Everything a great development team does — remembered, prepared, and surfaced.
Grace is an AI donor relationship agent. She reads your full institutional memory — CRM, notes, emails, events — and turns it into daily intelligence, briefings, drafts, and signals. Not a roadmap. This is what she does the moment you connect your data.
From quiet morning to confident close.
What it actually feels like to run a portfolio when nothing is lost and everything is prepared.
Morning brief lands
Grace has reviewed every donor overnight. You open to a ranked list of who needs attention today, and why.
Two-minute briefing before a call
Ask Grace about Margaret Holloway. Get her full history, last conversation, the topics to mention, the ones to avoid.
Personalized outreach drafted
Grace drafts a follow-up that references the actual relationship — Maria's volunteering in 2021, the literacy program she cares about.
Capture in plain language
Tell Grace what happened on the call. She structures it into the knowledge graph. Nothing is lost.
What teams reach for every single day.
Five capabilities your team will use within the first week. Each one fully working from day one.
Open your laptop to a clear plan, not a question.
Grace reviews your full portfolio overnight, scores every donor on engagement and timing, and delivers a ranked list before you've had coffee. No reports to pull. No spreadsheets to sort.
- ▸Ranked priorities with the reason behind each one
- ▸Combines structured gift data with relationship context
- ▸Refreshed every morning, on your terms
Today's Priority List
Tue, Jun 2Two minutes from question to full context.
Before a call, a coffee, a visit — ask Grace anything about a donor. She produces a complete brief: giving history, cultivation stage, personal context, what to mention, what to avoid. Every claim cited.
- ▸Draws on CRM, staff notes, emails, event records
- ▸Highlights personal milestones and warm threads
- ▸Cites the source record behind every line
Letters that sound like your team — because they're grounded in real history.
Give Grace a donor and a purpose. She drafts a message that references the actual relationship — the daughter's wedding, the literacy program from 2021, the conversation David was building toward. You review, edit, and send.
- ▸Not templates — letters built from your records
- ▸Shows the sources behind every reference
- ▸Drafts queued in your existing tools
I was thinking of you this week — Caroline's wedding must be just around the corner. I hope the final stretch of planning is more joyful than stressful.
I also wanted to share an update from the literacy program you've championed since 2019. This year 632 students reached early reading benchmarks — the highest in our history. Your sustained partnership made that possible…
The opportunities already in your data — surfaced.
Foundation mentions buried in old emails. Planned-gift signals in board minutes. Wealth events nobody flagged. Lapsed loyalists who used to give every year. Grace scans continuously and surfaces what's worth your attention this week.
- ▸Pattern-matches across notes, emails, gift history
- ▸Estimates likely size where possible
- ▸One queue, refreshed weekly
Signals Worth Acting On
12 newCatch the cooling before it costs you the relationship.
Grace scores every donor's lapse risk continuously — based on contact frequency, engagement patterns, gift cadence, and relationship depth. You see who's drifting before they stop, with the specific reason behind each spike.
- ▸Continuous scoring across the full portfolio
- ▸Explains the signals driving each score
- ▸Flags donors before the lapse — not after
Lapse Risk · Top 4
Updated 2h agoEverything else Grace does.
The five above get the most use. These are the quiet engine behind them - running continuously, ready the moment you need them.
Post-interaction capture
Talk to Grace after a call. She structures it into the knowledge graph automatically.
Handover dossiers
When a team member moves on, the portfolio is documented before knowledge walks out the door.
Portfolio intelligence reports
Board-ready summaries with charts - retention, pipeline, lapse risk - assembled on demand, every figure cited.
Autonomous morning brief
Grace runs overnight and delivers your prioritized action list, in the app and in your inbox, before you open your laptop.
Cultivation cadence monitoring
Grace tracks the stewardship plan for every major donor and flags when a cadence breaks.
Donor news monitoring
Grace watches public information on major donors - leadership changes, business events, foundation shifts.
Suggested outreach queue
Every week, Grace drafts personalized donor touchpoints. You review, edit, approve, send.
Ask Grace anything
Conversational access to your institutional memory - now with charts in chat, streaming responses, and queued follow-ups. Every answer cited.
Smart donor segments
Every donor auto-classified into a living segment - Champions, Loyal, At-Risk, Lapsed - refreshed nightly and after every import.
Donor workflows
From a list to a letter in one flow: filter a cohort, chat about them, draft personalized outreach, export or send.
When you ask Grace about a donor, the model never learns their name.
Names, gift amounts, contact info, family details, and health context are tokenized before any prompt leaves your tenant. The answer comes back fully resolved — but the language model only ever sees safe placeholders.
What the fundraiser asks
What the language model sees
Draft a re-engagement note for . She gave on and lives in . Reach her at .
Names, gifts, contact info, family and health details are tokenized before any prompt leaves your tenant.
Tokens are reversed locally so your answer still reads naturally.
Grace works when asked, and when she shouldn't wait.
When you bring her a question.
Briefings, drafts, ad-hoc reports, donor lookups. Conversational, cited, instant.
When she shouldn't wait for you.
Autonomous agents running continuously — scoring churn risk, surfacing donor signals, mapping hidden revenue, drafting weekly outreach.
See the Action Center →Meet the agent your donors deserve.
Get started with Grace — the AI agent that never forgets a donor, and never lets a relationship cool unnoticed.
14-day Advanced trial, then free forever · No credit card · No record limits