Fundraising CRM for conservation organizations

Build giving forms and campaigns for the work you fund. Manage gifts, pledges and acknowledgements, then report on donor activity and campaign performance.

Let donors split gifts across the programs they want to support. Track those designations alongside their giving history.

Use customizable forms and programs for dues, renewals and member benefits. Run event registration, check-in, payments and follow-up through Gratona Events, alongside the donor relationships you manage year-round.

See a donor’s gifts, notes and communication history before the next conversation. Assign follow-up to a team member and record the outcome.

Tali helps your team prepare, draft, summarize, and recommend next steps from trusted donor context. Your team reviews donor-facing AI work before it goes out.

Use Gratona’s ready-to-use platform and an organization-branded app in the App Store through Gratona Network. Give donors, members and staff an experience with your name and brand, connected to your CRM.

Network also gives you data ownership, permissions and reporting across chapters and partner teams. If you want to build a custom experience, your developer can use Gratona’s APIs.

Start with a gift split between two conservation programs. Follow it from the giving form to the donor record and campaign report. Then review a membership renewal, event registration and the next stewardship task.

If you work across chapters, check what a local team can access and what the central office can report on. Include your finance team when reviewing payment and accounting connections.