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DonorPerfect

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DonorPerfect tribute giving report
Report

Answer a family's tribute question accurately

For donor services teams who need every gift made in memory or honour of someone in DonorPerfect, by asking their AI assistant.

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DonorPerfect tribute giving report
Who has given in memory of Pat Morgan in DonorPerfect?
The In Memory of Pat Morgan tribute has 27 gifts totalling 4,860. - Donors: 24 distinct donors, 3 gave more than once - Largest gift: Fabrikam Inc, 1,000 on 2026-07-12 - Acknowledgement: 21 donors have an email on file - Unresolved: 1 gift could not be matched to a donor Want the full gift table with donor names?
DonorPerfect
Sample figures. Your results come from your own account.
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donorperfect-get-gift-tribute
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donorperfect-get-donor

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

A family asks who gave in memory, and the answer is buried

In DonorPerfect, tributes connect to donors only through individual gifts. Answering a family's question means finding the tribute, listing its gifts, opening each one and looking up each donor, a slow chain that is easy to get wrong.

Without PopdockAI

  • Search for the tribute record
  • List every gift attached to it
  • Open each gift to find the donor
  • Rebuild the totals by hand

With PopdockAI

  • The tribute is found, and you choose if several match
  • Each gift is followed to amount, date, campaign and donor
  • Repeat givers and acknowledgement emails are shown
  • Unresolved gifts are listed, and nothing is 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:** Report on the tribute `{tribute-name}`: what it has raised and who gave in that name. This needs a four step chain because tributes and donors are only joined through gifts.

**Step 1: Find the tribute**

Call `donorperfect-get-tribute` with `name.contains` set to `{tribute-name}`. If nothing matches, say so and stop. If several match, list them with their `tribute-id`, `type`, `gift-count` and `gift-amount`, ask which one, and stop.

Record the `tribute-id`.

**Step 2: Find the gifts attached to it**

Call `donorperfect-get-gift-tribute` filtered by `tribute-id`. This returns `gift-id` values and nothing else. If it returns nothing, report that the tribute has no gifts recorded against it and stop.

**Step 3: Resolve each gift**

For each `gift-id`, call `donorperfect-get-gift` filtered by that `gift-id` to get the `amount`, `gift-date`, `campaign` and `donor-id`.

**Step 4: Resolve each donor**

For each distinct `donor-id` from step 3, call `donorperfect-get-donor` filtered by `donor-id` to get the name, city, state and email.

**Step 5: Report**

1. Tribute header: name, type, whether it is active, created date, total raised and gift count as the tribute record itself states them.
2. A table of gifts: donor name, donor id, amount, gift date, campaign, sorted by date with the most recent first.
3. The total of the gifts you resolved, and a note if it differs from the figure on the tribute record.
4. A short list of donors who gave more than once to this tribute.
5. Which donors have an email on file, since these are usually the people the family wants acknowledged.

**Rules & Guidelines:**

* Read-only. Do not call `donorperfect-save-gift` or any other save tool.
* Do not skip step 3. `donorperfect-get-gift-tribute` carries no donor id, so there is no shortcut from a tribute to a donor.
* Tribute records are sensitive. Report the data plainly and add no commentary about the person honoured.

**Validation:**

* If a `gift-id` does not resolve, list it as unresolved rather than dropping it silently.
* If the tribute name matches nothing, offer to widen the search but do not do it unasked.

Who it's for

One answer, three teams that use it

Donor relations

Answer families with care and accuracy

A complete list of tribute gifts, ready to share with the family.

Who has given in honor of Maria Lopez in DonorPerfect, and how much in total?

Gift processors

Send acknowledgements without the hunt

Donors with an email for acknowledgement are listed for you.

Which donors to the Sam Patel memorial tribute have an email for a thank you?

Development operations

Check tribute totals add up

The total of resolved gifts is compared with the tribute record.

Does the total of gifts linked to the Contoso founder tribute match the tribute record in DonorPerfect?

How it works

What PopdockAI does when you ask

You name the tribute and your AI assistant follows every linked gift to its donor in DonorPerfect. It only reads and adds no commentary about the person honoured.

01

Ask

You name the tribute.

Your AI tool

02

Find

It finds the tribute and asks you to choose if several match.

donorperfect-get-tribute

03

Resolve

It follows each linked gift to its amount, date, campaign and donor.

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donorperfect-get-donor

04

Report

You get totals, the gift table, repeat givers and acknowledgement emails.

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-tribute

Returns tribute and memorial records from DonorPerfect: who is being honored or remembered, the tribute type, and who should be notified.
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donorperfect-get-gift-tribute

Returns the links between gifts and tributes in DonorPerfect, so you can trace a memorial or honor tribute through to the gifts given in that person's name.
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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-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.
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

An accurate, sensitive answer for the family

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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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