Donor Workflows

From a list to a letter, in one flow.

Open a segment or filtered donor list. Ask Grace a question scoped to just those donors. Turn the answer into individually-personalized letters. Send or export - without the CSV detour. Donor Workflows collapse the trip between finding the right people and doing something about it.

Get Started →How Grace works

The Problem

Building a campaign shouldn't mean an export, a merge, and a prayer.

Today the flow is: run a report, export a CSV, sort in a spreadsheet, mail-merge templates that don't reflect real donor history, hope the personalization tokens land. Every step loses context, and every step is where a good campaign dies. Grace keeps the list, the context, the draft, and the send in one continuous surface.

What Grace Does

Built for the way development teams actually work.

Filter to exactly the right cohort

In-page filter picker with live counts. Combine filters - 'At-Risk donors who are also flagged for stewardship' - and see the count update before you click.

Chat scoped to that list

Turn any selection into a working session. Grace already knows exactly which donors you mean - no re-explaining, no context loss.

Bulk-personalized letters, individually drafted

Generate hundreds of letters in a batch. Each one references that donor's specific history, in your voice - no two the same, no generic merge fields.

Export any list, audit-logged

CSV export for mail merges, event lists, board packets, or any downstream system - with a full audit trail of who exported what and when.

Save any selection as a durable segment

A cohort you'll use again becomes a saved segment - reusable in future campaigns, refreshed as donors move in and out of the criteria.

Pull anyone into the conversation

Type @ to pull a donor, a segment, or a teammate directly into chat. Mentioned donors become pinned context. Mentioned teammates get looped in.

See It In Action

Ask Grace. Get answers grounded in your data.

Every response cites its source.

Open Loyal donors who haven't been touched in 60 days.

34 donors match. Average lifetime giving $18,400. 22 have engagement in the last 30 days (email opens, event RSVPs). 12 are quiet across the board. Want to chat about this cohort, draft outreach for all 34, or save it as a segment?↗ Segment engine · Gift records · Engagement log · Contact log

Draft a stewardship check-in for all 34, in our voice.

34 letters drafted, each unique. Common patterns: 18 reference the program they've given to most, 9 reference a recent event, 7 reference a personal milestone from your staff notes. Review queue is ready in your dashboard - approve individually or in bulk.↗ Voice model · Donor records · Staff notes

How It Works

From your data to a real outcome.

Filter or open a segment

Start from a saved segment (Champions, At-Risk, first-time donors) or build a filter on the fly with combinable criteria.

Chat scoped to the cohort

Ask Grace anything about just those donors - patterns, common context, who to prioritize - without leaving the workflow.

Draft in bulk, personalized individually

Turn the answer into individually-drafted letters. Grace references each donor's actual history, in your voice, in one batch.

Send, export, or save

Send through your existing email tools, export as CSV for a mail merge, or save the selection as a durable segment for next time.

Get Started

Close the gap between the right list and the right outreach.

Start your free trial. Run your first donor workflow - filter, chat, draft, send - in the first session.

Start Free Trial →Schedule a 20-min call

4-week free trial · No credit card · No commitment