Fields and Functions Audited in GiftWrap

GiftWrap records all data changes made to a wide variety of fields that are critical to the proper administration of planned gifts. These data changes may be made manually or by running certain GiftWrap functions.

The data changes recorded by GiftWrap may be reviewed or reported using Utilities > Review Audit Information.

Fields audited in GiftWrap:

tblAddress

Field	Data Type	Width	Description
AddressID	Integer		Primary Key
SourceID	Integer		Foreign Key to table containing linked record
AddressTypeID	Character	15	Foreign Key to tblAddressType 1 = Home 2 = Business 3 = Tax Form 4 = Payment1 5 = Payment2 6 = Payment3 7 = Payment4 8 = Payment5 9 = Payment6 10 = Payment7 11 = Payment8 12 = Payment9 13 = Payment10 14 = Advisor 15 = PIF Remainder 16 = Org Remainder 17 = Desig Remainder 18 = Organization 19 = PIF 20 = PIF Fund Bene 21 = CGA Pool Bene
Street1	Character	50	Address Line 1
Street2	Character	50	Address Line 2
City	Character	20	City
StateCode	Character	2	State
Zipcode	Character	10	Zipcode
Country	Character	20	Country
Phone	Character	18	Phone
Fax	Character	18	Fax
Email	Character	45	E-mail Address
ExpireDate	Datetime		Address Expiration Date
ModDate	Datetime		Address Modification Date
InUse	TinyInt		Regular or Seasonal Address
MailToBusiness	TinyInt		Preferred Address is Home or Business

tblAdvisorDetail

Field	Data Type	Description
AdvisorDetailID	Integer	Primary Key
PersonID	Integer	Foreign Key to tblPerson for person
PersonAdvisorID	Integer	Foreign Key to tblPerson for advisor
AdvisorTypeID	Integer	Foreign Key to tblAdvisorType
SendTaxCopy	Bit	Send Copy of Tax Form? (not used)
SendCheckCopy	Bit	Send Copy of Payment Advice?

tblAnnuityPool

Field	Data Type	Width	Description
AnnuityPoolID	Integer		Primary Key
OrgID	Integer		Foreign Key to tblOrganization
Short	Varchar	20	Pool Nick Name
Description	Varchar	50	Pool Full Name
FundIncomePersonID	Integer		Foreign Key to tblFundIncomePerson
ClientID	Integer		Foreign Key to tblClient

tblAssetDetail

Field	Data Type	Width	Description
AssetDetailID	Integer		Primary Key
GiftDetailID	Integer		Foreign Key to tblGiftDetail
AssetName	Character	30	Asset Name
AssetCostBasis	Money		Asset Cost Basis
AssetAcquisitionDate	Datetime		Asset Acquisition Date
AssetMarketValue	Money		Asset Market Value
AssetTypeIDLookup	Integer		Foreign Key to tblLookup Asset Type:: 1 = <blank> 2 = Cash 3 = Stock 4 = Other

tblBank

Field	Data Type	Width	Description
BankID	Integer		Primary Key
AddressID	Integer		Foreign Key to tblAddress
BankName	Varchar	50	Bank Name
BankAccount	Varbinary	200	Bank Account
UseEft	Bit		0 = Don't Use Electronic Funds Transfer 1 = Use Electronic Funds Transfer
ABANumber	Character	9	Bank Route # ( ABA # )
BankAccountTypeIDLookup	Integer		Foreign Key to tblLookup Account Type: 5 = <blank> 6 = Checking 7 = Savings
PrenoteIDLookup	Integer		Foreign Key to tblLookup Prenote: 38 = <blank> 39 = Prenote Done 40 = Include in Next Prenote File 41 = No Prenote Needed
PrenoteDate	Datetime		Prenote Date

tblChangeRequest

Field	Data Type	Width	Description
ChangeRequestID	Integer		Primary Key
RequestedUserID	Integer		Foreign Key to tblUser for user requesting change
ClientID	Integer		Foreign Key to tblClient
TenantID	Integer		Foreign Key to tblTenant
CRTypeIDLookup	TinyInt		Foreign Key to tblLookup Change Request Type: 77 = General 78 = Address 79 = Pending
CRSubject	Varchar	100	Change Request Subject
CRDescription	Varchar		Change Request Description
RequestStatusIDLookup	TinyInt		Foreign Key to tblLookup Change Request Status: 79 = Pending 80 = Approved 81 = Rejected
RequestedDate	Datetime		Change Request Date
ActionedByUserID	Integer		Foreign Key to tblUser for user who accepted/rejected request
ActionedByDate	Datetime		Date request accepted/rejected
CRAssigneeUserID	Integer		Foreign Key to tblUser for Change Request Assignee
Notes	Varchar		Change Request Note
EmailResponse	Varchar		Email message

