Grace never forgets a donor, so you never lose one.
Meet Grace, the first AI agent for donor relationships — she surfaces who needs attention, briefs you before every call, and never lets a relationship go quiet.
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 was in progress when David left. No contact since March.
Grace turns one gift officer into a team of 100.
The average nonprofit loses 54% of its donors every year — not because donors stop caring, but because no one person can maintain hundreds of relationships at once.
Average donor retention rate
Fundraising Effectiveness Project · Dataro 2024
Average development director tenure
Penelope Burk · sector benchmark
No formal handoff process
Gravyty 2024 Donor Engagement Report
One person can't steward 200 relationships. Grace can.
Grace manages the full donor relationship lifecycle.
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 just gave notice. Grace, generate a handover dossier for her full portfolio."
Sarah's portfolio — 23 donors · Handover dossier generated4 donors in active cultivation — requires immediate reassignment. 2 planned gift conversations in progress. 7 donors at lapse risk within 90 days. Full dossier includes cultivation stage, last contact, relationship history, and personal context for all 23 donors.
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.
"Grace, who needs my attention today and why?"
3 donors need attention today.Margaret Holloway — hasn't been contacted since David left in May. Was 3 months into a planned gift conversation. Chen Family — gave $8K last year, Q4 is their window. 6 weeks out. Sunrise Foundation — grant renewal in 18 days. No contact since the site visit.
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.
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.
"Grace, are there any major gift opportunities hiding in our data?"
3 overlooked opportunities found.Chen Family — mentioned a family foundation in a 2022 email. No grant application filed. Margaret Holloway — planned gift interest noted in 2021 board minutes. Never formally opened. James Ritter — email thread from 2023 references a business sale. Wealth event never flagged.
Tell Grace what happened in a sentence. She structures it, dates it, and indexes it. The graph stays current without CRM discipline.
Ask anything about any donor. Get a cited answer in plain English. Draft a letter. Generate a board report. Grace never forgets.
Connect your data.
Grace gets to work.
She connects to your existing tools and makes all of it answerable. No migration, no disruption.
Link your CRM, email platform, grant portal, and documents. Works with Salesforce, Bloomerang, and more.
Setup in minutesStructured records and unstructured knowledge are unified, deduplicated, and indexed into a single intelligence layer.
Secure by designChat with Grace in plain language. Every answer cites its source. PII can be redacted in one click.
Cited · PrivateAn 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 →12 months. Two outcomes.
A key team member moves on. What happens to the relationships they built?
✕Three years of donor relationships live in his head, email, and scattered CRM notes.
✓Every conversation and email is already in Grace's knowledge graph.
✕New hire inherits gift records — but no context. Who are the real relationships?
✓She asks Grace: 'What was David working on?' and gets a prioritized list with context.
✕Margaret goes quiet. Nobody knows the cultivation was three months in.
✓Grace alerts: 'Margaret — no contact in 90 days. Planned gift at risk. Lead with a program story.'
✕Margaret doesn't give. The planned gift conversation is gone. The board asks what happened.
✓Margaret's planned gift closes. 'I'm so glad you picked up where David left off.'
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.
"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."
"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."
"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."
Founding Partners shape the product directly with priority onboarding, founding member pricing, and a seat at the table.
Become a Founding Partner →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 →