Meet Grace, the AI teammate who never forgets a donor.
Grace is the AI donor relationship agent inside Gratefully. She works your portfolio overnight, briefs you before every call, and keeps donor history when staff move on.
No CRM migrations | Your data never trains public AI models
AI Intelligence Layer on Top of Tools You Already Use
- in giving analyzed
- $280M+
- in giving analyzed
- gifts analyzed
- 440,000+
- gifts analyzed
- donors analyzed
- 115,000+
- donors analyzed
- AI recommendations surfaced
- 29,000+
- AI recommendations surfaced
Salesforce
Bloomerang
Little Green Light
HubSpot
Mailchimp
Constant ContactSalesforceBloomerangLittle Green LightHubSpotMailchimpConstant ContactWhat you actually look at all day.
Who needs attention today, ranked overnight with the why attached.
Good morning, Sarah
Grace analyzed your portfolio overnight. Here's who needs attention today.
- UrgentChurn risk
Re-engage Margaret Chen
Lapsed 14 mo · $24.5K lifetime · opened the December newsletter
To: Margaret Chen
The mentorship program you helped start
Hi Margaret. The youth mentorship cohort you seeded in 2023 just welcomed its 40th student. I'd love to share what your support set in motion…
CRMEmail historyVoice-matchedApprove & queue - Hidden revenueEmployer match
Ali Mohammad: employer match never claimed (~$4,500 on the table)
4 gifts flagged eligible for employer match with no fulfillment gift on record
- OpportunityHidden revenue
$47K in expired pledges could be renewed
8 donors · still engaged via events and email opens
The Muellers$12,000 pledge · paused in MarchRobert & Lena Cho$8,500 pledge · paused in JanuaryThe Okafors$6,000 pledge · paused in April+ 5 more$20,500 combinedPledge scheduleEventsDraft 8 renewal notes - StewardshipNew gift
Thank-you call to David Park
$5,000 received yesterday · 3rd consecutive year
- Life eventPersonal milestone
Send a note to the Whitfields
Daughter's wedding announced · 12-year supporters
- DeadlineGrant LOI
Letter of intent due Nov 03, 2026 (in 78 days)
Foundation grant cycle · LOI drafted from last year's award + program outcomes
- WorkflowReady to Send
Pre-drafted messages awaiting your review
Voice-matched drafts. Nothing sends without you.
3 drafts ready · 4 awaiting review
✓ 8 renewal drafts added to Ready to SendYour 217 lapsed donors gave $412K over the last three years, and 64 of them still open your emails. Three moves recover the most:
- 1Win-back series for the 64 warm openers. Highest recovery odds.
- 2Personal calls to the top 12 by capacity. $9K–$25K lifetime each.
- 3One-question survey for the quiet rest. Learn why they stepped back.
Building it from your data now:
Year-End Win-Back Strategy
Board-ready · built from your donor data
- Executive summary
- Segment breakdown: 217 donors, three tiers
- 90-day timeline with owners
- Projected recovery: $118K
Monthly giving
Last 12 months
Recurring donations drove the strongest growth in Q4.
Morning, Sarah. Coffee in one hand, gratitude in the other.
Get started
Act now
Your donor base
View all 10 segments →Thriving
Your most engaged. Keep them close.
Building
Growing relationships. Nurture the momentum. 82 moved out this week
Needs attention
Slipping. Reach out before they fade. 141 moved out this week
Lapsing
Gone quiet. Win them back. $4.5M given all-time
Donor Pulse
Quiet signals from inside your data, and the world outside it.
- CareerThis week
Daniel Reyes was promoted to CFO at Arbor Health. Capacity and influence both up.
LinkedIn · press release - CompanyThis month
Northline Group doubled its gift match. 14 of your donors work there.
Employer match database - CareerThis month
Anita Shah changed roles to a foundation program officer. New warm path to funding.
Public profile
Grace watches your data and the outside world for all 1,284 donors. Nothing slips.
Grace works your portfolio while you sleep.
