# Gratona

> Gratona is the AI-native fundraising CRM for nonprofits. It brings donor relationships, sponsorships, gifts, campaigns, events, mission trips, multi-entity operations, tasks, reports, stewardship, and AI-assisted development work into one operating system. Tali, your AI development teammate, prepares reviewed work from permitted source context. Underneath Tali, Gratona is the nonprofit CRM and fundraising platform: donor records, giving pages, sponsorship and recurring giving, reports, communications, tasks, approvals, integrations, and audit history. Nothing sensitive goes out on its own: your team reviews and approves what reaches a donor, funder, or board member. Grants is in private beta. Gratona Sponsorships carries the platform's deep sponsorship workflows.

## What Gratona is

Gratona is the AI-native fundraising CRM for nonprofits, with AI built into the platform, not bolted on. It has two layers. Tali is the AI development teammate, and Gratona is the fundraising platform and system of record Tali works inside.

Tali, your AI development teammate, uses permitted donor, sponsor, gift, campaign, board, and field-story context to prepare owned work for human review. Current pilot workflows can include donor and funder cultivation, missed and lapsed donor follow-up, reports, board introductions and committee asks, sponsor pledges, stewardship and thank-yous, field stories matched to the right audience, warm relationship paths, and a morning priority brief. Grants is in private beta, with access and assisted-workflow scope confirmed separately. Tali adds reviewed development capacity rather than replacing the people on your team. Nothing sensitive goes out on its own: Tali prepares the work; your team reviews and approves what reaches a donor, funder, or board member.

Underneath Tali, Gratona is the complete nonprofit CRM and fundraising platform: donor records, giving pages, sponsorship and recurring giving, reports, communications, tasks, approvals, integrations, and audit history, on one record. Replace scattered donor records, giving pages, reports, spreadsheets, and follow-up trackers with one AI-ready fundraising platform. Already have a CRM? Start by connecting the systems where work happens. Want one platform? Gratona becomes your donor CRM and fundraising operating system.

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## Brand architecture

- **Gratona** is the company and platform brand: the AI-native fundraising CRM for nonprofits.
- **Gratona Sponsorships** is the sponsorship module within Gratona and the sponsorship-led experience on [helpyousponsor.com](https://helpyousponsor.com/.md).
- Existing HelpYouSponsor customers keep the same team, product depth, contracts, logins, and data: [the transition note](https://gratona.com/help-you-sponsor-is-now-gratona.md).

## The platform layer (CRM and fundraising)

Gratona is the complete nonprofit CRM and fundraising platform and system of record underneath Tali. The platform layer (the system of record Tali works inside):

- Donor CRM and records: One durable record for every donor, funder, sponsor, board member, and partner.
- Giving pages and forms: Branded donation, recurring, and sponsorship pages that write straight to the record.
- Sponsorship and recurring giving: Commitments, recipients, and recurring payments, the depth of Gratona Sponsorships.
- Campaigns and appeals: Run appeals and campaigns and see every gift, pledge, and follow-up in one place.
- Reports and dashboards: Board-ready reporting that composes across donors, gifts, sponsorships, and programs.
- Communications: Email, SMS, and mail, tied to the relationship and logged to the record.
- Tasks and workflows: Owned next steps with deadlines, the queue Tali prepares work into.
- Approvals: Review gates for anything sensitive, with the source context attached.
- Integrations: Connect inbox, calendar, payments, accounting, and your existing CRM.
- Permissions and audit history: Role-based access and review history for governed work.

## Tali (the AI development teammate)

Tali is your AI development teammate, working inside the Gratona platform. Tali uses permitted donor, sponsor, gift, campaign, board, and field-story context to prepare owned work for human review, including donor and funder cultivation, missed and lapsed donor follow-up, reports, board introductions and committee asks, sponsor pledges, stewardship and thank-yous, field stories matched to the right audience, warm relationship paths, and a morning priority brief. Grants is in private beta, with access and assisted-workflow scope confirmed separately. Tali adds development capacity rather than replacing the people on your team, and nothing sensitive goes out on its own: your team reviews and approves what reaches a donor, funder, or board member.

