Fundraising business objects

Table 1: Summarization and properties of the fundraising business objects

Table 1: Summarization of fundraising business objects
	Rows are summarized for:
	Adjustments	Split Gifts	Pledge Payments	Pledge Installments
Gifts (including pledge payments)
Gifts
GiftsReceived	Y
GiftsReceivedForReceipting	Y
GiftsReceivedSummary	Y
GiftTransaction
GiftSummary	Y	Y
Pledges
CsPledges	Y		Y
Gifts and pledges (Donations)
CsDonations	Y	Y	Not included	Y
DonationPerformance	Y	Y	Not included
DonationSummary	Y	Y	Y	Y
Gifts, pledges, and soft credits
GiftHistory	Y		Y	Y

Table 2: Included properties for fundraising business objects
	Includes properties for:
	Gift Item (Product Code)	Financial Entity (Fund)	Invoice	Payment Type	Campaign	Source Code (Appeal)	Tribute Details	Moves Manager (SolicitorID)	Receipt Details	Request Number	List As	Fair Market Value	Fiscal Year	Fiscal Month
Gifts (including pledge payments)
Gifts	Y	Y	Ref Num	Y	Y	Y		Y		Y	Y	Y	Y	Y
GiftsReceived	Y	Y	Invoice Number	Y	Y	Y	Y	Y		Y			Y
GiftsReceivedForReceipting	Y	Y	Ref Num	Y					Y	Y	Y	Y
GiftsReceivedSummary	Y	Y	Ref Num (as InvoiceId)		Y	Y	Y	Y				Y	Y
GiftTransaction	Y	Y	Ref Num	Y		Y		Y		Y	Y	Y	Y	Y
GiftSummary
Pledges
CsPledges	Y	Y	Ref Num (separate for each installment)		Y	Y	Y	Y		Y	Y	Y	Y	Y
Gifts and pledges (Donations)
CsDonations			Ref Num	Y			Y	Y		Y	Y		Y	Y
DonationPerformance	Y	Y	Invoice Number and Ref Num (as InvoiceId)			Y
DonationSummary					Y	Y	Y	Y		Y	Y	Y	Y	Y
Gifts, pledges, and soft credits
GiftHistory	Y	Y			Y	Y	Y	Y					Y

Table 2: Recommendations by purpose

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

Table 3: Purpose of each fundraising business object
Purpose	Business Object
A listing of gifts received that incorporates adjustments with related details	GiftsReceivedSummary
A listing of gifts received that includes information about the receipting status	GiftsReceivedForReceipting
A summary of gift counts and sums either overall, by donor, or by gift date	GiftSummary
A listing or summary of gifts a donor should receive credit for, including soft credit	GiftHistory
One row per donor with information about their giving history	GiftsHistorySummaryBasic
A listing of gifts and pledges for analyzing the performance of funds and source codes. Paid and unpaid pledges are included, and pledge payments are not included as gifts.	DonationPerformance
A listing of gifts and pledges, regardless of how much money has been received	CsDonations
One row per gift or pledge that incorporates split gifts, pledge payments, installment pledges, and financial adjustments	DonationSummary

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

Some common joins include:

Table 4: Viewing common joins for Gift
Business Object	Relation
CsContact	Gift.Id = CsContact.iMIS Id
CsProduct	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.
GiftSummary	Gift.Original Transaction = GiftSummary.Original Transaction

Properties

Table 5: Viewing properties for Gift
Properties
Amount	AmountAsMoney	Appeal	Campaign
CheckNumber	DateReceived	FairMktValue	FiscalMonth
FiscalYear	Fund	GiftType	IsMatchingGift
ID	InstallmentDate	InvoiceReferenceNumber	MemorialNameText
ListAs	MatchingTransaction	MemorialID	ReceiptID
OriginalTransaction	PaymentType	PledgeID	TransactionDate
RequestNumber	SolicitorID	SourceSystem
TransactionNumber	Note	ProductCode

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

Some common joins include:

Table 6: Viewing common joins for GiftsReceived
Business Object	Relation
NetContactData	GiftsReceived.ID = NetContactData.Id
CsContact	GiftsReceived.ID = CsContact.iMIS Id
CsOrg_Control	GiftsReceived.Fund = CsOrg_Control.Org Code
CsDonorData	GiftsReceived.ID = CsDonorData.ID
CsTransSoftCredit	GiftsReceived.Transaction Number = CsTransSoftCredit.Transaction Number
CsTransNotify	GiftsReceived.Original Transaction = CsTransNotify.Trans Number
GiftsReceivedSummary	GiftsReceived.Original Transaction = GiftsReceivedSummary.Original Transaction
MemorialTributeTypeRef	GiftsReceived.Memorial Tribute Type = MemorialTributeTypeRef.Code
CsProduct	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

