--- schema_version: "1" id: 1853c513741c38ecfa59d481ac85a4d211e50cda403ca6d849cdf658bccbafc7 title: Planned Gift DMO collection: developer version: current locale: en-us portal_url: https://docs.salesforce.com/developer/current/en-us/data-cloud/data-cloud-dmo-mapping/guides/std_dmos/c360dm-si-plannedgiftdmo-dmo.md canonical_url: https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-plannedgiftdmo-dmo.html source_site: developer.salesforce.com content_type: documentation content_hash: 09bda619a17757b4fb2fd22564b938c538e8550da04e6666c590b0435b7e8110 products: - Data 360 DMO and Mapping Guide - Data 360 Developer Documentation --- # Planned Gift DMO A complex gift such as an annuity, bequest, or trust. ## Object Properties **Object API Name:** `PlannedGift_std__dlm` **Category:** Unassigned **Availability:** Available in 260 and later versions **Primary Key Field:** Id ## Relationships - **CaseId** has a FOREIGNKEY relationship with the [Case DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-casedmo-dmo.md) `Id` field. - **ContactId** has a FOREIGNKEY relationship with the [Individual DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-individualdmo-dmo.md) `Id` field. - **DonorId** has a FOREIGNKEY relationship with the [Account DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-accountdmo-dmo.md) `Id` field. - **DonorGiftConceptId** has a FOREIGNKEY relationship with the [Donor Gift Concept DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-donorgiftconceptdmo-dmo.md) `Id` field. - **GiftAgreementId** has a FOREIGNKEY relationship with the [Gift Agreement DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-giftagreementdmo-dmo.md) `Id` field. - **OpportunityId** has a FOREIGNKEY relationship with the [Opportunity DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-opportunitydmo-dmo.md) `Id` field. ## Fields - [ActuarialFactorNumber](#actuarialfactornumber) - [BequestRealizationDate](#bequestrealizationdate) - [CaseId](#caseid) - [cdp_sys_record_currency](#cdp_sys_record_currency) - [CommittedDate](#committeddate) - [ContactId](#contactid) - [CurrentValueAmt](#currentvalueamt) - [DataSourceId](#datasourceid) - [DataSourceObjectId](#datasourceobjectid) - [DiscountRate](#discountrate) - [DonorGiftConceptId](#donorgiftconceptid) - [DonorId](#donorid) - [ExpectancyYears](#expectancyyears) - [ExpectedAmt](#expectedamt) - [ExpectedEstateValueAmt](#expectedestatevalueamt) - [ExpensesAmt](#expensesamt) - [FaceValueAmt](#facevalueamt) - [FirstPaymentDate](#firstpaymentdate) - [FutureValueAmt](#futurevalueamt) - [GiftAgreementId](#giftagreementid) - [GiftProbabilityPercent](#giftprobabilitypercent) - [Id](#id) - [InternalOrganizationId](#internalorganizationid) - [InvestmentReturnRate](#investmentreturnrate) - [IsRevocable](#isrevocable) - [KQ_CaseId](#kq_caseid) - [KQ_ContactId](#kq_contactid) - [KQ_DonorGiftConceptId](#kq_donorgiftconceptid) - [KQ_DonorId](#kq_donorid) - [KQ_GiftAgreementId](#kq_giftagreementid) - [KQ_Id](#kq_id) - [KQ_OpportunityId](#kq_opportunityid) - [LastValuationDate](#lastvaluationdate) - [MarketValueAmt](#marketvalueamt) - [MaturityDate](#maturitydate) - [NetReturnRate](#netreturnrate) - [NetValueAmt](#netvalueamt) - [OpportunityId](#opportunityid) - [PayoutFrequency](#payoutfrequency) - [PayoutRate](#payoutrate) - [PlannedGiftName](#plannedgiftname) - [PlannedGiftType](#plannedgifttype) - [PolicyNumber](#policynumber) - [PremiumAmt](#premiumamt) - [PresentValueAmt](#presentvalueamt) - [PrincipalAmt](#principalamt) - [ReceivedAmt](#receivedamt) - [ReceivedDate](#receiveddate) - [ResiduarySharePercent](#residuarysharepercent) - [StartDate](#startdate) - [Status](#status) - [TermEndDate](#termenddate) - [TermType](#termtype) - [TermYears](#termyears) - [TrusteeFeesAmt](#trusteefeesamt) - [TrustName](#trustname) - [TrustType](#trusttype) - [UnitsHeldNumber](#unitsheldnumber) - [UnitsValueAmt](#unitsvalueamt) ### ActuarialFactorNumber - **Field API Name:** `ActuarialFactorNumber__c` - **Data Type:** DOUBLE - **Description:** A factor based on actuarial assumptions that's used to calculate the gift's future value. ### BequestRealizationDate - **Field API Name:** `BequestRealizationDate__c` - **Data Type:** DATEONLY - **Description:** Captures the expected date when a bequest is likely to be realized. ### CaseId - **Field API Name:** `CaseId__c` - **Data Type:** TEXT - **Description:** The case associated with the planned gift. ### 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. ### CommittedDate - **Field API Name:** `CommittedDate__c` - **Data Type:** DATEONLY - **Description:** The date when the gift was committed. ### ContactId - **Field API Name:** `ContactId__c` - **Data Type:** TEXT - **Description:** The contact for the planned gift. ### CurrentValueAmt - **Field API Name:** `CurrentValueAmt__c` - **Data Type:** CURRENCY - **Description:** Represents the actual recorded or realized value of an asset or planned gift at a specific point in time. ### 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. ### DiscountRate - **Field API Name:** `DiscountRate__c` - **Data Type:** PERCENT - **Description:** The discount rate applied to project the future value of the gift. ### DonorGiftConceptId - **Field API Name:** `DonorGiftConceptId__c` - **Data Type:** TEXT - **Description:** The gift concept associated with the planned gift. ### DonorId - **Field API Name:** `DonorId__c` - **Data Type:** TEXT - **Description:** The donor of the planned gift. ### ExpectancyYears - **Field API Name:** `ExpectancyYears__c` - **Data Type:** DOUBLE - **Description:** The expected number of years to maturity, based on actuarial assumptions. ### ExpectedAmt - **Field API Name:** `ExpectedAmt__c` - **Data Type:** CURRENCY - **Description:** The expected value of the planned gift. ### ExpectedEstateValueAmt - **Field API Name:** `ExpectedEstateValueAmt__c` - **Data Type:** CURRENCY - **Description:** Represents the total estimated value of the donor's estate. ### ExpensesAmt - **Field API Name:** `ExpensesAmt__c` - **Data Type:** CURRENCY - **Description:** The total management expenses associated with the gift. ### FaceValueAmt - **Field API Name:** `FaceValueAmt__c` - **Data Type:** CURRENCY - **Description:** The face value of the gift, if the gift is life insurance. ### FirstPaymentDate - **Field API Name:** `FirstPaymentDate__c` - **Data Type:** DATEONLY - **Description:** The date when the first payment is made, if the gift is a trust or an annuity. ### FutureValueAmt - **Field API Name:** `FutureValueAmt__c` - **Data Type:** CURRENCY - **Description:** The gift's projected value at maturity. ### GiftAgreementId - **Field API Name:** `GiftAgreementId__c` - **Data Type:** TEXT - **Description:** The gift agreement associated with the planned gift. ### GiftProbabilityPercent - **Field API Name:** `GiftProbabilityPercent__c` - **Data Type:** PERCENT - **Description:** The probability of receiving the gift. ### 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. ### InvestmentReturnRate - **Field API Name:** `InvestmentReturnRate__c` - **Data Type:** PERCENT - **Description:** The return rate on investments related to the gift. ### IsRevocable - **Field API Name:** `IsRevocable__c` - **Data Type:** BOOLEAN - **Description:** Indicates whether the gift is revocable (true) or not (false). ### KQ_CaseId - **Field API Name:** `KQ_CaseId__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for CaseId ### KQ_ContactId - **Field API Name:** `KQ_ContactId__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for ContactId ### KQ_DonorGiftConceptId - **Field API Name:** `KQ_DonorGiftConceptId__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for DonorGiftConceptId ### KQ_DonorId - **Field API Name:** `KQ_DonorId__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for DonorId ### KQ_GiftAgreementId - **Field API Name:** `KQ_GiftAgreementId__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for GiftAgreementId ### KQ_Id - **Field API Name:** `KQ_Id__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for Id ### KQ_OpportunityId - **Field API Name:** `KQ_OpportunityId__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for OpportunityId ### LastValuationDate - **Field API Name:** `LastValuationDate__c` - **Data Type:** DATEONLY - **Description:** Tracks the most recent date the planned gift value was reviewed or updated. ### MarketValueAmt - **Field API Name:** `MarketValueAmt__c` - **Data