Move every donor relationship forward without the burnout or second-guessing.
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
Works with the tools and files you already use
Salesforce
Bloomerang
MailchimpSalesforceBloomerangMailchimpFour ways Gratefully keeps your donor relationships whole.
It pulls every conversation, gift, and document into one place, then answers your questions, surfaces what needs attention, and makes sure none of it walks out the door.
Every conversation, gift, and document in one shared model.
Gratefully unifies Salesforce Nonprofit Cloud and NPSP, Bloomerang, spreadsheets, documents, and Google Drive into one knowledge graph. Rich sources light up more; sparse sources still work. Every answer carries a source.
Committed supporter since 2019. Moved to a leadership commitment in 2023. Most responsive after personal touchpoints; prefers student-story updates.1
No gift in 11 months, longest gap since 2019.
Opened last 3 emails but didn't click, interest without action.
Mentioned scholarship interest at 2024 Gala, never followed up.
Most tools watch dollars. Grace watches the relationship.
Seven categories of signal, monitored across your whole portfolio — every one cited back to the note, gift, or email that triggered it.
Relationship at risk
Donors drifting away, flagged before the gift gap shows it — read from contact recency and engagement.
Moves-management & pipeline
Asks stalling in cultivation, proposals with no next step, solicitations with no close date.
Commitment health
Pledges coming due or slipping into arrears, recurring gifts failing, donors ready to upgrade.
Giving trajectory
Donors trending down year over year, gave-last-year-but-not-this, and rising stars worth more attention.
Stewardship moments
Giving anniversaries and thank-you windows you don't want to miss.
Hidden revenue
Foundation connections, planned-gift signals, employer matches, and lapsed major donors with strong affinity.
Deadlines
Grant LOIs, pledge renewals, and board commitments — surfaced before they're urgent.
Not "Margaret is at risk." "Margaret is at risk — here's the handover note from David, the Q4 appeal she didn't get, and where her cultivation stalled." Cited context is what turns a score into an action.
Not 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.
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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.
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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.
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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.
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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.
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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.
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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.
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.
PII never reaches the language model.
Watch a real donor query get tokenized in flight, names, gifts, contact details, family and health context replaced before any prompt leaves your tenant.
What the fundraiser asks
Major gift officer asking about a lapsed donor
Draft a re-engagement note for Margaret Chen. She gave $25,000 on March 14, 2024 and lives in Brookline, MA. Reach her at m.chen@example.org.
What the language model sees
Draft a re-engagement note for [DONOR_NAME]. She gave [GIFT_AMOUNT] on [GIFT_DATE] and lives in [LOCATION]. Reach her at [EMAIL].
Names, gifts, contact info, family and health details are tokenized before any prompt leaves your tenant.
Tokens are reversed locally so your answer still reads naturally.
Not sure how to introduce AI to your board? We wrote the policy for you.
Get the free AI Policy Pack →One minute. The whole idea.
What Grace does, why it matters, and how it changes a Monday morning for a development team - in less time than it takes to make coffee.
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.
Hours of research before every call.
Full donor briefing in seconds, cited to the source.
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.
Segmentation is a quarterly spreadsheet exercise.
Every donor sits in a living segment, refreshed nightly.
Generic outreach that doesn't reflect real relationships.
On-brand letters grounded in each donor's actual history.
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.
Board reports require hours of manual data assembly.
Portfolio reports on demand, with charts, in minutes.
Campaign lists mean an export, a mail merge, and a prayer.
Filter, chat, draft, and send from one continuous flow.
New hires take months to learn the portfolio.
New staff productive in hours with the full relationship history.
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.
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