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Gratona
Platform overview

One operating system for nonprofit fundraising.

Gratona connects your CRM, fundraising workflows, sponsorships, grants, events, reports, and AI teammates on one donor record. Every gift, message, task, and deadline lands on the same record, so your team always knows who needs attention, what happened last, and what should happen next, with Aida, your AI development teammate, ready to help.

Meet Aida

Gratona is the AI-native fundraising CRM for nonprofits.

SM

Sarah Mitchell

Donor since 2018 · 4 modules · Major

Active

Sponsorships

2 active

Recurring

$250/mo

Trip support

2024 team

Lifetime

$48,200

AI Insights · Suggested move

Capacity tier reads $50K. Last gift was $1,200. Optimal ask window opens this month.

Confidence: high · 4 sourcesDraft ask
One record · 8 modules

Trusted by mission-driven organizations worldwide

The Bridge Of HopeCasa AleluyaUganda Counseling and Support Services logoSisters of Mary World Villages for Children logoEli House MissionKupenda For The ChildrenCitta4 Him in Africa Ministries logoShoulder To ShoulderChildren Of HopeHope Project InternationalTransform The NationsImani Christian SchoolsCanopy LifeRwanda Star SchoolLoveworld FoundationGateway To HopeFaces For HopeSeed To Sower
The Bridge Of HopeCasa AleluyaUganda Counseling and Support Services logoSisters of Mary World Villages for Children logoEli House MissionKupenda For The ChildrenCitta4 Him in Africa Ministries logoShoulder To ShoulderChildren Of HopeHope Project InternationalTransform The NationsImani Christian SchoolsCanopy LifeRwanda Star SchoolLoveworld FoundationGateway To HopeFaces For HopeSeed To Sower
The Bridge Of HopeCasa AleluyaUganda Counseling and Support Services logoSisters of Mary World Villages for Children logoEli House MissionKupenda For The ChildrenCitta4 Him in Africa Ministries logoShoulder To ShoulderChildren Of HopeHope Project InternationalTransform The NationsImani Christian SchoolsCanopy LifeRwanda Star SchoolLoveworld FoundationGateway To HopeFaces For HopeSeed To Sower
The Bridge Of HopeCasa AleluyaUganda Counseling and Support Services logoSisters of Mary World Villages for Children logoEli House MissionKupenda For The ChildrenCitta4 Him in Africa Ministries logoShoulder To ShoulderChildren Of HopeHope Project InternationalTransform The NationsImani Christian SchoolsCanopy LifeRwanda Star SchoolLoveworld FoundationGateway To HopeFaces For HopeSeed To Sower

Switching from REACH, Bloomerang, DonorPerfect, Salesforce, Virtuous, Neon, Subsplash, or spreadsheets? Full donor CRM, fundraising campaigns, AI wealth intelligence, and sponsorship on one AI native platform. We migrate your data for free and keep receipts flowing on day one.

One donor record

One donor record across everything you raise

Most fundraising stacks split the relationship: donor notes in a CRM, gifts in a checkout, sponsorships in a workaround, grant deadlines in a spreadsheet, event pledges in an inbox. Every report becomes an export-and-merge job, and follow-up runs on memory.

Gratona keeps the whole relationship on one record. A supporter who gives monthly, sponsors a child, attends the gala, and is named in a grant report shows up as one person: gifts, sponsorships, grants, events, campaigns, communications, tasks, reports, and AI-assisted follow-up, all connected.

SM

Sarah Mitchell

One donor record · 8 modules touched · Major

Lifetime

$48,200

Sponsorships
Recurring
Campaign
Trip support
Grant
AI Insights
Mailings
Stewardship
Active touchpoint

Sponsorships

Maria · Nicaragua · Year 5

$45/mo

Recurring

Monthly partnership

$250/mo

Campaign

Year-end appeal · 2024

$2,500

Trip support

Daughter · 2024 team

$1,800

Grant

Family foundation

$10,000

AI Insights

Capacity tier $50K · high

Live

Mailings

Year-end tax summary

Sent

Stewardship

Five-year sponsor letter

Drafted

Sponsorship · CRM · Fundraising · Trips · Grants · AI Insights · Mailings · Stewardship, all on one record.

Sarah Mitchell's donor record shows touchpoints across 8 HYS modules: sponsorships, recurring giving, campaign gifts, mission trip support, grant relationships, AI Insights cultivation, mailings, and stewardship, totaling $48,200 lifetime, all in one unified donor record.

