Proactive Intelligence

    While you sleep, Grace works.

    You can still ask Grace anything about your donors — but now she asks you the questions. Every night she scans your portfolio for churn risk, hidden signals, and revenue opportunities. By the time you open your laptop, the day is already prioritized.

    app.gratefully.io / action-center

    Good morning, Sarah

    Grace analyzed your data overnight. Here's what needs your attention today.

    Last scan: 6:02 AM

    Today's Priorities

    7
    All priorities ▾
    UrgentChurn risk
    Send re-engagement email to Margaret Chen

    Lapsed 14 months. $24,500 lifetime giving. Last gift was her largest. She opened your December newsletter but didn't respond.

    Major Donor|87% confidence
    SnoozeDismiss
    StewardshipNew gift
    Thank-you call to David Park — $5,000 gift received yesterday

    First gift this year. His 3rd consecutive year. Upgrading from $2,500. Connected to your annual gala.

    (555) 012-3456
    SnoozeDismiss
    Deadline2 days left
    Q1 board report due — April 29

    Your draft report is 80% complete in the knowledge base. Grace can finalize the giving summary and impact metrics.

    SnoozeDismiss
    OpportunityUpgrade potential
    12 recurring donors are ready for an upgrade ask

    These donors have given consistently for 2+ years at $50/mo or less but their capacity signals suggest they could give more. Potential: $18,000/year increase.

    SnoozeDismiss
    Stewardship5 donors
    Send anniversary thank-you to 5 multi-year donors

    Their giving anniversaries are this week. Grace has personalized emails ready with specific impact stories for each.

    SnoozeDismiss

    Donor Pulse

    See all
    JS
    Jane Smith promoted to SVP at TechCorp
    Major donor · $18k lifetime · 2 hours ago
    Draft congrats note
    Greenfield Corp announced $2M community investment
    Past corporate sponsor · 5 hours ago
    Draft partnership pitch
    RL
    Robert Lee featured in local business journal
    Board member · Yesterday
    Share with team

    This Week

    Actions completed14 / 21
    Emails sent8
    Revenue influenced$12,400
    Donors re-engaged3

    Agent Activity

    • 6:02 AM — Scanned 1,247 donor records for churn signals
    • 6:01 AM — Cross-referenced donor employers with news feeds
    • 5:58 AM — Analyzed pledge expirations and renewal eligibility
    • 5:55 AM — Identified DAF-eligible donors from employer matches
    • 5:50 AM — Pre-drafted 5 anniversary thank-you emails
    Overnight scan
    Reactive · Ask Grace

    "Grace, who hasn't given in two years and gave over $1K?" — she answers, cites the records, and drafts the email.

    Proactive · Grace asks you

    "Sarah — Margaret hasn't heard from anyone in 92 days. Her planned gift was mid-flight. Want me to draft a check-in?"

    Donor Pulse

    News, life events, and signals — monitored for you.

    Grace cross-references your donor file against news, press releases, and engagement data — then tells you exactly what to do about it.

    Action Center

    Donor Pulse

    News, life events, and signals about your donors — monitored by Grace.

    All signalsCareer changesCompany newsGiving patternsEngagement
    Today
    JS
    Career Change2 hours ago
    Jane Smith promoted to SVP at TechCorp
    Major donor · $18,000 lifetime · Last gift: $3,000 (Dec 2025)

    Grace suggests: Send a congratulations note within the week. Her promotion likely comes with increased giving capacity. Consider timing a major gift ask for Q3.

    View donor profileDismiss
    Company News5 hours ago
    Greenfield Corp announced $2M community investment fund
    Past corporate sponsor · Last partnership: 2024 Gala ($15k)

    Grace suggests: Their new fund aligns with your programs. Reach out to your contact (Lisa Nguyen, CSR Director) with a specific proposal. Time-sensitive — other nonprofits will be pitching too.

    Dismiss
    Giving PatternThis morning
    Michael Torres has given 3 gifts in 60 days — potential major donor upgrade
    Mid-level donor · $4,200 YTD (up 180% vs. prior year) · Attending 2 upcoming events

    Grace suggests: Michael's burst giving pattern often precedes a major gift. Schedule a personal meeting before your gala. He may be ready for a leadership circle invitation ($10k+).

    View giving history
    Yesterday
    RL
    Media MentionYesterday
    Robert Lee featured in Metro Business Journal — "Leaders in Philanthropy"
    Board member · $52k lifetime · Article mentions his commitment to local nonprofits
    Draft social media post
    Revenue Discovery

    Hidden opportunities in your own data.

    Expired pledges that should be renewed. Recurring donors ready to upgrade. DAF-eligible donors hiding in plain sight. Grace finds them so you can ask.

    Action Center

    Revenue Discovery

    Hidden opportunities Grace found by analyzing your donor data, pledge history, and external signals.

    Total uncovered
    $68,200
    Across 23 donors
    High confidence
    $47,000
    8 expired pledges, renewable
    New this week
    3
    Opportunities identified
    Expired Pledges — Renewable
    8 donors · $47,000 potential
    Export list
    Donor
    Original pledge
    Expired
    Engagement
    Confidence
    Action
    Katherine Williams
    Major Donor
    $15,000/yr
    2 months ago
    Active
    92%
    Draft renewal
    Andrew Chen
    Mid-Level
    $10,000/yr
    3 months ago
    Active
    88%
    Draft renewal
    Patricia Moore
    Mid-Level
    $7,500/yr
    4 months ago
    Moderate
    74%
    Draft renewal
    View all 8 donors →
    Recurring Donors Ready to Upgrade
    12 donors · $18,000/yr potential increase

    These donors give $50/month or less but have capacity signals (employer match, real estate, stock holdings) suggesting they can give significantly more.

    12
    Eligible donors
    $600
    Avg current/yr
    $2,100
    Avg target/yr
    View full list
    Likely DAF Holders
    3 donors · $3,200+ potential per gift
    LM
    Lisa Martinez
    VP at Fidelity Charitable employer · $8,500 lifetime · Gives $500–$1,000 annually
    94% matchDraft DAF ask
    JR
    James Rodriguez
    Director at Schwab Charitable account holder · $6,200 lifetime
    89% matchDraft DAF ask
    SP
    Susan Park
    Tech exec · $4,100 lifetime · Irregular large gifts pattern typical of DAF
    76% matchDraft DAF ask

    Want Grace to dig deeper into your data?

    Ask Grace a question
    This week in Grace

    The work that would have gone undone.

    47

    donor flags surfaced

    12

    drafts ready to send

    $70K

    revenue opportunities

    6 hrs

    of work, before coffee

    Wake up to a day that's already prioritized.

    You don't need to remember to ask Grace. She remembers for you — every night, for every donor.

    Get Started →

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