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Gift Commitment Fields

Object API name: GiftCommitment

A Gift Commitment is a Nonprofit Cloud record for a recurring donation or pledge. Its individual payments are gift transactions. Dryad Receipting adds fields that control receipting for the whole commitment. Several of them are copied onto each new gift transaction (see Defaults and Overrides).

How to read the field tables: the Field column shows the label you see on screen, with the field's API name (the name used by admins, reports and integrations) underneath it. The Data Type column uses Salesforce's own terms. A type that starts with "Formula" is calculated automatically and can't be edited. Some fields carry a tag, explained in Tags Used on This Page.

Topics referred to with "see" (for example, Eligibility Statuses or Defaults and Overrides) are explained in the Core Concepts article.

Tags Used on This Page​

  • Special case – The field only matters in particular situations, for example for organizations, for gifts in kind, or when you issue receipts for several charities. The description says when.

Receipting Status​

FieldData TypePurpose
Receipt Status
dryad__Receipt_Status__c
Formula (Text)The commitment's receipting status: "Ineligible - Do not receipt", the status of its last receipt ("Receipted" or "Voided"), "Ineligible - No receipt template", "Ineligible - Donor address incomplete" (only when Enable All CRA Rules is on), or "Eligible". See Eligibility Statuses.
Receipt Type
dryad__Receipt_Type__c
Formula (Text)"Acknowledgment" when "Acknowledgments Only" is the Do Not Receipt Reason on the commitment or on the donor. Otherwise "Donation".
Do Not Receipt
dryad__Do_Not_Receipt__c
CheckboxTick to stop tax receipts for this commitment. Copied onto each new gift transaction. A reason or comments are required.
Do Not Receipt Reason
dryad__Do_Not_Receipt_Reason__c
PicklistWhy the commitment isn't receipted. "Acknowledgments Only" sends acknowledgments instead of receipts. "Other" requires comments. Can only be chosen when Do Not Receipt is ticked. Copied onto new gift transactions.
Do Not Receipt Comments
dryad__Do_Not_Receipt_Comments__c
Text AreaNotes explaining why the commitment isn't receipted. Copied onto new gift transactions.
Last Receipt
dryad__Last_Receipt__c
Lookup (Receipt)The most recent receipt for any of the commitment's gifts. Updated automatically when one of its gifts gets a new receipt.

Donor Details​

These are the same receipt-ready donor details as on the gift transaction. They're used when a consolidated receipt is created for the commitment.

FieldData TypePurpose
Donor Name
dryad__Donor_Name__c
Formula (Text)The donor's full name: first and last name for a person, or the account name for an organization.
Donor Email
dryad__Donor_Email__c
Formula (Text)Where receipts will be emailed: the person's email, or for an organization its Receipt Email (or its Receipt Recipient's email).
Donor Address
dryad__Donor_Address__c
Formula (Text)The donor's address on a single line.
Donor Address Multiline
dryad__Donor_Address_Multiline__c
Formula (Text)The donor's address on several lines.
Donor Receipt Delivery
dryad__Donor_Receipt_Delivery__c
Formula (Text)The donor's Receipt Delivery preference ("Email" if it's blank).
Donor Receipt Occurrence
dryad__Donor_Receipt_Occurrence__c
Formula (Text)The donor's Receipt Occurrence preference ("Single" if it's blank).

Overrides​

FieldData TypePurpose
Receipting Account
dryad__Receipting_Account__c
Lookup (Account)Special case
The charity account that issues receipts for this commitment, when you issue receipts for more than one charity. Copied onto new gift transactions.
Receipt Template
dryad__Receipt_Template__c
Lookup (Receipt Template)A receipt template to use for this commitment instead of the default. Copied onto new gift transactions.
Email Template Id
dryad__Email_Template_Id__c
TextThe ID of an email template to use instead of the default. Copied onto new gift transactions.
Receipt Template Id Assigned
dryad__Receipt_Template_Id_Assigned__c
Formula (Text)The receipt template that will be used: the commitment's Receipt Template, then the Receipting Account's, then Receipt Settings, matched to the donor's language and the receipt type.
Email Template Id Assigned
dryad__Email_Template_Id_Assigned__c
Formula (Text)The email template that will be used: the commitment's Email Template Id, then the Receipting Account's, then Receipt Settings, in the donor's language.

System​

FieldData TypePurpose
Batch Receipt Log Id
dryad__Batch_Receipt_Log_Id__c
TextFor the app's use: marks the commitment as part of a batch run's preview report.