Built-in fundraising workflows

Fundraising workflows built into the CRM, not bolted on

Campaigns, recurring giving, pledges, stewardship, journeys, and scheduled reports run next to the donor records they depend on. No sync jobs, no follow-up trackers on the side.

Campaigns and appeals

Plan the appeal, track the gifts, and attribute every response back to the donor record, without exporting a list to find out how it went.

Recurring giving and pledges

Monthly giving, pledge schedules, and payment recovery run inside the CRM, so a lapsed recurring gift becomes a follow-up task, not a surprise.

Stewardship coverage

Every donor has a clear owner. The Stewardship Hub shows who needs attention, what happened last, and what should happen next.

Journeys

Guide donors through meaningful next steps: welcome series, first-gift thanks, sponsorship anniversaries, and re-engagement.

Scheduled reports

Send the right report at the right time: board packets, program updates, and funder reports composed from the same record.

Tasks and approvals

Turn follow-up into assigned work with due dates, review states, and outcomes logged back to the donor record.

Gratona Sponsorships

Sponsorships are first-class, not a workaround

Sponsor-recipient relationships, recipient profiles, updates, messaging, photo privacy, payments, and reports: the depth of HelpYouSponsor, now a core module of the Gratona platform. Click through the real giving pages below; every gift, commitment, and signup writes straight to the donor record.

Embed anywhere

Drop sponsorship, donation, and trip pages into WordPress, Webflow, Framer, or a custom site with a few lines of code.

Brand matched

Pick your theme color and the embed matches your site, in light and dark mode, out of the box.

Writes to the record

Every gift, commitment, and signup lands on the same donor record your team and Aida work from.

Grants and events

Grants and events live on the same record

Grants

Track funders, deadlines, outcomes, documents, and reports next to the relationship behind them. The renewal ask, the report deadline, and the program outcomes all land on the same record, so a grant report starts from connected history instead of a folder of scattered notes.

Events

Attendees, table hosts, and pledges flow back to the donor record instead of dying in a CSV. The gala ends and the open pledges become owned follow-up tasks, with the relationship context attached to each one.

Work Graph + Stewardship Hub

Where relationship context becomes owned work

The Stewardship Hub shows who needs attention, who owns the relationship, what is overdue, and what should happen next. The Work Graph turns that context into owned work: tasks, due dates, assignments, drafts, approvals, outcomes, and audit history connected to the donor record.

Source context

Every task carries the records behind it: the gift history, the last meeting note, the sponsorship record, the grant deadline. Nobody walks into a call cold.

Owners and due dates

Every follow-up is assigned to a named person with a date tied to the moment that matters. Work stops falling through the cracks of a shared inbox.

Approvals

Drafts and sensitive actions move through review states. Your team edits, approves, or sends back, and every decision is logged.

Outcomes and audit history

What was drafted, approved, revised, and sent is recorded on the same record, so the next step always starts from what actually happened.

Meet Aida

Aida, your AI development teammate

Aida helps your team turn trusted donor and fundraising context into reviewed work: draft follow-ups, prepare reports, surface relationship risks, summarize donor history, and suggest the next best action. She is powerful here because the whole relationship lives on one record she can actually read.

  • Nothing sends without approval
  • Every recommendation includes source context
  • Every action can be reviewed, edited, approved, and logged
  • Aida adds development capacity; she does not replace your team
Meet Aida

Aida

Drafting cultivation move for Sarah Mitchell

Beta

Draft email · in your voice

Sarah, your sponsorship of Maria in León is entering year five, a milestone we'd love to celebrate with you. Given your support of the 2024 trip team and your steady recurring gift, we're wondering if you'd consider...

Sponsorship record · 2019–present
Trip team commitment · 2024
Capacity tier · $50K (high confidence)
Audit-logged · cite-on-every-action
EditSend

Optimal ask: $5,000

Try it

Work one item with Aida

Pick a work item, read the source context, review Aida's draft, approve it, and watch the outcome get logged on the donor record.

A
AidaAI Development Director
This week6 items
5 to review

Reporting and multi-entity

Board-ready reporting without the spreadsheet merge

Giving, retention, program coverage, and donor health compose across the same record. Pull a board-ready view, schedule the reports your funders expect, and stop reconciling exports.

Running more than one entity or program? Native multi-entity hierarchy with multi-currency, per-entity audit logs, per-jurisdiction tax receipting (US 501c3, UK Gift Aid, Canadian CRA, AU DGR), and consolidated rollup reporting across the whole network.

