Gift (`akoya_gift`)¶

A Gift is an inbound record of a donation, pledge, bequest, grant receipt, or interfund transfer. It is the central transactional entity in akoyaGO — every dollar that enters the foundation is represented as a gift record, linked to a donor and allocated to one or more funds.

At a glance


Display name	Gift
Logical name	`akoya_gift`
Schema name	`akoya_Gift`
Primary ID attribute	`akoya_giftid`
Primary name attribute	`akoya_giftnum`
Entity set name (Web API)	`akoya_gifts`
Ownership	UserOwned
Change tracking	Enabled
Audit	Enabled

The pledge-split pattern

Gifts can be split across up to 12 funds. Columns named akoya_Amount1 through akoya_Amount12 each pair with akoya_Fund1 through akoya_Fund12 (and akoya_EstPledgePayDate1..12 for pledges). A simple cash gift populates only the 1 variant; a complex pledge may populate all twelve. Partners should treat these as an array, not as twelve independent columns.

Web API¶

GET  {org}/api/data/v9.2/akoya_gifts
GET  {org}/api/data/v9.2/akoya_gifts({giftid})
POST {org}/api/data/v9.2/akoya_gifts
PATCH {org}/api/data/v9.2/akoya_gifts({giftid})

Attributes¶

Only columns partners typically interact with are listed. System columns (createdon, modifiedon, ownerid, statecode, etc.) and internal data-conversion columns (akoya_dc_*, akoya_importdetail, akoya_importpayload) are omitted. The twelve numbered variants of akoya_Amount, akoya_Fund, and akoya_EstPledgePayDate are documented once as a group.

Core identifiers¶

Display name	Logical name	Type	Required	Max length	Description
Gift Number	`akoya_giftnum`	String	ApplicationRequired	100	Human-readable gift identifier. Primary name attribute. Not an alternate key.
Gift Date	`akoya_giftdate`	DateTime (DateOnly)	ApplicationRequired	—	Calendar date the gift was received or posted.

Amounts (money)¶

All money columns are precision 2 and store values in the record's transaction currency (transactioncurrencyid). Each has a system-maintained _Base suffix column in the organization's base currency.

Display name	Logical name	Description
Total Gift	`akoya_totalgift`	Sum of all split amounts on this gift. System-calculated for pledges.
Amount (splits 1–12)	`akoya_amount1` … `akoya_amount12`	Per-fund amount when splitting across multiple funds. `akoya_amount1` is always populated.
Paid	`akoya_paid`	Amount paid to date against a pledge.
Balance	`akoya_balance`	Outstanding balance = `akoya_totalgift − akoya_paid`.
Commitment	`akoya_commitment`	Pledge commitment amount.
Match Amount	`akoya_matchamount`	Matching gift amount attached to this gift (see `akoya_matchinggift` lookup).
Fee Amount	`akoya_feeamount`	Transaction fee.
Fee Amount Total	`akoya_feeamounttotal`	Sum of all fees attached to this gift.
Gift Adjustment	`akoya_giftadjustment`	Manual adjustment amount (positive or negative).
Fair Market Value	`akoya_fmv`	FMV per unit for non-cash gifts (e.g., stock).
Fair Market Value (total)	`akoya_fmvtotal`	FMV × shares for stock gifts.

Classification picklists¶

Display name	Logical name	Required	Values
Gift Type	`akoya_gifttype`	ApplicationRequired	See `akoya_gifttype` values.
Solicitation Method	`akoya_giftmethod`	None	Display name diverges from logical name. See `akoya_giftmethod` values.
Payment Type	`akoya_giftpaymenttype`	ApplicationRequired	Global option set `akoya_giftpaymenttype`. Values pending metadata generator.
Gift Range	`akoya_giftrange`	None	Values pending metadata generator.
Recurrence	`akoya_recurrence`	None	For recurring-gift tagging. Values pending metadata generator.