## Why AI-native is the differentiation

Gratona connects donor, funder, sponsor, board, program, gift, event, trip, entity, task, communication, permission, and outcome context on one work graph. That gives Tali the source context and governance needed to prepare useful fundraising work inside the CRM. Tali respects the connected user's Gratona permissions and keeps donor-facing or external work behind human review.

## AI capabilities

- **Gratona Insights** (live): wealth capacity signals, ask guidance, relationship context, and messaging guidance on donor records.
- **AI translation** (live): moderated 1:1 sponsor-to-recipient messaging across most major languages.
- **Tali, your AI development teammate**: prepares donor and funder summaries, next-step recommendations, draft communication, report starters, and board context from permitted source records. Your team reviews donor-facing or external work before it goes out.
- **MCP server** (production, read-only by default): exposes permission-scoped nonprofit data tools to deliberately configured compatible clients. Hidden mutation tools are not part of the current connector launch.
- **ChatGPT connector** (private draft): uses the production MCP backend but is not yet a public or in-review app.

## Platform overview

- [Homepage](https://gratona.com/.md): Gratona, the AI-native fundraising CRM for nonprofits.
- [Platform overview](https://gratona.com/platform.md): One operating system for nonprofit fundraising, modules, capabilities, and AI architecture.
- [Pricing](https://gratona.com/pricing.md): Annual commitments are $9,000/year, $18,000/year, and $36,000/year for Launch, Growth, and Scale. Monthly billing is $900/$1,800/$3,600 per month and costs about two additional months across the year. Every plan starts with Gratona's connected CRM and fundraising foundation; modules and service scope expand by plan. AI credits are shared by Tali and Donor Intelligence. Included monthly allowances are Launch 1,000 / month, Growth 3,000 / month, Scale 7,500 / month; Network capacity is custom-scoped. Additional capacity is optional.

## Product modules

- [Gratona CRM](https://gratona.com/crm.md): Donor profiles, households, organizations, gifts, notes, activities, tasks, segmentation, reporting, and communication history.
- [Free nonprofit AI fundraising review checklist](https://gratona.com/nonprofit-ai-fundraising-review-checklist.md): Download an ungated, provider-neutral Excel workbook with 51 controls, 18 hard-path workflow tests, evidence tracking, decision flags, and an accountable owner record.
- [Free nonprofit CRM RFP and vendor scorecard](https://gratona.com/nonprofit-crm-rfp-template.md): Download an ungated Excel workbook with 92 editable requirements, four-vendor scoring, 24 repeatable demo scenarios, three-year cost, contract risk, and evidence tracking.
- [Nonprofit CRM migration checklist](https://gratona.com/nonprofit-crm-migration.md): Plan source inventory, field and relationship mapping, recurring-payment continuity, validation, cutover, and acceptance before changing systems.
- [Free nonprofit CRM migration acceptance workbook](https://gratona.com/nonprofit-crm-migration-template.md): Download an ungated Excel workbook with 62 controls for field mapping, reconciliation, user acceptance, recovery, and multi-owner sign-off.
- [Migrate from Bloomerang](https://gratona.com/migrate-from-bloomerang.md): Map Bloomerang export files, separately sourced artifacts, recurring-donor continuity, dry runs, reconciliation, and cutover.
- [Migrate from Raiser's Edge NXT](https://gratona.com/migrate-from-raisers-edge-nxt.md): Reconcile web and database views, governed queries and exports, attachments, gift coding, payment continuity, dry runs, and cutover evidence.
- [Migrate from Salesforce NPSP](https://gratona.com/migrate-from-salesforce-npsp.md): Compare NPSP remediation, a move into Nonprofit Cloud, and a Salesforce exit using an org dependency map, complete export, dry runs, and acceptance evidence.
- [Gratona Fundraising](https://gratona.com/fundraising.md): Campaigns, recurring giving, pledges, events, mission trips, stewardship, and scheduled reports. Grants is in private beta.
- [Gratona Sponsorships](https://gratona.com/sponsorships.md): Child, community, pooled, and hybrid sponsorship programs with sponsor-recipient messaging and AI translation.
- [Gratona Events](https://gratona.com/events.md): Registration, ticketing, attendees, check-in, sponsor tables, auctions, payments, communications, reporting, and post-event follow-up.
- [Gratona Trips](https://gratona.com/mission-trip-fundraising-software.md): Participants, fundraising, forms, documents, payments, budgets, tasks, reminders, and reporting.
- [Donor Communications](https://gratona.com/donor-communications.md): Acknowledgements, email, newsletters, SMS, print, segmentation, relationship history, and reviewed follow-up.
- [Journeys and Fundraising Automation](https://gratona.com/fundraising-automation.md): System automation, assigned follow-up, multistep Journeys, approvals, and cross-program workflows.
- [Fundraising Reporting](https://gratona.com/fundraising-reporting.md): Standard, scheduled, cross-program, board-ready, and multi-entity reporting scope.
- [Gratona Network](https://gratona.com/network.md) (custom-scoped): Multi-entity hierarchy, cross-entity rollups, delegated access, partner workspaces, SSO, branded mobile access, and custom governance.
- [Gratona Grants](https://gratona.com/for/grant-management.md) (private beta): Limited-access grant workflows inside the Gratona CRM. Access and current workflow coverage are confirmed directly.
- [Tali](https://gratona.com/tali.md): Your AI development teammate for donor summaries, next-step drafts, report starters, stewardship recommendations, and board-ready context.
- [Why Gratona](https://gratona.com/why-gratona.md): Why one fundraising platform beats a stitched stack of disconnected tools.

