Introducing Proactive Intelligence: Grace Now Works Your Portfolio Overnight
For the past year, Grace has been the answer to a single question development teams kept asking us: *"Can I just ask my donor database something and get a real answer, with citations, in plain English?"* The answer became Grace — a chat interface on top of your full knowledge graph, with every response cited to the email, note, or record it came from.
Today we're shipping the other half of the product. Grace doesn't just wait for your questions anymore. She works your portfolio overnight and brings the day to you.
We call it Proactive Intelligence.
What's new
Every night, Grace scans your full donor portfolio — every gift, every email, every note, every signal — and produces a prioritized Action Center for the morning. By the time you open your laptop, the day is already organized: who's at risk of churning, who just had a wealth event, which gifts are sitting unstewarded, which planned-gift conversations are mid-flight and going quiet.
Three pillars ship today:
1. Donor churn risk — scored nightly with cited reasoning. Every donor gets a churn score based on engagement decay, response patterns, and relationship signals. Margaret hasn't been contacted in 92 days, three emails went unanswered, and she's mid-flight on a planned gift conversation — churn score 87, high confidence. The score always comes with the evidence behind it.
2. Donor pulse — wealth events, life events, engagement spikes. Grace watches for the signals that move donors from "good donor" to "ready donor": a company acquisition, a board appointment, a sudden spike in email opens, a referenced family foundation in an old email thread. When a signal fires, it's surfaced to the top of the Action Center with the source attached.
3. Revenue discovery — unstewarded gifts hiding in your data. Grace maps the gifts that are already in your CRM but have fallen out of stewardship — donors who gave, were thanked, and then dropped off the cultivation calendar. Most teams have tens of thousands of dollars of warm, ready-to-re-engage donors sitting in this gap. Grace finds them and ranks them.
What the morning looks like now
You open your laptop at 9am. The Action Center is waiting:
The first card is Margaret — high churn risk, planned gift mid-flight, Grace confidence: high. The second is the Chen family — new wealth-event signal, capacity estimated 4x prior. The third is a revenue card: $42K unstewarded across four donors, ready to re-engage.
You don't have to ask. You don't have to remember. You don't have to build a report. The work is already done.
Why this is a different shape of product
The chat interface — "ask Grace anything" — is reactive. It's fantastic when you know what you're looking for. It's silent when you don't.
The problem in fundraising is that most of the high-leverage moments are the ones nobody thought to look for. The donor who quietly stopped opening emails three months ago. The board member's wife whose family foundation got mentioned in a 2022 thread that nobody acted on. The mid-level donor whose company just sold. These are the moments that move portfolios. They're also the moments that get missed, because no one has time to scan 1,200 donors every morning looking for them.
Proactive Intelligence is the answer to that. It's the move from a query interface to a working teammate — one who reads the whole portfolio every night and brings you the ten things that actually need a human today.
What stays the same
Everything you already use Grace for is still here. The chat is still there. The cited answers are still there. The relationship briefs, the handover dossiers, the natural-language queries against your CRM — all unchanged. Proactive Intelligence is additive. The morning starts with what Grace surfaced; the rest of the day, you ask her whatever you need.
The trust model stays the same too: every score, every signal, every revenue card cites the underlying evidence. Your data still never trains anyone's AI model. PII still redacts in one click. Nothing about Proactive Intelligence changes the guarantees underneath.
Available today
Proactive Intelligence is live for every Grace customer starting today — no upgrade, no setup, no new contract. If Grace is already connected to your CRM, your first Action Center will be waiting tomorrow morning.
If you haven't seen Grace yet, this is a good week to look. The product just got materially more valuable, and the price didn't move.
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