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Bloomerang

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Bloomerang major gift review
Report

Make sure every major Bloomerang gift gets thanked in time

For major gift officers who want to know who gave above a threshold and what stewardship each donor needs, from their AI assistant.

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Bloomerang major gift review
Review gifts of 5,000 or more in Bloomerang over the last 90 days.
11 donors gave 5,000 or more in the last 90 days, totaling 142,000. - Most urgent: Contoso Foundation, 25,000, not yet acknowledged - New donor: Jordan Lee, 10,000, first gift on record - Upgraded: Fabrikam Inc, 15,000 against a previous best of 5,000 - Contacted since gift: 6 of 11 Want the full action list?
Bloomerang
Sample figures. Your results come from your own account.
bloomerang-get-transaction
bloomerang-get-constituent
bloomerang-get-designation
bloomerang-get-interaction
bloomerang-get-task

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Bloomerang

Bloomerang
Run it on your own Bloomerang data.

Connect Bloomerang, pick your AI tool and paste the prompt.

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The problem

A major donor goes unthanked because nobody connected the dots

Large gifts need quick stewardship, but working out who gave above your threshold, whether they are new or upgrading and whether anyone thanked them means cross-checking four parts of Bloomerang. A major donor can go unthanked for weeks.

Without PopdockAI

  • Filter transactions above the threshold
  • Compare each donor with their earlier giving
  • Check acknowledgement, interactions and tasks
  • Notice the unthanked gift weeks later

With PopdockAI

  • Qualifying gifts are grouped by donor, refunds dropped
  • Each donor is classed new, upgraded or consistent
  • Acknowledgement, contact and open tasks are checked
  • A ranked action list puts unacknowledged gifts first, nothing changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Review gifts of `{minimum-amount}` or more received in the last `{lookback-days}` days (default 90), identify who gave them, and say what stewardship each one needs.

**Step 1: Pull the gifts**

Call `bloomerang-get-transaction` with `amount.min` set to `{minimum-amount}` and `date.from` set to the start of the window. Drop anything marked refunded, and note separately how many you dropped.

**Step 2: Identify the donors**

For each distinct account-id in the results, call `bloomerang-get-constituent` filtered by id. Capture full name, type, status, engagement score and primary email.

Group the gifts by donor, so a donor who gave three times in the window appears once with a combined total.

**Step 3: Establish whether this is new behaviour**

For each donor, call `bloomerang-get-transaction` again with their account-id and `date.to` set to the start of the window, to see what they gave before it. Classify each donor as:

* new: no prior giving found
* upgraded: the gift in this window exceeds their previous largest
* consistent: in line with what they have given before

**Step 4: Check the gift has been acknowledged**

Call `bloomerang-get-designation` with `created-date.from` set to the start of the window, and match on transaction id where you can. Report any acknowledgement status that is not complete, and name the fund and appeal each gift was applied to.

**Step 5: Check what has already been done**

For each donor, call `bloomerang-get-interaction` and `bloomerang-get-task` with their account-id, limited to the window, to see whether anyone has already thanked them or has a task open to do so.

**Step 6: Report**

A table ranked by total in window: donor name, total, gift count, largest single gift, date of most recent, classification, fund, acknowledgement status, whether they have been contacted since the gift.

Then a prioritised action list, most urgent first. Urgency is: unacknowledged and large, then new donors, then upgrades, then consistent donors. One line each saying what should happen and who it concerns.

**Rules and Guidelines:**

* Read only. Do not call `bloomerang-add-task`, `bloomerang-add-interaction`, `bloomerang-update-transaction`, or any other tool whose name starts with bloomerang-add- or bloomerang-update-, even when a gift clearly needs a thank you logged.
* Only claim a gift is unacknowledged when a designation record actually says so. Absence of a designation record is not evidence.
* Household giving is not rolled up here. If two donors share a surname and address, note the possible household rather than combining their totals.

**Validation:**

* If `{minimum-amount}` returns more than fifty gifts, the threshold is too low for a review of this kind. Report the count and ask for a higher figure before going on to the per donor calls.
* If nothing meets the threshold, say so and report the largest gift received in the window instead.

Who it's for

One answer, three teams that use it

Major gift officers

Thank big donors promptly

Large unacknowledged gifts come first, so stewardship starts with the most urgent.

Review Bloomerang gifts of 10,000 or more in the last 60 days and show who has not been thanked.

Development directors

Spot new and upgraded donors

Classing donors as new or upgraded shows where relationships are growing.

Which donors gave 2,500 or more in Bloomerang this quarter for the first time or upgraded?

Donor relations staff

Know who has been contacted

Recent interactions and open tasks show whether someone is already on it.

For Bloomerang gifts over 5,000 since July, who has had no contact or task since?

How it works

What PopdockAI does when you ask

You set a minimum amount and a look-back period, and your AI assistant reviews major Bloomerang gifts. It calls a gift unacknowledged only when a record says so.

01

Ask

You set a minimum amount and a look-back period.

Your AI tool

02

Group

It gathers qualifying gifts by donor, dropping refunds.

bloomerang-get-transaction

03

Check

It classes each donor and checks acknowledgement, contact and tasks.

bloomerang-get-constituent
bloomerang-get-designation
bloomerang-get-interaction
bloomerang-get-task

04

Report

You get a ranked table and a prioritized action list.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Bloomerang and one secure connection to your AI tool. No code, no exports.

get-data

bloomerang-get-transaction

Returns gift transactions from Bloomerang. Filter by date range, amount range, payment method, transaction number, or whether the gift has been refunded.
get-data

bloomerang-get-constituent

Returns constituents from Bloomerang: the donors, prospects and contacts in your database. Filter by full name, last name, account number, primary email, city, type or status, or fetch one by id.
get-data

bloomerang-get-designation

Returns transaction designations from Bloomerang: how each gift was split across funds, campaigns and appeals. Filter by fund, campaign or appeal name, designation type, amount range or created date.
get-data

bloomerang-get-interaction

Returns logged interactions with constituents in Bloomerang: calls, emails, meetings and mailings. Filter by date range, channel, purpose or subject.
get-data

bloomerang-get-task

Returns tasks from Bloomerang, the follow up work assigned against constituents. Filter by due date range, status, channel, purpose or subject.
Read only.Nothing in Bloomerang Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Every major gift thanked in time, in the right order

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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