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 available.
Donations
$64,100
Commitments
461
Explore Gratona Fundraising
A community campaign, from first gift to lasting support
Gratona Fundraising
Interactive example · sample recordsStep 1 of 4
Launch the campaign
Create a campaign and giving form with a clear purpose, designations and one-time or recurring options. Connect gifts to the campaign and the donor from the start.
- Record
- Community learning fund
- Status
- Ready to share
- Owner
- Campaign manager
Tali’s part in the work
Prepare the campaign brief from approved program context.
Try this step with the sample record. No real records or messages are changed.
Keep a failed payment visible without treating a missed transaction as a lost relationship.
Review the payment history and assign donor services follow-up.
Read the full walkthrough
Launch the campaign
Create a campaign and giving form with a clear purpose, designations and one-time or recurring options. Connect gifts to the campaign and the donor from the start.
Welcome the donor
Carry a completed donation into the gift and relationship history. Keep the acknowledgement, designation and payment record together.
Care for recurring support
Review active commitments, upcoming payments and exceptions. Let donor services resolve an issue with the relationship history in view.
Show what support makes possible
Connect approved program updates to the campaign, prepare relevant stewardship and review results across gifts and relationships.
Explore the steps with sample records, then see your team’s workflow in a live demo.
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 available.
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
Gratona Grants connects grant work to relationship and fundraising context. Review funder, deadline, document, award and reporting requirements during evaluation.
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.
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
Stewardship Hub
Surfaces the work behind every relationship
$26,100
248
188
76%
481
456 gifts waiting on a thank-you
$30,778 pending acknowledgement
The numbers
Current vs comparison
Cohort ledger: donor movement
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
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.
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
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 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 available, 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.
Tali in fundraising
A reason to reconnect.
Read the film
Tali connects a donor’s earlier interest with new program results, giving the fundraising team a reason to reconnect.
Inside Gratona, program and finance colleagues contribute to the same work. An approved budget updates the proposal. Leslie reviews the prepared message before it goes to Maya.
Maya’s reply becomes part of the context, and Tali updates the meeting brief. The film closes with other places teams can work with Tali: iMessage or WhatsApp, Teams or Slack.
Instrumental music and sound effects accompany the film.
Choose the right fit
Compare fundraising platforms around your work.
Bring the giving experience and the work behind it together: campaigns, recurring gifts, pledges, acknowledgements and relationships.
Open the comparison guide- 01Giving experience on phone and desktop
- 02Recurring gifts and payment exceptions
- 03Campaign, donor and accounting continuity
- 04Full cost across subscription and payment volume
Getting started
Start with one complete workflow.
Start with one campaign and its giving forms. Map designations, acknowledgements, recurring commitments and accounting handoffs; reconcile a sample of gift history before launch.
What should we bring to a demo?
Bring the people who own this workflow, an example of how it runs today and the decision you need to make. Walk through launch the campaign, welcome the donor, care for recurring support, show what support makes possible with your team.
How does Tali fit into the work?
Prepare a welcome draft that reflects the purpose of the gift. Your team keeps responsibility for the review and the next action. Tali works with the context and permissions behind the workflow.
Can we connect this to the rest of Gratona?
Yes. Gratona Fundraising connects to the shared relationships, information and work in Gratona. Start with the workflow your team needs and use the same platform as more teams participate.
Explore Gratona by fundraising goal