| VEHICLECODE |
tinyint |
|
Default = 0 |
0=Charitable gift annuity, 1=Charitable remainder unitrust, 2=Charitable remainder annuity trust, 3=Charitable lead unitrust, 4=Charitable lead annuity trust, 5=Pooled income fund, 6=Life insurance, 7=Retained life estate, 8=Bargain sale, 9=Outright gift, 10=Bequest, 11=Retirement plan assets, 12=Testamentary charitable trust, 13=Other, 14=Living trust |
| SUBTYPECODE |
tinyint |
|
Default = 0 |
0=, 1=Deferred, 2=Flexible, 3=Commuted payment |
| EXPECTEDMATURITY |
UDT_YEAR |
|
Default = ((0)) |
|
| ISREVOCABLE |
bit |
|
Default = 0 |
|
| ISANONYMOUS |
bit |
|
Default = 0 |
|
| EXPECTEDGIFTAMOUNT |
money |
|
Default = 0 |
|
| GIFTAMOUNT |
money (Computed) |
yes |
case when dbo.UFN_PLANNEDGIFT_DESIGNATIONAMOUNT(ID)>0 then dbo.UFN_PLANNEDGIFT_DESIGNATIONAMOUNT(ID) else EXPECTEDGIFTAMOUNT end |
|
| GIFTDATE |
datetime |
yes |
|
|
| RECOGNITIONAMOUNT |
money |
|
Default = 0 |
|
| NETPRESENTVALUE |
money |
|
Default = 0 |
|
| NETPRESENTVALUEDATE |
datetime |
yes |
|
|
| REMAINDERVALUE |
money |
|
Default = 0 |
|
| REMAINDERVALUEDATE |
datetime |
yes |
|
|
| DISCOUNTRATE |
decimal(6, 5) |
|
Default = 0 |
|
| PAYOUTRATE |
decimal(6, 5) |
|
Default = 0 |
|
| PAYOUTAMOUNT |
money |
|
Default = 0 |
|
| PAYMENTPERIODSTART |
datetime |
yes |
|
|
| PAYMENTPERIODEND |
datetime |
yes |
|
|
| PAYMENTFREQUENCYCODE |
tinyint |
|
Default = 0 |
0=Unspecified, 1=Annually, 2=Semiannually, 3=Quarterly, 4=Bimonthly, 5=Monthly, 6=Semimonthly, 7=Biweekly, 8=Weekly |
| TERMTYPECODE |
tinyint |
|
Default = 0 |
0=Fixed term, 1=Lives only, 2=Shorter of fixed term or lives, 3=Longer of fixed term or lives, 4=Lives then shorter of fixed term or lives |
| TERMENDDATE |
datetime |
yes |
|
|
| YEARSINTERM |
tinyint |
|
Default = 0 |
|
| TRUSTTAXIDNUMBER |
nvarchar(100) |
|
Default = '' |
|
| POOLEDINCOMEFUNDUNITS |
int |
|
Default = 0 |
|
| POOLEDINCOMEFUNDTOTALUNITS |
int |
|
Default = 0 |
|
| LIFEINSURANCEPREMIUM |
money |
|
Default = 0 |
|
| LIFEINSURANCEPREMIUMFREQUENCYCODE |
tinyint |
|
Default = 0 |
0=Unspecified, 1=Annually, 2=Semiannually, 3=Quarterly, 4=Bimonthly, 5=Monthly, 6=Semimonthly, 7=Biweekly, 8=Weekly, 9=Paid up |
| LIFEINSURANCEPREMIUMDUEDATE |
datetime |
yes |
|
|
| STATUSCODE |
tinyint |
|
Default = 0 |
0=Proposal, 1=Response pending, 2=Accepted, 3=Rejected, 4=Withdrawn, 5=Matured |
| DATEADDED |
datetime |
|
Default = getdate() |
Indicates the date this record was added. |
| DATECHANGED |
datetime |
|
Default = getdate() |
Indicates the date this record was last changed. |
| TS |
timestamp |
|
|
Timestamp. |
| TSLONG |
bigint (Computed) |
yes |
CONVERT(bigint, TS) |
Numeric representation of the timestamp. |
| REMAINDERMANPERCENT |
decimal(7, 6) |
|
Default = 0 |
|
| DISCOUNTDATE |
datetime |
yes |
|
|
| PROBATEDATE |
datetime |
yes |
|
|
| PROBATESTATUSCODE |
tinyint |
|
Default = 4 |
0=Pending, 1=In probate, 2=Matured, 3=Final distribution |
| ISTESTAMENTARY |
bit |
|
Default = 0 |
|
| ISLIVINGTRUST |
bit |
|
Default = 0 |
|
| GIFTVALUEISNOMINAL |
bit |
|
Default = 0 |
|
| ISCONTINGENT |
bit |
|
Default = 0 |
|
| ORGISPOLICY |
bit |
|
Default = 0 |
|