tblClient

Field	Data Type	Width	Description
ClientID	Integer		Primary Key
ClientNickname	Varchar	10	Client nickname
TransName	Character	40	Outside Transmitter Name
TransStreet	Character	40	Outside Transmitter street address
TransCity	Character	40	Outside Transmitter City
TransState	Character	2	Outside Transmitter State
TransZipcode	Character	9	Outside Transmitter Zipcode
TransPhone	Character	15	Outside Transmitter Phone #
TransTCC	Character	5	Transmitter Control Code
TransTaxIDNumber	Character	10	Outside Transmitter Tax ID
TransContactName	Character	40	Outside Transmitter Contact Name
TransContactEmail	Character	35	Outside Transmitter Contact E-mail
PasswordSettings	XML		xml field with additional information related to Client password restrictions
CustomLabel	Varchar	1000	data defining optional custom labels for person and gift account numbers
AuditRetentionPeriod	Integer		Days of audit history to retain for client
PaymentUploadStyleIDLookup	Integer		Foreign Key to tblLookup Payment Upload Style 69 = Upload Style 1 70 = Upload Style 2 71 = Upload Style 3 72 = Upload Style 4 73 = Upload Style 5 74 = Upload Style 6 75 = Upload Style 7 76 = Upload Style 8
DefaultCheckID	Integer		ID of default check style
DefaultAdviceID	Integer		ID of default advice style
LastCheckNumber	Integer		The last check number printed
VerifyDate	Datetime		Date Verify Person and Gift Data was last run
VerifyDays	Integer		Days since Verify Person and Gift Data was last run
UpdateAtLaunch	Bit		0 or <NULL> = do not update seasonal addresses at launch 1 = update seasonal addresses at launch
UpdateBeforeFunctions	Bit		0 or <NULL> = do not update seasonal addresses before address-dependent functions 1 = update seasonal addresses before address-dependent functions
DistCode1099R	Character	1	Distribution Code for 1099-Rs
MaxCheckAmount	Decimal	17,8	field not displayed
NumberCheckPayments	Integer		Number of payments per advice (checks w/advices)
NumberAdvicePayments	Integer		Number of payments per advice (advices only)
ComputeTaxfree	Bit		Compute tax-free amount per payment (for display on advices)
AdviceMessage	Varchar	200	Advice Message
ExcludeEFTDebits	Bit		0 or <NULL> = do not exclude debit records from EFT payment files 1 = exclude debit records from EFT payment files
EFTBlockingFactor	Integer		EFT Files Blocking Factor
EFTCustomHeader	Bit		0 or <NULL> = do not include a custom header in EFT files 1 = include a custom header in EFT files
EFTHeaderText	Varchar	200	Custom header for EFT files
PasswordExpireDays	Integer		Number of days until password change is required
LockoutLoginAttempts	Integer		Number of consecutive failed login attempts before account locks
LockoutInactiveDays	Integer		Number of days of inactivity until account locks during login attempt
PasswordReuseDays	Integer		Number of days until a password can be reused
MaskSSN	Bit		0 or <NULL> = do not mask all but the last 4 digits of SSN on certain reports 1 = do not mask all but the last 4 digits of SSN on certain reports
ClientDataLocked	Bit		For system use

tblDebitAccount

Field	Data Type	Width	Description
DebitAccountID	Integer		Primary Key
ClientID	Integer		Foreign Key to tblClient
OrgID	Integer		Foreign Key to tblOrganization
GiftTypeID	Integer		Foreign Key to tblGiftType Gift Type: 1 = Bequest 2 = Charitable Gift Annuity 3 = Lead Annuity Trust 4 = Lead Unitrust 5 = Remainder Annuity Trust 6 = Remainder Unitrust 7 = Other 8 = Outright 9 = Pooled Income Fund 10 = Retained Life Estate
SubAccountID	Integer		ID of pooled income fund or gift annuity pool
CompanyIdentification	Varchar	10	Company ID #
CompanyName	Varchar	16	Company Name
CompanyEntryDescription	Varchar	10	Company Entry Description
AccountNumber	Varbinary	200	Bank Account
ABANumber	Character	9	Route # ( ABA # )

