Gratona for Development Directors
Lead the team.
Keep every relationship moving.
See who needs attention, guide your fundraisers, and make thoughtful stewardship part of the everyday. Portfolios, relationship plans, giving, and follow-through, together in one fundraising CRM.
With Tali, your AI development teammate.
Stewardship Hub
Your team’s week, in focus.A good plan needs follow-through.
See the relationships waiting on a next move, and who will take it.
Program update promised
Visit coming up
First gift to acknowledge
Stewardship, from plan to practice
A view of the whole team. A plan for each relationship.
Connect the priorities you see as a leader with the work each fundraiser does next.
From team priority to follow-through
A promise worth following up on
Maya asked for a program update before her next giving conversation. Her relationship plan brings that promise back into view.
Illustrative relationshipTeam portfolio
Relationships to move forward
Share the tutoring program update
Overdue movePrepare for the next conversation
Upcoming visitThank them for their first gift
Acknowledgement dueSee who needs your team now.
Find relationships with overdue contact, missing next moves, or gifts waiting for acknowledgement. Review giving changes and donor cohorts, then focus the team on the people behind the numbers.
- Assigned and unassigned relationships
- New, retained, upgraded, and lost donors
- Giving comparisons with the underlying history
Give every relationship a plan.
Move from qualification into an active portfolio with a clear owner, relationship strategy, interests, and a goal for the period. Plan cultivation, asks, and stewardship in the same timeline.
- Individual, household, and organization relationships
- Qualification and managed relationship plans
- Goals, ask amounts, and scheduled moves
Coach from the work itself.
Review the next move, the last meaningful conversation, and what is holding a relationship back. Reassign ownership with context, record strategy reviews, and carry the relationship forward into the next period.
- Fundraiser portfolios and plan health
- Completed moves and recorded interactions
- Strategy reviews and annual plan roll-forward
Tali, alongside your team
More capacity for the work that needs a person.
Tali helps your team connect the dots, prepare donor context, and draft the follow-up. You bring the judgment: which relationships need attention, what the team should do, and what goes to the donor.
Meet Tali“Help me prepare for our portfolio review. Which relationships need attention, and what should we discuss?”
Inside Gratona · 1 min 51 sec
See context become a plan.
Follow a donor from giving history and Donor Intelligence to a saved follow-up task and a relationship-plan draft.
Read the walkthrough
- Open the donor record to see recorded giving and recurring commitments.
- Review the existing Donor Intelligence profile, including its sources, confidence, and ask guidance.
- Write a preparation task, assign it, and save it with the donor record attached.
- Create a qualification-plan draft with a relationship strategy, interests to confirm, and communication guidance.
One connected fundraising CRM
The rest of your fundraising stays close.
Gifts, pledges, campaigns, events, and communications stay connected to the people behind them. Keep the context when a donor comes through a different part of your organization.
Grants is in private beta.
Built around the relationships you care for
Bring your team’s real stewardship work.
See how portfolios, relationship plans, and Tali fit the way your team raises money.
Managing your own portfolio? Explore Gratona for gift officers.