Grace never forgets a donor, so you never lose one.
Meet Grace, the first AI agent for donor relationships — she surfaces who needs attention, briefs you before every call, and never lets a relationship go quiet.
Margaret Holloway — $58,400 over 7 years, Q4 every year. Her late father was a founding board member. Prefers to feel like a partner.
⚠️ Planned gift conversation in progress when David left. No contact since March.
"We had a major donor go quiet for six months after a staff transition. Nobody knew the cultivation was in progress. If Grace had flagged that, we'd have saved a $25K relationship."
The donor relationships you're trying to keep are slipping through the cracks.
of donors lapse every year
Fundraising Effectiveness Project
average tenure of a development director
Chronicle of Philanthropy
of nonprofits have no handoff process when staff leave
Nonprofit HR sector survey
It costs 7× more to acquire a new donor than to retain one. Grace is how you keep the ones you have.
One minute. The whole idea.
What Grace does, why it matters, and how it changes a Monday morning for a development team — in less time than it takes to make coffee.
Grace manages the full donor relationship lifecycle.
When someone leaves, the relationships stay.
Grace generates a complete handover dossier for the departing staff member's full portfolio — every donor, cultivation stage, open thread, and personal context. The next person picks up exactly where the last one left off.
"Sarah just gave notice. Grace, generate a handover dossier for her full portfolio."
Sarah's portfolio — 23 donors · Handover dossier generated4 donors in active cultivation — requires immediate reassignment. 2 planned gift conversations in progress. 7 donors at lapse risk within 90 days. Full dossier includes cultivation stage, last contact, relationship history, and personal context for all 23 donors.
Tell Grace what happened in a sentence. She structures it, dates it, and indexes it. The graph stays current without CRM discipline.
Ask anything about any donor. Get a cited answer in plain English. Draft a letter. Generate a board report. Grace never forgets.
Connect your data.
Grace gets to work.
She connects to your existing tools and makes all of it answerable. No migration, no disruption.
Link your CRM, email platform, grant portal, and documents. Works with Salesforce, Bloomerang, and more.
Setup in minutesStructured records and unstructured knowledge are unified, deduplicated, and indexed into a single intelligence layer.
Secure by designChat with Grace in plain language. Every answer cites its source. PII can be redacted in one click.
Cited · PrivateAn agent with access to your most sensitive data has to earn it.
Built by someone with 20 years in the nonprofit sector. We know what's at stake.
Isolated tenant. Never shared.
Retrieval before generation. No hallucinations.
Sanitize donor stories for public use automatically.
PII detection, retrieval oversight, bank-grade observability.
Not sure how to introduce AI to your board? We wrote the policy for you.
Get the free AI Policy Pack →12 months. Two outcomes.
A key team member moves on. What happens to the relationships they built?
✕Three years of donor relationships live in his head, email, and scattered CRM notes.
✓Every conversation and email is already in Grace's knowledge graph.
✕New hire inherits gift records — but no context. Who are the real relationships?
✓She asks Grace: 'What was David working on?' and gets a prioritized list with context.
✕Margaret goes quiet. Nobody knows the cultivation was three months in.
✓Grace alerts: 'Margaret — no contact in 90 days. Planned gift at risk. Lead with a program story.'
✕Margaret doesn't give. The planned gift conversation is gone. The board asks what happened.
✓Margaret's planned gift closes. 'I'm so glad you picked up where David left off.'
Founding Partners are building Grace alongside us.
We're working with development teams at community foundations, advocacy organizations, and direct service nonprofits.
We have years of incredible relationship history buried in our CRM and in the heads of people who've since moved on. Every time someone leaves, we lose years of context about our biggest donors. The idea that Grace could make that institutional knowledge queryable is exactly the problem we need solved.
"We had a major donor go quiet for six months after a staff transition. Nobody knew the cultivation was in progress. If Grace had flagged that, we'd have saved a $25K relationship."
"The thing I keep asking myself is: what happens to our donor relationships when a key team member leaves? For the first time I have an answer."
"Our new hire spent her first three weeks trying to piece together who our top 20 donors actually are. If Grace could hand her that context on day one, that's a game-changer."
Founding Partners shape the product directly with priority onboarding, founding member pricing, and a seat at the table.
Get Started →Your donors deserve to be remembered.
Every relationship your team builds, every cultivation your predecessors started, every context that makes a donor feel known — Grace makes sure none of it walks out the door. And every morning, she makes sure none of it goes quiet.
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