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Record DonorPerfect gifts once, with valid codes
For gift processors who want a gift entered in DonorPerfect without typos or double entries, just by asking their AI assistant.
On this page
Connector
Connect DonorPerfect, pick your AI tool and paste the prompt.
The problem
A typo in a code or a double entry throws off receipts
Entering a gift by hand in DonorPerfect means finding the right donor, checking the codes exist and making sure a colleague did not already enter it. A typo in a code or a double entry throws off receipts and reconciliation.
Without PopdockAI
- Search for the donor
- Look up valid campaign and GL codes
- Check whether the gift is already there
- Fix the receipt after the mistake
With PopdockAI
- The donor is identified, never created
- Campaign, GL and solicitation codes are validated, never invented
- A same amount, same date gift stops the process
- The gift is saved once after you confirm, then read back
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Record a gift of `{amount}` from `{donor-name-or-email}`, dated `{gift-date}`, against campaign `{campaign}` if one is given. Resolve the donor and validate every code before writing anything.
**Step 1: Identify the donor**
Call `donorperfect-get-donor`, filtering on `email` if `{donor-name-or-email}` is an email address and on `last-name.contains` otherwise. If no donor matches, or more than one does, report the candidates and stop. Do not create a donor. Record the `donor-id`.
**Step 2: Validate the codes**
If `{campaign}` was supplied, call `donorperfect-get-code` with `field-name` set to the campaign field and confirm the value exists. If it does not, list the closest valid codes and stop.
Do the same for any GL or solicitation code the user asks for. Never invent a code value.
**Step 3: Check for a duplicate**
Call `donorperfect-get-gift` filtered by `donor-id` and by `gift-date.from` and `gift-date.to` covering `{gift-date}`. If a gift of the same amount already exists on that date, show it, say it looks like a duplicate, and stop.
**Step 4: Confirm, then write**
Show the exact gift you are about to record: donor name and id, amount, date, campaign, record type. Ask the user to confirm in plain words.
Only after the user confirms, call `donorperfect-save-gift` exactly once, with no `gift-id` so that a new gift is created.
**Step 5: Verify**
Call `donorperfect-get-gift` filtered by `donor-id` and the gift date, and report the stored gift back with its `gift-id`.
**Rules & Guidelines:**
* `donorperfect-save-gift` is the only write tool this prompt may call, and it may be called once.
* Never supply a `gift-id`. Updating an existing gift is out of scope here.
* If the donor does not exist, stop. Do not call `donorperfect-save-donor`.
**Validation:**
* If `{amount}` is not a plain number, or `{gift-date}` is not a clear date, ask for it again and stop.
* If the user does not confirm, write nothing and say so.
Who it's for
One answer, three teams that use it
Gift processors
Enter gifts quickly and correctly
Codes and duplicates are checked for you on every entry.
Record a 250 gift from Sam Patel on November 1 to the Annual Fund in DonorPerfect.
Development officers
Record a gift from a visit
Log a gift you received without opening the gift entry screen.
Record a 1,000 check from priya@contoso.com today for the Spring Gala.
Nonprofit accountants
Start reconciliation from clean data
No double entries and no invented codes.
Add a 75 gift from Dana Whitfield dated October 28 with GL code 4010.
How it works
What PopdockAI does when you ask
You give the amount, donor and date, and your AI assistant checks the donor, codes and duplicates. The gift is saved only after you confirm.
01
Ask
You give the amount, donor, date and optionally a campaign.
02
Check
It finds the donor, validates the codes and stops on a likely duplicate.
03
Confirm
You see the exact gift before it is saved.
04
Save
It writes the gift once and reads it back with its new gift id.
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-donor
donorperfect-get-code
donorperfect-get-gift
donorperfect-save-gift
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
Gifts recorded once, with valid codes
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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