Fundraising Business Objects

The following Fundraising business objects are commonly used in fundraising-related queries. Review the descriptions to see how each can be joined with other business objects and what properties they include.

Overview tables

Table 1: Summarization and properties of the fundraising business objects

Review each business object section below for the included properties, common joins, and recommended use cases. The wide included-properties table was removed to improve page loading reliability.

Table 2: Recommendations by purpose

The following table lists the recommended business objects to use for various fundraising purposes:

Gifts (including pledge payments)

Gift

The Gift business object uses the GiftReport table to create a list of gifts received along with their details. The list includes pledge payments but not unpaid pledges. Split gifts (gifts to more than one product or item) and financial adjustments appear in separate rows. The list reports the fiscal month and a less granular gift type than the GiftsReceived business object.

Common joins

• Gift.Id = CsContact.iMIS Id
• Gift.Fund = CsProduct.Product Code
• Gift.Product code = CsProduct.Product code.

  📘

  NOTE

  If any gifts included in the query are for charitable events or membership items, then this relationship should be a Left Join.

• Gift.Original Transaction = GiftSummary.Original Transaction

Properties

GiftsReceived

The GiftsReceived business object uses the GiftReport table to create a detailed list of all gifts received, including pledge payments, but not unpaid pledges. Separate rows appear on the list for financial adjustments and split gifts (gifts to more than one product or item). The GiftType property differentiates between split gifts and charitable event gifts.

Common joins

• GiftsReceived.ID = NetContactData.Id
• GiftsReceived.ID = CsContact.iMIS Id
• GiftsReceived.Fund = CsOrg_Control.Org Code
• GiftsReceived.ID = CsDonorData.ID
• GiftsReceived.Transaction Number = CsTransSoftCredit.Transaction Number
• GiftsReceived.Original Transaction = CsTransNotify.Trans Number
• GiftsReceived.Original Transaction = GiftsReceivedSummary.Original Transaction
• GiftsReceived.Memorial Tribute Type = MemorialTributeTypeRef.Code
• GiftsReceived.Product code = CsProduct.Product code.

  📘

  NOTE

  If any gifts included in the query are for charitable events or membership items, then this relationship should be a Left Join.

Properties

• Amount
• Appeal
• CalendarYear
• Campaign
• DateReceived
• FiscalYear
• Fund
• GiftType
• ID
• OriginalTransaction
• PaymentMethod
• SolicitorID
• TransactionDate
• TransactionNumber
• MemorialTributeMessage
• MemorialTributeType
• MemorialNameText
• Note
• RequestNumber
• ProductCode

GiftsReceivedForReceipting

This business object contains information from the GiftTransaction and Receipting tables and lists all gifts received that are eligible for receipting. The list includes one row per receipt. If multiple receipts exist for the same gift, each receipt will have a separate row. If applicable, rows will include the receipt status, receipt number, and any financial adjustments made to the gift.

Common joins

• GiftsReceivedForReceipting.Party Id = NetContactData.Id
• GiftsReceivedForReceipting.Party Id = EffectiveFundraisingPreferencesData.Id
• GiftsReceivedForReceipting.Receipt Status = ReceiptStatusRef.Receipt Status Code
• GiftsReceivedForReceipting.Invoice Reference Number = InvoiceNumber.Invoice Reference Number

Properties

• Address
• AssociatedReceiptKey
• AssociatedReceiptNumber
• CommunicationLogRecipientKey
• DaysSincePaymentWasMade
• DonationItem
• Donor
• EligibleAmount
• EligibleReceiptedAmount
• Email
• FairMarketValue
• GiftAmount
• GiftDate
• InvoiceReferenceNumber
• IsReceiptable
• ListAs
• Note
• PartyId
• PaymentId
• PaymentMethod
• ProductCode
• ReceiptDate
• ReceiptedAmount
• ReceiptKey
• ReceiptLineId
• ReceiptNumber
• ReceiptStatus
• ReceiptStatusDescription
• RequestNumber
• TransactionNumber
• Fund

GiftsReceivedSummary

Used to report on specific gift information, such as amount, fair market value, tribute type, and more. This business object uses data from the GiftReport table to generate a list with one row per gift item. The list includes pledge payments but not unpaid pledges. Financial adjustments to gifts are incorporated into the same row, but split gifts (gifts to more than one product or item) appear in separate rows.

