Explore Gratona by fundraising goal
The AI fundraising CRM that turns context into reviewed action.
Gratona brings donor research, relationship history and stewardship work into one fundraising CRM. Donor Intelligence helps your team understand who is involved and what to explore. Tali, your AI development teammate, helps prepare the work so fundraisers can spend more of the conversation listening.
Tali is available. AI-assisted work is reviewed by your team.
Donor Intelligence and stewardship
Arrive knowing more. Leave with the work assigned.
Donor Intelligence combines public-source research with permitted CRM context, relationship signals and ask guidance. Giving it a place alongside stewardship plans helps your team connect what they learn to the work between conversations.
Product walkthrough · 1 min 51 sec
Watch context become a stewardship plan
Follow a test donor from giving history to an existing Donor Intelligence profile, a saved staff task and a relationship-plan draft. Recorded in Gratona’s demo workspace and edited for length.
Read the walkthrough
- Review the test donor’s $150 in recorded giving and two recurring commitments in the donor record.
- Open the existing Donor Intelligence analysis. This partial profile identifies public capacity as unknown and grounds its estimated ask guidance in recorded giving.
- A staff member writes a preparation task, saves it and reopens it. The description, assignee and donor link stay attached to the work.
- Create a qualification-plan draft and add the relationship strategy, interests to confirm and communication guidance. The included phases remain available for staff review before activation.
The recording uses an existing analysis; it does not show a new research run. Staff write the task and plan. The plan remains a draft, and no donor message is sent.
A broader example: the steps below use fictional donor details.
01 · Giving history and permitted CRM notes
Start with the relationship
A donor gives monthly to education and recently supported a health appeal. A meeting note records an interest in seeing program results.
Bring the gifts, designations and conversation history into the preparation for the next meeting.
02 · Public sources and identity matching
Research beyond the donor record
A public biography may add professional or community context. Check that the person, location and source match before relying on it.
Donor Intelligence adds sourced research, confidence levels and ask guidance. Unknown information stays visible as a gap.
03 · Research, relationship signals and staff judgment
Decide what the relationship needs
The next conversation could explore the donor’s interest in both programs and share the results they asked about. A new gift is a reason to learn more, not proof that a larger ask is appropriate.
Use the briefing to choose a relevant conversation. Tali can help prepare the summary, questions and draft your team will review.
04 · Stewardship plans, moves and interactions
Carry the plan into daily work
Assign the program update to a fundraiser, set the next move, and record what the donor says. The next colleague can pick up the relationship with that history in view.
Your team turns the decision into assigned stewardship work and keeps the outcome connected to the relationship.
Set the organization-wide AI boundary
Adapt 19 policy sections covering risk tiers, data, human review, fundraising, vendors, incidents, roles, and accountable adoption.
Get the policy templateReview AI before it reaches a donor
Use 51 controls and 18 hard-path workflow tests to review donor data, permissions, factuality, human approval, dignity, security, vendors, incidents, and exit.
Get the checklistFundraising intelligence is useful when it stays connected to the work.
A prediction in one tool and a donor record in another still leave the fundraiser carrying the gap. Gratona keeps the signal, relationship context, draft, review, assignment, and outcome in one operating loop.
Unify the relationship context
Donors, households, gifts, sponsorships, campaigns, notes, tasks, and communication history stay connected to one durable record.
Prepare the next move
Tali helps summarize context, identify open work, and draft follow-ups or report starters from the information your team already has.
Keep people in control
Your team reviews AI-assisted work before it becomes donor communication or an external action. Source context stays attached for verification.
Carry work through to an outcome
Turn the approved next step into assigned, trackable work so fundraising execution does not disappear between a CRM and someone’s inbox.
AI should strengthen your fundraising system, not become another disconnected tool.
The best AI fundraising software starts with trustworthy records, respects the fundraiser’s judgment, and makes follow-through visible. Use this checklist when you evaluate any AI CRM for your organization.
Buyer checklist
- A real nonprofit CRM underneath the AI layer
- Donor, gift, sponsorship, campaign, and communication context on one record
- Source-backed suggestions your team can verify
- Human review before donor-facing or external action
- Clear ownership, due dates, and outcome tracking
- Permissions and an audit trail that match fundraising work
AI fundraising CRM questions
What does Donor Intelligence add to the CRM?
Donor Intelligence combines public-source research with permitted giving, note and relationship context. It provides sourced findings, confidence levels and ask guidance to help your team prepare a briefing and choose the next conversation. Staff review the findings and decide what belongs in the stewardship plan.
What is an AI fundraising CRM?
An AI fundraising CRM combines nonprofit relationship data with AI assistance for work such as donor summaries, follow-up drafts, stewardship preparation, and reporting. The CRM remains the system of record; AI helps the development team use that context and move work forward.
Does Gratona replace a nonprofit CRM?
Gratona is the nonprofit CRM. Donors, households, organizations, gifts, sponsorships, campaigns, notes, tasks, reports, and communication history live in the same platform that supports AI-assisted development work.
Does AI contact donors on its own?
No. Gratona is designed around reviewed work. Tali can help prepare a draft or recommendation, while your team verifies the context and decides what should be sent or done.
Is Tali available today?
Tali is available. Book a demo to discuss your fundraising workflows, current CRM, and the implementation scope that fits your organization.
Which Gratona modules work with Tali?
Tali works across permitted Gratona context, including donor, fundraising, sponsorship, event, mission-trip, and multi-entity workflows. Grants is in private beta, with access and current scope confirmed during the demo.
See your fundraising workflow in Gratona.
Bring one donor situation and the work it creates for your team. We’ll trace the available context, inspect the research sources, and walk through preparation, staff review, and assigned next steps. Confirm what is supported in your plan and what needs setup before you decide.