| ORGISBENEFICIARY |
bit |
|
Default = 0 |
|
| TRUSTHELDOUTSIDE |
bit |
|
Default = 0 |
|
| TOTALPAYOUT |
money |
|
Default = 0 |
|
| PAYMENTFREQUENCY |
nvarchar(12) (Computed) |
yes |
CASE [PAYMENTFREQUENCYCODE] WHEN 0 THEN N'Unspecified' WHEN 1 THEN N'Annually' WHEN 2 THEN N'Semiannually' WHEN 3 THEN N'Quarterly' WHEN 4 THEN N'Bimonthly' WHEN 5 THEN N'Monthly' WHEN 6 THEN N'Semimonthly' WHEN 7 THEN N'Biweekly' WHEN 8 THEN N'Weekly' END |
Provides a translation for the 'PAYMENTFREQUENCYCODE' field. |
| TERMTYPE |
nvarchar(41) (Computed) |
yes |
CASE [TERMTYPECODE] WHEN 0 THEN N'Fixed term' WHEN 1 THEN N'Lives only' WHEN 2 THEN N'Shorter of fixed term or lives' WHEN 3 THEN N'Longer of fixed term or lives' WHEN 4 THEN N'Lives then shorter of fixed term or lives' END |
Provides a translation for the 'TERMTYPECODE' field. |
| STATUS |
nvarchar(16) (Computed) |
yes |
CASE [STATUSCODE] WHEN 0 THEN N'Proposal' WHEN 1 THEN N'Response pending' WHEN 2 THEN N'Accepted' WHEN 3 THEN N'Rejected' WHEN 4 THEN N'Withdrawn' WHEN 5 THEN N'Matured' END |
Provides a translation for the 'STATUSCODE' field. |
| REALIZEDVALUE |
money |
|
Default = 0 |
|
| AUTOCALCULATEREALIZEDAMOUNT |
bit |
|
Default = 0 |
|
| TRANSACTIONEXPECTEDGIFTAMOUNT |
money |
|
Default = 0 |
EXPECTEDGIFTAMOUNT in transaction currency. |
| TRANSACTIONRECOGNITIONAMOUNT |
money |
|
Default = 0 |
RECOGNITIONAMOUNT in transaction currency. |
| TRANSACTIONNETPRESENTVALUE |
money |
|
Default = 0 |
NETPRESENTVALUE in transaction currency. |
| TRANSACTIONREMAINDERVALUE |
money |
|
Default = 0 |
REMAINDERVALUE in transaction currency. |
| TRANSACTIONPAYOUTAMOUNT |
money |
|
Default = 0 |
PAYOUTAMOUNT in transaction currency. |
| TRANSACTIONLIFEINSURANCEPREMIUM |
money |
|
Default = 0 |
LIFEINSURANCEPREMIUM in transaction currency. |
| TRANSACTIONTOTALPAYOUT |
money |
|
Default = 0 |
TOTALPAYOUT in transaction currency. |
| TRANSACTIONREALIZEDVALUE |
money |
|
Default = 0 |
REALIZEDVALUE in transaction currency. |
| ORGANIZATIONEXPECTEDGIFTAMOUNT |
money |
|
Default = 0 |
EXPECTEDGIFTAMOUNT in organization currency. |
| ORGANIZATIONRECOGNITIONAMOUNT |
money |
|
Default = 0 |
RECOGNITIONAMOUNT in organization currency. |
| ORGANIZATIONNETPRESENTVALUE |
money |
|
Default = 0 |
NETPRESENTVALUE in organization currency. |
| ORGANIZATIONREMAINDERVALUE |
money |
|
Default = 0 |
REMAINDERVALUE in organization currency. |
| ORGANIZATIONPAYOUTAMOUNT |
money |
|
Default = 0 |
PAYOUTAMOUNT in organization currency. |
| ORGANIZATIONLIFEINSURANCEPREMIUM |
money |
|
Default = 0 |
LIFEINSURANCEPREMIUM in organization currency. |
| ORGANIZATIONTOTALPAYOUT |
money |
|
Default = 0 |
TOTALPAYOUT in organization currency. |
| ORGANIZATIONREALIZEDVALUE |
money |
|
Default = 0 |
REALIZEDVALUE in organization currency. |
| TRANSACTIONGIFTAMOUNT |
money (Computed) |
yes |
case when dbo.UFN_PLANNEDGIFT_DESIGNATIONTRANSACTIONAMOUNT(ID)>0 then dbo.UFN_PLANNEDGIFT_DESIGNATIONTRANSACTIONAMOUNT(ID) else TRANSACTIONEXPECTEDGIFTAMOUNT end |
|
| POOLEDINCOMEFUNDPERCENT |
decimal(37, 19) (Computed) |
yes |
