Gratona Donor Intelligence
Prepare better asks with public-source evidence, CRM context, confidence cues, and fundraiser review.
Gratona Donor Intelligence brings source-backed prospect research into your nonprofit CRM. Wealth context, ask ranges, relationship signals, and messaging guidance stay connected to the donor record, with evidence and confidence cues your team can verify before using them.
CRM native
Research stays on the donor record
Source backed
Evidence stays visible for review
Confidence cues
Uncertainty is explicit
90-day cue
Stale profiles are flagged for refresh
Trusted by nonprofits worldwide
Prospect research often lives outside the CRM, leaving fundraisers to reconcile public information, giving history, relationship notes, and a proposed ask by hand. Without visible sources and confidence cues, a polished research summary can be difficult to verify.
Gratona Donor Intelligence keeps research in the donor workflow. Public-source evidence and CRM context support a wealth snapshot, ask range, relationship context, and messaging guidance. Each result is a starting point for fundraiser review, not an instruction to contact a donor or make an unsupported claim.
Know your donors before you ask
Core donor, giving, sponsorship, and communication context in one profile
Live metrics at your fingertips
Find any donor or sponsorship in seconds
Build reports with exactly the fields you need
Group donors by family for smarter engagement
A wealth snapshot, deeper public-record context, an ask range, relationship signals, and messaging guidance sit beside giving history and staff notes. Your fundraiser can review the evidence and adjust the output before it informs outreach.
Profiles can include public source evidence and confidence labels. Ambiguous identities or weak evidence are surfaced for review so your team can distinguish a useful signal from a fact that still needs verification.
Donor circumstances change. Gratona flags profiles older than 90 days so a fundraiser can decide whether to refresh the research before a meeting or major ask.
| Capability | Gratona | Separate research tool | Manual research stack |
|---|---|---|---|
| Inside your CRM | Separate workflow | Manual reconciliation | |
| Wealth capacity estimates | Included | Confirm source model | Research dependent |
| Ask calculator with tiers | Included | Varies by product | Built manually |
| Relationship mapping | Included | Varies by product | Built manually |
| AI messaging guidance | Included | Varies by product | Written manually |
| Confidence scoring per data point | Confirm evidence model | Researcher judgment | |
| Stale-profile cue | After 90 days | Confirm freshness policy | Tracked manually |
| Human review before outreach | Required workflow | Confirm workflow | Researcher controlled |
| Pricing basis | AI capacity and profile volume | Confirm current plan | Staff time and data access |
| Final judgment | Fundraiser | Fundraiser or researcher | Fundraiser or researcher |
Gratona prepares a donor-intelligence profile from available public-source evidence and the donor context your team is permitted to use.
Open the donor record to review the wealth snapshot, deeper source context, ask range, relationship signals, and messaging guidance.
Use the displayed source evidence and confidence cues to decide which signals are usable and which still need verification.
Profiles older than 90 days are flagged as stale. A fundraiser can request a refresh before a major ask or board conversation.
Reviews an ask range alongside giving history, source evidence, and confidence cues, then adjusts the proposal using their own relationship context.
Reviews relationship signals across a portfolio, verifies the strongest connections with staff or board members, and plans a peer-led cultivation path.
Uses messaging guidance as a first draft, checks every donor-specific reference against the record, and edits the outreach before sending.
In development
Ask Tali to prepare a meeting brief from permitted donor context, prior giving, verified relationship signals, and the latest reviewed intelligence.
Tali can suggest a portfolio review order from capacity, affinity, and recency signals while leaving prioritization with the fundraiser.
Tali can flag relevant public-source changes for review without turning an unverified signal into an automatic outreach action.
Tali can surface possible affinity groups for a fundraiser to review before building a segment or appeal.
CRM native
Research beside relationship history
90 days
Freshness threshold before review
Source context
Evidence retained with results
Human reviewed
Fundraiser owns the final judgment
Book a demo to see how Gratona powers this work, with the complete nonprofit CRM and fundraising platform underneath.
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