Copilot Donor Summaries

Overview

You can use client Donor Summaries in PowerWorker Engage to view an AI-generated, plain-language summary at the top of a donor Contact record. The summary helps fundraisers understand the supporter quickly before planning outreach or recording follow-up activity. 

The output is driven by an AI prompt configured for PowerWorker Engage. The prompt uses available record data and formats the response into a short snapshot, donor status, key insights, priority actions or risks where relevant, and a recommended next move. The actual prompt should not be included in public documentation. 

View a Contact Donor Summary

1. Navigate to Development area. 

2. Navigate to Relationships section. 

3. Select Contacts. 

4. Open a donor Contact record. 

5. On the Summary tab, review the AI-generated Client Donor Summary displayed above the Contact Snapshot.

What the summary covers

• Giving history and recent donation activity. 

• Engagement signals such as campaign participation and recent activity. 

• Communication constraints such as missing or unvalidated contact details. 

• Priority actions, if available from the donor record. 

• Recommended next move for stewardship or fundraising follow-up. 

View an Organisation and Household Donor Summary

You can use similar AI-generated summaries on Oragnisation records. Organisation summaries use a corporate relationship lens, while Household summaries use a family and household giving lens.

1. Navigate to Development area.

2. Navigate to Relationships section.

3. Select Oragnisations or Households.

4. Open a Organisation or Household record.

5. On the Summary tab, review the AI-generated Donor Summary displayed.

Important: AI-generated content can contain inaccuracies or omit context when source data is incomplete. Users should review the summary before using it for donor communication or decision-making.