The development work Tali helps you run
Gratona is the AI-native fundraising CRM for nonprofits. Every capability organizes around the development workflows your team already runs. Tali, your AI development teammate, uses permitted context from those workflows to prepare next actions your team reviews and approves.
Tali is available. Source context stays attached, and your team reviews AI-assisted work before it becomes an external action.
Organized by fundraising workflow
Donor follow-up
Keep every supporter relationship warm. Unified records, segmentation, and self-service feed the next cultivation move into Tali’s queue.
Reports and Grants private beta
Use donor, giving, sponsorship, campaign, and receipt reporting today. Gratona Grants is in private beta, with access and current workflow coverage confirmed directly.
Campaigns and events
Run sponsorships, campaigns, giving levels, recurring programs, registration, ticketing, check-in, auctions, event communications, and reporting today.
Field stories
Capture recipient updates, photos, and moderated messages. Field-story context grounds the impact updates Tali drafts for your team to approve.
AI review
Nothing sends on its own. Tali keeps source context attached while preparing work, and your team reviews, edits, and approves before it reaches a supporter.
Integrations and embeds
Bring giving and security into one record with embeddable widgets and compliance controls, so the work graph behind Tali stays complete and safe.
Each workflow feeds Tali's daily work queue
Explore Gratona by fundraising goal
Donor Management
Advanced Filtering
Find any donor or sponsorship in seconds
Build complex queries across any field to segment your donors. Save filters for quick access and use them for targeted c...
CSV Import
Map, validate, review, and import your nonprofit data
Import donors, recipients, sponsorships, and payment history from any system via CSV. The import wizard validates every ...
Custom Fields
Track the data that matters to your organization
Create unlimited custom fields to capture data unique to your programs. Text, numbers, dates, dropdowns, whatever you ne...
Duplicate Detection
Keep your database clean automatically
Our intelligent matching system identifies potential duplicate records and helps you merge them with confidence....
Household Management
Group donors by family for smarter engagement
Link donors into households to review family giving context and manage household-level stewardship while preserving indi...
Self-Service Portal
Empower donors to manage their own accounts
Give donors a branded portal where they can update payment methods, change sponsorships, view receipts, and manage commu...
Unified Donor Profiles
Core donor, giving, sponsorship, and communication context in one profile
See supported donation, sponsorship, profile, household, preference, and communication context from one donor workspace....
Sponsorship
Bulk Sponsorship Tools
Assign, reassign, and manage at scale
Bulk-assign sponsors to recipients, reassign when programs change, and batch-update sponsorship statuses with a reviewab...
Multi-Program Support
Manage multiple sponsorship programs from one platform
Run child sponsorship, education, healthcare, and community programs simultaneously with independent settings and report...
Program Forms
Capture exactly the data your programs need
Build custom forms for donor signup, recipient profiles, and sponsorship applications. Drag-and-drop field builder with ...
Recipient Profiles
Showcase the lives sponsors are changing
Create rich recipient profiles with photos, stories, and updates that sponsors can browse and connect with emotionally....
Flexible Sponsor Models
Support any sponsorship structure
Whether it is one-to-one, one-to-many, or many-to-one sponsorships, Gratona adapts to your program structure....
Status Updates
Real-time sponsorship tracking
Sponsorship statuses update in real-time across the entire platform. When a recipient is fully funded, everyone knows in...
Payments
Additional Gifts
Make it easy for sponsors to give more
Enable sponsors to add birthday gifts, holiday gifts, or one-time additional contributions on top of regular sponsorship...
Automated Receipts
Configurable gift acknowledgments and year-end summaries
Generate configured donation acknowledgments and supported year-end summaries, with your organization responsible for th...
Custom Giving Levels
Define donation tiers that match your programs
Create custom giving levels tied to specific programs, recipients, or impact areas. Donors choose the level that fits th...
In-Kind Donations
Track noncash gifts with source notes and review
Record noncash gifts, categories, donor-provided or staff-reviewed value context, notes, and acknowledgment treatment wi...
Multiple Payment Gateways
Accept payments however your donors prefer
Connect Stripe, PayPal, Authorize.net, Flutterwave, QPayPro, and more. Give donors the payment options they trust....
Payment Recovery
Stop losing donors to expired cards
Failed charges retry automatically up to 2 times with configurable delays. If still failing, the system advances the bil...
Preset Amounts & Defaults
Guide donors to the right giving level
Set default donation amounts, frequencies, and designations per program. Pre-select the giving level that matches your s...
Recurring Donations
Reliable income for your mission
Set up monthly, quarterly, or annual recurring donations with automatic retry logic for failed payments....
Communication
AI Translation
Translation assistance inside a moderated message workflow
Prepare proposed translations for supported language pairs and keep moderator review before delivery....
Auto Emails
Automated emails triggered by events
Set up automated emails for donations, sponsorship milestones, payment reminders, birthdays, and more....
Auto SMS
Reach donors where they actually look
Automated text messages for donation confirmations, payment failure alerts, event reminders, and trip updates. Same trig...
