AI-Powered Donor Intelligence

    Ask Grace about your donors.

    Ask questions in plain English. Get instant, source-cited insights. Draft personalized campaigns. Turn conversations with Grace into donor relationships that last - every answer traceable to your actual records.

    Lapsed mid-level donors

    89 donors · $412K lifetime

    ✓ Cited from your data
    40
    30
    20
    10
    0
    18
    Q1
    24
    Q2
    31
    Q3
    16
    Q4

    Q3 has the largest lapse window — re-engagement recommended.

    Updated from your CRM
    What It Means

    Chat with your donor database.

    Instead of building a report or exporting a spreadsheet, you ask a question in plain English — "which mid-level donors lapsed this year?" — and get an answer drawn from your actual donor records, with every number cited to its source. No SQL, no report builder, no waiting on the one person who knows the system. Your database stops being a filing cabinet and becomes something you can talk to.

    Why It Matters

    Most nonprofits are sitting on donor data they can't easily use.

    Salesforce found that 76% of nonprofits lack a data strategy, and only 12% are "digitally mature" — organizations that are four times more likely to achieve their mission goals (Salesforce Nonprofit Trends). The bottleneck is rarely the data itself. It is access: getting an answer means building a report, exporting to a spreadsheet, or waiting on the one staffer who knows the CRM. Chatting with your data removes that step — you ask in plain English and the answer comes back cited to your own records.

    That access gap has a direct cost. The donors quietly slipping away stay invisible until someone thinks to run the report, and across the sector only about 2% of lapsed donors are ever won back (Fundraising Effectiveness Project). When anyone on the team can ask "who is about to lapse" and get an answer in seconds, you catch them inside the window that still matters — and you surface the revenue already sitting in your data instead of leaving it there.

    The Alternatives

    Chatting with your data vs running a report vs generic AI.

    Two things usually stand in for real access to donor data: running a report, or pasting data into a general AI tool. Neither gives you a fast, trustworthy answer about your own donors.

    Running a report Generic AI (ChatGPT) Chatting with your data (Grace)
    Speed Build, export, filter Instant but generic Instant, on your data
    Knows your donors Only what you extract No — donors in general Yes — your actual records
    What you get back A spreadsheet A plausible guess A cited, specific answer
    The numbers Accurate if built right Often invented Deterministic and auditable
    Next step You build it yourself You rewrite it Draft ready to send
    Ask Anything

    What you can ask Grace.

    A few examples of the questions the team can ask in plain English, each answered from your real records:

    • Find and segment:"Show me lapsed mid-level donors most likely to come back."
    • Prioritize the day:"Which major donors haven't been contacted in 60 days?"
    • Surface hidden revenue:"Who has planned-gift signals we've missed?"
    • Draft outreach:"Write thank-yous for this week's new donors, in our voice."
    • Answer board questions:"What's our retention rate this year versus last?"

    Every answer comes with the cited records behind it, so you can click straight through to exactly who and what it is based on.

    Charts, Not Paragraphs

    Ask for a trend, get a chart.

    Grace renders interactive visualizations directly in the conversation - giving trends over time, retention comparisons, segment breakdowns - computed from your real donor records, not summarized in a wall of text. Charts persist in your conversation history, so the analysis is there when you come back to it.

    • Giving trends over time
      "Chart monthly giving for the last 24 months, by segment."
    • Retention comparisons
      "Compare retention of $1K+ donors acquired in 2022 vs 2023."
    • Segment breakdowns
      "Show me the size and movement of every donor segment this quarter."
    • Portfolio health
      "Plot lapse risk across the portfolio, ranked highest first."
    Built for the Pace of Your Day

    Chat that moves as fast as you do.

    Streaming responses

    Answers begin rendering the moment Grace starts writing - no waiting on the full response before you can start reading.

    Stop mid-generation

    Change your mind halfway through? Stop the response, refine the question, and Grace starts again with the new context.

    Queue your next question

    Don't lose momentum. Type your follow-up while Grace is still answering the last one, and she'll pick it up in order.

    See It In Action

    From question to action in seconds.

    Every conversation with Grace can become an action. These are real queries you'll use from day one.

