Meet Grace — your nonprofit's second brain

    Never let a major gift go quiet again.

    Your donors deserve to be remembered. Gratefully watches every relationship in your portfolio so you can follow through on time and protect the revenue your mission depends on.

    Your data never trains AI models
    Brief me on Margaret before my 2pm call

    Margaret Holloway — $58,400 over 7 years, Q4 every year. Her late father was a founding board member. Prefers to feel like a partner.

    ⚠️ Planned gift conversation in progress when David left. No contact since March.

    Salesforce · 7yr historyStaff note · Sarah M.
    Ask Grace anything about your donors…

    "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."

    MR
    Development Director
    Youth Services Nonprofit · Founding Partner
    NewProactive donor intelligence

    You ask Grace anything. Now Grace asks you.

    Asking your donor database is still here — every question, every cited answer, every draft. What's new: Grace now works your portfolio overnight, so by the time you open your laptop, the day is already prioritized — churn risk flagged, donor signals surfaced, hidden revenue mapped.

    • Donor churn risk — scored nightly with cited reasoning
    • Donor pulse — wealth events, life events, engagement spikes
    • Revenue discovery — unstewarded gifts hiding in your data
    See Proactive Intelligence →
    Grace · Action CenterLive
    Today's Priorities
    6:04am · Tue
    1,247 donors scanned9 actions surfaced$67K at stake
    High riskChurn score 87
    Margaret H. — planned gift mid-flight
    92 days silent3 unanswered emails$25K LTV
    Grace confidence
    High
    New signalDetected 4h ago
    Chen Family — wealth event
    Company acquiredCapacity ↑ 4x
    Revenue4 donors
    $42K unstewarded — ready to re-engage
    Why this exists

    The donor relationships you're trying to keep are slipping through the cracks.

    46%

    of donors lapse every year

    Fundraising Effectiveness Project

    16 months

    average tenure of a development director

    Chronicle of Philanthropy

    57%

    of nonprofits have no handoff process when staff leave

    Nonprofit HR sector survey

    It costs 7× more to acquire a new donor than to retain one. Grace is how you keep the ones you have.

    What Grace does

    Grace manages the full donor relationship lifecycle.

    When someone leaves · Handover dossier

    When someone leaves, the relationships stay.

    Grace generates a complete handover dossier for the departing staff member's full portfolio — every donor, cultivation stage, open thread, and personal context. The next person picks up exactly where the last one left off.

    Sarah M. — Handover Dossier
    23 donors
    4
    Active cultivation
    2
    Planned gifts in progress
    7
    Lapse risk · 90 days
    Margaret HollowayPlanned gift — month 3

    Father was founding board member. Last contact: March.

    Chen FamilyQ4 ask — 6 weeks out

    Gave $8K last year. Foundation mention in 2022 email.

    James RitterDiscovery

    Business sale referenced in 2023. Wealth event unflagged.

    Sources: Salesforce, Staff notes · Sarah M., Email history, Cultivation plans
    Every morning · Daily intelligence

    Open your laptop to a prioritized day.

    Every morning Grace reviews your portfolio. By the time you open your laptop, she knows who needs a call, whose giving window is opening, and where relationships are quietly drifting.

    Action Center · Tuesday
    3 priorities
    Lapse riskMargaret Holloway

    Not contacted since David left in May. Was 3 months into a planned gift conversation.

    Giving windowChen Family

    Gave $8K last Q4 — their window opens in 6 weeks.

    RenewalSunrise Foundation

    Grant renewal in 18 days. No contact since the site visit.

    Before every call · Relationship brief

    Walk into every call fully briefed.

    Ask Grace for a brief on any donor and get their full relationship history, personal context, cultivation stage, and recommended approach — assembled from every record in your system, cited to the source. In two minutes, not forty-five.

    "Grace, brief me on Margaret before my 2pm."

    Margaret Holloway — relationship brief

    $58,400 over 7 years, Q4 every year. Her late father was a founding board member. Sarah's note: "Prefers to feel like a partner. Share a program story before any ask." David was building toward a planned gift conversation when he left. She hasn't heard from anyone since March.

    Sources: Salesforce · 7yr history, Staff note · Sarah M., David's handover notes
    Finding what you've missed · Hidden intelligence

    Find the gifts hiding in your data.

    Grace scans your knowledge graph for major gift opportunities that exist in your data but have never been acted on. Foundation connections in old emails. Planned gift signals in board minutes. Wealth events that were never flagged.

    Overlooked opportunities
    3 found
    Chen FamilyEst. $25K
    Family foundationEmail · David M. · 2022

    Mentioned a family foundation. No grant application filed.

    Margaret Holloway6-figure
    Planned giftBoard minutes · 2021

    Planned gift interest noted. Never formally opened.

    James RitterMajor prospect
    Wealth eventEmail thread · 2023

    Business sale referenced. Wealth event never flagged.

    See Grace in action

    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.

    Video thumbnail
    How Grace Works

    Connect your data.
    Grace gets to work.

    No migration. No data entry. No asking your team to start over. Grace reads what you already have and makes all of it answerable.

    01
    Connect what you already have.

    Salesforce, Bloomerang, Gmail, your shared drive, the handover docs sitting in someone's inbox. Grace reads what's there. No data entry, no migration, no asking your team to start over.

    Under 60 Minutes
    02
    Grace builds your knowledge graph.

    Every donor, every gift, every note, every email — connected. The conversation Margaret had with David in 2021 is linked to her gift history, her board minutes mention, her preferred program area. The graph is the institutional memory your CRM was never built to hold.

    Your Data Never Trains AI Models
    03
    Ask Grace anything.

    Chat with Grace in plain English. Every answer cites the note, email, or record it came from — you can always check her work. PII redacts in one click for board reports and grant applications.

    Audit Trail On Every Answer
    Trust & Security

    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.

    Your data never trains AI models

    Isolated tenant. Never shared.

    Every answer cites its source

    Retrieval before generation. No hallucinations.

    PII redaction in one click

    Sanitize donor stories for public use automatically.

    Full audit trail

    PII detection, retrieval oversight, bank-grade observability.

    Grace is not ChatGPT with your data pasted in.Isolated data tenant · Retrieval-first (no hallucinations) · Every answer cites its source record · Full audit trail with PII detection

    Not sure how to introduce AI to your board? We wrote the policy for you.

    Get the free AI Policy Pack →
    Founding Partners

    Founding Partners are building Grace alongside us.

    We're working with development teams at community foundations, advocacy organizations, and direct service nonprofits.

    We have years of incredible relationship history buried in our CRM and in the heads of people who've since moved on. Every time someone leaves, we lose years of context about our biggest donors. The idea that Grace could make that institutional knowledge queryable is exactly the problem we need solved.

    SL
    Executive Director
    Community Foundation · Founding Partner

    "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."

    MR
    Development Director
    Youth Services Nonprofit · Founding Partner

    "The thing I keep asking myself is: what happens to our donor relationships when a key team member leaves? For the first time I have an answer."

    JP
    Board Chair
    Environmental Nonprofit · Founding Partner

    "Our new hire spent her first three weeks trying to piece together who our top 20 donors actually are. If Grace could hand her that context on day one, that's a game-changer."

    CW
    VP of Development
    Health Services Nonprofit · Founding Partner

    Founding Partners shape the product directly with priority onboarding, founding member pricing, and a seat at the table.

    Get Started →

    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 →

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