Change an organization giving-institution role
Requires daf_qcd_giving_v1 and donor mutation access. Enabling requires an organization donor. Omitted role preserves current role; disabling clears role and directory key. Directory-linked records retain their directory role. DAF financial ownership, recommending-advisor credits and recorded custodian relationships prevent incompatible flag/role changes with409. Saves and logs only actual changes. Requires permission: one of donors_manage.
curl --request PATCH \
--url https://api.gratona.com/v1/admin/donors/{donorId}/giving-institution \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"is_financial_intermediary": true,
"giving_institution_role": "daf_sponsor"
}
'import requests
url = "https://api.gratona.com/v1/admin/donors/{donorId}/giving-institution"
payload = {
"is_financial_intermediary": True,
"giving_institution_role": "daf_sponsor"
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.patch(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'PATCH',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({is_financial_intermediary: true, giving_institution_role: 'daf_sponsor'})
};
fetch('https://api.gratona.com/v1/admin/donors/{donorId}/giving-institution', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.gratona.com/v1/admin/donors/{donorId}/giving-institution",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "PATCH",
CURLOPT_POSTFIELDS => json_encode([
'is_financial_intermediary' => true,
'giving_institution_role' => 'daf_sponsor'
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://api.gratona.com/v1/admin/donors/{donorId}/giving-institution"
payload := strings.NewReader("{\n \"is_financial_intermediary\": true,\n \"giving_institution_role\": \"daf_sponsor\"\n}")
req, _ := http.NewRequest("PATCH", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.patch("https://api.gratona.com/v1/admin/donors/{donorId}/giving-institution")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"is_financial_intermediary\": true,\n \"giving_institution_role\": \"daf_sponsor\"\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.gratona.com/v1/admin/donors/{donorId}/giving-institution")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Patch.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"is_financial_intermediary\": true,\n \"giving_institution_role\": \"daf_sponsor\"\n}"
response = http.request(request)
puts response.read_body{
"data": {
"id": 42,
"name": "Example Giving Foundation",
"legal_name": "Example",
"former_names": [
"Former Foundation Name"
],
"aliases": [
"Foundation Alias"
],
"role": "daf_sponsor",
"catalog_key": "example-foundation",
"hysform_id": 42,
"has_email": true,
"city": "New York",
"state": "NY",
"is_financial_intermediary": true
}
}{
"message": "Unauthorized",
"status": "error"
}{
"message": "Not Found",
"status": "error"
}{
"errors": {},
"status": "error",
"message": "The given data was invalid."
}{
"errors": {},
"status": "error",
"message": "The given data was invalid."
}Authorizations
Passport bearer token authentication for legacy admin sessions.
Path Parameters
Donor id in the current organization.
Body
Validated request fields for this operation.
Is financial intermediary. Validation: required, boolean.
true
Giving institution role. Validation: sometimes, nullable; allowed values: daf_sponsor, ira_custodian.
daf_sponsor, ira_custodian, null "daf_sponsor"
Response
Operation result.
Show child attributes
Show child attributes
curl --request PATCH \
--url https://api.gratona.com/v1/admin/donors/{donorId}/giving-institution \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"is_financial_intermediary": true,
"giving_institution_role": "daf_sponsor"
}
'import requests
url = "https://api.gratona.com/v1/admin/donors/{donorId}/giving-institution"
payload = {
"is_financial_intermediary": True,
"giving_institution_role": "daf_sponsor"
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.patch(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'PATCH',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({is_financial_intermediary: true, giving_institution_role: 'daf_sponsor'})
};
fetch('https://api.gratona.com/v1/admin/donors/{donorId}/giving-institution', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.gratona.com/v1/admin/donors/{donorId}/giving-institution",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "PATCH",
CURLOPT_POSTFIELDS => json_encode([
'is_financial_intermediary' => true,
'giving_institution_role' => 'daf_sponsor'
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://api.gratona.com/v1/admin/donors/{donorId}/giving-institution"
payload := strings.NewReader("{\n \"is_financial_intermediary\": true,\n \"giving_institution_role\": \"daf_sponsor\"\n}")
req, _ := http.NewRequest("PATCH", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.patch("https://api.gratona.com/v1/admin/donors/{donorId}/giving-institution")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"is_financial_intermediary\": true,\n \"giving_institution_role\": \"daf_sponsor\"\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.gratona.com/v1/admin/donors/{donorId}/giving-institution")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Patch.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"is_financial_intermediary\": true,\n \"giving_institution_role\": \"daf_sponsor\"\n}"
response = http.request(request)
puts response.read_body{
"data": {
"id": 42,
"name": "Example Giving Foundation",
"legal_name": "Example",
"former_names": [
"Former Foundation Name"
],
"aliases": [
"Foundation Alias"
],
"role": "daf_sponsor",
"catalog_key": "example-foundation",
"hysform_id": 42,
"has_email": true,
"city": "New York",
"state": "NY",
"is_financial_intermediary": true
}
}{
"message": "Unauthorized",
"status": "error"
}{
"message": "Not Found",
"status": "error"
}{
"errors": {},
"status": "error",
"message": "The given data was invalid."
}{
"errors": {},
"status": "error",
"message": "The given data was invalid."
}