    NEW DONOR WELCOME

    U
    Who are my new donors this week?
    Grace
    Found 23 new donors totaling $8,450. Top gift: Sarah Chen ($380) who found you through the gala. Pre-drafted personalized thank-you emails for each, ready for review.↗ Salesforce CRM · Email platform · Event records

    LAPSED DONOR RECOVERY

    U
    Find lapsed donors who previously supported education programs.
    Grace
    Found 89 lapsed education donors worth $334.2K in past giving. 34 have email engagement in last 60 days - those are your warm re-engagement targets. Export list, or draft outreach for all 34 now?↗ Salesforce · Gift history · Email engagement data

    MAJOR DONOR STEWARDSHIP

    U
    Which major donors need a check-in? They haven't been contacted in 60+ days.
    Grace
    12 major donors haven't been contacted in 60+ days. Top priority: Robert Martinez ($12K annual donor, no activity in 4 months). Full briefing ready, or schedule calls for all 12?↗ Salesforce · Contact log · Staff notes

    HIDDEN REVENUE

    U
    Are there any opportunities in our data that we haven't acted on?
    Grace
    Found 3 hidden opportunities: a foundation mention in board minutes from March that was never followed up, a planned gift signal in a donor's email from January, and a wealth event for a mid-level donor flagged in public records last month.↗ Board minutes · Donor correspondence · Public records
    Your Data, Supercharged

    Stop exporting spreadsheets and running reports. Just ask Grace.

    Natural Language

    Ask questions in plain English like you'd ask a colleague. No SQL, no reports, no waiting.

    Instant Segmentation

    Find exactly the right donors based on giving history, interests, capacity, and engagement - in seconds.

    Actionable Insights

    Turn any insight into a personalized email, a relationship brief, or a board-ready report. Grace closes the loop.

    Hidden Revenue

    Grace scans for opportunities already in your data that nobody has acted on - foundation mentions, planned gift signals, wealth events.

    From Question to Action

    Every insight is actionable. Every query can become a campaign.

    Grace closes the loop between data and action. You're never more than three steps from a deployed, personalized campaign.

    01
    Ask Grace a question
    "Find donors who gave last year but not this year, who opened our last email."
    02
    Get cited insights
    Grace instantly finds patterns, segments donors, and surfaces the right opportunities - cited from your actual data.
    03
    Launch your campaign
    Grace drafts personalized emails for each segment. You review and send. The whole loop: minutes, not hours.
    FAQ

    Questions about chatting with your donor data.

    What does it mean to chat with your donor database?+
    It means asking questions about your donors in plain English and getting answers from your own data, instead of building reports or exporting spreadsheets. You type something like "show me lapsed major donors who opened our last email," and Grace answers from your actual records, with every figure cited to its source. No query language, no report builder. See how the system works.
    Can I ask questions about my donor data in plain English?+
    Yes, that is the core of it. Ask anything the way you would ask a colleague — "who hasn't been thanked this month," "which donors are trending down," "who has capacity we're not cultivating" — and get a specific, cited answer. Because it reads your real records, it does what a generic AI tool like ChatGPT cannot: answer about your donors, not donors in general.
    Do I need to know SQL or run reports to query my nonprofit CRM?+
    No. Chatting with your data replaces the report builder and the export-to-spreadsheet routine. Anyone on the team can get an answer without knowing the CRM's query tools or waiting on the one person who does. This matters because 76% of nonprofits lack a data strategy (Salesforce Nonprofit Trends), and most of that gap is simply access to the data already sitting in the system.
    How is this different from asking ChatGPT about my donors?+
    ChatGPT knows what donors sound like in general; it has never seen yours. Asked about your donors, it guesses, and the numbers are often invented. Grace answers from your actual records, every figure is deterministic and cited, and donor PII is redacted before anything reaches a language model. One produces a plausible paragraph; the other produces an answer you can act on.
    Can AI segment my donors without a data analyst?+
    Yes. Ask for a segment in plain English — "first-time donors from the last 90 days who gave over $100" — and it is built instantly and refreshed against live data. You get the kind of segmentation that normally needs a data specialist, without one, which is what surfaces things like hidden revenue in your own donor base.
    Is it safe to let AI read my donor database?+
    Yes. Your data stays isolated to your organization and is never used to train shared or public models, and PII is redacted before anything reaches a language model. Every answer is cited back to your own records. The full detail is in the security overview and the technical whitepaper.
    How does Grace avoid making up numbers about donors?+
    Donor numbers are calculated deterministically from your records, not generated by a language model, and every answer carries a citation back to the source. If Grace says 89 education donors lapsed this year, you can click through to exactly who they are. That is the difference between a cited answer and a hallucination.
    Can it turn the answer into an email or campaign?+
    Yes. The answer is the starting point, not the end. Ask about this week's new donors and Grace can draft the thank-yous in your voice; surface lapsed donors and it can draft the re-engagement outreach. You review and send — a human always approves before anything goes out.
    Get Started

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    Start your free trial - stop running reports. Start having conversations with Grace that lead directly to donor relationships and revenue.

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