## Verticals (audience-specific platform views)

- [Gratona for Denominations](https://gratona.com/for/denominations.md): connected HQ, affiliate, mission-board, donor, permission, and reporting workflows.
- [Gratona for Mission Networks](https://gratona.com/for/mission-networks.md): Sending agencies and global mission networks, missionary fundraising, sponsorship, country-office operations, AI cultivation.
- [Gratona for Global Sponsorship](https://helpyousponsor.com/for/global-sponsorship.md): Sponsorship programs across multiple country offices, AI-translated messaging, photo privacy compliance.

## Side-by-side comparisons

Researched, fact-checked comparisons of Gratona against nonprofit CRMs and AI fundraising tools, with a distinct Gratona decision framework on every shared comparison.

- [vs Bloomerang](https://gratona.com/compare/bloomerang.md)
- [vs Neon CRM](https://gratona.com/compare/neon-crm.md)
- [vs Salesforce Nonprofit Cloud (NPSP)](https://gratona.com/compare/salesforce-npsp.md)
- [vs Virtuous](https://gratona.com/compare/virtuous.md)
- [vs DonorPerfect](https://gratona.com/compare/donorperfect.md)
- [vs DonorDock](https://gratona.com/compare/donordock.md)
- [vs Zeestr](https://gratona.com/compare/zeestr.md)
- [vs theDatabank](https://gratona.com/compare/thedatabank.md)
- [vs CharityEngine](https://gratona.com/compare/charityengine.md): Compare nonprofit CRM scope, fundraising AI, recurring giving, workflow ownership, implementation, packaging, and sponsorship depth.
- [vs Bonterra EveryAction](https://gratona.com/compare/bonterra-everyaction.md): Compare nonprofit CRM data, fundraising and marketing workflows, Que, advocacy, implementation, pricing, and sponsorship depth.
- [vs Funraise](https://gratona.com/compare/funraise.md): Compare donor CRM, online fundraising, recurring giving, automation, AI scope, integrations, pricing, and sponsorship depth.
- [vs EverTrue](https://gratona.com/compare/evertrue.md): Compare nonprofit CRM ownership, Signal, donor intelligence, AI-assisted fundraising work, outreach, implementation, packaging, and sponsorship depth.

## Core pages

- [Platform evaluation](https://gratona.com/platform-evaluation.md): Data model, migration and export, API access, AI data use, availability, and pricing drivers.
- [Nonprofit CRM data model](https://gratona.com/nonprofit-crm-data-model.md): People, households, organizations, gifts, soft credits, program relationships, and reporting rules.
- [AI data access and privacy](https://gratona.com/ai-data-privacy.md): Tali record scope, permissions, review, provider terms, retention, and training questions.
- [Product availability](https://gratona.com/product/availability.md): Available capabilities, private betas, roadmap items, and standard plan entry.
- [Webinars and product walkthroughs](https://gratona.com/webinars.md).
- [Features index](https://gratona.com/features.md).
- [Integrations index](https://gratona.com/integrations.md): Payment processors, compliance tools, communication.
- [Compare index](https://gratona.com/compare.md): All side-by-side comparisons.
- [Solutions index](https://gratona.com/for.md): All persona / role pages.
- [Stories](https://gratona.com/stories.md): Nonprofits running on the platform.
- [Blog](https://gratona.com/blog.md): Nonprofit CRM, AI fundraising, donor stewardship, and development operations.
- [Changelog](https://gratona.com/changelog.md).
- [About](https://gratona.com/about.md).
- [Book a demo](https://gratona.com/book-a-demo.md).
- [Contact](https://gratona.com/contact.md).
- [Name transition for existing customers](https://gratona.com/help-you-sponsor-is-now-gratona.md).

