We already have a CRM - why do we need this?

Gratefully doesn't replace your CRM. It connects to Salesforce or Bloomerang and adds the layer your CRM can't capture - why Margaret gives, what was in your last director's head, what was mid-cultivation when someone left. That context lives in notes, emails, and documents your CRM stores but can't query.

Is our donor data safe?

Yes - and this is the right question to ask. Your data lives in your organization's isolated environment. It never trains shared AI models, ever. That's a hard architectural guarantee, not a privacy policy. Every AI interaction is governed by a third-party platform with full audit trails and PII detection at every step.

How long does setup take?

Under an hour for most teams. You connect your existing sources - Salesforce, Bloomerang, shared drives - and Gratefully builds the knowledge graph from what's already there. No data migration. No disruption to your current workflow.

What happens to our data if we cancel?

It's yours. You can export everything at any time - before, during, or after cancellation. We don't hold data hostage.

Do you offer discounts for small nonprofits?

We built Gratefully specifically for small development teams - 1 to 3 people - because that's where a single staff transition does the most damage. The pricing reflects that. If you're in a genuinely constrained budget situation, reply to any email from us and we'll talk.

Simple, transparent pricing

What does a lost donor relationship actually cost?

The average nonprofit loses 54% of donors every year - not because they stopped caring, but because the relationship context walked out the door with the last development director. Gratefully exists to stop that. The price reflects that.

Best value

Annual

$400/month

Billed as $4,800/year · save $1,200

Up to 5 team seats
Unlimited document and CRM ingestion
Natural language chat with cited answers
Donor briefings, handover dossiers, daily intelligence
Automated PII redaction at every step
Priority onboarding with the Gratefully team

Start free 4-week trial

No credit card required

Monthly

$500/month

Billed monthly · cancel anytime

Up to 5 team seats
Unlimited document and CRM ingestion
Natural language chat with cited answers
Donor briefings, handover dossiers, daily intelligence
Automated PII redaction at every step
Priority onboarding with the Gratefully team

Start free 4-week trial

No credit card required

Both plans include a 4-week free trial and a 7-day grace period. Your knowledge graph is yours - export your data anytime.

No CRM migrations | Your data never trains public AI models

Ever. Hard architectural guarantee, not a policy claim.

Every answer cites its source

No hallucinations. No fabricated donor history.

Setup in under an hour

Connect your CRM and existing files. No migration.

Cancel anytime

No lock-in. Export your data with one click.

Why this exists

54%

average donor lapse rate, North American nonprofits

16 months

average development director tenure

57%

of fundraising orgs have no formal donor handoff process

It costs 7× more to acquire a new donor than to retain one. Grace is how you keep the ones you have.

Things worth asking before you decide

Your CRM remembers every gift. Gratefully remembers every relationship.

Start your free 4-week trial. No credit card. No commitment. Just the institutional memory your team deserves.

Start free trial

Questions? Reply to any email from us or write to hello@gratefully.io