Skip to main content
Gratona
Gratona Fundraising

A fundraising CRM built for the whole year.

Campaigns, recurring giving, pledges, events, mission trips, stewardship, reports, and donor follow-up connect to the same relationship record. Grants is in private beta.

app.gratona.com/app/campaigns

Donations

$64,100

Commitments

461

The fundraising calendar, on one platform.

Gratona Fundraising runs campaigns, recurring giving, pledges, stewardship, events, mission trips, and reporting next to the donor record. Grants is in private beta.

Campaigns and appeals

Run year-end appeals, match campaigns, and program asks with every gift, pledge, and follow-up attributed back to the donor record.

Recurring giving

Monthly giving with card updates, retries, and lapse alerts, so recurring revenue does not quietly erode while no one is watching.

Pledges and follow-up

Track pledges from the moment they are made to the moment they are fulfilled, with reminders and owners on every open commitment.

Grants (private beta)

The Gratona Grants private beta connects grant work to relationship and fundraising context. Access and current funder, deadline, document, award, and reporting scope are confirmed directly.

Events

Run registration, ticketing, attendee management, check-in, event sponsorships, auctions, payments, communications, reporting, and post-event follow-up on the donor record.

One relationship record

Campaign gifts, pledges, sponsorships, communications, tasks, and follow-up tie back to the same donor record your stewardship and reporting run on.

Stewardship Hub

Know who needs attention next.

The Stewardship Hub shows who needs attention, who owns the relationship, what is overdue, and what should happen next, so follow-up stops depending on memory.

  • At-risk donors and lapsing recurring gifts surfaced early
  • Open thank-yous and overdue touches with clear owners
  • Donor cohorts and movement, not just totals
app.gratona.com/app/stewardship

Stewardship Hub

Surfaces the work behind every relationship

Revenue

$26,100

up 55% vs last
Active donors

248

up 18%
Interactions

188

163 meaningful
Engagement

76%

meaningful rate
Open work

481

stewardship tasks

456 gifts waiting on a thank-you

$30,778 pending acknowledgement

The numbers

Current vs comparison

Revenue$26,100vs $16,840
Donors248vs 210
Interactions188vs 141

Cohort ledger: donor movement

New donors24+$8,420
Lost donors6-$1,960
Upgraded11+$5,310
Downgraded3-$740
Maintained180$11,070
Retained91%of prior cohort
app.gratona.com/app/events

Events

Next up: Spring Gala, registration to follow-up in one place

Upcoming

3

Registered

412

Checked in

0

Revenue

$24,800

Registration

Open for 3 events

Event day

Check-in ready

Follow-up

Tali queues thank-yous

Upcoming events

3 upcoming eventsRegistrations refreshed 2 min ago
Gratona Events

Event fundraising connected to the donor record.

Run registration, ticketing, attendee management, check-in, sponsor tables, auctions, payments, communications, reporting, and post-event follow-up inside Gratona, with event activity connected to the donor record.

Scheduled reports

Send the right report at the right time.

Board packets, campaign recaps, giving reports, and program summaries prepared from the same records for your team to review and send on its schedule.

  • Giving, retention, and coverage compose across modules
  • Multi-program reporting without CSV merges
  • Reusable report views for recurring reporting cycles

Donor Health Dashboard

Total Donors

1,248

+64 this month

Retention Rate

91%

+3% vs last year

Avg Lifetime Value

$2,840

+$120 vs Q4

Churn Rate

4.2%

-0.8% vs Q4

Donor Segments

Monthly Recurring48639%
Annual Givers31225%
One-Time Donors29824%
Lapsed (90+ days)15212%
Tali for fundraising work

A teammate for the busiest weeks of the year.

Tali can use permitted donor, gift, sponsorship, campaign, and communication context to prepare appeal follow-ups, pledge reminders, event follow-up, and report starters. Grant preparation requires private-beta access and explicitly scoped source context. Tali prepares work for team review; sending follows your organization's configured approval and delivery workflow. Tali is available.

Fundraising CRM questions

Confirm how every campaign, gift, relationship, next step, and report stays connected before choosing the system your team will use all year.

What is a fundraising CRM?

A fundraising CRM connects supporter records with the work used to raise and retain revenue, including campaigns, recurring giving, pledges, stewardship, follow-up, and reporting.

How is a fundraising CRM different from a nonprofit CRM?

A nonprofit CRM is the broader system of record for supporter relationships. A fundraising CRM emphasizes the campaigns, gifts, follow-up, stewardship, and reporting that development teams run from those records. Gratona connects both in one platform.

Which fundraising workflows can Gratona manage?

Gratona supports campaigns, recurring giving, pledges, events, mission trips, stewardship, donor follow-up, and scheduled reporting. Grants is in private beta, with access and current scope confirmed directly.

Does Gratona support recurring giving?

Yes. Recurring commitments, payment activity, retries, lapse context, designations, receipts, and donor history stay connected to the same relationship record.

Can Tali send fundraising communication on its own?

No. Tali can prepare work from permitted context, but your team reviews the draft and decides what should be sent or done through your organization’s configured workflow.

Run your whole fundraising year from one platform.

Book a demo and see campaigns, recurring giving, sponsorships, stewardship, and reports working on the same donor record. We will label roadmap capabilities separately.