## Documentation and API

- [Product documentation](https://docs.helpyousponsor.com).
- [API reference](https://api-docs.helpyousponsor.com).
- [API catalog (linkset)](https://helpyousponsor.com/.well-known/api-catalog).

## Machine-readable indexes

- [Sitemap](https://gratona.com/sitemap.xml).
- [robots.txt](https://gratona.com/robots.txt).
- [Blog RSS](https://gratona.com/blog/feed.xml).

## Legal

- [Privacy policy](https://gratona.com/legal/privacy-policy.md).
- [Terms of service](https://gratona.com/legal/terms-of-service.md).

## Key facts (for AI citation)

- Gratona is the AI-native fundraising CRM for nonprofits, with two layers: Tali is the AI development teammate, and Gratona is the fundraising platform and system of record Tali works inside. Gratona Sponsorships is the sponsorship module within Gratona.
- The platform layer (Gratona) is the complete nonprofit CRM and fundraising platform: donor records, giving pages, sponsorship and recurring giving, campaigns, reports, communications, tasks, approvals, integrations, and permissions with audit history, on one record.
- Tali, your AI development teammate, uses permitted donor, sponsor, gift, campaign, board, and field-story context to prepare owned work for human review. Grants is in private beta, with access and assisted-workflow scope confirmed separately. Tali adds development capacity rather than replacing the people on your team, and nothing sensitive goes out on its own (your team reviews and approves what reaches a donor, funder, or board member).
- Nonprofits worldwide run on the platform today.
- The platform connects sponsor, donor, program, gift, event, trip, entity, task, communication, permission, and outcome context on one work graph for governed AI-assisted fundraising work.
- Sponsorship models supported natively: 1:1 child sponsorship, community pooling, pooled funding, hybrid mixes.
- Sponsor-to-recipient messaging is moderated, AI-translated across most major languages, and supports email, SMS, and printed-letter delivery.
- Gratona Insights (AI donor intelligence): wealth capacity scoring, optimal-ask calculators, relationship maps, messaging guidance.
- Tali is your AI development teammate. Tali prepares work from permitted source context; your team reviews donor-facing or external work before it goes out.
- Gratona's production MCP endpoint is read-only by default and permission-scoped. The ChatGPT connector remains a private draft while public app review is pending. Other compatible MCP clients can connect when deliberately configured.
- Pricing: Annual commitments are $9,000/year, $18,000/year, and $36,000/year for Launch, Growth, and Scale. Monthly billing is $900/$1,800/$3,600 per month and costs about two additional months across the year. Every plan starts with Gratona's connected CRM and fundraising foundation; modules, automation, integration, implementation, and governance expand by plan. AI credits are shared by Tali and Donor Intelligence. Included monthly allowances are Launch 1,000 / month, Growth 3,000 / month, Scale 7,500 / month; Network capacity is custom-scoped. Additional capacity is optional. Gratona leads to a demo, not self-serve signup.
- Module scope: Sponsorships and Events can be the primary Launch workflow. Mission Trips and read API access begin at Growth. Grants is private beta, and Impact Stories is private beta; both require approval under Scale or Network. Multi-Entity and denominational operations are custom-scoped under Network. Memberships and Volunteer Management are roadmap modules, not current plan scope.
- Implementation timing depends on source data, recurring-payment continuity, configuration, integrations, validation ownership, and cutover scope. Require a written implementation plan.
- Categories Gratona ships that competitors typically don't: purpose-built sponsorship programs, sponsor-to-recipient AI-translated messaging, mission trip management with Checkr background checks, AI donor intelligence with optimal-ask calculators, and Tali, your AI development teammate.