Planned Gift Acknowledgement Output
When you export planned gift acknowledgements, a set of data exports based on the Output format selection on your planned gift letter. For information about the output formats for a planned gift letter, see Add a Letter Screen.
The following table explains the items contained in the planned gift acknowledgement output formats. The asterisk (*) fields in the Output column indicate seasonal address fields. If you select the Seasonal output, these fields consider Seasonal information on the constituent record to select the address to export.
|
Output |
Example |
|
Business process output PKID |
1 |
|
Planned gift ID |
24ffdc3a-31fc-47a8-a2ce-00ca801248eb |
|
Constituent name |
John J. Smith (individual) or ABC, Inc. (organization) |
|
Constituent ID |
Constit 123 |
|
Primary addressee |
Mr. John J. Smith, Jr. |
|
Primary salutation |
Mr. Smith |
|
Primary contact |
Mr. Smith |
|
Position |
Sales Manager |
|
Address block* |
100 Main Street, Apartment D |
|
City* |
Charleston |
|
State* |
SC |
|
Post code* |
29492 |
|
Country* |
USA |
|
Email address |
jjsmith@somewhere.com |
|
Vehicle code |
LI |
|
Vehicle |
Life Insurance |
|
Expected maturity |
2025 |
|
Revocable |
Yes |
|
Anonymous |
No |
|
Net present value |
$10,000 |
|
Net present value date |
09/15/2008 |
|
Remainder value |
$0.00 |
|
Remainder value date |
09/15/2008 |
|
Recognition amount |
$40.00 |
|
Gift amount |
$40.00 |
|
Gift date |
09/15/2008 |
|
Payout rate |
25% |
|
Payout amount |
$10,000 |
|
Payment frequency code |
Quarterly |
|
Payment period start |
09/15/2008 |
|
Payment period end |
09/15/2008 |
|
Discount rate |
4.6% |
|
Designation 1 name (exports from the Public name field on the designation. If Public name is blank or does not exist, the designation Name exports) |
MF Economics Scholarship Fund |
|
Designation 1 amount |
$40.00 |
|
Designation 2 name (exports from the Public name field on the designation. If Public name is blank or does not exist, the designation Name exports) |
Building Fund |
|
Designation 2 amount |
$40.00 |
|
Beneficiary 1 name |
John J. Smith |
|
Beneficiary 1 relationship |
Nephew |
|
Beneficiary 1 age |
55 |
|
Beneficiary 1 dependency |
Primary beneficiary |
|
Beneficiary 1 type |
Donor + Non-Income |
|
Constituent beneficiary 1 |
Yes |
|
Beneficiary 2 name |
John J. Smith |
|
Beneficiary 2 relationship |
Nephew |
|
Beneficiary 2 age |
55 |
|
Beneficiary 2 dependency |
Primary beneficiary |
|
Beneficiary 2 type |
Donor + Non-Income |
|
Constituent beneficiary 2 |
Yes |
|
Pooled income fund code ID |
CRG |
|
Pooled income fund total units |
200 |
|
Pooled income fund percent |
25% |
|
Asset type |
Car |
|
Asset description |
Town Car |
|
Asset value |
$45,000 |
|
Asset cost basis |
$0.00 |
|
Asset valuation method code |
Market price |
|
Asset valuation source |
Car tables |
|
Relationship 1 name |
John J. Smith |
|
Relationship 1 type |
Attorney |
|
Relationship 2 name |
John J. Smith |
|
Relationship 2 type |
Attorney |
|
Pooled income fund |
Charitable Remainder Gift |
|
Process date |
09/15/2008 |
|
Process acknowledge date |
09/15/2008 |
|
Planned gift letter code name |
Charitable Gift Annuity Thank You |