Donor Intelligence for Nonprofit Teams

    Your CRM stores records.
    Gratefully answers questions.

    Ask who needs attention today. Draft a renewal letter grounded in their three-year history with you. Generate a cited board report in minutes. Gratefully works on top of your existing tools — no migration, no replacement.

    20 nonprofits shaping the productAngel-backedYour data stays yours
    3 yrs
    of history, instantly surfaced
    Chat with Your Donor Data
    Gratefully AI
    SC
    Which major donors haven't been contacted since the gala?
    4 donors need immediate attention: Margaret Holloway ($5k, 11 months), the Chen Family (major donor, 2nd year lapsed; staff note: "close to CEO"), James & Carol Ritter (attended gala, not yet solicited), and Sunrise Foundation (grant renewal in 18 days).↗ Salesforce CRM · Event records · Staff notes · Grant tracker
    SC
    Draft a personal outreach to Margaret and reference what we know about her.
    Draft ready: references her support of the literacy program, her 2022 site visit, and her January giving pattern. Your name and signature. You review and send.↗ Gift history · Program reports · Staff notes (J. Rivera, 2022)
    Ask anything about your donors…
    Privacy-first
    Privacy-by-Design AI
    The gap in your tech stack

    The donor knowledge in your team's heads,
    now finally in your system.

    Your CRM can't tell you why Margaret has been quiet for 14 months

    It can't surface the 3 foundation contacts who changed jobs this quarter

    It can't draft a renewal letter referencing her history with your program

    Gratefully is the intelligence layer that makes your existing donor data actually answerable.

    What Gratefully Is

    Your entire institutional memory, made queryable.

    Your best major gifts officer doesn't just know giving history; they know why Margaret gives, that the Chen family responds to handwritten notes, that a foundation program officer quietly changed roles last spring. That knowledge lives in their head. When they leave, it walks out with them.

    Gratefully captures that relationship intelligence, from CRM records, meeting notes, emails, grant reports, and staff memory, and makes it queryable, citable, and safe from turnover.

    Ask anything in plain English. Get answers grounded in your actual records, with every claim traced back to its source. No hallucinations, ever.

    How Gratefully structures your world
    Structured Data
    CRM records · Gift history · Pledge schedules · Event data
    +
    Institutional Memory
    Staff notes · Emails · Board minutes · Program stories
    Gratefully Knowledge Graph
    Unified · Deduplicated · Indexed · Queryable
    Chat with Your Data
    Ask questions · Draft content · Generate reports
    How It Works

    Three layers.
    One conversation.

    Gratefully doesn't ask you to change how you work. It connects to your existing tools and makes all of it answerable.

    01
    Connect your sources

    Link your CRM, email platform, grant portal, shared drives, and documents. Works with Salesforce, Bloomerang, and more. No migration, no disruption.

    Setup in Minutes
    02
    Gratefully builds your knowledge graph

    Structured donation records and unstructured institutional knowledge are unified, deduplicated, and indexed into a single intelligence layer your whole team can query.

    Secure by design
    03
    Ask, draft, and act

    Chat with your full history in plain language. Every answer cites its source. PII can be redacted for public content in one click. Your donor data never trains shared AI models.

    Cited · Transparent · Private
    Solutions

    Everything your development
    team needs. One platform.

    Seven ways to deepen relationships, move faster, and grow your mission, all powered by the same knowledge graph.

    Donor Stewardship

    Surface who needs attention today, what to say, and what content to bring, grounded in their actual history with your organization.

    Explore →
    Donor Re-engagement

    Identify lapsed donors, understand why they drifted, and draft re-engagement asks tailored to each relationship, not a mail-merge.

    Explore →
    Grant Applications

    From LOI to submission, Gratefully finds your strongest impact evidence and drafts narratives grounded in your real outcomes, not AI confabulation.

    Explore →
    Content Creation

    Social posts, newsletters, impact reports, and appeal letters, all drawn from your knowledge graph in your organization's own voice.

    Explore →
    Communications

    Emails personalized to each donor segment, timed by engagement patterns, and consistent across every channel and team member.

    Explore →
    Reporting & Insights

    Board reports, retention analysis, and quarterly summaries, generated in minutes, cited back to source, and ready to share.

    Explore →
    Emergency Response
    New

    When disaster strikes, Gratefully centralizes field updates from your team, organizes them into a real-time timeline, and drafts donor-ready communications grounded in verified field reports, not speculation.

    Explore →
    Trust & Security

    Built for the trust your donors placed in you.

    Your data never trains AI models

    Donor information stays in your organization's isolated environment; never shared with, or used to train, any shared AI model.

    Every answer cites its source

    Retrieval happens before generation. Gratefully can only answer from your actual records: no hallucinations, no fabricated donor history.

    PII redaction in one click

    Donor stories and impact content can be automatically sanitized for public use (newsletters, grant reports, social posts) without manual editing.

    Bank-grade observability

    All AI interactions are governed by Paradigm Networks: full audit trail, PII detection, and retrieval oversight at every step.

    Not sure where to start with AI governance? Download our free AI Policy Pack for nonprofits →

    Early Access

    Join the nonprofits shaping what comes next.

    We're in early access with development teams at community foundations, advocacy organizations, and direct service nonprofits: organizations where one staff change can unravel years of donor relationships.

    We have years of incredible relationship history buried in our CRM and in the heads of people who've since moved on. Every time a development director leaves, we lose years of context about our biggest donors. The idea that Gratefully could make that institutional knowledge queryable is exactly the problem we need solved.

    SL
    Executive Director
    Community Foundation · Early Access Partner

    "Grant season nearly breaks our team every year. If Gratefully can help me draft an LOI grounded in our actual program data instead of starting from a blank page, that alone is worth the price of admission."

    MR
    Development Director
    Youth Services Nonprofit · Early Access

    "The thing I keep asking myself is: what happens to our donor relationships when our development director leaves? For the first time I have an answer."

    JP
    Board Chair
    Environmental Nonprofit · Early Access

    "In an emergency, our team is texting from the field and I'm trying to brief donors at the same time. The idea that Gratefully could synthesize those updates into communications I can actually send, in hours instead of days, is a genuine breakthrough."

    CW
    CEO
    Disaster Relief Organization · Early Access

    Early access partners receive our AI Policy Pack as part of onboarding. Download it free.

    Early access partners shape the product directly with priority onboarding, founding member pricing, and a seat at the table as we build toward v1.

    Apply for early access →

    Your donors trusted you
    with their stories.
    Don't lose the thread.

    Every year, nonprofits lose something more valuable than funding: the relationships built across years of careful cultivation. Scattered data, staff turnover, and institutional memory that lives in people's heads, not your systems.

    Gratefully turns that memory into a permanent, queryable asset. So when someone leaves, the context stays.

    See your memory in action →
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    Ready to make your donor relationships permanent?

    Gratefully is in early access with a small group of nonprofits. Apply now or get a demo; no commitment required.

    Apply for early access →Request a demo instead
    Angel-backed20 nonprofits in early accessFounding member pricing available