tblDesignation

Field	Data Type	Width	Description
DesignationID	Integer		Primary Key
OrgID	Integer		Foreign Key to tblOrganization
Short	Varchar	16	Designation Code
Description	Varchar	50	Designation Description
DesignationAccount1	Varchar	20	Account Number
RemainderPersonID	Integer		Foreign Key to tblPerson for remainderman
ClientID	Integer		Foreign Key to tblClient

tblDesignationDetail

Field	Data Type	Width	Description
DesignationDetailID	Integer		Primary Key
GiftID	Integer		Foreign Key to tblGift
DesignationID	Integer		Foreign Key to tblDesignation
DesignationPercent	Decimal	12, 8	Designation Percent
RestrictedIDLookup	Integer		Foreign Key to tblLookup Restricted: 45 = <blank> 46 = Permanently Restricted 47 = Temporarily Restricted 48 = Unrestricted
Purpose	Varchar	50	Purpose

tblDistribution

Field	Data Type	Width	Description
DistributionID	Integer		Primary Key
ClientID	Integer		Foreign Key to tblClient
OrgID	Integer		Foreign Key to tblOrg
GiftID	Integer		Foreign Key to tblGift
DistributionDate	Datetime		Distribution Date
DistributionAmount	Money		Distribution Amount
DistributionDescription	Character	255	Description

tblDocument

Field	Data Type	Width	Description
DocumentID	Integer		Primary Key
Filename	Varchar	255	File name
FilePath	Varchar	1000	File path
FileSize	Integer		File size
EntityKey	Integer		Key of Gift, Person, or Org. document is assigned to
DateCreated	Datetime		Date created