Key lookups¶

Display name	Logical name	Target	Description
Donor	`akoya_donor`	`akoya_donor`	Primary donor record associated with this gift. Required for most gift types.
Matching Donor	`akoya_matchingdonor`	`akoya_donor`	Donor providing the matching portion.
Matching Gift	`akoya_matchinggift`	`akoya_gift`	Self-reference. Points to the gift being matched.
Fund (splits 1–12)	`akoya_fund1` … `akoya_fund12`	`akoya_fund`	Per-split fund allocation. `akoya_fund1` is always populated.
Primary Donor Contact	`akoya_primarydonorcontact`	`contact`	Primary person record copied from the donor at gift time (snapshot).
Secondary Donor Contact	`akoya_secondarydonorcontact`	`contact`	Secondary person (spouse, co-donor).
Payor	`akoya_payor`	`contact`	The person who actually tendered the payment (may differ from donor).
Memorial Contact	`akoya_memorialcontact`	`contact`	Person being memorialized or honored.
Campaign	`akoya_campaign`	`campaign`	Campaign the gift is attributed to.
Campaign Activity	`akoya_campaignactivity`	`campaignactivity`	Specific appeal or activity that solicited the gift.
Event	`akoya_event`	(confirm)	Event linked to the gift.
Interfund Request	`akoya_interfundrequest`	`akoya_request`	Source request for interfund transfer gifts.
Proposal	`akoya_proposal`	(confirm)	Fundraising proposal that produced the gift.
GOdonate Transaction	`akoya_godonatetransaction`	(confirm)	Source online-donation transaction.

Stock / in-kind gift columns¶

Populated when the gift is non-cash stock.

Display name	Logical name	Type
Stock Company	`akoya_stockcompany`	String
Stock Symbol	`akoya_stocksymbol`	String
Stock Date	`akoya_stockdate`	DateTime
Shares	`akoya_shares`	String (count)
Stock High	`akoya_stockhigh`	Money
Stock Low	`akoya_stocklow`	Money
Stock Valuation	`akoya_stockvaluation`	Money

Flags and text¶

Display name	Logical name	Type	Description
Gift Anonymous	`akoya_giftanonymous`	Boolean	Donor has requested anonymity for this gift.
Formal Acknowledgement	`akoya_formalacknowledgement`	Boolean	Whether to send a formal tax-receipt letter.
Memorial Note Sent	`akoya_memorialnotesent`	Boolean	Whether the memorial notification was sent.
Honor	`akoya_honor`	String	Name of person being honored (for in-honor-of gifts).
Memory	`akoya_memory`	String	Name of person being memorialized.
Memorial Comment	`akoya_memorialcomment`	Memo	Free-text memorial notes.
Purpose	`akoya_purpose`	String	Free-text purpose or restriction note.
Check	`akoya_check`	String	Check number for check-based payments.
Check Date	`akoya_checkdate`	DateTime (DateOnly)	Date on the check.
Date Acknowledged	`akoya_dateacknowledged`	DateTime	When the foundation acknowledged the gift.
Authorize Transaction ID	`akoya_authorizetransactionid`	String	Authorize.Net transaction reference for credit-card gifts.

Lookups — quick reference¶

For each lookup, use the navigation property (not the logical name) in $expand.

Logical name	Web API value field	Navigation property	Target entity
`akoya_donor`	`_akoya_donor_value`	`akoya_Donor`	`akoya_donor`
`akoya_matchingdonor`	`_akoya_matchingdonor_value`	`akoya_MatchingDonor`	`akoya_donor`
`akoya_matchinggift`	`_akoya_matchinggift_value`	`akoya_MatchingGift`	`akoya_gift` (self)
`akoya_fund1`	`_akoya_fund1_value`	`akoya_Fund1`	`akoya_fund`
`akoya_primarydonorcontact`	`_akoya_primarydonorcontact_value`	`akoya_PrimaryDonorContact`	`contact`
`akoya_secondarydonorcontact`	`_akoya_secondarydonorcontact_value`	`akoya_SecondaryDonorContact`	`contact`
`akoya_payor`	`_akoya_payor_value`	`akoya_Payor`	`contact`

Choice values¶

`akoya_gifttype` values¶

Label	Value	Notes
Gift	730850000	Default. Straightforward inbound donation.
Pledge	730850001	Commitment to pay over time.
Bequest	730850002	From a will or estate.
Insurance Policy	730850003	Insurance-policy assignment.
IRA	730850004	Qualified Charitable Distribution from IRA.
Non Gift	730850005	Non-gift transaction (e.g., event ticket revenue).
Grant	100000000	Incoming grant.
Interfund	100000001	Inter-fund transfer (internal accounting).

