Gratona for Gift Officers
Know the person.
Move the relationship forward.
Prepare for the conversation, build a thoughtful plan, and follow through on what you promised. Gratona brings your portfolio, donor context, and next moves into one place.
With Tali, your AI development teammate.
Stewardship Hub
Your next conversation starts here.Remember what matters to Maya.
Tutoring access. A promised update. A conversation to continue.
Giving, interests, and past conversations
Share the promised program update
Record the conversation and follow-up
Stewardship, from plan to practice
The next move should mean something.
Build on the donor’s interests, your last conversation, and the commitment you made. Keep that context with the work.
From donor context to the next conversation
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 relationshipMy portfolio
Relationships to move forward
Share the tutoring program update
Overdue movePrepare for the next conversation
Upcoming visitThank them for their first gift
Acknowledgement dueWalk in knowing the relationship.
Bring giving history, household connections, conversations, interests, and research into your preparation. Keep what you know about a person close to the work you are doing for them.
- Donor and household context
- Giving history and relationship interactions
- Donor Intelligence with sources and confidence
Turn your strategy into a living plan.
Qualify a prospect, set a relationship strategy, and plan the moves that build toward a thoughtful ask. Keep your goal, target ask, and recorded giving clear as the relationship develops.
- Qualification through ongoing stewardship
- Relationship goals and target ask amounts
- Cultivation, solicitation, and stewardship moves
Keep the promises that build trust.
A thank-you, a program update, a visit, a question to bring back to the team. Give each follow-up a date, record the conversation, and let what you learn shape the next move.
- Tasks connected to the relationship plan
- Contact history and communication guidance
- A clear next step after each interaction
Tali, alongside your team
Spend your energy on the relationship.
Ask Tali to bring the relevant context together, prepare a donor briefing, or help draft a personal follow-up. Review the work with its sources, add your judgment, and take the next step.
Meet Tali“Help me prepare for Maya’s visit. Bring together her giving history, interests, and the last conversation.”
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.
Built around the relationships you care for
Bring a relationship you want to move forward.
See how Gratona helps you prepare, plan, and keep the next step in view.
Leading the team? Explore Gratona for development directors.