tblGift

Field	Data Type	Width	Description
GiftID	Integer		Primary Key
TenantID	Integer		Foreign Key to tblTenant (Charity)
ClientID	Integer		Foreign Key to tblClient
GiftKey	Integer		Gift Key (assigned by GiftWrap)
OrgID	Integer		Foreign Key to tblOrg
PifID	Integer		Foreign Key to tblPif
AnnuityPoolID	Integer		Foreign Key to tblAnnuityPool
GiftTypeID	Integer		Foreign Key to tblGiftType Gift Type: 1 = Bequest 2 = Charitable Gift Annuity 3 = Lead Annuity Trust 4 = Lead Unitrust 5 = Remainder Annuity Trust 6 = Remainder Unitrust 7 = Other 8 = Outright 9 = Pooled Income Fund 10 = Retained Life Estate
SubtypeID	Integer		Foreign Key to tblSubtype Subtype: 1 = Grantor 2 = Net Income 3 = Net Income with Makeup 4 = Non-Grantor 5 = Standard 6 = Commuted 7 = Deferred 8 = Flexible 9 = Flip 10 = Flip with Makeup 11 = Seed Money
Testamentary	Bit		0 or <NULL> = Not Testamentary 1 = Testamentary
TotalGiftAmount	Money		Total Gift Amount
PayoutPercent	Decimal	10, 8	Payout %
Account1	Varchar	20	Account 1
Account2	Varchar	20	Account 2
Account3	Varchar	20	Account 3
Account4	Varchar	20	Account 4
Account5	Varchar	20	Account 5
Endowed	Bit		0 or <NULL> = Not Endowed 1 = Endowed
RestrictedIDLookup	Integer		Foreign Key to tblLookup Restricted: 45 = <blank> 46 = Permanently Restricted 47 = Temporarily Restricted 48 = Unrestricted
MarketValue	Money		Market Value
MarketValueDate	Datetime		Market Value Date
PriorValue	Money		Prior market value from detailed transaction of CashTrac
PriorValueDate	Datetime		Prior market value date from detailed transaction of CashTrac
Distributions	Money		Total annuity payments from detailed transaction of CashTrac
InterestDividends	Money		Interest/dividends from detailed transaction of CashTrac
GainLoss	Money		Gain/loss from detailed transaction of CashTrac
FeesExpenses	Money		Fees/expenses from detailed transaction of CashTrac
ChangeInValue	Money		Change in market value from detailed transaction of CashTrac
TotalUnits	Decimal	17, 8	Total Units Assigned to Gift
ReserveState	Character	2	Reserve state
FirstPaymentDate	Datetime		First Payment Date
PaymentFrequencyID	Integer		Foreign Key to tblPaymentFrequency Payment Frequency: 1 = Annual 2 = Semiannual 3 = Quarterly 4 = Monthly 5 = Other
PaymentTimingID	Integer		Foreign Key to tblPaymentTiming Payment Timing: 1 = Beginning of Period 2 = End of Period 3 = Other Timing
MonthsToPayment	Integer		Valuation to Payment
			( months )
TaxFormIDLookup	Integer		Foreign Key to tblLookup Tax Form Type: 49 = <blank> 50 = 1099-R 51 = 1099-DIV 52 = 1099-INT 53 = 1099-MISC
TrustId	Varchar	10	Trust Tax ID Number
AnnualValuationDate	Datetime		Annual Valuation Date
TermEndDate	Datetime		Term End Date
TermTypeID	Integer		Foreign Key to tblTermType Term Type: 1 = Longer of Fixed Term or Lives 2 = Shorter of Fixed Term or Lives 3 = Fixed Term Only 4 = Lives then Shorter of Fixed Term or Lives 5 = Lives Only
TermYears	Decimal	17, 8	Years in Term
MakeupBalance	Money		Makeup Balance (for CRU - M only)
Purpose	Character	80	Gift Purpose
AccountClosedDate	Datetime		Account Closed Date
CreditThroughDate	Datetime		Credit Through Date
DistributionAmount	Money		Distribution Amount
UndistributedIIC	Money		Undistributed Investment in Contract
GiftStatusIDLookup	Integer		Foreign Key to tblLookup Gift Status: 18 = Current 19 = Finished 20 = Severed
EarliestStartDate	Datetime		Earliest Payment Start Date
LatestStartDate	Datetime		Latest Payment Start Date
FlipTriggerDate	Datetime		Flip Trigger Date
PaymentDateElected	Bit		0 or <NULL> = No Payment Date Elected 1= Payment Date Elected
PaymentsCommuted	Bit		0 or <NULL> = Payments Not Yet Commuted 1 = Payments Commuted
RCVAmount	Money		RCV Amount
CreditAmount	Money		Credit Amount
FASBAmount	Money		FASB Amount
FASBDate	Datetime		FASB Date
ManagedTypeIDLookup	Integer		Foreign Key to tblLookup Managed: 25 = <blank> 26 = Inside 27 = Outside
ReserveAmount	Money		Reserve Amount
ReserveDate	Datetime		Reserve Date
InProgress	Bit		O or <Null> = Record complete 1 = Record incomplete
FinalValuationDate	Datetime		Final Date for Valuation
Reinsured	Bit		O or <Null> = Not reinsured 1 = Reinsured
SeverDate	Datetime		Sever Date
RemainderCanChange	Bit		O or <Null> = Remainderman Cannot Be Changed 1 = Remainderman Can Be Changed
Anonymous	Integer		O or <Null> = Not anonymous 1 = Anonymous
BequestKnown	Bit		O or <Null> = Bequest not known in advance 1 = Bequest known in advance
EstatePercentage	Decimal	12,8	Percentage of Estat
NotificationDate	Datetime		Notification Date
EstateFilingDate	Datetime		Date of Notice of Estate Filing
GiftConfidenceIDLookup	Integer		Foreign Key to tblLookup Confidence:
GiftName	Character	80	Gift Name
BequestAssetTypeIDLookup	Integer		Foreign Key to tblLookup Bequest Asset :
EstimatedCloseDate	Datetime		Estimated Close Date
BequestAssetDescription	Character	50	Asset Description
BequestRejected	Bit		O or <Null> = Bequest not rejected 1 = Bequest rejected
Contingent	Bit		O or <Null> = Bequest not contingent 1 = Bequest contingent

tblGiftDetail

Field	Data Type	Width	Description
GiftDetailID	Integer		Primary Key
GiftID	Integer		Foreign Key to tblGift
InitialGift	Bit		0 or <Null> = not initial gift 1 = initial gift
GiftDate	Datetime		Gift Date
GiftAmount	Money		Gift Amount
DepositFundsDate	Datetime		Deposit Date
DepositFundsAmount	Money		Deposit Amount
CharitableDeduction	Money		Charitable Deduction
Units	Decimal	17, 8	Units Assigned to Gift
IRSDiscountRate	Decimal	12, 8	IRS Discount Rate / PIF %

tblHistoricalValue

Field	Data Type	Description
HistoricalValueID	Integer	Primary Key
GiftID	Integer	Foreign Key to tblGift
HistoricalValueTypeID	Integer	Foreign Key to tblHistoricalValueType Value Type: 1 = Market Value 2 = FASB Value 3 = Reserve Value
HistoricalValue	Money	Value
ValueDate	Datetime	Valuation Date
PriorValue	Money	Prior Value
PriorValueDate	Datetime	Prior Valuation Date
Distributions	Money	Distributions
InterestDividends	Money	Interest/Dividends
GainLoss	Money	Gain/Loss
FeesExpenses	Money	Fees/Expenses
ChangeInValue	Money	Change in value

