The Scenario
You are a donor relations manager at a mid-sized nonprofit. A capital campaign is launching in six weeks. The major gifts officer needs a prospect list of donors who have given $500 or more total, people with demonstrated capacity who already have a relationship with the organization.
Givebutter has 600+ contacts. Pulling the right ones out and getting them into an Excel workbook — formatted for the major gifts team — is the blocker.
The slow version:
- Open Givebutter contacts, sort by total giving
- Scroll, identify contacts over $500, click each one
- Copy name and email, paste into the workbook manually
- Realize you are 40 names in and still have no recency data
- Go back, click each contact again to find last gift date
- Hand the list to the major gifts officer three days late with no recency column.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that queries your Givebutter contacts, applies the filter, and writes the results directly into the workbook.
Open the SheetXAI sidebar and type:
List all Givebutter contacts who have given more than $500 total. Write their name, email, total giving amount, and last gift date into the Prospects tab of this workbook. Sort by total giving descending. Add a column showing 'Active' if they gave in the last 12 months or 'Lapsed' if not.
SheetXAI queries Givebutter's contacts, filters to those above $500, adds the recency column, and writes the full list to the Prospects tab.
What You Get
A working major-gift prospect sheet with:
- Name, email, total giving, last gift date — the four fields the major gifts team actually needs
- Sorted by total giving descending — highest capacity at the top
- Recency flag — 'Active' or 'Lapsed' so the team knows who to approach first
- No manual clicking through individual contact profiles
The major gifts officer has a usable list within the hour, not at the end of the week.
Want the list split into two tabs — active high-value donors and lapsed high-value donors? Tell SheetXAI to reorganize. It does not need to re-query Givebutter.
What If the Data Is Not Quite Ready
Major donor data has more edges than it looks like from the Givebutter UI.
When you need two gift tiers on separate tabs
The major gifts team wants $500+ on one tab and $100–$499 on a second tab for separate cultivation sequences.
Fetch all Givebutter contacts and their total giving. Write contacts with $500 or more into a tab called 'Major Prospects' with name, email, total giving, and last gift date. Write contacts with $100 to $499 into a tab called 'Mid-Level' with the same columns.
When you need to exclude contacts from an existing do-not-contact list
You have a list of opted-out email addresses in column A of a tab called 'DNC'.
Fetch all Givebutter contacts who have given over $500. Remove any contact whose email appears in the DNC tab column A. Write the remaining contacts into the Prospects tab sorted by total giving descending.
When you want to see campaign attribution alongside the giving total
The major gifts officer wants to know which campaigns each prospect gave to, not just the total.
Fetch all Givebutter contacts with a total giving amount above $500. For each contact, list the names of the campaigns they gave to. Write name, email, total giving, last gift date, and a comma-separated campaign list into the Prospects tab, sorted by total giving descending.
When you need a tiered prospect list with full context for the board conversation
The board wants a complete picture: giving tier, recency, campaigns, and estimated relationship length.
Fetch all Givebutter contacts with more than $500 in total giving. For each contact, include: name, email, total giving, last gift date, campaigns donated to, a capacity tier (Platinum for $5,000+, Gold for $1,000-$4,999, Silver for $500-$999), and years since first gift calculated from their earliest transaction date. Write everything into the Prospects tab sorted by capacity tier then total giving.
The pattern: one prompt shapes the full prospect view you need, with logic applied before anything lands in the workbook.
Try It
Get the 7-day free trial of SheetXAI and ask it to segment your Givebutter contacts into an Excel workbook. The Givebutter integration is included in every plan. For related workflows, see how to bulk-apply tags to Givebutter contacts in Excel or the Givebutter in Excel overview.