The donor picture, without pulling another report.
Gratefully is donor intelligence software that gives an executive director the donor picture without commissioning a report. Grace, the AI development associate inside Gratefully, answers the questions. Walk into your board meeting with a clear view of cultivation, retention, and risk. Grace surfaces what's working, what's slipping, and what your team needs from you next.
You didn't take this job to push paper.
Board asks you can't answer fast
"How's the Margaret Holloway cultivation going?" shouldn't require pinging three people and waiting two days.
Knowledge walks out the door
When a development director leaves, years of donor relationships risk leaving with them. The CRM doesn't capture what mattered.
No time to cultivate yourself
You should be in front of your top donors. Instead, you're in operations meetings and approval queues.
Less reporting, more relationships.
Grace is an AI teammate, not another dashboard. It works the parts of your job you'd hand off if you had the headcount.
Portfolio health at a glance
See cultivation status, lapse risk, and pipeline movement across the entire team in one dashboard - no report requests required.
Board-ready answers in plain English
Ask Grace about any donor, any cohort, any campaign. Get back a structured answer with every claim cited to the source record.
Institutional memory that survives transitions
Every note, every conversation, every relationship is preserved in Grace's knowledge graph so a staff change doesn't reset your donor program.
Your top relationships, surfaced
Grace flags the few donors only you should be calling this month and prepares the context, so you can spend your scarce hours on the right rooms.
"For the first time, I can answer a board member's donor question in 30 seconds without interrupting my team."
The board pack, without the week of preparation
Board-ready report documents build in a side panel with exact verified numbers, and export to PDF for the meeting. Portfolio intelligence is available on demand rather than on a reporting cycle. The Action Center runs a nightly portfolio review on your organization's local time and ranks what needs attention by stakes, urgency and confidence.
There is a free plan at $0 with no record limits, so you can see your own numbers before any budget conversation.
See what Grace can do in your seat.
A 30-minute walkthrough, tuned to your role and your CRM.
14-day Advanced trial, then free forever · No credit card · No record limits