---
title: "Copilot Donor Summaries"
slug: "copilot-donor-summaries"
updated: 2026-10-26T14:32:49Z
published: 2026-10-26T14:32:49Z
canonical: "docs.powerworker.com/copilot-donor-summaries"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.powerworker.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(793).png)

### 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.