Handover Dossiers

When someone moves on, the relationships stay.

Gratefully is donor intelligence software that preserves donor relationships through staff changes. Grace, the AI development associate inside Gratefully, assembles the handover: a complete dossier for every donor in a departing staff member's portfolio. Cultivation in progress, last conversation, family connections, soft commitments - all in one document, all cited to the source.

Get Started →How Grace works
The Problem

A two-week notice shouldn't erase a decade of relationship intelligence.

When a development director leaves, the cultivation conversations she was in the middle of, the soft commitments she remembered in her head, and the donor preferences she never wrote down all leave with her. Grace closes that gap.

What Grace Does

Built for the way development teams actually work.

One dossier per donor, in seconds

Grace generates a structured dossier for every donor in a portfolio - lifetime giving history, relationship stage and cultivation context, recommended next steps, risk flags for high-value at-risk relationships - viewable in-app and exportable as a branded PDF.

Cultivation status, made visible

Surfaces conversations mid-stream: 'planned-gift discussion paused March 2025', 'introduction to board chair pending', 'site-visit invitation declined twice'.

Built before the exit interview

Run handovers proactively - quarterly or any time a key team member signals a move - so nothing is lost in the rush of a two-week transition.

Hand off without losing tone

Each dossier includes voice and preference notes - 'prefers handwritten cards', 'never call before 10am' - so the next steward sounds like the relationship continued, not started over.

Source-cited, audit-ready

Every claim links back to its source - the CRM record, the staff note, the email thread - so the incoming director can verify before acting.

Live, not static

Dossiers regenerate on demand as new context lands - the moment a donor replies or a board member adds a note.

See It In Action

Ask Grace. Get answers grounded in your data.

Every response cites its source.

SD
Sarah is leaving in two weeks. Build handover dossiers for her top 25 donors.
Grace
Done. 25 dossiers ready in your dashboard. High-priority transitions: - Robert M. - planned-gift conversation paused mid-stream, intro to board chair pending - Chen Family - 23-month lapse, Sarah was scheduling a re-engagement visit - 3 donors with soft commitments not yet entered in CRM Each dossier includes: full giving history, last 24 months of touchpoints, cultivation status, family connections, and Sarah's personal context notes.↗ Salesforce CRM · Staff notes (S. Patel, 2024-2026)
SD
Who is the best next steward for Robert M.?
Grace
Based on relationship overlap: David Chen (your board chair) - mentioned in 4 of Sarah's notes as a planned introduction. Backup: Maria Lopez (current major gifts officer) - already manages 2 donors in Robert's network.↗ Knowledge graph · Staff notes · Portfolio map
How It Works

From your data to a real outcome.

01
Select the portfolio
Pick a staff member, a tier (e.g. all major donors), or the full portfolio. Grace pulls every record connected to that scope.
02
Grace assembles each dossier
Structured fields - giving, engagement, cultivation status, family - plus unstructured context from notes, emails, and meeting recaps.
03
Review and assign
Read, edit, and assign each dossier to the incoming steward. Grace tracks who owns what going forward.
04
Knowledge persists
Dossiers stay live in Grace. The next time anyone needs context on Robert, it's already there - whether the original steward is still around or not.
Get Started

Make every staff transition a non-event.

Start your free trial and generate handover dossiers for any portfolio in your organization.

Start Free Trial →Schedule a 20-min call

14-day Advanced trial, then free forever · No credit card · No record limits