tblIndividual

Field	Data Type	Description
IndividualID	Integer	Primary Key
ClientID	Integer	Foreign Key to tblClient
IndividualKey	Integer	Individual Key

tblLetter

Field	Data Type	Width	Description
LetterID	Integer		Primary Key
ClientID	Integer		Foreign Key to tblClient
LetterName	Varchar	60	Name of letter template
LetterText	Varchar	max	Content of letter

tblOrganization

Field	Data Type	Width	Description
OrgID	Integer		Primary Key
ClientID	Integer		Foreign Key to tblClient
TenantID	Integer		Foreign Key to tblTenant
OrgName	Varchar	50	Organization Name
OrgTaxIDNumber	Character	10	Organization Tax ID#
OrgAccount1	Varchar	20	Organization Account1
OrgAccount2	Varchar	20	Organization Account2
OrgAccount3	Varchar	20	Organization Account3
OrgNickname	Varchar	10	Organization Nickname
OrgYear	Integer		Organization Year
ContactName	Varchar	40	Organization Contact Name
ContactEmail	Varchar	35	Organization Contact E-mail
DestinationName	Varchar	23	Immediate Destination Name
DestinationNumber	Character	9	Immediate Destination Number
OriginName	Character	23	Immediate Origin Name
OriginNumber	Character	9	Immediate Origin Number
OriginatingDFI	Character	8	Originating DFI Identification
OrgTCC	Character	5	Transmitter Control Code
RemainderPersonID	Integer		Foreign Key to tblPerson

tblOrgGroup

Field	Data Type	Width	Description
OrgGroupID	Integer		Primary Key
ClientID	Integer		Foreign Key to tblClient
Short	Varchar	10	Name
Description	Varchar	20	Description
UserName	Varchar	30	Login name of user creating group
DateLastUpdated	DateTime	9	Date organization group last updated

tblOrgGroupOrgMap

Field	Data Type	Width	Description
OrgGroupID	Integer		Foreign Key to tbl OrgGroup
ClientID	Integer		Foreign Key to tblClient
OrgID	Integer	10	Foreign Key to tblOrganization
TenantID	Integer	20	Foreign Key to tblTenant

tblPayment

Field	Data Type	Width	Description
PaymentID	Integer		Primary Key
GiftID	Integer		Foreign Key to tblGift
PersonID	Integer		Foreign Key to tblPerson
OrgID	Integer		Foreign Key to tblOrg
ClientID	Integer		Foreign Key to tblClient
PaymentStatusID	Integer		Foreign Key to tblPaymentStatus Payment Status: 1 = Not issued 2 = Issued 3 = Discarded 4 = Pending return 5 = Void 6 = Void offset 7 = Stop payment 8 = Stop payment offset
PaymentDate	Datetime		Check Date
PaymentAmount	Money		Gross Amount
FederalWithheld	Money		Federal Withheld
StateWithheld	Money		State Withheld (not used)
CheckNumber	Integer		Check Number
IssuedDate	Datetime		Issued Date
Cleared	Character	1	Cleared
IncomeUnits	Decimal	17, 8	Income Units
PaymentIssuedTypeIDLookup	Character	1	Foreign Key to tblLookup Payment Type: 28 = <blank> 29 = Check 30 = EFT
PayStamp	Datetime		Date of Payment Run

