Skip to main content
Gratona
Tali · AI development teammate

Gratona is the AI-native fundraising CRM for nonprofits.

Manage donors, sponsorships, gifts, events, mission trips, multi-entity operations, tasks, reports, and stewardship in one operating system. Grants is in private beta. Tali helps your team turn permitted relationship context into reviewed, source-backed action.

Meet Tali

Tali is available. Source context stays attached, and your team reviews AI-assisted work before external action.

Built on more than a decade of sponsorship and donor-workflow depth. Explore Gratona Sponsorships

Try a current Tali work queue: choose an item, inspect the source context, and approve the prepared next step.

Trusted by mission-driven teams managing real donor relationships

Trusted by mission-driven organizations worldwide

The Bridge Of HopeCasa AleluyaUganda Counseling and Support Services logoSisters of Mary World Villages for Children logoEli House MissionKupenda For The ChildrenCitta4 Him in Africa Ministries logoShoulder To ShoulderChildren Of HopeHope Project InternationalTransform The NationsImani Christian SchoolsCanopy LifeRwanda Star SchoolLoveworld FoundationGateway To HopeFaces For HopeSeed To Sower
The Bridge Of HopeCasa AleluyaUganda Counseling and Support Services logoSisters of Mary World Villages for Children logoEli House MissionKupenda For The ChildrenCitta4 Him in Africa Ministries logoShoulder To ShoulderChildren Of HopeHope Project InternationalTransform The NationsImani Christian SchoolsCanopy LifeRwanda Star SchoolLoveworld FoundationGateway To HopeFaces For HopeSeed To Sower

Nonprofits do not lose momentum because they lack relationships. They lose it when follow-up breaks.

Donor notes live in one place. Gifts in another. Sponsorships in a workaround. Grant deadlines in a spreadsheet. Event pledges in someone's inbox. AI tools can draft text, but they cannot help if they do not understand the actual relationship history.

Donor follow-up gets missed

The next touch lives in someone’s head until it quietly goes undone.

Sponsorship updates take too long

Sponsor questions wait on field stories scattered across inboxes.

Grant reports depend on scattered notes

Outcomes live in documents the deadline cannot find.

Event pledges fall through the cracks

The gala ends and the open pledges never get the call.

Board asks lack context

Intro requests go out without the relationship history behind them.

Too much manual work

Development teams carry the follow-up tracker by hand.

One CRM. One work graph. One place for fundraising to move.

Gratona brings your donor records, fundraising workflows, sponsorship relationships, communications, tasks, reports, and AI assistance into one connected platform.

Records

Donors, households, gifts, sponsorships, campaigns, events, mission trips, recipients, notes, documents, and communication history. Grants is in private beta.

Workflows

Tasks, assignments, stewardship coverage, journeys, reports, approvals, reminders, and next steps.

AI

Tali helps summarize context, draft follow-ups, prepare reports, recommend next actions, and keep every output source-backed and reviewed.

Replace your scattered stack with one AI-ready platform.

Today

Donor CRMSpreadsheetsGiving formEmail toolSponsorship toolReportsFollow-up tracker
One platform
Donor CRMGiving pagesSponsorshipReportsCommunicationsTasks and approvals

Gratona

The platform

Built for the full development workflow.

Tab through the real product:

app.gratona.com/app/donors
MA

Maria Alvarez

Active

maria.alvarez at example.org

Assigned fundraiser: Maya Chen

Highlights

Giving this year

$4,200

6 gifts

Last year

$3,150

5 gifts

Lifetime

$18,400

Since 2017

Active commitments

2 active

Monthly + pledge

Payment readiness

Ready

Card on file, valid

Communication readiness

Email + SMS

Opted in

Next touch

Thank-you dueDue Fri

Friday, May 30

Household

2 members

Alvarez household

One durable record for every donor, funder, and sponsor.

Tali

Drafting cultivation move for Sarah Mitchell

Review required

Draft email · in your voice

Sarah, your sponsorship of Maria in León is entering year five, a milestone we'd love to celebrate with you. Given your support of the 2024 trip team and your steady recurring gift, we're wondering if you'd consider...

Sponsorship record · 2019–present
Trip team commitment · 2024
Capacity tier · $50K (high confidence)
Audit-logged · cite-on-every-action
EditSend

Optimal ask: $5,000

Meet Tali

Meet Tali, your AI development teammate.

Tali helps your team turn trusted donor and fundraising context into reviewed work: draft follow-ups, prepare reports, surface relationship risks, summarize donor history, and suggest the next best action.

  • Tali is available.
  • Donor-facing work stays in your configured review flow.
  • Recommendations retain the permitted source context used to prepare them when available.
  • Your team can review, edit, approve, and log proposed actions.

Every action runs the same reviewed loop.

Capture to outcome, with human review on anything sensitive.

Capture

  • Capture the moment
  • Resolve the relationship

Prepare

  • Attach source context
  • Create an owned work item
  • Prepare the next step

Check

  • Flag stale data and missing inputs

Human review

  • Approve, edit, reassign, or defer

Complete

  • Complete the approved step
  • Log the outcome
  • Learn

The loop repeats with what Tali learned from your team's edits.

Major donor follow-upLapsed sponsor outreachCampaign report starterSponsor pledge reminderBoard introduction askField story request
The architecture

The moat is the data Tali can stand on.

Gratona is not a chat box bolted onto a CRM. Donors, gifts, sponsorships, campaigns, events, mission trips, communications, tasks, documents, and engagement live on one connected record. Grants is in private beta. The current graph gives AI teammates the permitted context and review workflow they need to prepare useful work.

See the architecture
  • One donor record across fundraising and sponsorships
  • One audit trail across modules
  • Source-backed AI recommendations
  • Human-in-the-loop approvals
  • Modules extend the graph instead of creating new silos
  • Multi-program and multi-entity reporting
Reporting

Send the right report at the right time.

Giving, retention, program coverage, and donor health compose across the same record. Pull a board-ready view without merging a single spreadsheet.

Donor Health Dashboard

Total Donors

1,248

+64 this month

Retention Rate

91%

+3% vs last year

Avg Lifetime Value

$2,840

+$120 vs Q4

Churn Rate

4.2%

-0.8% vs Q4

Donor Segments

Monthly Recurring48639%
Annual Givers31225%
One-Time Donors29824%
Lapsed (90+ days)15212%

Built for teams where relationships drive revenue.

Development Directors

Know who needs follow-up, prepare donor conversations, assign work, and keep stewardship moving.

Executive Directors

See fundraising health, board asks, donor risks, and team capacity in one place.

Sponsorship Programs

Manage sponsor-recipient relationships, payments, stories, messages, updates, and reports.

Grant-Funded Organizations

Keep donor, giving, campaign, outcome, and reporting records connected. Gratona Grants is in private beta, with access and current workflow scope confirmed directly.

Mission Networks

Manage donors, programs, trips, sponsorships, permissions, and cross-entity reporting across teams.

Churches, Schools, and Ministries

Bring giving, campaigns, sponsorships, and relationship follow-up into one platform.

For existing sponsorship customers

Your sponsorship workflows are already home.

HelpYouSponsor is now Gratona Sponsorships. Same team. Same product depth. Same sponsorship workflows. Now connected to a broader fundraising CRM and AI-native operating system.

Existing sponsorship workflows continue
Existing customer data remains intact
Existing helpyousponsor.com links continue to work
Sponsorship is still a core module
Gratona adds broader CRM, fundraising, stewardship, and AI capabilities

Give your development team a CRM that can actually help with the work.

See how Gratona brings donor records, fundraising workflows, sponsorships, reports, and Tali together in one platform.