How Gratefully Works

    Your donors deserve personal attention.

    Gratefully is a knowledge graph platform that unifies your structured donor data and unstructured institutional knowledge, and lets your team query all of it, in plain language, to steward relationships, write grants, create content, and respond to crises.

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    What Gratefully Is

    The relationship context your CRM was never built to hold.

    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 program officer quietly changed roles last spring. That knowledge lives in their head. When they leave, it walks out with them.

    Gratefully captures both kinds of knowledge — structured records and the unstructured relationship intelligence your team builds — and makes it permanently queryable in plain English.

    Ask anything. Get answers grounded in your actual records, with every claim traced back to its source. No hallucinations. No replacing your existing tools. No giving up control of your donor data.

    How Gratefully structures your world
    Structured data
    CRM records · Gift history · Pledge schedules · Event data
    +
    Relationship memory
    Staff notes · Emails · Board minutes · Program stories
    Gratefully — unified and queryable
    Indexed · Deduplicated · Cited · Permanent
    Ask anything in plain English
    Questions · Donor briefs · Outreach drafts · Reports
    The gap in your tech stack

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

    Your development team is one person doing three jobs. When she leaves, everything she carried in her head goes with her.

    It can't surface the cultivation that was three months in when your last director gave notice

    It can't tell you why Margaret has been quiet for 14 months — or that the conversation David was building toward never got handed off

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

    The Multi-Channel Fundraising Engine

    Connect. Ask. Deploy.

    Three steps between your fragmented data and a fully-personalized, multi-channel fundraising operation.

    Connect your sources

    CRM, email, events, documents, field comms. Gratefully reads your world without changing it. No migration, no disruption.

    Integrates with: Salesforce, RE NXT, Bloomerang, MailChimp, Google Workspace + more

    Ask your database

    Chat with your knowledge graph in plain language. Every answer cites its source; CRM record, staff note, program report. No hallucinations, no black boxes.

    Includes: Natural language queries, cited answers, donor briefings, segment analysis

    Deploy your bundle

    Every insight can become an action; personalized email, board report, grant draft, crisis brief, re-engagement campaign. You review, Gratefully executes.

    Outputs: Email drafts, reports, grant narratives, donor briefings, SMS campaigns

    Accuracy and Security by Design

    Fundraising AI is not like retail AI.

    Your donor data never leaves your control.

    We built Gratefully specifically because generic AI tools are dangerous for sensitive donor data. Every architectural decision reflects that constraint, from data ingestion to the moment an answer reaches your team.

    The Secure Gateway

    All data flows through Gratefully's secure gateway before reaching the LLM, stripping sensitive identifiers, enforcing role-based access rules, ensuring the model only sees what it's authorized to see.

    Deterministic Accuracy

    Answers are retrieved from your knowledge graph, not generated from statistical patterns. Every figure Gratefully cites traces directly to a source record; the CRM entry, the staff note, the field report.

    Audit-Ready Solutions

    Every query is logged, every answer is traceable. Data residency controls, role-based permissions, and PII redaction at every level, built for nonprofit governance requirements.

    Data Residency

    Your data never trains shared models and is never accessible to other organizations. Your donor relationships are yours, full stop, forever.

    Playbooks Fundraising Teams Use

    Proven workflows. Ready on day one.

    Gratefully ships with pre-built playbooks for the most common fundraising scenarios, customized with your organization's voice, data, and impact stories from the moment you connect.

    New Donor Welcome

    Ask: "Who are my new donors this week?" → Draft personalized thank-yous within 48 hours

    Lapsed Donor Recovery

    Identify LYBUNT/SYBUNT, scored by likelihood to return → Generate context-aware multi-touch sequences

    Recurring Upgrades

    Surface high-propensity upgrade candidates → Draft personalized upgrade asks with impact data

    Major Donor Stewardship

    Daily priority list → Draft personalized outreach before every call

    Grant Matching

    Match funders to mission with alignment scores → Draft LOIs grounded in real program data

    Crisis Response

    Centralize field updates via inbox + phone number → Draft donor-ready briefs from verified updates

    Become a Founding Partner

    Give your donors the attention they deserve.

    Join our early access cohort; connect your CRM, explore your knowledge graph, and help shape the product that will define how nonprofits use AI.

    Become a Founding Partner →Adopt a Safe AI Policy

    No credit card. No commitment.