Type:** CURRENCY - **Description:** The gift's current market value. ### MaturityDate - **Field API Name:** `MaturityDate__c` - **Data Type:** DATEONLY - **Description:** The date when the gift is expected to mature or be realized. ### NetReturnRate - **Field API Name:** `NetReturnRate__c` - **Data Type:** PERCENT - **Description:** Represents the expected annual net return rate on the gift's investments. ### NetValueAmt - **Field API Name:** `NetValueAmt__c` - **Data Type:** CURRENCY - **Description:** The net value of the gift after expenses and payouts. ### OpportunityId - **Field API Name:** `OpportunityId__c` - **Data Type:** TEXT - **Description:** The opportunity associated with the planned gift. ### PayoutFrequency - **Field API Name:** `PayoutFrequency__c` - **Data Type:** TEXT - **Description:** The payment frequency. Example values include Annual, Semi-Annual, Quarterly ### PayoutRate - **Field API Name:** `PayoutRate__c` - **Data Type:** PERCENT - **Description:** The rate at which payouts are made to beneficiaries. ### PlannedGiftName - **Field API Name:** `PlannedGiftName__c` - **Data Type:** TEXT - **Description:** An auto-generated string or number assigned to the planned gift. ### PlannedGiftType - **Field API Name:** `PlannedGiftType__c` - **Data Type:** TEXT - **Description:** The type of planned gift. Example values include Charitable Gift Annuity, Deferred Gift Annuity, Charitable Lead Annuity Trust ### PolicyNumber - **Field API Name:** `PolicyNumber__c` - **Data Type:** TEXT - **Description:** The policy number, if the gift is life insurance. ### PremiumAmt - **Field API Name:** `PremiumAmt__c` - **Data Type:** CURRENCY - **Description:** The premium amount, if the gift is life insurance. ### PresentValueAmt - **Field API Name:** `PresentValueAmt__c` - **Data Type:** CURRENCY - **Description:** A calculated value of future cash flows associated with an asset or planned gift. ### PrincipalAmt - **Field API Name:** `PrincipalAmt__c` - **Data Type:** CURRENCY - **Description:** The principal amount of the gift. ### ReceivedAmt - **Field API Name:** `ReceivedAmt__c` - **Data Type:** CURRENCY - **Description:** The amount received since the planned gift record was created. ### ReceivedDate - **Field API Name:** `ReceivedDate__c` - **Data Type:** DATEONLY - **Description:** The date when the gift was received. ### ResiduarySharePercent - **Field API Name:** `ResiduarySharePercent__c` - **Data Type:** PERCENT - **Description:** Captures the percentage of the estate allocated to the institution for residuary bequests. ### StartDate - **Field API Name:** `StartDate__c` - **Data Type:** DATEONLY - **Description:** The date when the gift agreement is initiated. ### Status - **Field API Name:** `Status__c` - **Data Type:** TEXT - **Description:** The status of the planned gift. Example values include Active, Inactive, Matured ### TermEndDate - **Field API Name:** `TermEndDate__c` - **Data Type:** DATEONLY - **Description:** The date when the gift matures or the trust term ends. ### TermType - **Field API Name:** `TermType__c` - **Data Type:** TEXT - **Description:** The term type for the trust, such as fixed number of years, one life, or two lives. ### TermYears - **Field API Name:** `TermYears__c` - **Data Type:** DOUBLE - **Description:** Defines the term (in years) of a trust for calculating future and present value. ### TrusteeFeesAmt - **Field API Name:** `TrusteeFeesAmt__c` - **Data Type:** CURRENCY - **Description:** Fees paid to the trustee. ### TrustName - **Field API Name:** `TrustName__c` - **Data Type:** TEXT - **Description:** The name of the trust, if the gift is categorized as a trust. ### TrustType - **Field API Name:** `TrustType__c` - **Data Type:** TEXT - **Description:** The type of trust. Example values include Charitable Lead Annuity Trust, Charitable Remainder Annuity Trust, Charitable Lead Unitrust ### UnitsHeldNumber - **Field API Name:** `UnitsHeldNumber__c` - **Data Type:** DOUBLE - **Description:** The number of units that the donor holds in the pooled income fund. ### UnitsValueAmt - **Field API Name:** `UnitsValueAmt__c` - **Data Type:** CURRENCY - **Description:** The value of 1 unit in the pooled income fund.