Common joins

• GiftsReceivedSummary.Appeal = CsAppeal.Appeal Code
• GiftsReceivedSummary.Campaign = CsCampaign.Campaign Code
• GiftsReceivedSummary.ID = NetContactData.Id
• GiftsReceivedSummary.Fund = CsOrg_Control.Org Code
• GiftsReceivedSummary.Product code = CsProduct.Product code.

  📘

  NOTE

  If any gifts included in the query are for charitable events or membership items, then this relationship should be a Left Join.

Properties

• Amount
• EligibleAmount
• ID
• MemorialTributeType
• Appeal
• FairMarketValue
• InvoiceId
• Note
• CalendarYear
• FiscalYear
• InvoiceNumber
• OriginalTransaction
• Campaign
• Fund
• MemorialNameText
• SolicitorID
• DateReceived
• GiftType
• MemorialTributeMessage
• TransactionDate
• ProductCode

GiftSummary

This business object returns total gift counts and sums. It contains a listing of gifts with their basic details: the donor ID, gift amount, gift date, and original transaction number. The list combines financial adjustments and split gifts into one row per gift.

Common joins

• GiftSummary.ID = NetContactData.Id
• GiftSummary.Original Transaction = CsActivity.Transaction Number
• GiftSummary.Original Transaction = Gift.Original Transaction
• GiftSummary.ID = GiftHistorySummaryBasic.Donor Id

Properties

• Amount
• ID
• OriginalTransaction
• TransactionDate
• Note

GiftTransaction

This business object retrieves data from the GiftTransaction table to generate a transaction-focused listing of gifts. This list is the basis for receipting. It includes pledge payments but not unpaid pledges. Financial adjustments to gifts and split gifts (gifts to more than one product or item) appear in separate rows.

Common joins

• GiftTransaction.DonorId = NetContactData.Id
• GiftTransaction.Gift Transaction Id = GiftAidClaimDetail.Gift Transaction Id

Properties

Pledges

CsPledges

The CsPledges business object is based on the PledgeReport table and contains a list of pledges and their details. Some details include the payment amount, balance, and adjustments amount. Each pledge installment appears as a new row on the list.

Common joins

• CsPledges.Id = NetContactData.Id
• CsPledges.Fund = CsOrg_Control.Org Code
• CsPledges.Invoice Reference Number = InvoiceScheduledPayment.Native Invoice Id
• CsPledges.Product code = CsProduct.Product code. Note: If any gifts included in the query are for charitable events or membership items, then this relationship should be a Left join.

Properties

Gifts and pledges (donations)

CsDonations

The CsDonations business object is based on the DonationReport table and contains a listing of gifts and pledges. The GiftType property differentiates gifts and pledges. The Amount property represents the total amount for pledges (there is no information in this BO about how much of a pledge balance has been paid). Any financial adjustments and split gifts are combined into one row per gift, and pledge installments are summarized into one row.

Common joins

• CsDonations.ID = NetContactData.Id

Properties

• Amount
• CheckNumber
• DateReceived
• FiscalMonth
• FiscalYear
• GiftType
• ID
• InvoiceRefNum
• IsMatchingGift
• ListAs
• MatchingTransaction
• MemorialID
• MemorialNameText
• OriginalTransaction
• PaymentType
• RequestNumber
• SolicitorID
• SourceSystem
• TransactionDate
• Note
• MemorialTributeType
• MemorialTributeMessage

DonationPerformance

The DonationPerformance business object contains a listing of gifts and pledges for analyzing the performance of particular funds and source codes. Paid and unpaid pledges are included, and pledge payments are not included as gifts.

Properties

• Amount
• Fund Code
• Gift Type
• Transaction Date
• Id
• Product Code
• Source Code
• Transaction Number

DonationSummary

DonationSummary lists all gifts and pledges, and combines split gifts, pledge payments, installment pledges, and financial adjustments into one row per donation. Each row includes properties such as GiftType, which differentiates between gifts and pledges, and IsSplitGift, which denotes split gifts.

Common joins

• DonationSummary.ID = NetContactData.Id

Properties

Gifts, pledges, and soft credits

GiftHistory

The GiftHistory business object lists all gifts and pledges a donor should receive credit for and includes details such as the amount received, balance, and soft credit. The GiftType property identifies the source system and differentiates between In-Kind gifts, pledges, cash gifts, split gifts, and soft credits. Separate rows appear for split gifts and soft credits, the gift itself and its soft credit, and the row of the gift incorporates any financial adjustments.