Table 7: Viewing properties for GiftsReceived
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

Some common joins include:

Table 8: Viewing common joins for GiftsReceivedForReceipting
Business Object	Relation
NetContactData	GiftsReceivedForReceipting.Party Id = NetContactData.Id
EffectiveFundraisingPreferencesData	GiftsReceivedForReceipting.Party Id = EffectiveFundraisingPreferencesData.Id
ReceiptStatusRef	GiftsReceivedForReceipting.Receipt Status = ReceiptStatusRef.Receipt Status Code
InvoiceNumber	GiftsReceivedForReceipting.Invoice Reference Number = InvoiceNumber.Invoice Reference Number

Properties

Table 9: Viewing properties for GiftsReceivedForReceipting
Properties
Address	AssociatedReceiptKey	AssociatedReceiptNumber	CommunicationLogRecipientKey
DaysSincePaymentWasMade	DonationItem	Donor	EligibleAmount
EligibleReceiptedAmount	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

Some common joins include:

Table 10: Viewing common joins for GiftsReceivedSummary
Business Object	Relation
CsAppeal	GiftsReceivedSummary.Appeal = CsAppeal.Appeal Code
NetContactData	GiftsReceivedSummary.ID = NetContactData.Id
CsCampaign	GiftsReceivedSummary.Campaign = CsCampaign.Campaign Code
CsOrg_Control	GiftsReceivedSummary.Fund = CsOrg_Control.Org Code
MemorialTributeTypeRef	GiftsReceivedSummary.Memorial Tribute Type = MemorialTributeTypeRef.Code
CsProduct	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

Table 11: Viewing properties for GiftsReceivedSummary
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

Some common joins include:

Table 12: Viewing common joins for GiftSummary
Business Object	Relation
NetContactData	GiftSummary.ID = NetContactData.Id
CsActivity	GiftSummary.Original Transaction = CsActivity.Transaction Number
Gift	GiftSummary.Original Transaction = Gift.Original Transaction
GiftHistorySummaryBasic	GiftSummary.ID = GiftHistorySummaryBasic.Donor Id

Properties

Table 13: Viewing properties for GiftSummary
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

Some common joins include:

Table 14: Viewing common joins for GiftTransaction
Business Object	Relation
NetContactData	GiftTransaction.DonorId = NetContactData.Id
GiftAidClaimDetail	GiftTransaction.Gift Transaction Id = GiftAidClaimDetail.Gift Transaction Id

Properties

Table 15: Viewing properties for GiftTransaction
Properties
Amount	DateReceived	Description	DonorId
DoNotReceipt	FairMktValue	FiscalMonth	FiscalYear
Fund	GiftItem	GiftTransactionId	GiftType
InstallmentDate	InvoiceReferenceNumber	IsGiftAidExcluded	ListAs
Note	OriginalTransaction	PaymentCategory	PaymentId
PaymentMethod	PaymentOwnerOrg	PledgeID	RequestNumber
SolicitorID	SourceCode	SourceSystem	TransactionDate
TransactionNumber	TransactionPayLineNumber	TransactionType

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

Some common joins include:

Table 16: Viewing common joins for CsPledge
Business Object	Relation
NetContactData	CsPledges.Id = NetContactData.Id
CsOrg_Control	CsPledges.Fund = CsOrg_Control.Org Code
InvoiceScheduledPayment	CsPledges.Invoice Reference Number = InvoiceScheduledPayment.Native Invoice Id
CsProduct	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

Table 17: Viewing properties for CsPledge
Properties
AdjustmentsAmount	Appeal	Campaign	DateReceived
FiscalMonth	FiscalYear	Fund	Id
InstallmentDate	InvoiceReferenceNumber	IsMatchingGift	LastPaymentDate
ListAs	MatchingTransaction	MemorialID	MemorialNameText
NetPledgeAmount	PaymentsAmount	PledgeAmount	PledgeBalance
PledgeFairMarketValue	RequestNumber	SolicitorID	SourceSystem
TransactionDate	TransactionNumber	Note	Product Code
MemorialTributeMessage	MemorialTributeType

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

Some common joins include:

Table 18: Viewing common joins for CsDonations
Business Object	Relation
NetContactData	CsDonations.ID = NetContactData.Id

Properties

Table 19: Viewing properties for CsDonations
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 DonationPerformace 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

