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DonorPerfect lapsed donor outreach list
Report

Win back lapsed DonorPerfect donors, best prospects first

For fundraisers who want a ranked reactivation list of donors who stopped giving, by asking their AI assistant.

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DonorPerfect lapsed donor outreach list
Find DonorPerfect donors in Ohio with lifetime giving over 1,000 who have not given since October 2025.
Examined 214 donors in Ohio, and 37 have lapsed. - Call first: 9 donors, led by Jordan Lee at 14,800 lifetime - Write to: 21 donors with mid-range lifetime giving - Check the record: 7 donors, including 2 with open pledge balances - Last gift: Jordan Lee gave 1,500 on 2025-06-30 Want the full ranked list?
DonorPerfect
Sample figures. Your results come from your own account.
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donorperfect-get-contact
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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

Lapsed donors worth reclaiming sit unnoticed

Lapsed donors are often worth more than new prospects, but finding them in DonorPerfect means checking every substantial donor for gifts since a cutoff. Ranking who to call and spotting unpaid pledges takes a day of exports.

Without PopdockAI

  • Export donors above a giving level
  • Check each one for recent gifts
  • Look up last gift and last contact
  • Rank them by hand in a spreadsheet

With PopdockAI

  • Each candidate is tested for gifts since the lapse date
  • Last gift, last contact and open pledges are added
  • Donors are ranked into call, write and check groups
  • It states how many were examined and writes nothing

The prompt

Use this prompt

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

Prompt
**Objective:** Build an outreach list of lapsed donors: those whose lifetime giving is at least `{minimum-lifetime-total}` but who have no gift since `{lapsed-since-date}`. Rank them by how much is worth reclaiming. This is read-only.

**Step 1: Pull the candidate pool**

Call `donorperfect-get-donor` with `gift-total.min` set to `{minimum-lifetime-total}` (default 500 if blank) and `max-records` set to a sensible ceiling such as 200. If `{state}` is given, filter on it too.

If nothing comes back, say the pool is empty and stop.

**Step 2: Test each candidate for recent giving**

For each donor, call `donorperfect-get-gift` filtered by their `donor-id` with `gift-date.from` set to `{lapsed-since-date}` (default one year ago if blank).

* A donor with no gifts in that window is lapsed. Keep them.
* A donor with gifts in that window is active. Drop them.

If the pool is large, work through the highest `gift-total` donors first and say how many you checked.

**Step 3: Add context to the lapsed set**

For each lapsed donor, call `donorperfect-get-gift` filtered by `donor-id` with no date filter to find the last gift date and amount, and `donorperfect-get-contact` filtered by `donor-id` to find when they were last contacted.

Note any donor whose pledge `balance` is still outstanding. Those are the most urgent.

**Step 4: Report**

A table sorted by lifetime total, highest first, with these columns: donor name, donor id, lifetime total, last gift amount, last gift date, months since last gift, last contact date.

Below the table, three short groups:

* **Call first** - outstanding pledge balance, or lifetime total above the median with no contact in the last year
* **Write to** - the rest of the list
* **Check the record** - donors with no email and no recent address on file, worth confirming with `donorperfect-get-address` before any mailing

**Rules & Guidelines:**

* Read-only. Do not call `donorperfect-save-contact`, `donorperfect-set-flag` or any other save tool, even to mark the donors you found.
* Say plainly how many donors you examined and how many you did not, rather than implying the list is exhaustive.
* Do not speculate about why a donor lapsed.

**Validation:**

* If `{lapsed-since-date}` is not a clear date, state the window you used instead.
* If every candidate turns out to be active, say so rather than lowering the threshold on your own.

Who it's for

One answer, three teams that use it

Annual fund managers

Start reactivation with the best prospects

Lapsed donors are ranked by lifetime value, so calls go where they matter.

Find DonorPerfect donors with over 2,500 lifetime giving who have not given since January 2025.

Major gift officers

Find lapsed donors to call

The call first group lists the most valuable lapsed donors.

Which lapsed DonorPerfect donors in California should I call first?

Development directors

Size the lapsed donor opportunity

Counts and lifetime totals show how much giving has stopped.

How many DonorPerfect donors over 500 lifetime have lapsed in the last year, and what did they give?

How it works

What PopdockAI does when you ask

You set a lifetime minimum and a lapse date and your AI assistant builds a ranked reactivation list from DonorPerfect. It only reads.

01

Ask

You set a minimum lifetime total and lapse date, or use 500 and one year ago.

Your AI tool

02

Test

It checks each candidate for gifts since the lapse date and keeps those who stopped.

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donorperfect-get-gift
donorperfect-get-address

03

Add

It adds the last gift, last contact and any open pledge balance.

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04

Report

You get a ranked list in call first, write to and check the record groups.

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.
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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-address

Returns the additional address records held against donors in DonorPerfect, including address type, seasonal date ranges and which address is currently in use.
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 ranked list of donors worth winning back

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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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