A modern nonprofit CRM for relationship-driven fundraising.
Manage donors, households, organizations, gifts, tasks, notes, communication history, segmentation, and reports in one clean system.
Highlights
Giving this year
6 gifts
Last year
5 gifts
Lifetime
Since 2017
Active commitments
Monthly + pledge
Payment readiness
Card on file, valid
Communication readiness
Opted in
Next touch
Friday, May 30
Household
Alvarez household
Everything a development team needs, nothing it has to fight.
Gratona CRM is built for the way nonprofits actually steward relationships: people and households first, clean records, and clear ownership.
Donor profiles
One durable record per donor: contact details, giving, commitments, notes, tags, documents, and the relationship owner, without duplicate rows.
Household and organization records
Spouses, families, foundations, businesses, and churches modeled the way fundraising actually works, with giving rolled up where you need it.
Activity timeline
See the full relationship in one place: gifts, emails, calls, meetings, notes, and events on one chronological timeline.
Tasks and ownership
Turn follow-up into assigned work. Every donor has a clear owner; every task has a due date and lands back on the record when done.
Communication history
Emails, letters, texts, and portal messages logged where the relationship lives, so anyone on the team can pick up the thread.
Segmentation and custom fields
Slice your base by giving, engagement, program, or any custom field you define. Build the segment once and reuse it in appeals and reports.
Every gift, every commitment, on the record.
One-time gifts, recurring giving, pledges, soft credits, refunds, and failed payments, attributed to the right donor and designation. Finance and development read the same numbers.
- Recurring giving and pledges tracked next to one-time gifts
- Designations, programs, and campaigns on every transaction
- Receipts and statements generated from the same record
Donations
Giving operations| Donor | Program | Type | Designation | Method | Amount | Date |
|---|---|---|---|---|---|---|
MA Maria Alvarez | Education | Recurring | Kampala Fund | Credit card | $32.00 | May 29 |
DO Daniel Osei | Medical | One time | General | Cash | $200.00 | May 29 |
GM Grace Mbabazi | Education | Recurring | Riverside Trust | Credit card | $32.93 | May 28 |
EW Eleanor Whitfield | Major Gifts | One time | Capital Campaign | Check | $25,000.00 | May 28 |
AF The Aldridge Foundation | Programs | One time | Clean Water | ACH | $12,500.00 | May 27 |
SA Samuel Adeyemi | Nutrition | Recurring | Meal Sponsorship | Credit card | $45.00 | May 27 |
PN Priya Nair | Education | Recurring | Kampala Fund | ACH | $60.00 | May 26 |
JO James Okonkwo | Medical | One time | Emergency Care | Credit card | $1,200.00 | May 26 |
RT Riverside Trust | Major Gifts | One time | Endowment | Check | $128,400.00 | May 25 |
LT Leah Tendai | Nutrition | Recurring | General | Credit card | $24.00 | May 25 |
Donor Health Dashboard
Total Donors
1,248
+64 this month
Retention Rate
91%
+3% vs last year
Avg Lifetime Value
$2,840
+$120 vs Q4
Churn Rate
4.2%
-0.8% vs Q4
Donor Segments
Board-ready answers without spreadsheet merges.
Giving, retention, donor health, and program coverage compose across the same records. Build the view once, schedule it, and stop rebuilding it the night before the board meeting.
Clean records pay off twice.
A CRM this clean is valuable on its own. It also means that when your team is ready, Aida, your AI development teammate, can summarize donors, draft follow-ups, and prepare reports from trustworthy data, with every suggestion reviewed by your team. Start with the CRM. Add Aida when you are ready.
See your donor data in a CRM built for stewardship.
Book a demo and walk through donor records, households, giving history, tasks, and reporting with our team.