Email Campaigns
Targeted campaigns to donor segments
Send targeted email campaigns to specific donor segments. Personalize at scale with merge fields and dynamic content....
Email Templates
On-brand emails for every touchpoint
Design email templates that match your brand. Use them for automated receipts, sponsorship confirmations, payment remind...
Enterprise Delivery
High-volume email with guaranteed deliverability
Send thousands of emails with enterprise-grade deliverability through integrated providers like Mailgun....
Multi-Language Support
Serve a global audience
Platform interface available in multiple languages. Combined with AI translation for communications, serve donors and re...
Message Manager
Moderated messaging between sponsors and recipients
A complete communication platform with approval workflows, translation, and privacy protection for safe sponsor-recipien...
Newsletter Distribution
Beautiful newsletters with drag and drop
Create and send beautiful newsletters with our drag and drop builder. Share impact stories, program updates, and calls t...
Analytics & Reporting
Activity Log
Searchable history for supported product activity
Review timestamped activity across supported donor, sponsorship, payment, message, commitment, and administrative workfl...
Custom Reports
Build reports with exactly the fields you need
Create custom reports with drag-and-drop field selection. Export to CSV for board presentations or deeper analysis....
Real-Time Dashboard
Live metrics at your fingertips
See donations, sponsorship rates, and program health in real-time. No waiting for reports, the data is always current....
Scheduled Reports
Set it and forget it reporting
Weekly donation summaries, monthly sponsorship reports, and custom analytics delivered to your inbox automatically....
Visual Analytics
Charts and graphs that tell your story
Beautiful visualizations that make it easy to understand trends, identify opportunities, and present to your board....
AI Donor Intelligence
Know your donors before you ask
Source-backed donor profiles with wealth context, ask ranges, relationship signals, messaging guidance, and confidence c...
Wrapped
Turn your year into a story worth sharing
Prepare a year-in-review from available giving, donor, payment, program, and trend data, then review the audience and pr...
Trips & Missions
Background Checks
Connect supported Checkr screening status to the trip workflow
Integrated background checks via Checkr for trip participants. Initiate, track, and manage results directly from the tri...
Trip Fundraising
Each participant raises their own support
Every trip participant gets their own fundraising page to share with family and friends. Track progress toward individua...
Gratona Trips
Mission trip management software for the whole trip
Run mission trips with registration, participant fundraising, requirements, reminders and trip budgets connected to your...
Trip Reminders
Never miss a deadline again
Automated task reminders at 30, 7, and 1 day before deadlines, plus overdue alerts. Target reminders by role, minors, or...
Website & Embed
Auto-Resizing Embeds
No scrollbars, no layout fights
Embeds adjust height automatically as content changes. No scrollbars, no fixed heights, no iframes to fight. The SDK com...
Brand Matching
Embeds that look like your site, not ours
Pick your theme color and the embed matches your site automatically. Light and dark mode supported out of the box. No CS...
Callbacks & Events
Track conversions without guessing
Hook into donation completions, form submissions, sponsorship matches, and errors. Fire analytics events, trigger thank-...
6 Embed Types
One SDK, every use case
Sponsorship pages, trip fundraising, participant pages, donation forms, donor signup, and paginated browsing, all from a...
MCP Server
Permission-scoped nonprofit data via Model Context Protocol
Production Model Context Protocol endpoint for compatible clients. Query permitted donors, gifts, sponsorships, reports,...
Photo Privacy
Protect recipient identities without losing connection
Configure how recipient photos appear on public sponsorship pages and review the presentation rules for each program....
REST API
Supported API access for custom integrations
Use supported REST resources, scoped credentials, current integration documentation, and webhook workflows for custom no...
Smart Embed / Elements SDK
Add sponsorships to any website in 3 lines of code
Drop the Elements SDK onto your site and embed sponsorship pages, trip fundraising, or donation forms that auto-resize t...
Security & Compliance
Data Encryption Controls
Review transport, storage, secrets, and backup protection with current evidence
Gratona documents its current transport, application, storage, secret-management, and backup controls during security di...
GDPR Readiness and Data Rights
Product controls support your organization's privacy process
Review data access, export, correction, deletion, consent, retention, subprocessor, and contract requirements with Grato...
Payment Data Security and PCI Scope
Understand the gateway, tokenization path, and responsibilities in your payment flow
Gratona supports multiple payment gateways, so PCI scope and card-data handling are reviewed for the exact checkout and ...
Security Review and Vulnerability Management
Ask for current controls and evidence, not a timeless badge
Gratona reviews vulnerability management, incident response, application security, infrastructure controls, and availabl...
Role-Based Access
Give staff the access their work requires
Use role and action permissions to control access across donor, sponsorship, payment, communication, reporting, and admi...
Map the platform to your fundraising workflow.
Bring the donor, sponsorship, recurring giving, event, mission-trip, multi-entity, campaign, or reporting work your team carries today. Grants is in private beta and should be scoped separately.