Your donors deserve personal attention. Gratefully makes it possible.
Gratefully is donor intelligence software that reads the donor records you already keep, without a migration. Grace, the AI development associate inside Gratefully, is how you use it. She unifies your structured donor data and unstructured institutional knowledge, and makes all of it queryable, citable, and actionable. Every day.
Donors are people, not ATM machines.
See how Gratefully uses AI to help nonprofits build genuine, lasting donor relationships.
The relationship context your CRM was never built to hold.
Your best gift officer doesn't just know giving history. They know why Margaret gives, that the Chen family responds to handwritten notes, that a program officer quietly changed roles last spring. That knowledge lives in their head. When they leave, it walks out with them.
Grace captures both kinds of knowledge - structured records and the unstructured relationship intelligence your team builds - and makes it permanently queryable in plain English.
Ask Grace anything. Get answers grounded in your actual records, with every claim traced back to its source. No hallucinations. No replacing your existing tools. No giving up control of your donor data.
The donor knowledge in your team's heads,
now finally in your system.
A key team member moves on. Everything they carried in their head goes with them.
Your CRM can't surface the cultivation that was three months in when your last director moved on.
It can't tell you why Margaret has been quiet for 14 months - or that the conversation David was building toward never got handed off.
Grace is the intelligence layer that makes your existing donor data actually answerable.
Connect. Ask. Act.
Three steps between your fragmented data and a fully-personalized donor relationship operation.
Connect your sources
CRM, email, events, documents, field comms. Grace reads your world without changing it. No migration, no disruption. Salesforce for Nonprofits, Bloomerang and Little Green Light sync automatically overnight. Compliance-aware CSV import and document upload handle everything that does not live in a CRM, with live ingestion status on every file.
Integrates with: Salesforce, Bloomerang, Little Green Light, Mailchimp, CSV import + more
Ask Grace
Chat with Grace in plain language. Every answer cites its source - CRM record, staff note, program report. No hallucinations, no black boxes.
Includes: Natural language queries, cited answers, donor briefings, segment analysis
Act on insights
Every insight can become an action - personalized email, relationship brief, board report, re-engagement campaign. You review, Grace executes.
Outputs: Email drafts, relationship briefs, handover dossiers, portfolio reports
Fundraising AI is not like retail AI.
Your donor data never leaves your control.
We built Grace specifically because generic AI tools are dangerous for sensitive donor data. Every architectural decision reflects that constraint.
The Secure Gateway
All data flows through Grace's secure gateway before reaching the LLM - stripping sensitive identifiers, enforcing role-based access rules, ensuring the model only sees what it's authorized to see.
Deterministic Accuracy
Answers are retrieved from your knowledge graph, not generated from statistical patterns. Every figure Grace cites traces directly to a source record - the CRM entry, the staff note, the field report.
Audit-Ready
Every query is logged, every answer is traceable. Data residency controls, role-based permissions, and PII redaction at every level - built for nonprofit governance requirements.
Data Residency
Your data never trains shared models and is never accessible to other organizations. Your donor relationships are yours, full stop, forever.
Give your donors the attention they deserve.
Start your free 14-day trial - connect your CRM, meet Grace, and see how AI changes how you steward donor relationships.
14-day Advanced trial, then free forever · No credit card · No record limits