The System

    How Grace works, end to end.

    Five steps, running quietly in the background of your organization. Your sources stay where they are. A person always sends.

    Get Started →Meet Grace
    Ingest
    01
    • Salesforce, Bloomerang, Virtuous, DonorPerfect
    • Gmail and Outlook threads with donors
    • PDFs, Google Docs, Notion pages, board emails
    • Sticky notes and Slack DMs you forward in
    Step 01

    Sources come in as they are

    CRM records, gift history, email threads, board minutes, staff notes, handover docs, calendar invites. No migration. No cleanup project. Grace reads what already exists.

    Remember
    02
    • Per-org isolation — your graph never touches another nonprofit's
    • Source-of-truth citations on every fact
    • PII redaction before model calls
    • Memory preserved continuously — ready Tuesday morning, board day, or day one
    Step 02

    Memory the org actually owns

    Every fact lands in a private knowledge graph scoped to your organization. PII is redacted before any model sees it. Your data never trains anyone's AI.

    Notice
    03
    • Stewardship gaps ranked by revenue at risk
    • Cultivation moments tied to specific donors
    • Major-gift signals with the evidence attached
    • Renewal and recurring-gift drift
    Step 03

    Signals surface overnight

    Grace watches the portfolio every night. Quiet relationships, missed thank-yous, mid-level donors trending toward a major gift, anniversaries, life events mentioned in the last email. The list is waiting when you open your laptop.

    Draft
    04
    • Voice matched to past communications
    • Inline citations on every claim
    • One-click regenerate with new context
    • Edits teach Grace your style over time
    Step 04

    Drafts in your voice, with sources

    Thank-yous, check-ins, update emails, board summaries, briefings. Every draft cites the note, gift, or thread it came from — so you can verify before you send.

    Approve
    05
    • Approve, edit, or discard from inbox or web
    • Full audit log of every action Grace takes
    • Role-based controls for who can send what
    • Pause any workflow in one click
    Step 05

    A human always sends

    Nothing leaves your organization without a person approving it. Grace prepares the work; your team owns the relationship.

    Per-org isolation

    Your knowledge graph is yours. It never crosses into another nonprofit's data.

    Citations on every claim

    Every draft and answer is traceable to the note, email, or record it came from.

    A person always sends

    Grace prepares the work. Your team owns the relationship and the final word.

    Get Started

    See the system on your nonprofit

    Drop in your URL. Grace reads your site the way a thoughtful new development director would, then shows you what she'd do first.

    Start Free Trial →Schedule a 20-min call

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

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