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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.
On this page
Connector
Connect DonorPerfect, pick your AI tool and paste the prompt.
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.
**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.
02
Find
It finds the tribute and asks you to choose if several match.
03
Resolve
It follows each linked gift to its amount, date, campaign and donor.
04
Report
You get totals, the gift table, repeat givers and acknowledgement emails.
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.
donorperfect-get-tribute
donorperfect-get-gift-tribute
donorperfect-get-gift
donorperfect-get-donor
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.
The outcome
An accurate, sensitive answer for the family
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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