Grace is an AI donor relationship agent that unifies your structured donor data and unstructured institutional knowledge - and makes all of it queryable, citable, and actionable. Every day.
Your best gift 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.
Grace captures both kinds of knowledge - structured records and the unstructured relationship intelligence your team builds - and makes it permanently queryable in plain English.
Ask Grace 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.
A key team member moves on. Everything they carried in their head goes with them.
Your CRM can't surface the cultivation that was three months in when your last director moved on.
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.
Grace is the intelligence layer that makes your existing donor data actually answerable.
Three steps between your fragmented data and a fully-personalized donor relationship operation.
CRM, email, events, documents, field comms. Grace reads your world without changing it. No migration, no disruption.
Integrates with: Salesforce, RE NXT, Bloomerang, MailChimp, Google Workspace + more
Chat with Grace 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
Every insight can become an action - personalized email, relationship brief, board report, re-engagement campaign. You review, Grace executes.
Outputs: Email drafts, relationship briefs, handover dossiers, portfolio reports
Your donor data never leaves your control.
We built Grace specifically because generic AI tools are dangerous for sensitive donor data. Every architectural decision reflects that constraint.
All data flows through Grace'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.
Answers are retrieved from your knowledge graph, not generated from statistical patterns. Every figure Grace cites traces directly to a source record - the CRM entry, the staff note, the field report.
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.
Your data never trains shared models and is never accessible to other organizations. Your donor relationships are yours, full stop, forever.
Start your free 4-week trial - connect your CRM, meet Grace, and see how AI changes how you steward donor relationships.
4-week free trial · No credit card · No commitment