Mixed option-value prefixes

Some values use the 730850xxx prefix (akoyaGO-specific) and some use the standard Dataverse 100000xxx prefix. Values are not sequential; always reference by the integer exactly, never by position.

`akoya_giftmethod` values¶

Partner-facing label: "Solicitation Method" (the schema name is akoya_giftmethod).

Label	Value
Annual Report	730850000
Appeal Response	730850001
Event	730850002
Matching	730850003
Newsletter	730850004
Personal Contact	730850005
Unknown/Unsolicited	730850006

akoya_giftpaymenttype, akoya_giftrange, and akoya_recurrence are global option sets; values will be rendered on the Global option sets page once the metadata generator is wired up.

Relationships¶

One-to-Many (this entity is the referenced/parent)¶

Schema name	Related entity	Referencing attribute	Description
`akoya_gift_akoya_giftpayment`	`akoya_giftpayment`	`akoya_giftid`	Payment execution records (check, ACH, credit card clearing). Multiple payments per gift for pledges.
`akoya_gift_akoya_giftfee`	`akoya_giftfee`	`akoya_giftid`	Fees attached to this gift.
`akoya_gift_akoya_interfundgrants`	`akoya_interfundgrants`	`akoya_giftid`	Interfund grant distributions sourced from this gift.

Many-to-One (this entity references)¶

Schema name	Referenced entity	Lookup attribute	Navigation property
`akoya_akoya_donor_akoya_gift_Donor`	`akoya_donor`	`akoya_donor`	`akoya_Donor`
`akoya_akoya_donor_akoya_gift_MatchingDonor`	`akoya_donor`	`akoya_matchingdonor`	`akoya_MatchingDonor`
`akoya_akoya_gift_akoya_gift_MatchingGift`	`akoya_gift` (self)	`akoya_matchinggift`	`akoya_MatchingGift`
`akoya_akoya_fund_akoya_gift_Fund1`	`akoya_fund`	`akoya_fund1`	`akoya_Fund1`
`akoya_akoya_fund_akoya_gift_Fund2`	`akoya_fund`	`akoya_fund2`	`akoya_Fund2`
(Fund3 through Fund12 follow the same naming pattern)
`akoya_contact_akoya_gift_PrimaryDonorContact`	`contact`	`akoya_primarydonorcontact`	`akoya_PrimaryDonorContact`
`akoya_contact_akoya_gift_SecondaryDonorContact`	`contact`	`akoya_secondarydonorcontact`	`akoya_SecondaryDonorContact`
`akoya_contact_akoya_gift_Payor`	`contact`	`akoya_payor`	`akoya_Payor`
`akoya_contact_akoya_gift_MemorialContact`	`contact`	`akoya_memorialcontact`	`akoya_MemorialContact`

Supported messages¶

Message	Supported
Create	✓
Retrieve	✓
RetrieveMultiple	✓
Update	✓
Delete	✓
Upsert	— (no alternate keys; use GET then PATCH)
SetState	✓
Assign	✓

Privileges¶

Partners integrating via an application user (S2S) need at minimum:

Privilege	Purpose
`prvReadakoya_gift`	Read gift records
`prvCreateakoya_gift`	Create gift records
`prvWriteakoya_gift`	Update gift records
`prvAppendToakoya_gift`	Associate child records (payments, fees) to a gift

Examples¶

Conventions

Examples assume ORG (env URL), access_token (valid bearer), headers (standard Dataverse headers dict), and service (a ServiceClient instance). See Authentication.

