Planned Gift Annuity Rate DMO

The rate used to calculate payments for a charitable gift annuity.

Object Properties

Object API Name: PlannedGiftAnnuityRate_std__dlm
Category: Unassigned
Availability: Available in 260 and later versions
Primary Key Field: Id

Relationships

• PlannedGiftId has a FOREIGNKEY relationship with the Planned Gift DMO Id field.

Fields

• cdp_sys_record_currency
• DataSourceId
• DataSourceObjectId
• EffectiveDate
• GiftType
• Id
• InternalOrganizationId
• KQ_Id
• KQ_PlannedGiftId
• MaturityDate
• PlannedGiftAnnuityRateName
• PlannedGiftId
• Rate
• StartDate

cdp_sys_record_currency

• Field API Name: cdp_sys_record_currency__c
• Data Type: TEXT
• Description: System-generated metadata field that stores a 3-letter ISO currency code.

DataSourceId

• Field API Name: DataSourceId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

DataSourceObjectId

• Field API Name: DataSourceObjectId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

EffectiveDate

• Field API Name: EffectiveDate__c
• Data Type: DATEONLY
• Description: The date the annuity rate becomes effective.

GiftType

• Field API Name: GiftType__c
• Data Type: TEXT
• Description: The gift type associated with the gift annuity. Determines the payout rate for the gift. Example values include Charitable Gift Annuity, Deferred Gift Annuity, Charitable Lead Annuity Trust

Id

• Field API Name: Id__c
• Data Type: TEXT
• Description: Primary Key

InternalOrganizationId

• Field API Name: InternalOrganizationId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

KQ_Id

• Field API Name: KQ_Id__c
• Data Type: TEXT
• Description: Key Qualifier system field for Id

KQ_PlannedGiftId

• Field API Name: KQ_PlannedGiftId__c
• Data Type: TEXT
• Description: Key Qualifier system field for PlannedGiftId

MaturityDate

• Field API Name: MaturityDate__c
• Data Type: DATEONLY
• Description: The date when the annuity payments end.

PlannedGiftAnnuityRateName

• Field API Name: PlannedGiftAnnuityRateName__c
• Data Type: TEXT
• Description: An auto-generated string or number assigned to the planned gift annuity rate.

PlannedGiftId

• Field API Name: PlannedGiftId__c
• Data Type: TEXT
• Description: The planned gift associated with the gift annuity rate.

Rate

• Field API Name: Rate__c
• Data Type: PERCENT
• Description: The annuity rate used to calculate payments to the donor or beneficiary.

StartDate

• Field API Name: StartDate__c
• Data Type: DATEONLY
• Description: The date when the annuity payments begin.