tblPaymentSnapshot

Field	Data Type	Width	Description
PaymentSnapshotID	Integer		Primary Key
PersonID	Integer		Foreign Key to tblPerson
PersonKey	Integer		Person Key
OrgID	Integer		Foreign Key to tblOrg
ClientID	Integer		Foreign Key to tblClient
GiftTypeID	Integer		Foreign Key to tblGiftType Gift Type: 1 = Bequest 2 = Charitable Gift Annuity 3 = Lead Annuity Trust 4 = Lead Unitrust 5 = Remainder Annuity Trust 6 = Remainder Unitrust 7 = Other 8 = Outright 9 = Pooled Income Fund 10 = Retained Life Estate
PaymentStatusID	Integer		Foreign Key to tblPaymentStatus Payment Status: 1 = Not Issued 2 = Issued 3 = Discarded 4 = Pending Return 5 = Void 6 = Void Offset 7 = Stop Payment 8 = Stop Payment Offset
PaymentDate	Datetime		Check Date
NetPaymentAmount	Money		Payment Amount Net of Taxes Withheld
PaymentName	Varchar	50
PayeeLine1	Varchar	50	first line of "Pay to the order of" text
PayeeLine2	Varchar	50	second line of "Pay to the order of" text
FederalWithheld	Money		Federal Withheld
StateWithheld	Money		State Withheld (not used)
CheckNumber	Integer		Check Number
IssuedDate	Datetime		Issued Date
Cleared	Bit		0 or <Null> = Payment not cleared 1 = Payment cleared
IncomeUnits	Decimal	17, 8	Income Units
PaymentIssuedTypeIDLookup	Integer		Foreign Key to tblLookup Payment Type: 28 = <blank> 29 = Check 30 = EFT
Description	Varchar	20	Description
BankAccount	Character	17	Bank Account Number
ABANumber	Character	9	ABA Routing Number
AccountType	Character	1	Account Type: C = Checking S = Savings
CheckAddressLine1	Varchar	50	Line 1 of address check mailed to
CheckAddressLine2	Varchar	50	Line 2 of address check mailed to
CheckAddressLine3	Varchar	50	Line 3 of address check mailed to
CheckAddressLine4	Varchar	50	Line 4 of address check mailed to
VoidOrStopDate	Datetime		Date payment voided or stopped
GeneratedDate	Datetime		Date payments generated
ManualCheck	Bit		0 or <Null> = Payment generated by GiftWrap 1 = Payment entered manually
PaymentName	Varchar	50

tblPaymentSnapshotPaymentMap

Field	Data Type	Width	Description
PaymentSnapshotID	Integer		Primary Key
PaymentID	Integer		Payment ID
GiftID	Integer		Gift ID

tblPerson

Field	Data Type	Width	Description
PersonID	Integer		Primary Key
ClientID	Integer		Foreign Key to tblClient
PersonKey	Integer		Person Key
TenantID	Integer		Foreign Key to tblTenant
IndividualID	Integer		Foreign Key to tblIndividual
PersonTypeID	Integer		Foreign Key to tblPersonType Person Type: 1 = Donor/Bene 2 = Advisor 3 = PIF Remainder 4 = Org Remainder 5 = Desig Remainder 6 = PIF Fund Bene 7 = CGA Pool Bene
SSN	Varbinary	200	Social Security Number
BirthDate	Varbinary	200	Date of Birth
DeathDate	Datetime		Date of Death
Company	Varchar	50	Company
Prefix	Varchar	10	Prefix
FirstName	Varchar	20	First Name
LastName	Varchar	25	Last Name
Suffix	Varchar	10	Suffix
Salutation	Varchar	30	Salutation
GenderIDLookup	Integer		Foreign Key to tblLookup Gender: 15 = <blank> 16 = Male 17 = Female
PersonAccount1	Varchar	20	Person Code 1
PersonAccount2	Varchar	20	Person Code 2
PersonAccount3	Varchar	20	Person Code 3
PersonAccount4	Varchar	20	Person Code 4
ForeignPerson	Bit		0 or <Null> = Not Foreign 1 = Foreign
Anonymous	Bit		0 or <Null> = Not Anonymous 1 = Anonymous
Interest1	Varchar	4	Interest Code 1
Interest2	Varchar	4	Interest Code 2
Interest3	Varchar	4	Interest Code 3
Interest4	Varchar	4	Interest Code 4
Interest5	Varchar	4	Interest Code 5
Interest6	Varchar	4	Interest Code 6
TickleDate	DateTime		Tickle Date
TickleComment	Varchar	50	Tickle Comment
RatingID	Integer		Foreign Key to tblRating
OfficerID	Integer		Foreign Key to tblOfficer
PersonStatusIDLookup	Integer		Foreign Key to tblLookup Person Status: 31 = Current 32 = Missing 33 = Deceased
DoNotMail	Bit		0 or <Null> = Do Mail 1 = Do Not Mail

tblPersonGiftMap

Field	Data Type	Width	Description
PersonGiftMapID	Integer		Primary Key
PersonID	Integer		Foreign Key to tblPerson
GiftID	Integer		Foreign Key to tblGift
AddressID	Integer		Foreign Key to tblAddress
AssociationID	Integer		Foreign Key to tblAssociation
PayTo	Varchar	50	Pay to the Order of name
SeparateCheck	Bit		0 = Do not combine payments from separate gifts 1 = Combine checks payments from separate gifts
PriorToTerm	Bit		0 = Life is not prior to term for Term Type = X 1 = Life is prior to term for Term Type = X

