Donor Intelligence
Updated 2 weeks ago
helps your team decide which donor relationships to research, refresh, and prepare for next. Use it when you want to review capacity signals, prepare an ask strategy, understand relationship context, or copy messaging notes before a donor conversation.
The feature appears in two places:
The Donor Intelligence tab on an individual donor profile.
The Donor Intelligence dashboard, which helps you review donors across your account. Use the profile and dashboard generation controls described below to generate or refresh Donor Intelligence.
Ask Tali is available from Quick actions for questions and fundraising assistance.
NOTE: Donor Intelligence are estimates generated from available public data and your authorized Gratona context. Review and verify information before using it in a donor conversation.
Donor Intelligence dashboard with KPI summary, queue filters, and donor rows.
Before you start
Your account may not show Donor Intelligence. Access depends on availability in your workspace and your permissions. Generating or refreshing profiles also requires enough shared AI credits.
Before generating or using insights, keep these expectations in mind:
Wealth, income, asset, and giving-capacity values are estimates.
Public wealth claims depend on available public evidence.
Internal donor notes, donation history, and relationship activity can help shape the fundraising guidance, but they should not be treated as public proof.
If there is not enough reliable data, Gratona can show Insufficient data and display partial guidance.
If a donor's data has been suppressed, the Donor Intelligence tab shows that the data is unavailable. Donor Intelligence uses your organization's shared AI credits. If
the balance is too low for another profile, Gratona shows the available capacity and a top-up option. Profile generation does not require a separate monthly subscription or seat assignment.
Generate insights for one donor
Use the donor profile when you want to prepare for one relationship.
Open the donor profile.
Open the Donor Intelligence tab.
If no profile exists yet, click Generate Profile.
Review the disclaimer and click Accept & Continue.
Wait while Gratona queues and generates the insight.
Donor profile open on the Donor Intelligence tab.
Generation can take a short time. While it is running, the tab shows a progress state. If generation fails, use Retry. If Gratona finds only weak public evidence, the tab can show an Insufficient data warning with partial results.
Refresh an existing insight
Use Refresh on the donor profile's Donor Intelligence tab when you want Gratona to regenerate the insight for that donor.
On the Donor Intelligence dashboard, insights are considered stale after the number of days your organization sets in Donor Intelligence settings. On a donor profile, the stale indicator uses a fixed 90-day window, so changing that setting does not change the profile's stale indicator. Stale insights are not automatically refreshed; Gratona marks them so your team can decide when to refresh.
Review the donor insight
The donor profile tab is designed to help you move from research to a prepared conversation.
The Snapshot section can include:
Net Worth Range: Estimated bracket and confidence.
Primary Wealth Source: Public business, professional, or asset signals when available.
Recent Major Gift: Public philanthropy signal when available.
Affinity Tags: Topic or mission interests identified from available context.
The Ask Amount Guide shows:
Conservative: A lower ask amount.
Recommended: The target ask.
Stretch: A higher-capacity ask.
Donor Capacity Bucket: A broad capacity category.
Rationale: Why the ask range was suggested.
The Deep Dive gives more detail about the available evidence and fundraising interpretation.
The Relationship Connections section lists possible relevant connections when Gratona identifies them. Relationship strength is shown as a rating, and some connections may include a source link.
The Messaging Cheatsheet gives talking points and suggested language. Use this as a starting point, not as a final donor-facing message.
Use the Donor Intelligence dashboard
Use the Donor Intelligence dashboard when you want to work across many donors instead of one donor at a time.
Open Fundraising > Donor Intelligence, use Quick actions to search for Go to Donor Intelligence, or click View Donor Intelligence from a donor's profile.
The KPI summary helps you understand account-level coverage:
Donors with insights: How many distinct donors have Donor Intelligence.
Coverage: Donors with insights compared with all donors.
High capacity: Donors whose target ask meets your high-capacity threshold.
Stale insights: Insights older than your freshness window.
Insufficient data: Donors whose latest insight could not be fully generated.
AI capacity: Available credits and estimated profile runs.
Filter donor opportunities
Use filters when you want to decide which donors to review next.
The dashboard includes these queues:
All prospects: Donors with current Donor Intelligence.
High capacity + under-giving: Donors whose target ask is at or above the high-capacity threshold and whose last gift is missing or below that target ask.
Stale insights to refresh: Donors whose latest insight is outside the freshness window.
Top donors with no insights: Donors who do not have Donor Intelligence yet.
You can also search by donor name, filter by Ready or Insufficient data, filter by freshness, choose a minimum target ask, and sort by target ask, net worth, or last refreshed date.
When the Top donors with no insights queue is selected, status, freshness, and target ask filters are disabled because those donors do not have insight data yet.
Preview a donor from the dashboard
Use the preview action when you want enough context to decide whether to open the full donor profile.
Donor preview drawer with snapshot, ask strategy, messaging notes, and Open Donor action.
The preview drawer can show:
Snapshot signals.
Minimum, target, and stretch ask amounts.
Capacity bucket.
Messaging notes.
Last refreshed date.
Use Copy messaging notes to copy the messaging guidance. Use Open Donor to open the donor profile directly on the Donor Intelligence tab.
Generate insights for a filtered list
Use Generate profiles when you want to queue AI generation for the current filtered donor list.
Gratona first shows a preview. Review the counts before confirming:
Eligible: Donors that can be queued.
Filtered: Donors matching the current filters.
Already running: Donors already being generated and skipped for this run.
Capacity skipped: Donors that cannot be queued because there is not enough available AI capacity.
The confirmation also shows your available credits. If donors already have insights, the confirmation notes that they will be refreshed. If the filtered list is larger than the current processing limit, the confirmation also notes how many matching donors will be processed first.
After you confirm, Gratona queues the work and shows progress in the table toolbar. Completed donors appear as ready or insufficient data. Failed donors are counted in the run status so your team can retry later.
Export the current prospect list
Use Export CSV when you need a spreadsheet of the current dashboard results.
The export uses the filters currently applied to the table. Gratona starts the export in the background and notifies you in Activity when the CSV is ready to download. Use Download export to get the file.
The CSV includes donor ID, donor name, donor email, target ask, net worth, confidence, status, last refreshed date, last gift amount, and last gift date.
Adjust Donor Intelligence settings
Admins with settings access can use Settings on the Donor Intelligence dashboard.
Donor Intelligence settings drawer with freshness, high-capacity threshold, and quick target ask filters.
Settings include:
Profiles considered stale after (days): Number of days before a profile is marked stale.
High-capacity minimum target ask (USD): The target ask threshold used for high-capacity counts and queues.
Quick target ask filters (USD, comma-separated): Preset target ask amounts used in the dashboard filter.
Save changes when you want the dashboard queues and filters to use the updated thresholds.
Use Ask Tali with Donor Intelligence
Select Ask Tali from Quick actions for questions and fundraising assistance. Use Generate Profile or Refresh on the donor profile, or Generate profiles on the Donor Intelligence dashboard, for the generation workflows in this guide. Review the public evidence and donor context before using suggested research or messaging in a conversation.