AI WORKSPACE FOR NONPROFITS
Gratefully knows which donor needs you today, before they lapse.
Connect your CRM and your inbox. Every morning you get a ranked list of donors who need attention, and the reason each one is on it.
Lapsed donors aren't coming backI don't know who to focus onThank-yous and stewardship are falling behindBoard reports take forever
Talk to Grace
No CRM migrations | Your data never trains public AI models
AI Intelligence Layer on Top of Tools You Already Use
Salesforce
Bloomerang
Little Green Light
HubSpot
Mailchimp
Constant Contact
Your Files (CSV, PDF, DOCX, PPTX, XLSX, TXT)
More integrations added daily
Salesforce
Bloomerang
Little Green Light
HubSpot
Mailchimp
Constant Contact
Your Files (CSV, PDF, DOCX, PPTX, XLSX, TXT)
More integrations added daily
Inside Gratefully
What you actually look at all day.
Action Center
Ask Grace
Signals
Donor Pulse
Who needs attention today, ranked overnight with the why attached.
app.gratefully.io/action-center
Good morning, Sarah
Grace analyzed your portfolio overnight. Here's who needs attention today.
7 priorities
- UrgentChurn risk
- Re-engage Margaret Chen
- Lapsed 14 mo · $24.5K lifetime · opened the December newsletter
- Queued
- To: Margaret Chen
- The mentorship program you helped start
- Hi Margaret. The youth mentorship cohort you seeded in 2023 just welcomed its 40th student. I'd love to share what your support set in motion…
- CRM
- Email historyVoice-matched
- Approve & queue
- Hidden revenueEmployer match
- Ali Mohammad: employer match never claimed (~$4,500 on the table)
- 4 gifts flagged eligible for employer match with no fulfillment gift on record
- View donor
- OpportunityHidden revenue
- $47K in expired pledges could be renewed
- 8 donors · still engaged via events and email opens
- See donors
- The Muellers$12,000 pledge · paused in March
- Robert & Lena Cho$8,500 pledge · paused in January
- The Okafors$6,000 pledge · paused in April
- + 5 more$20,500 combined
- Pledge schedule
- Events
- Draft 8 renewal notes
- StewardshipNew gift
- Thank-you call to David Park
- $5,000 received yesterday · 3rd consecutive year
- Call brief
- Life eventPersonal milestone
- Send a note to the Whitfields
- Daughter's wedding announced · 12-year supporters
- Draft note
- DeadlineGrant LOI
- Letter of intent due Nov 03, 2026 (in 78 days)
- Foundation grant cycle · LOI drafted from last year's award + program outcomes
- Prepare deliverable
- WorkflowReady to Send
- Pre-drafted messages awaiting your review
- Voice-matched drafts. Nothing sends without you.
- 10Review queue
3 drafts ready · 4 awaiting review
âś“ 8 renewal drafts added to Ready to Send
Meet Grace
Grace works your portfolio while you sleep.
Grace shows up to work whether you ask her to or not. She prioritizes your day before you arrive, then sits beside you as the smartest researcher and drafter on the team.
On her own
What she does on her own
- Ranks your day at 6:30 AM
- Grace scores your portfolio and surfaces what needs attention before you sit down. The first move is already drafted.
- Stewards donors before they churn
- Grace flags donors who are slipping and drafts the outreach to bring them back.
- Cultivates deeper relationships from quiet signals
- A wealth event, a repeat open, a board connection. Grace surfaces the moment and the next move.
When you ask
What you can hand her
- Answers any donor question, cited
- Ask anything about a person, a gift, or a moment. Every answer shows the source record it came from.
- Drafts on-brand outreach
- Stewardship notes, thank-yous, board updates, briefings. Drafted in your voice and grounded in your history.
- Finds revenue hiding in your portfolio
- Expired pledges, lapsed donors still opening emails, planned-giving signals. Surfaced from your own data with the next move ready.
What Grace watches
The signal is the relationship, not the dollar amount.
Relationship at risk
Drift and disengagement, flagged before the gift gap shows it.