Grace shows up to work whether you ask her to or not. She prioritizes your day before you arrive, then sits beside you as the smartest researcher and drafter on the team.
What she does on her own
- Ranks your day at 6:30 AM
Grace scores your portfolio and surfaces what needs attention before you sit down. The first move is already drafted.
- Stewards donors before they churn
Grace flags donors who are slipping and drafts the outreach to bring them back.
- Cultivates deeper relationships from quiet signals
A wealth event, a repeat open, a board connection. Grace surfaces the moment and the next move.
What you can hand her
- Answers any donor question, cited
Ask anything about a person, a gift, or a moment. Every answer shows the source record it came from.
- Drafts on-brand outreach
Stewardship notes, thank-yous, board updates, briefings. Drafted in your voice and grounded in your history.
- Finds revenue hiding in your portfolio
Expired pledges, lapsed donors still opening emails, planned-giving signals. Surfaced from your own data with the next move ready.
The signal is the relationship, not the dollar amount.
Drift and disengagement, flagged before the gift gap shows it.
Pledges coming due, recurring gifts failing, donors ready to upgrade.
Foundation ties, planned-gift signals, lapsed majors with strong affinity.
Anniversaries, LOIs, pledge renewals surfaced before they're urgent.
Pick your job. See the version that matters to you.
Each page shows what Grace changes for that role.
Development Directors
Your major-gift portfolio is too big to hold in your head.
Grace ranks who to call this week, with full context for each name.
See howExecutive Directors
The board wants donor updates. Your team's plate is already full.
Get the cultivation picture in one view, without pulling reports.
See howAnnual Fund Managers
Lapsed donors keep slipping. Segmentation lives in a spreadsheet.
Grace flags re-engagement openings and drafts the outreach.
See howDevelopment Operations
Knowledge lives in inboxes. Hygiene work never ends.
Grace turns scattered notes into a queryable, cited memory.
See howWhat happens to your donor relationships when your staff resigns?
Every nonprofit holds its biggest relationships in the heads of a few people. When one of those people moves on, the constellation goes dark, context, cultivations, commitments, gone overnight. Gratefully keeps the constellation lit, and hands it cleanly to whoever comes next.
They leave on a Friday. By Monday, fourteen active relationships have no steward, no context, no continuity. The next hire starts from a blank Salesforce screen.
They leave on a Friday. Grace generates a complete handover dossier, every relationship, every cultivation in flight, and hands it to the next steward before they've finished their first coffee.
"We had a major donor go quiet for six months after a staff transition. Nobody knew the cultivation was in progress. If Grace had flagged that, we'd have saved a $25K relationship."
An agent with access to your most sensitive data has to earn it.
Built by someone with 20 years in the nonprofit sector. We know what's at stake.
Isolated tenant. Never shared.
Answers come from your records, with the record attached.
Sanitize donor stories for public use automatically.
PII detection, retrieval oversight, bank-grade observability.
Not sure how to introduce AI to your board? We wrote the policy for you.
Get the free AI Policy Pack →Donors are people, not ATM machines.
See how Gratefully uses AI to help nonprofits build genuine, lasting donor relationships.
Connect your data. Grace gets to work.
No migration. No data entry. Under 5 minutes.
The same portfolio. A different Monday.
Donor knowledge lives in people's heads and leaves when staff do.
Institutional memory is preserved, searchable, and always accessible.
You open your laptop to a blank screen and a mental to-do list.
You open your laptop to a ranked, cited list. It is already waiting.
At-risk donors fall through the cracks silently.
Lapse risk flagged before the relationship cools, with the reason attached.
Hidden revenue buried in old notes and inboxes.
Foundation leads, planned-gift signals, and capacity events surfaced automatically.
Hours of research before every call.
Full donor briefing in seconds, cited to the source.
Other tools flag a donor at risk. Grace tells you why and drafts the outreach in your voice.
Your donors deserve to be remembered.
Every relationship your team builds and every cultivation your predecessors started stays in the room. Every morning, Grace makes sure none of it goes quiet.
Meet Grace →