case when POOLEDINCOMEFUNDTOTALUNITS = 0 or POOLEDINCOMEFUNDTOTALUNITS < POOLEDINCOMEFUNDUNITS then null else convert(decimal, POOLEDINCOMEFUNDUNITS) / convert(decimal, POOLEDINCOMEFUNDTOTALUNITS) end |
|
| ORGANIZATIONGIFTAMOUNT |
money (Computed) |
yes |
case when dbo.UFN_PLANNEDGIFT_DESIGNATIONORGANIZATIONAMOUNT(ID)>0 then dbo.UFN_PLANNEDGIFT_DESIGNATIONORGANIZATIONAMOUNT(ID) else ORGANIZATIONEXPECTEDGIFTAMOUNT end |
|
| TRIGGERDATE |
datetime |
yes |
|
|
| ISFLIP |
bit |
|
Default = 0 |
|
| VEHICLE |
nvarchar(34) (Computed) |
yes |
CASE [VEHICLECODE] WHEN 0 THEN N'Charitable gift annuity' WHEN 1 THEN N'Charitable remainder unitrust' WHEN 2 THEN N'Charitable remainder annuity trust' WHEN 3 THEN N'Charitable lead unitrust' WHEN 4 THEN N'Charitable lead annuity trust' WHEN 5 THEN N'Pooled income fund' WHEN 6 THEN N'Life insurance' WHEN 7 THEN N'Retained life estate' WHEN 8 THEN N'Bargain sale' WHEN 9 THEN N'Outright gift' WHEN 10 THEN N'Bequest' WHEN 11 THEN N'Retirement plan assets' WHEN 12 THEN N'Testamentary charitable trust' WHEN 13 THEN N'Other' WHEN 14 THEN N'Living trust' END |
Provides a translation for the 'VEHICLECODE' field. |
| EXCL_RATIO |
decimal(6, 3) |
|
Default = 0 |
Exclusion ratio |
| EXCL_EXPDATE |
datetime |
yes |
|
Expiration date for the exclusion ratio |
| DONOTRECEIPT |
bit |
|
Default = 1 |
|
| LIFEINSURANCEPREMIUMFREQUENCY |
nvarchar(12) (Computed) |
yes |
CASE [LIFEINSURANCEPREMIUMFREQUENCYCODE] WHEN 0 THEN N'Unspecified' WHEN 1 THEN N'Annually' WHEN 2 THEN N'Semiannually' WHEN 3 THEN N'Quarterly' WHEN 4 THEN N'Bimonthly' WHEN 5 THEN N'Monthly' WHEN 6 THEN N'Semimonthly' WHEN 7 THEN N'Biweekly' WHEN 8 THEN N'Weekly' WHEN 9 THEN N'Paid up' END |
Provides a translation for the 'LIFEINSURANCEPREMIUMFREQUENCYCODE' field. |
| LIFEINSURANCEPOLICYNUMBER |
nvarchar(50) |
|
Default = '' |
Policy number for life insurance policy. |
| LIFEINSURANCEDATEISSUED |
datetime |
yes |
|
Date life insurance was issued |
| LIFEINSURANCEFACEVALUE |
money |
|
Default = 0 |
LIFEINSURANCEFACEVALUE in base currency. |
| TRANSACTIONLIFEINSURANCEFACEVALUE |
money |
|
Default = 0 |
LIFEINSURANCEFACEVALUE in transaction currency. |
| ORGANIZATIONLIFEINSURANCEFACEVALUE |
money |
|
Default = 0 |
LIFEINSURANCEFACEVALUE in organization currency. |
| LIFEINSURANCEDOESINCLUDEDIVIDENDPARTICIPATION |
bit |
|
Default = 0 |
|
| LIFEINSURANCEISLOANALLOWED |
bit |
|
Default = 0 |
|
| LIFEINSURANCEOUTSTANDINGLOANAMOUNT |
money |
|
Default = 0 |
LIFEINSURANCEOUTSTANDINGLOANAMOUNT in base currency. |
| TRANSACTIONLIFEINSURANCEOUTSTANDINGLOANAMOUNT |
money |
|
Default = 0 |
LIFEINSURANCEOUTSTANDINGLOANAMOUNT in transaction currency. |
| ORGANIZATIONLIFEINSURANCEOUTSTANDINGLOANAMOUNT |
money |
|
Default = 0 |
LIFEINSURANCEOUTSTANDINGLOANAMOUNT in organization currency. |
| PROBATESTATUS |
nvarchar(18) (Computed) |
yes |
CASE [PROBATESTATUSCODE] WHEN 0 THEN N'Pending' WHEN 1 THEN N'In probate' WHEN 2 THEN N'Matured' WHEN 3 THEN N'Final distribution' WHEN 4 THEN N'' END |
|
| SUBTYPE |
nvarchar(34) (Computed) |
yes |
CASE [SUBTYPECODE] WHEN 0 THEN N'' WHEN 1 THEN N'Deferred' WHEN 2 THEN N'Flexible' WHEN 3 THEN N'Commuted payment' WHEN 4 THEN N'Qualified Charitable Distributions' END |
|