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.
- •Salesforce, Bloomerang, Virtuous, DonorPerfect
- •Donor emails and notes your team has added
- •PDFs, Google Docs, Notion pages, board emails
- •Sticky notes and Slack DMs you forward in
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.
- •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
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.
- •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
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.
- •Voice matched to past communications
- •Inline citations on every claim
- •One-click regenerate with new context
- •Edits teach Grace your style over time
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, 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
A human always sends
Nothing leaves your organization without a person approving it. Grace prepares the work; your team owns the relationship.
What goes in
Salesforce for Nonprofits, Bloomerang and Little Green Light sync automatically. Mailchimp, Constant Contact and HubSpot supply email engagement signals. Compliance-aware CSV import and document upload for PDF, Word and Excel cover everything else, with live ingestion status for every file.
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.
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.
14-day Advanced trial, then free forever · No credit card · No record limits