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%

Security, permissions, and audit

Built for data your donors trusted you with

Role-based access

Donors, gifts, sponsorships, grants, and tasks share the same access rules. People and AI teammates only see what their role allows.

One audit trail

Every change, send, and approval lands in one audit history across modules, not scattered across disconnected systems.

Human review for AI

AI-prepared work moves through review states. Your team approves before anything reaches a donor, and every decision is logged.

Source-backed recommendations

Every Aida recommendation links to the records it stands on, so your team can verify the context before acting.

The product

Tab through the real platform

Donor records, giving pages, sponsorships, reports, communications, and tasks, the way your team will actually see them.

app.gratona.com/app/donors
MA

Maria Alvarez

Active

[email protected]

Assigned fundraiser: Aida

Highlights

Giving this year

$4,200

6 gifts

Last year

$3,150

5 gifts

Lifetime

$18,400

Since 2017

Active commitments

2 active

Monthly + pledge

Payment readiness

Ready

Card on file, valid

Communication readiness

Email + SMS

Opted in

Next touch

Thank-you dueDue Fri

Friday, May 30

Household

2 members

Alvarez household

One durable record for every donor, funder, and sponsor.

Sample workflows, see how a single event flows through your connected tools

Successful donation
Payment receivedStripeStripe

$45.00 recurring donation from Sarah Thompson

Synced to accountingQuickBooksQuickBooks

Donation recorded · Income account updated

Receipt deliveredMailgunMailgun

Tax receipt emailed to [email protected]

Webhook firedEvents API

donation.completed → 3 subscribers notified

Workflow triggeredZapierZapier

Slack #donations · Google Sheet row added

Integrations

Connect the systems where work already happens.

Inbox, calendar, payments, and accounting feed the same donor record, so your team and Aida always work from current context, not a stale copy.

Migration

We move your data for you.

Import from spreadsheets or a legacy CRM with field mapping and duplicate detection. Your donor records, giving history, and relationships land clean on day one.

Upload
Map Fields
Validate
Import

Validation Results

Ready to Import

847

Records valid

3

Duplicates found

0

Errors

Field Mappings

Full NameDonor Name
Email AddressEmail
PhonePhone Number
Gift AmountDonation Amount
Gift DateDonation Date
Fund CodeDesignation

Can Gratona replace your CRM?

Yes. Replace scattered donor records, giving pages, reports, spreadsheets, and follow-up trackers with one AI-native fundraising platform.

Today

Donor CRMSpreadsheetsGiving formEmail toolSponsorship toolReportsFollow-up tracker
One platform
Donor CRMGiving pagesSponsorshipReportsCommunicationsTasks and approvals

Gratona

Start with Gratona as your CRM. Add Aida when your team is ready.

See pricing

Built for procurement-grade diligence

Enterprise security, privacy, and compliance baked into the platform, not add-ons.

SOC 2 in progressSSO / SAMLMulti-entity audit logGDPR · UK · CA · AUAI governance · cite-on-action

Testimonials

Trusted by nonprofits changing lives

See why mission-driven organizations choose HelpYouSponsor to power their sponsorship programs.

My experience with HelpYouSponsor has been outstanding. The support team has gone above and beyond every step of the way. I received exceptional support during our data migration, with hands-on guidance to ensure accuracy and continuity.

AJ

Amanda Jones

Database Administrator, Accordus

Working with HelpYouSponsor has been a super fantastic experience. Their customer support is incredibly responsive and highly personalized. They take the time to understand the specific needs of our organization. Highly recommended!

SC

Sherlyn Comia

Sisters of Mary World Villages for Children

Everything we needed was there and then some. Being able to turn daily operating duties over to a program that runs in the background of our website was an answer to prayer. I am sure more children were able to get an education because of HelpYouSponsor.

Danny Cunningham

Danny Cunningham

President, 4 Him in Africa Ministries

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

Farrell Burton

Director of Operations, Hope Project International

My experience with HelpYouSponsor has been outstanding. The support team has gone above and beyond every step of the way. I received exceptional support during our data migration, with hands-on guidance to ensure accuracy and continuity.

AJ

Amanda Jones

Database Administrator, Accordus

Working with HelpYouSponsor has been a super fantastic experience. Their customer support is incredibly responsive and highly personalized. They take the time to understand the specific needs of our organization. Highly recommended!