tblPif

Field	Data Type	Width	Description
PifID	Integer		Primary Key
ClientID	Integer		Foreign Key to tblClient
TenantID	Integer		Foreign Key to tblTenant
OrgID	Integer		Foreign Key to tblOrganization
PifName	Character	50	Pooled Fund Name
PifNickname	Character	10	Pooled Fund Nickname
PifAddressID	Integer		Foreign Key to tblAddress
PifAccount1	Character	20	Pooled Fund Account 1
PifAccount2	Character	20	Pooled Fund Account 2
PifAccount3	Character	20	Pooled Fund Account 3
PifTaxIDNumber	Varchar	10	Pooled Fund Tax ID
PifState	Character	2	Pooled Fund State
MgrName	Varchar	50	Name of Fiduciary
MgrContact	Varchar	50	Name of Fund Contact Person
UnitPrecision	Tinyint		Unit Precision
NavPrecision	Tinyint		Net Asset Value Per Unit Precision
UnitizationMethodIDLookup	Integer		Foreign Key to tblLookup Unitization Method: 56 = Average Preceding/Succeeding 57 = Value on Determination Date 58 = NAV Per Unit 59 = Interpolated Average
DistributionMethodIDLookup	Integer		Foreign Key to tblLookup Distribution Method: 8 = <blank> 9 = Actual 10 = Estimated
AdjustmentToRemainder	Bit		0 or <Null> = No Adjusting Distribution to Remainderman 1 = Adjusting Distribution to Remainderman
ProrateDeath	Bit		0 or <Null> = Do not Prorate Units at Death 1 = Prorate Units at Death
IncludeDeceasedEstate	Bit		0 or <Null> = Do not include Deceased Estate in estimated distribution 1 = Include Deceased Estate in estimated distribution
IncludeSecondBene	Bit		0 or <Null> = Do not include Second Beneficiary in estimated distribution 1 = Include Second Beneficiary in estimated distribution
ProrateIncomeMethodIDLookup	Integer		Foreign Key to tblLookup Income to allocate in period gift made: 42 = Full Period 43 = None 44 = Prorate
CurrentPeriod	Integer		Current Fund Period
CurrentYear	Integer		Current Fund Year
PIFPaymentFreqIDLookup	Integer		Foreign Key to tblLookup Payment Frequency: 34 = Annual 35 = Semiannual 36 = Quarterly 37 = Monthly
RemainderPersonID	Integer		Foreign Key to tblPerson for remainder beneficiary
FundIncomePersonID	Integer		Foreign Key to tblPerson for fund income beneficiary
FinalDistributionMethodIDLookup	Integer		Foreign Key to tblLookup Final Distribution Method: 11 = <blank> 12 = Preceding Determination Date 13 = Succeeding Determination Date 14 = Date of Death
TerminationDateMethodIDLookup	Integer		Foreign Key to tblLookup Term Date Method: 54 = Account Closed Date 55 = Last Beneficiary's Date of Death
IncomeMethodIDLookup	Integer		Foreign Key to tblLookup Income Method: 21 = <blank> 22 = Cash 23 = Accrual 24 = Income Per Unit
ValueFundOnIDLookup	Integer		Foreign Key to tblLookup Valuation Timing: 65 = <blank> 66 = First Day 67 = Last Day 68 = Other
NumberValuationPeriods	Integer		Number of IRS Valuation Periods
ValuationFreqIDLookup	Integer		Foreign Key to tblLookup Valuation Frequency: 60 = <blank> 61 = Monthly 62 = Quarterly 63 = Weekly 64 = Other
NoIncomeRemainder	Bit		0 or <Null> = No Income to Remainderman 1 = Income to Remainderman

tblPiftax

Field	Data Type	Description
PifTaxID	Integer	Primary Key
PifID	Integer	Foreign Key to tblPif
ClientID	Integer	Foreign Key to tblClientID
TaxYear	Integer	Tax Year
DividendRegular	Money	Qualified Dividends Excl. US Interest Reported as Dividends
DividendNonQualified	Money	Non-qualified Dividends Excl. US Interest Reported as Dividends
DividendUS	Money	US Interest Reported as Dividends
InterestCorporate	Money	Corporate Interest
InterestUS	Money	US Interest
InterestMABank	Money	MA Bank Interest
OtherIncomeRegular	Money	Other Income Subject to State and US Tax
OtherIncomeUS	Money	Other Income Subject to US Tax Only
ForeignTax	Money	Foreign Tax Paid
Adjustment	Money	Adjustments

