The Property Lookup is used to search for property information.
How Do I Perform a Template Lookup?
How Do I Perform an Advanced Lookup?
Data Fields:
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Sub Type |
The planned giving instrument you wish to look up. Values in this drop-down list are validated against the tms_instrument_type table (TO). |
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Inst Name |
The name of the property you wish to search for. |
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Status |
The status of the property you wish to search for. Values in this drop-down list are validated against the tms_property_status (U5). |
|
Rep Type |
The type of professional representative who worked with the entity to arrange the property you wish to look up. Values in this drop-down list are validated against the tms_contact_person_type table (TT). |
|
Rep ID |
The Advance entity ID of the representative who worked with the entity to arrange the property you wish to look up. |
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Staff ID |
The Advance Staff ID number of the staff member responsible for working with the entity to arrange the property you wish to look up. |
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Cost Basis |
The dollar figure for the cost basis for the property you wish to look up. |
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Cost Date |
The date that the cost determination was made for the property you wish to look up. |
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Agency |
The agency responsible for the property you wish to look up. Values in this drop-down list are validated against the tms_agency table (SC). |
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Restrict Code |
The code describing the restriction directly associated with the property you wish to look up. Values in this drop-down list are validated against the tms_property_restrictions table (U6). |
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Description |
A description of the property you wish to look up. |
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Comment |
A comment on the property you wish to look up. |
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Start Date |
The start date of the property you wish to look up. |
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Stop Date |
The stop date of the property you wish to look up. |
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Agreed Value |
The agreed dollar amount for the gift of the property you wish to look up. |
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Admin Cost |
The dollar figure for the administrative cost incurred by the property you wish to look up. |
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Appraised Value |
The appraised value of the property you wish to look up. |
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Appraised Date |
The date the property you wish to look up was appraised. |
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Percentage |
The percentage of the property to be paid to beneficiaries. Enter this number as a decimal. The system will convert it to a percent and display it back to you. For example, enter .25 for 25% and .5 for 50%. Be careful: if you type 25, it will become 2500%. |
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Realized Amt |
The amount of the final distribution of the property you wish to look up. |
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Realized Date |
The date that the final distribution of the property you wish to look up was made to the institution. |