftBatch

    Represents the details and status of the batch of gifts. This object is available in API version 59.0 and later.

  • GiftCommitment

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

  • GiftCmtChangeAttrLog

    Represents the history of changes to a Gift Commitment over time with attribution to the source campaign or source code attributed to that change. This object is available in API version 60.0 and later.

  • GiftCommitmentSchedule

    Represents the schedule for fulfilling the commitment. This object is available in API version 59.0 and later.

  • GiftDefaultDesignation

    Represents the default designation for gifts that originate from an opportunity, campaign, or commitment. This object is available in API version 59.0 and later.

  • GiftDefaultSoftCredit

    Represents the default allocation for soft credits on gift commitment transactions that are created by a recurrence engine and credited to constituents who influenced the commitment. This object is available in API version 62.0 and later.

  • GiftDesignation

    Represents a designation that can be assigned to a gift transaction. This object is available in API version 59.0 and later.

  • 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.

  • GiftRefund

    Represents a refund of a gift. This object is available in API version 59.0 and later.

  • GiftSoftCredit

    Represents the soft credit attributed to a person or organization for the gift transaction. This object is available in API version 59.0 and later.

  • GiftTransaction

    Represents a completed transaction from a gift. This object is available in API version 59.0 and later.

  • GiftTransactionDesignation

    Represents a junction between a gift transaction and a gift designation. This object is available in API version 59.0 and later.

  • GiftTribute

    Represents the details and status of the gift tribute. This object is available in API version 59.0 and later.

  • GiftValueForecast

    The past, current, and projected monetary value of a gift. This object is available in API version 64.0 and later.

  • GratefulPersonInvolvement

    Represents a person’s contextual relationship of gratitude with an institution, capturing the originating program or experience, attribution context, consent status, and engagement or solicitation constraints. This object is available in API version 67.0 and later.

  • OutreachSourceCode

    Represents information about a source code that’s associated with an outreach campaign. This object is available in API version 59.0 and later.

  • OutreachSummary

    Represents a summary of results of the outreach campaign. This object is available in API version 59.0 and later.

  • PartyCategory

    The criteria for categorizing contacts and accounts based on specific classification information for a specified time period. This object is available in API version 64.0 and later.

  • PartyPhilanthropicAssessment

    Represents a formalized assessment of wealth when a rating takes place, such as a third-party wealth assessment, a property valuation, a financial asset assessment, or an internal assessment. This object is available in API version 63.0 and later.

  • PartyPhilanthropicIndicator

    Represents an unconfirmed or soft indication that highlights a person’s wealth or growth potential. This object is available in API version 63.0 and later.

  • PartyPhilanthropicMilestone

    Represents philanthropic activities and financial status for a period of time. This object is available in API version 63.0 and later.

  • PartyPhilanthropicOccurrence

    xxx This object is available in API version XX.0 and later.

  • PartyPhilanthropicRsrchPrfl

    Captures information associated with a contact or an organization in a many-to-one relationship. Serves as a pivot point for research on the person or organization. This object is available in API version 64.0 and later.

  • PaymentInstrument

    Represents the details related to the Payment Instrument used to complete the transaction. This object is available in API version 60.0 and later.

  • PlannedGift

    A complex gift such as an annuity, bequest, or trust. This object is available in API version 64.0 and later.

  • PlannedGiftAnnuityRate

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

  • 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.