tblSociety

Field	Data Type	Width	Description
SocietyID	Integer		Primary Key
ClientID	Integer		Foreign Key to tblClient
TenantID	Integer		Foreign Key to tblTenant
Short	Character	16	Legacy Society Code
Description	Character	80	Description

tblSocietyDetail

Field	Data Type	Width	Description
SocietyDetailID	Integer		Primary Key
SocietyID	Integer		Foreign Key to tblSociety
PersonID	Integer		Foreign Key to tblPerson

tblSpouse

Field	Data Type	Width	Description
SpouseID	Integer		Primary Key
Person1ID	Integer		1st Person Key
Person2ID	Integer		2nd Person Key
JointMail	Bit		0 or <Null> = Do not send mailings jointly 1 = Send mailings jointly
PrimaryAddress	Integer		Foreign key to tblAddress
JointSalutation	Character	30	Joint Salutation
JointMailName	Character	50	Joint Mailing Name

tblSubAccountValue

Field	Data Type	Width	Description
SubAccountValueID	Integer		Primary Key
SubAccountValueTypeID	Integer		Foreign Key to tblSubAccountValueType Value Type: 1 = Market value 2 = Income 3 = Fees/expenses 4 = Interest/dividends 5 = Gain/loss
GiftTypeID	Integer		Foreign Key to tblGiftType
SubAccountID	Integer		ID of pooled income fund or gift annuity pool
ValueDate	Datetime		Fund Valuation Date
AggregateValue	Money	19,4	Fund Market Value
PerUnitValue	Decimal	18	Value Per Unit
ClientID	Integer		Foreign Key to tblClient

tblTax

Field	Data Type	Description
TaxID	Integer	Primary Key
ClientID	Integer	Foreign Key to tblClient
OrgID	Integer	Foreign Key to tblOrganization
GiftID	Integer	Foreign Key to tblGift
PersonID	Integer	Foreign Key to tblPerson
StartYear	Integer	Start Year
FinishYear	Integer	Finish Year
CapitalGain	Money	Capital Gain
Taxfree	Money	Tax-Free
Ordinary	Money	Ordinary
FederalWithheld	Money	Federal Withheld
StateWithheld	Money	State Withheld (not used)

tblTenant

Field	Data Type	Width	Description
TenantID	Integer		Primary Key
ClientID	Integer		Foreign Key to tblClient
TenantName	Varchar	50	Charity name
TenantNickname	Varchar	20	Charity nickname
TenantDataLocked	Bit		0 = Charity data not locked 1 = Charity data locked

tblUser

Field	Data Type	Width	Description
UserID	Integer		Primary Key
RoleID	Integer		Foreign Key to tblRole
ClientID	Integer		Foreign Key to tblClient
UserName	Varchar	30	User login name
UserFirstName	Varchar	25	First name of user
UserLastName	Varchar	25	Last name of user
Password	Character	64	User login password
UserEmail	Varchar	100	User email address
UserLicenseType	Character	1
UserStatus	Character	1
CharityAccess	Tinyint
Remote	Bit
FailedAttempts	Integer
LastLoginDate	Datetime		Date user last logged into GiftWrap
LastPasswordChangeDate	Datetime		Date password last changed
QuickLaunchFlag	Smallint		0 = quick launch off 1 = quick launch on

Functions audited in GiftWrap

Add Association Wizard

Add Gift Wizard

Add Person Wizard

Change Gift Status

Change Person Status

Gift Information Form

Person Information Form

Record Death

Sever Gift

Actions > CashTrac CGA Market Values

Actions > Maintain Historical Gift Values

Actions > Copy Gift Values to Historical Table

Actions > Year End Update

Compliance > Gift Annuity Reserves

Compliance > FASB Liabilities

Payments > Checks/Upload > Print Checks with Advices

Payments > Checks/Upload > Create Payment Upload File

Payments > EFT Files > Create EFT Payment File

Payments > EFT Files > Create EFT Prenote File

Payments > Payment Snapshot and Other Checks Form

Payments > Reconcile Checks

Payments > Recompute Unitrust Payments

PIF > Update to New Period

PIF > Unitize New Gifts

PIF > Distribute Income

PIF > Correct Past Distribution

PIF > Compute PIF Market Values

PIF > Maintain Fund Tax Data

PIF > Import Fund Tax Data

Utilities > Data Export

Utilities > Move Associations

Utilities > Individual/Person Maintenance

Utilities > Reset Market Values

Utilities > Import functions (all 5)

Setup > Administrator – Charity Setup

Setup > Administrator – User Accounts

Setup > Organization

Setup > Pooled Income Fund

My Account > Change Password