Donor Stewardship

    Every donor deserves to feel known.

    Grace reads your entire relationship history — giving records, meeting notes, email engagement, event attendance — and surfaces the right donors to steward, at the right time, with the full context to make every conversation count.

    Today's Stewardship

    Mon, Feb 23
    MH
    Margaret Holloway
    $5,000 last gift · 11 months · 3 emails opened
    Lapsing
    J&
    James & Carol Ritter
    Attended spring gala · Not yet solicited
    Warm
    CF
    Chen Family
    Donors since 2018 · $15K cumulative · Lapsed 23 months
    Priority
    SF
    Sunrise Foundation
    Major donor · Grant renewal · 18 days remaining
    Grant due
    ✦ Grace Insight
    Margaret typically gives in Q1. She opened your last 3 newsletters and attended your September literacy tour. Now is the right moment.
    The Problem

    Great stewardship requires context most teams don't have time to find.

    The average development director manages hundreds of relationships. The context that makes outreach feel personal — last conversation topics, program preferences, family connections, giving motivations — lives in scattered notes, old emails, and the memories of colleagues who may have already moved on. Grace makes that context instantly accessible.

    What Grace Does

    Every signal. One clear picture.

    Grace connects your structured data and institutional memory into a living relationship profile for every donor.

    Daily priority list

    Grace reviews your full portfolio every morning and delivers a ranked list of donors who need attention — lapsing supporters, warm prospects, relationship milestones — without you pulling a single report.

    Full relationship context, instantly

    Before any call or visit, Grace produces a complete relationship dossier — giving history, notes from every team member, program engagement, family connections — every claim cited to the source record.

    Personalized outreach drafted for you

    Grace drafts thank-you letters, check-in emails, and cultivation messages that reference real details from the donor's history. Not templates. Letters that sound like your development director wrote them.

    Lapse signals before it's too late

    Grace reads engagement patterns — email opens, event attendance, giving gaps — and flags donors who are cooling before you lose them. Not after they've stopped. Before.

    Institutional memory that survives turnover

    When a development director leaves, the relationships don't have to. Every note, every conversation, every cultivation in progress is preserved in Grace's knowledge graph — accessible to whoever takes the relationship forward.

    Source-cited, trustworthy answers

    Every insight Grace surfaces cites its origin — CRM record, staff note, event log. No fabrication. Your team acts on verified information, not guesswork.

    See It In Action

    Ask Grace anything about your donors.

    Real queries. Answers grounded in your actual data. Every response cites its source.

    SD
    Give me a full briefing on the Chen Family before my call this afternoon.
    Grace
    Chen Family — Relationship Briefing

    Donors since 2018. $15,000 cumulative giving, last gift $3,500 in March 2023, lapsed 23 months. David Chen is a close contact of your CEO (staff note, J. Rivera, 2022). Attended your annual dinner in '22 and '23 but not '24. Maria Chen volunteered at the literacy program in 2021.

    Suggested angle: Lead with 2024 literacy outcomes. Warm re-engagement call — no hard ask today.↗ Salesforce CRM · Staff notes (J. Rivera, 2022) · Event records · Program report 2023
    SD
    Draft a warm follow-up email I can send after the call.
    Grace
    Draft ready — opens referencing Maria's 2021 volunteering, mentions the literacy program's 2024 milestone, closes with an invitation to the spring site tour. Review and adjust before sending.↗ Draft grounded in: Gift history · Program engagement · Staff notes
    See It In Action

    Watch the 1-minute overview.

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    How It Works

    From data to relationship, in minutes.

    01
    Grace ingests your full relationship history
    CRM records, staff notes, email engagement, event attendance, giving history, and documents — all unified into a single knowledge graph for each donor.
    02
    Signals are scored and prioritized daily
    Each morning, Grace evaluates engagement signals, giving timelines, and relationship notes to produce a prioritized stewardship list.
    03
    Ask for a briefing — get context in seconds
    Ask Grace anything before a call, meeting, or ask — and receive a structured briefing drawn from every record your organization holds, with every claim cited.
    04
    Draft, review, and send
    Grace drafts personalized outreach — thank-yous, check-ins, cultivation messages — that you review and send through your existing tools.
    Get Started

    Every donor relationship deserves this depth.

    Start your free trial and steward donors with Grace — the full context of everything your organization knows, at your fingertips.

    Start Free Trial →Schedule a 20-min call

    4-week free trial · No credit card · No commitment

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