Gratefully knows which donor needs you today, before they lapse.
Gratefully connects your donor data, works your portfolio overnight, and hands your team a ranked list of who needs attention today, each with the why attached.
No CRM migrations | Your data never trains public AI models
AI Intelligence Layer on Top of Tools You Already Use
Salesforce
Bloomerang
Little Green Light
HubSpot
Mailchimp
Constant ContactSalesforceBloomerangLittle Green LightHubSpotMailchimpConstant ContactFour surfaces. One donor memory.
Who needs attention today, ranked overnight with the why attached.
Good morning, Sarah
Grace analyzed your portfolio overnight — here's who needs attention today.
- UrgentChurn risk
Re-engage Margaret Chen
Lapsed 14 mo · $24.5K lifetime · opened the December newsletter
To: Margaret Chen
The mentorship program you helped start
Hi Margaret — the youth mentorship cohort you seeded in 2023 just welcomed its 40th student. I'd love to share what your support set in motion…
CRMEmail historyVoice-matchedApprove & queue - Hidden revenueEmployer match
Ali Mohammad — employer match never claimed (~$4,500 on the table)
4 gifts flagged eligible for employer match with no fulfillment gift on record
- OpportunityHidden revenue
$47K in expired pledges could be renewed
8 donors · still engaged via events and email opens
The Muellers$12,000 pledge · paused in MarchRobert & Lena Cho$8,500 pledge · paused in JanuaryThe Okafors$6,000 pledge · paused in April+ 5 more$20,500 combinedPledge scheduleEventsDraft 8 renewal notes - StewardshipNew gift
Thank-you call to David Park
$5,000 received yesterday · 3rd consecutive year
- Life eventPersonal milestone
Send a note to the Whitfields
Daughter's wedding announced · 12-year supporters
- DeadlineGrant LOI
Letter of intent — due Nov 03, 2026 (in 78 days)
Foundation grant cycle · LOI drafted from last year's award + program outcomes
- WorkflowReady to Send
Pre-drafted messages awaiting your review
Voice-matched drafts — nothing sends without you
3 drafts ready · 4 awaiting review
✓ 8 renewal drafts added to Ready to SendNot a chatbot. An AI development associate.
Grace shows up to work whether you ask her to or not. She prioritizes your day before you arrive, then sits beside you as the smartest researcher and drafter on the team.
Three things Grace does on her own.
- Ranks your day at 6:30 AM
Before you sit down, Grace has scored your portfolio, surfaced what needs attention today, and drafted the first move.
- Stewards donors before they churn
Grace watches for lapsing patterns, missed touchpoints, and disengagement signals, then flags who needs a re-engagement moment and drafts the outreach to bring them back.
- Cultivates deeper relationships from quiet signals
Wealth events, repeat opens, a board connection, a giving-pattern shift, Grace surfaces the moments worth acting on so you can deepen the relationships already in your portfolio.
Three things you can hand her in seconds.
- Answers any donor question, cited
Ask anything about a person, a gift, or a moment in your history. Every answer shows its source, never the open web, only your records.
- Drafts on-brand outreach
Stewardship notes, thank-yous, board updates, briefings, drafted in your voice, grounded in your real history, with you always in the loop.
- Finds revenue hiding in your portfolio
Expired pledges worth renewing, lapsed donors still opening your emails, planned-giving signals from longtime supporters, surfaced from your own data, with the next move ready.
Most tools watch dollars. Grace watches the relationship.
Drift and disengagement, flagged before the gift gap shows it.
Pledges coming due, recurring gifts failing, donors ready to upgrade.
Foundation ties, planned-gift signals, lapsed majors with strong affinity.
Anniversaries, LOIs, pledge renewals — surfaced before they're urgent.
Grace meets you where you work.
Pick the door that fits. Each role gets its own view of what Grace can do.
Development Directors
Your major-gift portfolio is too big to hold in your head.
Grace ranks who to call this week, with full context for each name.
See howExecutive Directors
The board wants donor updates. Your team's plate is already full.
Get the cultivation picture in one view, without pulling reports.
See howAnnual Fund Managers
Lapsed donors keep slipping. Segmentation lives in a spreadsheet.
Grace flags re-engagement openings and drafts the outreach.
See howDevelopment Operations
Knowledge lives in inboxes. Hygiene work never ends.
Grace turns scattered notes into a queryable, cited memory.
See howWhat happens to your donor relationships when your staff resigns?
Every nonprofit holds its biggest relationships in the heads of a few people. When one of those people moves on, the constellation goes dark, context, cultivations, commitments, gone overnight. Gratefully keeps the constellation lit, and hands it cleanly to whoever comes next.
They leave on a Friday. By Monday, fourteen active relationships have no steward, no context, no continuity. The next hire starts from a blank Salesforce screen.
"We had a major donor go quiet for six months after a staff transition. Nobody knew the cultivation was in progress. If Grace had flagged that, we'd have saved a $25K relationship."
An agent with access to your most sensitive data has to earn it.
Built by someone with 20 years in the nonprofit sector. We know what's at stake.
Isolated tenant. Never shared.
Retrieval before generation. No hallucinations.
Sanitize donor stories for public use automatically.
PII detection, retrieval oversight, bank-grade observability.
Not sure how to introduce AI to your board? We wrote the policy for you.
Get the free AI Policy Pack →Donors are people, not ATM machines.
See how Gratefully uses AI to help nonprofits build genuine, lasting donor relationships.
Connect your data. Grace gets to work.
No migration. No data entry. Under 5 minutes.
The same portfolio. A different Monday.
Donor knowledge lives in people's heads and leaves when staff do.
Institutional memory is preserved, searchable, and always accessible.
You open your laptop to a blank screen and a mental to-do list.
You open your laptop to a ranked, cited daily list, waiting.
At-risk donors fall through the cracks silently.
Lapse risk flagged before the relationship cools — with the reason attached.
Hidden revenue buried in old notes and inboxes.
Foundation leads, planned-gift signals, and capacity events surfaced automatically.
Hours of research before every call.
Full donor briefing in seconds, cited to the source.
Other tools can tell you a donor is at risk. Gratefully tells you why, drafts the outreach in your voice, and puts it at the top of your morning.
Your donors deserve to be remembered.
Every relationship your team builds, every cultivation your predecessors started, every context that makes a donor feel known - Grace makes sure none of it walks out the door. And every morning, she makes sure none of it goes quiet.
Meet Grace →