Every question about your portfolio, answered with sources.
Gratefully is donor intelligence software that answers portfolio questions with a citation on every figure. Grace, the AI development associate inside Gratefully, assembles the report. Stop spending the week before a board meeting reformatting spreadsheets. Portfolio reports, board updates, and segment analyses arrive on demand - every figure cited to its source record. For how this applies to cultivation rather than reporting, see AI agents and major gift portfolios.
The week before a board meeting shouldn't disappear into spreadsheet wrangling.
Your development director's time is your scarcest asset. Asking her to spend three days assembling a 40-page report - one that leadership will skim in fifteen minutes - is the most expensive way to run a fundraising operation. Grace makes that work disappear.
Built for the way development teams actually work.
Portfolio snapshots on demand
Retention rates for any period, major-gift breakdowns, YTD giving totals, lapse-risk counts with donor-level detail, staff portfolio coverage gaps, and relationship highlights pulled from your knowledge base - any cut of the portfolio, in seconds.
Board-ready formatting
Grace outputs reports in the structure your board expects: headline metrics, narrative summary, risks and opportunities, asks for the room. A polished side-panel report with PDF export is shipping soon.
Refresh in one click
When numbers shift, you don't rebuild. Re-run the same report and Grace returns the updated version, formatting intact.
Segment analyses in plain English
'Compare retention of $1K+ donors acquired in 2022 vs 2023.' Grace answers in a paragraph, cites the records, and offers a follow-up cut.
Every figure is traceable
Each number links back to the underlying CRM query and source records - no more reconciling versions during the board call.
No more leaked donor data
PII redaction is one click - send board reports without exposing donor names you didn't intend to share.
From question to board pack
Ask for a report in chat and it builds as a polished document in a side panel, with exact verified numbers rather than figures regenerated from a prompt. Export it to PDF for the meeting.
Charts and visual analytics are computed from real donor records and persist in the conversation, so the report you showed the board in March is still there in June.
Ask Grace. Get answers grounded in your data.
Every response cites its source.
From your data to a real outcome.
Get your weeks back.
Start your free trial. Generate your next board report with Grace and reclaim the three days you would have spent in spreadsheets.
14-day Advanced trial, then free forever · No credit card · No record limits