Relationships with context
Bring alumni, household, trustee, foundation, and campus connections into view. Keep interests, contact preferences, conversations, and assigned relationship owners together.
Gratona for advancement
Every relationship.
A purposeful next move.
A promise kept.
Give gift officers the context to move relationships forward and advancement leaders a clear view of the work. Connect prospect development, gift administration, and personal stewardship from the first conversation to lasting impact.
Gratona / Relationship planEXAMPLE
Ellis Opportunity Scholarship
Morgan Ellis
Alumna · Student access · Sarah Mitchell, gift officer
Identification → Qualification → Cultivation → Solicitation → Stewardship
$30,000Committed
$20,000Received
$12,000Awarded
Next move · Personal impact conversation
Follow Morgan’s relationshipSarah reviews the approved scholarship update, shares it with Morgan, and follows up on the student-access goals they discussed.
The whole advancement office
From a full portfolio
to thoughtful follow-through.
Keep the human relationship at the center, with the plans, evidence, and coordination that help your team care for it well.
Moves with a purpose
Work through identification, qualification, cultivation, solicitation, and stewardship. Record why an objective is at its current stage, the next move, its date, and what would justify progression.
Visits worth making
Prepare a briefing, coordinate campus hosts, and capture the contact report. Build a trip around an anchor visit with nearby relationships that are ready for a conversation, relevant context, and realistic travel time.
Gifts administered clearly
Connect proposals, signed agreements, pledges, receipts, restrictions, and installments. Preserve the difference between an ask, a commitment, and money received.
Stewardship that feels personal
Coordinate acknowledgments, recognition preferences, scholarship reports, anniversary touches, and personal follow-up. Keep promises visible and carry approved impact stories into donor communications.
A director’s view of the work
Review portfolio coverage, stage movement, overdue next moves, upcoming asks, and unfulfilled stewardship commitments. Follow a concern to the relationship plan and the evidence behind it.
Explore moves management
One relationship.
Every stage in view.
Open each step to see what Sarah knows, what the team records, and what happens next. Follow the scholarship through all five stages, then review the continuing relationship.
Gratona / AdvancementInteractive example
Step 1 of 7 · PortfolioWeekly portfolio review
Start the week with the relationships that need you.
Sarah reviews upcoming moves and stalled handoffs. The director sees the same plans with enough context to help.
| Relationship / objective | Stage | Next move |
|---|---|---|
| Morgan Ellis · Student access | Identification | Confirm trustee introduction |
| Patel household · Annual scholarship | Stewardship | Review impact update |
| Cedar Foundation · Lab equipment | Solicitation | Answer proposal questions |
Decision & ownershipSarah Mitchell
Sarah and the director agree on priorities based on relationship readiness and outstanding commitments.
Prepared with TaliFor your team’s review
Prepare a portfolio brief highlighting overdue moves, unanswered questions, and upcoming visits.
Relationship plans · Contact reports · Next-move dates
The week starts with purposeful conversations and clear ownership.
Beyond the thank-you
Stewardship is a continuing commitment.
A receipt matters. So does remembering the donor’s preferences, delivering the promised report, inviting the right conversation, and showing what the gift made possible.
Give donor relations, gift officers, program teams, and finance a shared plan with clear responsibilities. Tali assembles the approved context; your team brings the personal voice and judgment.
Follow the scholarship into campus financeEllis scholarship · Example stewardship plan
Acknowledge personallySarah Mitchell
Thank-you recorded; recognition follows Morgan’s preferences.
Explain the impactDonor relations
Approved awards and program updates prepared for the donor report.
Honor the agreementGift administration
$10,000 remaining commitment tracked against the agreed schedule.
Continue the conversationSarah Mitchell
Personal follow-up after the report; mentoring interest kept as a separate objective.
For advancement leadership
Review the relationships,
not just the activity count.
See where portfolios need attention, why a prospect is ready for an ask, and which stewardship promises are still open. Help officers resolve the next obstacle with the same evidence they use in their plans.
A useful portfolio conversation
Readiness
What did the last conversation establish, and what would justify the next stage?
Coverage
Which relationships have no owner, no scheduled next move, or an overdue handoff?
Commitments
What is proposed, signed, received, or still due—and what have we promised in return?
Coordination
Are different campus teams approaching the same donor with a coherent plan?
Built around the way
relationships develop.
How do moves and stages work together?
A stage describes the position of a fundraising objective. A move is a purposeful action within that relationship: a discovery call, campus visit, proposal conversation, or impact update. The next move has an owner and date; progression is supported by what was learned or agreed.
Can one donor have several objectives at once?
Yes. Keep an existing scholarship in stewardship while exploring a separate capital gift or alumni-engagement opportunity. Each objective has its own plan and next move, while the team shares the relationship context and coordinates outreach.
What does Tali prepare?
Tali prepares portfolio briefs, visit research, contact-report drafts, proposal context, and personal stewardship updates from the records your team can access. Staff review communications and make relationship, gift, and approval decisions.
How do advancement and finance stay aligned?
The relationship plan connects to the approved gift agreement, receipts, restrictions, and award records. Advancement can explain the donor’s impact while finance can trace the amounts. Pledges, cash received, and awards remain distinct.
Can we start with advancement?
Start with the advancement team and the records needed for its daily work. Map households, relationships, gift history, agreements, and open plans; reconcile totals, connect the systems you retain, and train staff before cutover. Expand across campus as each team is ready.
Bring one relationship.
Walk through the possibilities.
Explore the officer’s day, the director’s portfolio review, and the stewardship work that follows a gift.