Grace is an AI donor relationship agent. She reads your full institutional memory — CRM records, staff notes, emails, event data — and turns it into daily intelligence, relationship briefs, and personalized outreach. Here's everything she can do today.
These aren't roadmap promises. Every capability below is available the moment you connect your data.
Ask anything about any donor — giving history, relationship notes, cultivation stage, personal context, staff interactions across every person who has ever worked with them.
Every answer cited to the source record it came from.
Grace combines lapse signals from structured gift data with relationship context and produces a prioritized list every morning. Who needs a call. Why. What to say.
No report pulling. No spreadsheet exports. Just clarity.
Before any major donor interaction, Grace produces a complete brief in two minutes. Not a CRM summary — a relationship dossier with cultivation context, personal details, and recommended approach.
The things to mention. The things to avoid.
When a team member moves on, the full portfolio is documented — every donor, cultivation stage, open thread, personal context — before the knowledge walks out the door.
Institutional memory preserved automatically.
Grace scans for opportunities already in your data that nobody has acted on. Foundation mentions in old emails. Planned gift signals in board minutes. Wealth events that were never flagged.
Revenue that's been sitting in your records all along.
Given a donor and a purpose, Grace drafts a letter that sounds like the development director wrote it — because it's grounded in the actual relationship history.
Not a template. A letter that references Margaret's late father and the conversation David was building toward.
After a call, Grace prompts for a quick update in plain language and structures it into the knowledge graph. The graph stays current without CRM discipline.
Talk to Grace like a colleague. She remembers everything.
On demand, Grace produces board-ready portfolio summaries — retention rate, major gift pipeline, cultivation stage breakdown, lapse risk — assembled from both structured and unstructured data.
Numbers calculated, not generated. Every figure cited.
Asking Grace is still here. What's new: three autonomous agents now run continuously on your portfolio — scoring churn risk, surfacing donor signals, and mapping hidden revenue.
See the Action Center →Grace reviews the full portfolio overnight and delivers a prioritized action list before you open your laptop.
Grace tracks the stewardship plan for every major donor and flags when a cadence breaks — before the donor lapses.
Grace monitors public information relevant to major donors — leadership changes, business events, foundation shifts — and surfaces it in context.
Grace reads incoming donor communications, extracts relationship intelligence, and creates briefs before scheduled meetings.
Every week, Grace drafts 3–5 suggested donor touchpoints. You review, edit, approve, and send.
Grace computes a lapse risk score for every donor based on contact frequency, engagement patterns, and relationship depth.
Get started with Grace — the AI agent that never forgets a donor.
4-week free trial · No credit card · No commitment
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