Explore Gratona by fundraising goal
A modern nonprofit CRM for relationship-driven fundraising.
Manage donors, households, organizations, gifts, tasks, notes, communication history, segmentation, and reports in one clean system.
Maria Alvarez
Activemaria.alvarez at example.org
Assigned fundraiser: Maya Chen
Highlights
Giving this year
6 gifts
Last year
5 gifts
Lifetime
Since 2017
Active commitments
Monthly + pledge
Payment readiness
Card on file, valid
Communication readiness
Opted in
Next touch
Friday, May 30
Household
Alvarez household
Everything a development team needs, nothing it has to fight.
Gratona CRM is built for the way nonprofits actually steward relationships: people and households first, clean records, and clear ownership.
Donor profiles
One durable record per donor: contact details, giving, commitments, notes, tags, documents, and the relationship owner, without duplicate rows.
Household and organization records
Keep people, households, foundations, businesses, churches, and other organizations distinct, then connect them with the roles that matter to stewardship.
Activity timeline
See the full relationship in one place: gifts, emails, calls, meetings, notes, and events on one chronological timeline.
Tasks and ownership
Turn follow-up into assigned work. Every donor has a clear owner; every task has a due date and lands back on the record when done.
Communication history
Emails, letters, texts, and portal messages logged where the relationship lives, so anyone on the team can pick up the thread.
Segmentation and custom fields
Slice your base by giving, engagement, program, or any custom field you define. Build the segment once and reuse it in appeals and reports.
Know who gave, who influenced the gift, and how much.
A DAF, employer, church, or family gift often has two valid stories: where the money came from and which relationship made it possible. Gratona preserves both instead of forcing your team to choose one donor record or count the same gift twice.
Donor-advised fund
A $25,000 gift arrives from a DAF sponsoring organization. Keep the $25,000 on that organization’s gift and give the recommending donor record—or the appropriate member of a household—a $25,000 DAF soft credit, or the smaller amount your policy recognizes.
Employer matching gift
An employee gives $5,000 and the employer sends a $5,000 match. Keep each payment on its donor record and give the employee a $5,000 matching-gift soft credit, showing $10,000 of influence without inventing another gift.
Church or partner organization
A church forwards a $12,000 gift. Keep the payment on the church record. Connect several leaders, points of contact, and members as their own donor records; designate one primary contact while Church Member, Director, Partner, and other roles preserve how each person relates. Assign soft-credit recognition to a specific person when appropriate.
Household giving
Two spouses give $8,000 and $2,000. Their individual histories keep those amounts while the household summary shows $10,000. Household-member soft credit can capture shared recognition on a specific gift.
Revenue and recognition stay separate
Direct gifts stay on the donor record that made the payment.
Soft credits carry their own amount, type, notes, and link to the original gift.
Influenced totals are shown separately so stewardship recognition is not mistaken for additional revenue.
That separation protects the stewardship fields staff rely on. First and last gift dates, last gift amount, largest gift amount, and direct contribution totals stay with the record that received the gift. Household contribution fields aggregate member giving; soft-credit and influenced totals recognize the relationship; first and last interaction fields stay with the person or organization where the activity occurred.
Comparing nonprofit CRMs?
Make every vendor answer the same 92 requirements, run the same 24 demo scenarios, provide evidence, and expose total cost, contract risk, and unverified Musts.
Planning a CRM migration?
Inventory the sources, map relationships, separate payment continuity from historical data, and define the acceptance tests before choosing a cutover date.
Nonprofit CRM questions
Start with the relationship record, then confirm how the system handles giving, daily work, migration, reporting, and review.
What is a nonprofit CRM?
A nonprofit CRM is the system of record for supporter relationships. It connects donor and household records with giving history, communication, tasks, segmentation, and reporting so the development team can work from the same context.
What does Gratona CRM include?
Gratona CRM includes donor, household, and organization records; gifts and recurring commitments; notes and communication history; tasks and relationship ownership; custom fields and segmentation; and fundraising reports.
Can Gratona help migrate data from another CRM?
Yes. The migration scope is confirmed from your current systems and data. Records and relationships are mapped, reviewed, and validated against agreed acceptance checks before cutover.
Does Gratona include fundraising software?
Yes. Campaigns, recurring giving, pledges, events, mission trips, stewardship, and reporting connect to the same relationship records. Grants is in private beta, with access and current scope confirmed directly.
How does AI work inside Gratona CRM?
Tali can use permitted CRM context to prepare donor summaries, follow-up drafts, next steps, and report starters. Your team reviews AI-assisted work before it becomes donor communication or another external action.
Every gift, every commitment, on the record.
One-time gifts, recurring giving, pledges, soft credits, refunds, and failed payments, attributed to the right donor and designation. Finance and development read the same numbers.
- Recurring giving and pledges tracked next to one-time gifts
- Designations, programs, and campaigns on every transaction
- Receipts and statements generated from the same record
Donations
Giving operations| Donor | Program | Type | Designation | Method | Amount | Date |
|---|---|---|---|---|---|---|
MA Maria Alvarez | Education | Recurring | Kampala Fund | Credit card | $32.00 | May 29 |
DO Daniel Osei | Medical | One time | General | Cash | $200.00 | May 29 |
GM Grace Mbabazi | Education | Recurring | Riverside Trust | Credit card | $32.93 | May 28 |
EW Eleanor Whitfield | Major Gifts | One time | Capital Campaign | Check | $25,000.00 | May 28 |
AF The Aldridge Foundation | Programs | One time | Clean Water | ACH | $12,500.00 | May 27 |
SA Samuel Adeyemi | Nutrition | Recurring | Meal Sponsorship | Credit card | $45.00 | May 27 |
PN Priya Nair | Education | Recurring | Kampala Fund | ACH | $60.00 | May 26 |
JO James Okonkwo | Medical | One time | Emergency Care | Credit card | $1,200.00 | May 26 |
RT Riverside Trust | Major Gifts | One time | Endowment | Check | $128,400.00 | May 25 |
LT Leah Tendai | Nutrition | Recurring | General | Credit card | $24.00 | May 25 |
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
Board-ready answers without spreadsheet merges.
Giving, retention, donor health, and program coverage compose across the same records. Build the view once, schedule it, and stop rebuilding it the night before the board meeting.
Clean records pay off twice.
A CRM this clean is valuable on its own. It also means that when your team is ready, Tali, your AI development teammate, can summarize donors, draft follow-ups, and prepare reports from trustworthy data, with every suggestion reviewed by your team. Tali is available. Start with the CRM and scope Tali when you are ready.
See your donor data in a CRM built for stewardship.
Book a demo and walk through donor records, households, giving history, tasks, and reporting with our team.