Commitment health
Pledges coming due, recurring gifts failing, donors ready to upgrade.
Hidden revenue
Foundation ties, planned-gift signals, lapsed majors with strong affinity.
Deadlines & stewardship
Anniversaries, LOIs, pledge renewals surfaced before they're urgent.
8 hrs/ weekreclaimed per gift officerFounding-partner pilots, weekly time tracking
100%of active relationships get a handover dossierAuto-generated handover dossiers, every active relationship
3Ă— fasterdonor research before a callPre-meeting briefs vs. manual CRM + email search
Built for your role
Pick your job. See the version that matters to you.
Each page shows what Grace changes for that role.
Development Directors
Your major-gift portfolio is too big to hold in your head.
Grace ranks who to call this week, with full context for each name.
Executive Directors
The board wants donor updates. Your team's plate is already full.
Get the cultivation picture in one view, without pulling reports.
Annual Fund Managers
Lapsed donors keep slipping. Segmentation lives in a spreadsheet.
Grace flags re-engagement openings and drafts the outreach.
Development Operations
Knowledge lives in inboxes. Hygiene work never ends.
Grace turns scattered notes into a queryable, cited memory.
Institutional memory
What happens to your donor relationships when your staff resigns?
Every nonprofit holds its biggest relationships in the heads of a few people. When one of those people moves on, the constellation goes dark, context, cultivations, commitments, gone overnight. Gratefully keeps the constellation lit, and hands it cleanly to whoever comes next.
Without GratefullyWith Gratefully
They leave on a Friday. By Monday, fourteen active relationships have no steward, no context, no continuity. The next hire starts from a blank Salesforce screen.
S
N
Steward: departed14 relationships
Knowledge lived in one person's head.
"We had a major donor go quiet for six months after a staff transition. Nobody knew the cultivation was in progress. If Grace had flagged that, we'd have saved a $25K relationship."
MR
Development Director
Youth Services Nonprofit · Founding Partner
Trust & Security
An agent with access to your most sensitive data has to earn it.
Built by someone with 20 years in the nonprofit sector. We know what's at stake.
Your data never trains AI models
Isolated tenant. Never shared.
Every answer cites its source
Answers come from your records, with the record attached.
PII redaction in one click
Sanitize donor stories for public use automatically.
Full audit trail
PII detection, retrieval oversight, bank-grade observability.
Grace is not ChatGPT with your data pasted in.Isolated data tenant · Retrieval-first (no hallucinations) · Every answer cites its source record · Full audit trail with PII detection
Not sure how to introduce AI to your board? We wrote the policy for you.
Get the free AI Policy Pack →
See PII redaction in action →Read the technical guide →
Product Demo
Donors are people, not ATM machines.
See how Gratefully uses AI to help nonprofits build genuine, lasting donor relationships.
DEMO | Gratefully: AI for Nonprofits that doesn't treat your donors as ATM Machines - YouTube
Tap to unmute
DEMO | Gratefully: AI for Nonprofits that doesn't treat your donors as ATM MachinesGratefully
Gratefully2 subscribers
Connect your data. Grace gets to work.
No migration. No data entry. Under 5 minutes.
1 Connect sources→2 Build knowledge graph→3 Ask anything
The Gratefully difference
The same portfolio. A different Monday.
Without Gratefully
With Gratefully
Donor knowledge lives in people's heads and leaves when staff do.
Institutional memory is preserved, searchable, and always accessible.
You open your laptop to a blank screen and a mental to-do list.
You open your laptop to a ranked, cited list. It is already waiting.
At-risk donors fall through the cracks silently.
Lapse risk flagged before the relationship cools, with the reason attached.
Hidden revenue buried in old notes and inboxes.
Foundation leads, planned-gift signals, and capacity events surfaced automatically.
Hours of research before every call.
Full donor briefing in seconds, cited to the source.
Other tools flag a donor at risk. Grace tells you why and drafts the outreach in your voice.
Your donors deserve to be remembered.
Every relationship your team builds and every cultivation your predecessors started stays in the room. Every morning, Grace makes sure none of it goes quiet.
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