Read recent gifts for a donor¶

Web APIcurlPythonC#

GET {org}/api/data/v9.2/akoya_gifts?
  $select=akoya_giftnum,akoya_totalgift,akoya_giftdate,akoya_gifttype&
  $filter=_akoya_donor_value eq {donorid} and statecode eq 0&
  $expand=akoya_Fund1($select=akoya_name),akoya_PrimaryDonorContact($select=fullname,emailaddress1)&
  $orderby=akoya_giftdate desc&
  $top=50
Accept: application/json
OData-Version: 4.0
OData-MaxVersion: 4.0

curl "https://{org}.crm.dynamics.com/api/data/v9.2/akoya_gifts?\$select=akoya_giftnum,akoya_totalgift,akoya_giftdate,akoya_gifttype&\$filter=_akoya_donor_value%20eq%20{donorid}%20and%20statecode%20eq%200&\$expand=akoya_Fund1(\$select=akoya_name),akoya_PrimaryDonorContact(\$select=fullname,emailaddress1)&\$orderby=akoya_giftdate%20desc&\$top=50" \
  -H "Authorization: Bearer $ACCESS_TOKEN" \
  -H "Accept: application/json" \
  -H "OData-Version: 4.0" \
  -H "OData-MaxVersion: 4.0"

r = requests.get(
    f"{ORG}/api/data/v9.2/akoya_gifts",
    params={
        "$select": "akoya_giftnum,akoya_totalgift,akoya_giftdate,akoya_gifttype",
        "$filter": f"_akoya_donor_value eq {donor_id} and statecode eq 0",
        "$expand": "akoya_Fund1($select=akoya_name),akoya_PrimaryDonorContact($select=fullname,emailaddress1)",
        "$orderby": "akoya_giftdate desc",
        "$top": 50,
    },
    headers=headers,
)
gifts = r.json()["value"]

var query = new QueryExpression("akoya_gift") {
    ColumnSet = new ColumnSet("akoya_giftnum", "akoya_totalgift", "akoya_giftdate", "akoya_gifttype"),
    Criteria = {
        Conditions = {
            new ConditionExpression("akoya_donor", ConditionOperator.Equal, donorId),
            new ConditionExpression("statecode", ConditionOperator.Equal, 0)
        }
    },
    Orders = { new OrderExpression("akoya_giftdate", OrderType.Descending) },
    TopCount = 50
};
var gifts = service.RetrieveMultiple(query);

Create a simple cash gift¶

Web APIcurlPythonC#

POST {org}/api/data/v9.2/akoya_gifts
Accept: application/json
OData-Version: 4.0
OData-MaxVersion: 4.0
Content-Type: application/json

{
  "akoya_giftnum": "G-2026-00123",
  "akoya_giftdate": "2026-04-24",
  "akoya_gifttype": 730850000,
  "akoya_amount1": 1000.00,
  "akoya_totalgift": 1000.00,
  "akoya_Donor@odata.bind": "/akoya_donors({donorid})",
  "akoya_Fund1@odata.bind": "/akoya_funds({fundid})"
}

curl -X POST "https://{org}.crm.dynamics.com/api/data/v9.2/akoya_gifts" \
  -H "Authorization: Bearer $ACCESS_TOKEN" \
  -H "Accept: application/json" \
  -H "OData-Version: 4.0" \
  -H "OData-MaxVersion: 4.0" \
  -H "Content-Type: application/json" \
  -d '{
    "akoya_giftnum": "G-2026-00123",
    "akoya_giftdate": "2026-04-24",
    "akoya_gifttype": 730850000,
    "akoya_amount1": 1000.00,
    "akoya_totalgift": 1000.00,
    "akoya_Donor@odata.bind": "/akoya_donors({donorid})",
    "akoya_Fund1@odata.bind": "/akoya_funds({fundid})"
  }'

r = requests.post(
    f"{ORG}/api/data/v9.2/akoya_gifts",
    json={
        "akoya_giftnum": "G-2026-00123",
        "akoya_giftdate": "2026-04-24",
        "akoya_gifttype": 730850000,
        "akoya_amount1": 1000.00,
        "akoya_totalgift": 1000.00,
        "akoya_Donor@odata.bind": f"/akoya_donors({donor_id})",
        "akoya_Fund1@odata.bind": f"/akoya_funds({fund_id})",
    },
    headers={**headers, "Content-Type": "application/json"},
)

var gift = new Entity("akoya_gift");
gift["akoya_giftnum"] = "G-2026-00123";
gift["akoya_giftdate"] = new DateTime(2026, 4, 24);
gift["akoya_gifttype"] = new OptionSetValue(730850000);
gift["akoya_amount1"] = new Money(1000.00m);
gift["akoya_totalgift"] = new Money(1000.00m);
gift["akoya_donor"] = new EntityReference("akoya_donor", donorId);
gift["akoya_fund1"] = new EntityReference("akoya_fund", fundId);
var giftId = service.Create(gift);