Common joins

• GiftHistory.ID = NetContact.iMIS ID
• GiftHistory.ID = CsContact.iMIS Id
• GiftHistory.ID = GiftHistorySummary.ID
• GiftHistory.Memorial Tribute Type = MemorialTributeTypeRef.Code
• GiftHistory.Original Transaction = CsTransNotify.Trans Number
• GiftHistory.Product code = CsProduct.Product code. Note: If any gifts included in the query are for charitable events or membership items, then this relationship should be a Left join.

Properties

Donors

GiftHistorySummary

The GiftHistorySummary business object contains a list with one row per donor outlining their giving history, including their first gift, last gift, highest gift amount, lifetime gift value, average gift value, and more.

Common joins

• GiftHistorySummary.ID = NetContactData.Id
• GiftHistorySummary.ID = CsContact.iMIS Id
• GiftHistorySummary.First Gift Appeal = CsAppeal.Appeal Code
• GiftHistorySummary.Last Gift Appeal = CsAppeal.Appeal Code
• GiftHistorySummary.Next to Last Gift Appeal = CsAppeal.Appeal Code
• GiftHistorySummary.ID = CsDonorData.ID
• GiftHistorySummary.ID = GiftHistory.ID

Properties

• ConsecutiveYearsGiving
• FirstGiftAmount
• FirstGiftAppeal
• FirstGiftDate
• HighestGiftAmount
• ID
• LastGiftAmount
• LastGiftAppeal
• LastGiftDate
• LifetimeGiftValue
• LowestGiftAmount
• NextLastGiftAmount
• NextLastGiftAppeal
• NextLastGiftDate
• NumberofGifts
• AverageGiftValue
• ConsecutiveYearsGivingToDate
• GiftsInLast12Months
• GiftValueLast12Months

GiftHistorySummaryBasic

The GiftHistorySummaryBasic business object draws directly from the GiftHistorySummary table to find donor data, including ID, gift amounts, lifetime gift value, and more. This business object uses fewer columns than GiftHistorySummary to improve performance.

Common joins

• GiftHistorySummaryBasic.Donor Id = CsContactBasic.iMIS Id

Properties

• AverageGiftValue
• HighestGiftAmount
• LifetimeGiftValue
• ConsecutiveYearsGiving
• HighestTransNumProcessed
• LowestGiftAmount
• DonorId
• LastGiftAmount
• NextLastGiftAmount
• FirstGiftAmount
• LastGiftAppeal
• NextLastGiftAppeal
• FirstGiftAppeal
• LastGiftDate
• NextLastGiftDate
• FirstGiftDate
• LastUpdatedOn
• NumberOfGifts

Soft credits

CsTransSoftCredit

Common joins

• CsTransSoftCredit.Transaction Number = GiftHistory.Original Transaction

Properties

• Amount
• Percentage
• Transaction Number
• Fundraiser Type
• Product Code
• Originating Activity Seqn
• Soft Credit Id

Not recommended for use in IQA

CsDonationsDetail

This business object is not recommended for use in IQA queries.

Properties

• Amount
• Appeal
• Campaign
• CheckNumber
• DateReceived
• FiscalMonth
• IDFiscalYear
• Fund
• GiftType
• ID
• InvoiceRefNum
• IsMatchingGift
• ListAs
• MatchingTransaction
• MemorialID
• MemorialNameText
• OriginalTransaction
• PaymentType
• RequestNumber
• SolicitorID
• SourceSystem
• TransactionDate

GiftDetail

The GiftDetail business object is used by the gift adjustments feature in staff gift entry to retrieve the current state of the gift or pledge. Includes both gifts and pledges. Adjustments are incorporated into the same row (there are not separate rows for adjustments). Includes columns for the properties used in the staff gift entry.

Split gifts are combined into a single row; therefore, the ProductCode should not be used for split gifts.

Common joins

• InvoiceSummary.Invoice ID = GiftDetail.Invoice Reference Number

Properties

• Amount
• ProductCode (first value only for split gifts)
• AmountPaid
• RequestNumber
• GiftDate
• SolicitorID
• InvoiceReferenceNumber
• SourceCode
• ListAs
• TransactionNumber
• MemorialNameText
• TributeNotifyID
• MemorialTributeMessage
• DonorId
• MemorialTributeType
• GiftType
• GiftMessage