Portfolio & Board Reports

Board-ready answers in minutes, not days.

Stop spending the week before a board meeting reformatting spreadsheets. Grace assembles portfolio reports, board updates, and segment analyses on demand - every figure cited to its source record.

Get Started →How Grace works
The Problem

The week before a board meeting shouldn't disappear into spreadsheet wrangling.

Your development director's time is your scarcest asset. Asking her to spend three days assembling a 40-page report - one that leadership will skim in fifteen minutes - is the most expensive way to run a fundraising operation. Grace makes that work disappear.

What Grace Does

Built for the way development teams actually work.

Portfolio snapshots on demand

Retention rates for any period, major-gift breakdowns, YTD giving totals, lapse-risk counts with donor-level detail, staff portfolio coverage gaps, and relationship highlights pulled from your knowledge base - any cut of the portfolio, in seconds.

Board-ready formatting

Grace outputs reports in the structure your board expects: headline metrics, narrative summary, risks and opportunities, asks for the room. A polished side-panel report with PDF export is shipping soon.

Refresh in one click

When numbers shift, you don't rebuild. Re-run the same report and Grace returns the updated version, formatting intact.

Segment analyses in plain English

'Compare retention of $1K+ donors acquired in 2022 vs 2023.' Grace answers in a paragraph, cites the records, and offers a follow-up cut.

Every figure is traceable

Each number links back to the underlying CRM query and source records - no more reconciling versions during the board call.

No more leaked donor data

PII redaction is one click - send board reports without exposing donor names you didn't intend to share.

See It In Action

Ask Grace. Get answers grounded in your data.

Every response cites its source.

SD
Build me a board update for next Tuesday: YTD progress, top 10 movers, and 3 risks I should flag.
Grace
Draft ready in your dashboard. YTD: $1.42M raised against $1.8M plan (79%, on track). Top 10 movers: 6 upgrades, 2 lapsed major donors recovered, 2 new entrants. 3 risks worth flagging: 1. Sunrise Foundation grant cycle delayed - $150K shifting to Q1 2. 4 major donors silent >9 months including 2 board-connected 3. Annual fund acquisition down 12% YoY - acquisition cost up 22%↗ Salesforce CRM · Gift records · Engagement logs · Staff notes
SD
Add a one-paragraph narrative I can read aloud.
Grace
Drafted. Three sentences, leads with the on-plan headline, names the two recovered major donors, closes with a clear ask for board help on the silent four.↗ Same source set
How It Works

From your data to a real outcome.

01
Ask the question
Plain English. 'Board update for Tuesday', 'Q3 portfolio review', 'compare 2024 vs 2025 retention'. Grace understands the structure your team uses.
02
Grace queries your sources
CRM, gift records, engagement data, and any staff notes that add context. Cited at the row level.
03
Review, edit, share
Edit in place. Add commentary. PII-redact before sending. Export to PDF or share a live link.
04
Refresh as the data moves
Re-run any report on a schedule or one-click as numbers shift. The format stays the same.
Get Started

Get your weeks back.

Start your free trial. Generate your next board report with Grace and reclaim the three days you would have spent in spreadsheets.

Start Free Trial →Schedule a 20-min call

4-week free trial · No credit card · No commitment