Table 20: Viewing properties for DonationPerformance
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

Some common joins include:

Table 21: Viewing common joins for DonationSummary
Business Object	Relation
NetContactData	DonationSummary.ID = NetContactData.Id

Properties

Table 22: Viewing properties forDonationSummary
Properties
Amount	AmountPaid	Appeal	Balance
CalendarYear	Campaign	DateReceived	EligibleAmount
FairMarketValue	FiscalMonth	FiscalYear	GiftType
Id	Installments	InvoiceId	InvoiceNumber
IsSplitGift	ListAs	MemorialNameText	MemorialTributeMessage
MemorialTributeType	Note	OriginalTransaction	RequestNumber
SolicitorID	TransactionDate

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

Some common joins include:

Table 23: Viewing common joins for GiftHistory
Business Object	Relation
NetContact	GiftHistory.ID = NetContact.iMIS ID
CsContact	GiftHistory.ID = CsContact.iMIS Id
GiftHistorySummary	GiftHistory.ID = GiftHistorySummary.ID
MemorialTributeTypeRef	GiftHistory.Memorial Tribute Type = MemorialTributeTypeRef.Code
CsTransNotify	GiftHistory.Original Transaction = CsTransNotify.Trans Number
CsProduct	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

Table 24: Viewing properties for GiftHistory
Properties
Amount	Appeal	Balance
CalendarYear	Campaign	DateReceived
FiscalYear	Fund	GiftType
ID	OriginalTransaction	Received
SoftCredit	SoftCreditDonorID	SolicitorID
TotalCredits	TransactionDate	MemorialTributeMessage
MemorialTributeType	MemorialNameText	Note
ProductCode

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

Some common joins include:

Table 25: Viewing common joins for GiftHistorySummary
Business Object	Relation
NetContactData	GiftHistorySummary.ID = NetContactData.Id
CsContact	GiftHistorySummary.ID = CsContact.iMIS Id
CsAppeal	GiftHistorySummary.First Gift Appeal = CsAppeal.Appeal Code GiftHistorySummary.Last Gift Appeal = CsAppeal.Appeal Code GiftHistorySummary.Next to Last Gift Appeal = CsAppeal.Appeal Code
CsDonorData	GiftHistorySummary.ID = CsDonorData.ID
GiftHistory	GiftHistorySummary.ID = GiftHistory.ID

Properties

Table 26: Viewing properties for GiftHistorySummary
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

Some common joins include:

Table 27: Viewing common joins for GiftHistorySummaryBasic
Business Object	Relation
CsContactBasic	GiftHistorySummaryBasic.Donor Id = CsContactBasic.iMIS Id

Properties

Table 28: Viewing properties for GiftHistorySummaryBasic
Properties
AverageGiftValue	HighestGiftAmount	LifetimeGiftValue
ConsecutiveYearsGiving	HighestTransNumProcessed	LowestGiftAmount
DonorId	LastGiftAmount	NextLastGiftAmount
FirstGiftAmount	LastGiftAppeal	NextLastGiftAppeal
FirstGiftAppeal	LastGiftDate	NextLastGiftDate
FirstGiftDate	LastUpdatedOn	NumberOfGifts

CsTransSoftCredit

Common joins

Some common joins include:

Table 29: Viewing common joins for CsTransSoftCredit
Business Object	Relation
GiftHistory	CsTransSoftCredit.Transaction Number = GiftHistory.Original Transaction

Properties

Table 30: Viewing properties for CsTransSoftCredit
Properties
Amount	Percentage	Transaction Number
Fundraiser Type	Product Code
Originating Activity Seqn	Soft Credit Id

CsDonationsDetail

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

Properties

Table 31:Viewing properties for CsDonationsDetail
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

Some common joins include:

Table 32: Viewing common joins for GiftDetail
Business Object	Relation
InvoiceSummary	InvoiceSummary.Invoice ID = GiftDetail.Invoice Reference Number

Properties

Table 33: Viewing properties for GiftDetail
Properties
Amount	ProductCode (first value only for split gifts)
AmountPaid	RequestNumber
GiftDate	SolicitorID
InvoiceReferenceNumber	SourceCode
ListAs	TransactionNumber
MemorialNameText	TributeNotifyID
MemorialTributeMessage	DonorId
MemorialTributeType	GiftType
GiftMessage

Fundraising business objects

Overview tables

Gifts (including pledge payments)

Pledges

Gifts and pledges (donations)

Gifts, pledges, soft credits

Donors

Soft credits

Not recommended for use in IQA