Connectors

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DonorPerfect

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DonorPerfect donor profile review
Report

Brief yourself on any DonorPerfect donor in one read

For fundraisers preparing a donor visit or call who want giving, pledges, contacts and relationships in one briefing from their AI assistant.

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DonorPerfect donor profile review
Give me a profile of Dana Whitfield in DonorPerfect before my visit tomorrow.
Dana Whitfield has given 24,300 lifetime and 3,500 this year. - Open pledge: 6,000 with 2,000 outstanding - Last contact: 2026-09-10, a thank you call by Sam Patel - Flags: Major donor, Board prospect - Linked: spouse Chris Whitfield, also a donor Want the observations to act on during the visit?
DonorPerfect
Sample figures. Your results come from your own account.
donorperfect-get-donor
donorperfect-get-gift
donorperfect-get-contact
donorperfect-get-flag
donorperfect-get-link
donorperfect-get-address
donorperfect-get-other-info

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

DonorPerfect

DonorPerfect
Run it on your own DonorPerfect data.

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

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The problem

An unpaid pledge you missed makes the visit awkward

Before a donor visit a fundraiser pieces together giving, pledges, contacts, flags, relationships and addresses from different DonorPerfect screens. Missing one, such as an unpaid pledge, can make the conversation awkward.

Without PopdockAI

  • Open giving history and pledges separately
  • Scroll through recent contacts
  • Check flags, links and addresses one by one
  • Miss the unpaid pledge

With PopdockAI

  • The donor is identified, with candidates listed if several match
  • Gifts, pledges, contacts, flags, links and addresses are read
  • Lifetime and year-to-date giving are worked out
  • Empty sections are stated, nothing estimated or 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:** Produce a complete profile of the donor identified by `{donor-name-or-email}`, covering giving history, recent contact activity, flags, relationships and addresses. This is a read-only briefing.

**Step 1: Identify the donor**

Call `donorperfect-get-donor`. If `{donor-name-or-email}` looks like an email address, filter on `email`; otherwise filter on `last-name.contains`, and if a first name is also given filter on `first-name.contains` as well.

* If nothing matches, say so and stop. Do not guess at a different spelling more than once.
* If more than one donor matches, list the matches with their donor id, city, state and gift total, ask which one, and stop.
* Otherwise record the `donor-id`. Every remaining step uses it.

**Step 2: Giving history**

Call `donorperfect-get-gift` filtered by `donor-id`. Look at:

* the total given, the number of gifts, and the first and most recent `gift-date`
* which `campaign` values recur
* any rows whose `record-type` is a pledge, and whether `balance` is still outstanding

**Step 3: Relationship context**

Call each of these filtered by `donor-id`, and skip quietly any that return nothing:

* `donorperfect-get-contact` for the most recent contact activity, noting `contact-date`, `by-whom` and `activity-code`
* `donorperfect-get-flag` for segmentation flags
* `donorperfect-get-link` for linked donors, then call `donorperfect-get-donor` on each `linked-donor-id` to turn it into a name
* `donorperfect-get-address` for addresses on file
* `donorperfect-get-other-info` for committee, assignment and volunteer notes

**Step 4: Report**

Produce, in this order:

1. A header line: name, donor id, donor type, city and state.
2. Giving summary: lifetime total, gift count, last gift amount and date, year to date.
3. Open pledges with outstanding balance, or a line saying there are none.
4. Last three contacts, most recent first.
5. Flags, linked donors and committee or assignment notes as a short bullet list.
6. Two or three concrete observations a fundraiser could act on, such as a lapse in giving, an unpaid pledge balance, or a long gap since the last contact.

**Rules & Guidelines:**

* This prompt is read-only. Do not call `donorperfect-save-donor`, `donorperfect-save-gift`, `donorperfect-save-pledge`, `donorperfect-save-contact`, `donorperfect-save-address`, `donorperfect-save-link`, `donorperfect-save-other-info` or `donorperfect-set-flag` under any circumstances.
* Report figures as they come back. Do not estimate or extrapolate anything the data does not show.
* Where a section is empty, say it is empty rather than omitting it.

**Validation:**

* If the donor lookup is ambiguous, list the candidates and stop rather than picking one.
* If a supporting read fails or returns nothing, note it in one line and carry on with the rest.

Who it's for

One answer, three teams that use it

Major gift officers

Brief yourself before a visit

Giving, pledges and recent contacts arrive in one read.

Brief me on Sam Patel in DonorPerfect before Thursday's lunch.

Development directors

Check a donor before a board ask

Linked relationships and committee notes add useful context.

Who is Priya Shah linked to in DonorPerfect, and what has she given this year?

Donor relations

Spot open pledges early

Outstanding balances are called out so the conversation goes smoothly.

Does dana@northwindtraders.com have any open pledges in DonorPerfect?

How it works

What PopdockAI does when you ask

You give a donor name or email and your AI assistant gathers everything DonorPerfect holds into one briefing. It only reads.

01

Ask

You give a donor name or email.

Your AI tool

02

Identify

It finds the donor and stops to list candidates if several match.

donorperfect-get-donor

03

Read

It reads gifts, pledges, contacts, flags, links, addresses and notes.

donorperfect-get-gift
donorperfect-get-contact
donorperfect-get-flag
donorperfect-get-link
donorperfect-get-address
donorperfect-get-other-info

04

Report

You get a briefing with giving totals, open pledges and observations.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

donorperfect-get-donor

Returns donor records from DonorPerfect: names, salutations, contact details, donor type and status, and the codes used to segment them. The starting point for almost any DonorPerfect question.
get-data

donorperfect-get-gift

Returns gift and pledge transactions from DonorPerfect, with amount, date, campaign, solicitation and GL codes, and the donor each one belongs to. Filter by donor, by date range or by campaign to build giving history and campaign totals.
get-data

donorperfect-get-contact

Returns the contacts and activities logged against donors in DonorPerfect: calls, visits, letters and other touchpoints, with their dates, activity codes and notes.
get-data

donorperfect-get-flag

Returns the flags assigned to donors in DonorPerfect, which are the markers used for segmentation, mailing lists and do-not-contact handling.
get-data

donorperfect-get-link

Returns the relationships linking one donor to another in DonorPerfect, such as household members, spouses, employers and affiliated organizations.
get-data

donorperfect-get-address

Returns the additional address records held against donors in DonorPerfect, including address type, seasonal date ranges and which address is currently in use.
get-data

donorperfect-get-other-info

Returns the supplemental, dated other-info notes held against donors in DonorPerfect, used for the details that do not fit the standard donor fields.
Read only.Nothing in DonorPerfect 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

A complete briefing for every donor conversation

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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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