Is Gratona's multi-entity product generally available?

Yes. Multi-entity operations are available as a custom-scoped Gratona Network capability. We confirm entity boundaries, permissions, reporting, finance, and migration requirements before implementation.

How does multi-currency work?

Currency support depends on the payment gateway, account ownership, reporting model, and entity structure. We map those requirements with finance and document the supported configuration.

Which tax-receipt jurisdictions are supported?

Jurisdiction-specific tax receipts are not assumed. Your legal and finance teams define the requirement, and Gratona confirms the supported receipt workflow before contracting.

What does enterprise pricing look like for a multi-entity network?

Multi-entity deployments use a custom Gratona Network plan scoped from entity count, data architecture, integrations, migration, security, and support requirements.

Part of Gratona·AI-native fundraising CRM

Gratona for Multi-Entity Organizations

Multi-entity nonprofit CRM for complex networks

Q: How does the donor record work across entities?

Gratona connects approved cross-entity identity without exposing private entity data or flattening legally distinct records. Matching, visibility, and stewardship ownership rules are configured for the network.

Connect hierarchy, permissions, donor identity, programs, and reporting across your nonprofit network.

Gratona's multi-entity CRM connects legal entities, programs, permissions, donor context, payment responsibilities, and consolidated reporting without flattening the boundaries each organization needs to preserve.

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Multi-entity

Hierarchy and rollups connected

Authority mapped

Permissions and entity boundaries first

Finance reviewed

Currency and receipting are scoped

Scoped access

Local and network roles separated

Trusted by nonprofits worldwide

The Problem

Networks with multiple legal entities cannot safely treat structure as a naming convention. Data visibility, banking, receipting, donor identity, local operations, audit history, and consolidated reporting all need explicit authority and reconciliation rules.

The Solution

Gratona maps entity boundaries, shared and local donor identity, permission scopes, payment and receipting responsibilities, reporting views, and HQ consolidation requirements into one connected operating model.

What you get with Gratona for Multi-Entity Organizations

Multi-Program Support

Manage multiple sponsorship programs from one platform

AI Translation

Translation assistance inside a moderated message workflow

AI Donor Intelligence

Know your donors before you ask

Auto Emails

Automated emails triggered by events

Smart Embed / Elements SDK

Add sponsorships to any website in 3 lines of code

Inside Gratona for Multi-Entity Organizations

Entity hierarchy and reporting authority

Separate local operations from HQ visibility with explicit permission and consolidation rules. Configure which records are shared, which remain entity-specific, and who can view or act across boundaries.

Currency, payments, and receipting by responsibility

Keep transaction currency, payment-account ownership, reporting currency, and receipt responsibility explicit. Jurisdiction-specific tax treatment remains subject to legal and implementation review.

One donor record across the network

Connect a supporter across approved entity relationships without exposing entity-private data or flattening legally distinct records. Matching, visibility, stewardship ownership, and duplicate-resolution rules stay explicit.

Permission and audit requirements before rollout

Configure cross-entity access, identity-provider requirements, administrative actions, and audit evidence around the network's governance model. Required authentication, logging, and compliance evidence are confirmed during implementation.

Multi-entity design-review criteria

Capability	Gratona	Current fragmented stack	Custom CRM architecture	Spreadsheet consolidation
Native multi-entity hierarchy	Custom-scoped	Document current boundaries	Verify authority model	Manual structure
Real-time consolidated reporting	Cross-entity rollups	Document current reports	Verify consolidation proof	Manual rollup
Transaction and reporting currencies	Configured with finance	Confirm behavior	Verify behavior	Manual
Per-jurisdiction tax receipting	Jurisdiction review required	Confirm treatment	Verify treatment	Manual
One donor record across entities	Scoped shared identity	Document duplicates	Verify identity model	Duplicates
Multi-entity audit log	Entity-aware history	Document current logs	Verify audit coverage	Manual evidence
Identity provider and entity-scoped roles	Entity-scoped roles	Confirm support	Verify support	Manual
Implementation commitment	Confirmed after solution review	Document current effort	Confirm delivery evidence	Ongoing manual work

How it works

Map the authority model

Document legal entities, operational programs, shared services, banking ownership, receipt responsibility, staff roles, and the reporting views each audience needs.

Audit identity and migration sources

Review donor records, giving history, sponsorship relationships, recurring schedules, duplicates, retention rules, and entity-private fields before proposing a migration approach.

Confirm the supported design

Configure the entity hierarchy, permissions, shared donor context, reporting, and finance responsibilities around the approved operating model.

Roll out with explicit boundaries

Start with an approved entity and data scope, named reviewers, and measurable workflow outcomes, then expand across the network.

Who uses this

Denomination with multiple legal entities

Map which donor and giving context HQ needs, which records remain local, and how banking, receipting, permissions, and consolidated reporting should be governed.

Mission network with country offices

Define local fundraising authority, currency and payment responsibilities, shared donor identity, program operations, and the consolidation evidence HQ needs.

Global sponsorship federation

Design sponsor identity, local program operations, media policy, payment ownership, staff access, and cross-program reporting without assuming that every country shares one legal model.

“Since 2014, HelpYouSponsor has been a cornerstone of our mission to bring hope to children in extreme poverty in Nicaragua. This program has been instrumental in connecting sponsors with children and ensuring every child receives the care they deserve.”

Farrell Burton

Director of Operations, Hope Project International