Find gift then update amount¶

No alternate keys exist — look up by gift number first, then PATCH by GUID.

Web APIcurlPythonC#

GET {org}/api/data/v9.2/akoya_gifts?
  $select=akoya_giftid&
  $filter=akoya_giftnum eq 'G-2026-00123'&
  $top=1
Accept: application/json
OData-Version: 4.0
OData-MaxVersion: 4.0

Then:

PATCH {org}/api/data/v9.2/akoya_gifts({giftid})
Content-Type: application/json
If-Match: *

{
  "akoya_totalgift": 1250.00,
  "akoya_amount1": 1250.00
}

GIFT_ID=$(curl -s "https://{org}.crm.dynamics.com/api/data/v9.2/akoya_gifts?\$select=akoya_giftid&\$filter=akoya_giftnum%20eq%20'G-2026-00123'&\$top=1" \
  -H "Authorization: Bearer $ACCESS_TOKEN" \
  -H "Accept: application/json" \
  | jq -r '.value[0].akoya_giftid')

curl -X PATCH "https://{org}.crm.dynamics.com/api/data/v9.2/akoya_gifts($GIFT_ID)" \
  -H "Authorization: Bearer $ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -H "If-Match: *" \
  -d '{"akoya_totalgift": 1250.00, "akoya_amount1": 1250.00}'

r = requests.get(
    f"{ORG}/api/data/v9.2/akoya_gifts",
    params={"$select": "akoya_giftid", "$filter": "akoya_giftnum eq 'G-2026-00123'", "$top": 1},
    headers=headers,
)
hits = r.json()["value"]
if not hits:
    raise LookupError("Gift not found")
gift_id = hits[0]["akoya_giftid"]

requests.patch(
    f"{ORG}/api/data/v9.2/akoya_gifts({gift_id})",
    json={"akoya_totalgift": 1250.00, "akoya_amount1": 1250.00},
    headers={**headers, "Content-Type": "application/json", "If-Match": "*"},
)

var lookup = new QueryExpression("akoya_gift") {
    ColumnSet = new ColumnSet("akoya_giftid"),
    Criteria = {
        Conditions = {
            new ConditionExpression("akoya_giftnum", ConditionOperator.Equal, "G-2026-00123")
        }
    },
    TopCount = 1
};
var result = service.RetrieveMultiple(lookup);
if (result.Entities.Count == 0) throw new InvalidOperationException("Gift not found");

var gift = new Entity("akoya_gift", result.Entities[0].Id);
gift["akoya_totalgift"] = new Money(1250.00m);
gift["akoya_amount1"] = new Money(1250.00m);
service.Update(gift);

Change history¶

Schema extracted from the Akoyanet solution XML on 2026-04-24. Some lookup targets (marked "confirm"), descriptions, and global option set values are pending the Phase 2 metadata generator.

Gift (akoya_gift)¶

Web API¶

Attributes¶

Core identifiers¶

Amounts (money)¶

Classification picklists¶

Key lookups¶

Stock / in-kind gift columns¶

Flags and text¶

Lookups — quick reference¶

Choice values¶

akoya_gifttype values¶

akoya_giftmethod values¶

Relationships¶

One-to-Many (this entity is the referenced/parent)¶

Many-to-One (this entity references)¶

Supported messages¶

Privileges¶

Examples¶

Read recent gifts for a donor¶

Create a simple cash gift¶

Find gift then update amount¶

Change history¶

Gift (`akoya_gift`)¶

`akoya_gifttype` values¶

`akoya_giftmethod` values¶