SC

Sherlyn Comia

Sisters of Mary World Villages for Children

Everything we needed was there and then some. Being able to turn daily operating duties over to a program that runs in the background of our website was an answer to prayer. I am sure more children were able to get an education because of HelpYouSponsor.

Danny Cunningham

Danny Cunningham

President, 4 Him in Africa Ministries

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

Farrell Burton

Director of Operations, Hope Project International

My experience with HelpYouSponsor has been outstanding. The support team has gone above and beyond every step of the way. I received exceptional support during our data migration, with hands-on guidance to ensure accuracy and continuity.

AJ

Amanda Jones

Database Administrator, Accordus

Working with HelpYouSponsor has been a super fantastic experience. Their customer support is incredibly responsive and highly personalized. They take the time to understand the specific needs of our organization. Highly recommended!

SC

Sherlyn Comia

Sisters of Mary World Villages for Children

Everything we needed was there and then some. Being able to turn daily operating duties over to a program that runs in the background of our website was an answer to prayer. I am sure more children were able to get an education because of HelpYouSponsor.

Danny Cunningham

Danny Cunningham

President, 4 Him in Africa Ministries

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

Farrell Burton

Director of Operations, Hope Project International

My experience with HelpYouSponsor has been outstanding. The support team has gone above and beyond every step of the way. I received exceptional support during our data migration, with hands-on guidance to ensure accuracy and continuity.

AJ

Amanda Jones

Database Administrator, Accordus

Working with HelpYouSponsor has been a super fantastic experience. Their customer support is incredibly responsive and highly personalized. They take the time to understand the specific needs of our organization. Highly recommended!

SC

Sherlyn Comia

Sisters of Mary World Villages for Children

Everything we needed was there and then some. Being able to turn daily operating duties over to a program that runs in the background of our website was an answer to prayer. I am sure more children were able to get an education because of HelpYouSponsor.

Danny Cunningham

Danny Cunningham

President, 4 Him in Africa Ministries

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

Farrell Burton

Director of Operations, Hope Project International

My favorite part of HelpYouSponsor is its modularity. We started with a really simple setup and now it has grown to be our all-in-one solution. The documentation and how-to guides are very extensive and helpful.

The Hope Project

The Hope Project

I've been with HYS. Initially, the low cost was crucial. I now manage 224 monthly sponsorships seamlessly on the platform. The customer support is fantastic, they listen, react quickly, and offer excellent service. Highly recommended.

US2UGANDA4life, Making a Difference

US2UGANDA4life, Making a Difference

It's completely changed how we approach our campaigns and automating our workflows. The app connects seamlessly with the tools we already use.

Eli House Mission

Eli House Mission

We have over 1,600 students and now potential sponsors can visit our website, read about our students, and connect with children whose profiles speak to their heart. HYS has made it possible for students and sponsors to write letters and send photos.

Uganda Counselling and Support Services

Uganda Counselling and Support Services

My favorite part of HelpYouSponsor is its modularity. We started with a really simple setup and now it has grown to be our all-in-one solution. The documentation and how-to guides are very extensive and helpful.

The Hope Project

The Hope Project

I've been with HYS. Initially, the low cost was crucial. I now manage 224 monthly sponsorships seamlessly on the platform. The customer support is fantastic, they listen, react quickly, and offer excellent service. Highly recommended.

US2UGANDA4life, Making a Difference

US2UGANDA4life, Making a Difference

It's completely changed how we approach our campaigns and automating our workflows. The app connects seamlessly with the tools we already use.

Eli House Mission

Eli House Mission

We have over 1,600 students and now potential sponsors can visit our website, read about our students, and connect with children whose profiles speak to their heart. HYS has made it possible for students and sponsors to write letters and send photos.

Uganda Counselling and Support Services

Uganda Counselling and Support Services

My favorite part of HelpYouSponsor is its modularity. We started with a really simple setup and now it has grown to be our all-in-one solution. The documentation and how-to guides are very extensive and helpful.

The Hope Project

The Hope Project

I've been with HYS. Initially, the low cost was crucial. I now manage 224 monthly sponsorships seamlessly on the platform. The customer support is fantastic, they listen, react quickly, and offer excellent service. Highly recommended.

US2UGANDA4life, Making a Difference

US2UGANDA4life, Making a Difference

It's completely changed how we approach our campaigns and automating our workflows. The app connects seamlessly with the tools we already use.

Eli House Mission

Eli House Mission

We have over 1,600 students and now potential sponsors can visit our website, read about our students, and connect with children whose profiles speak to their heart. HYS has made it possible for students and sponsors to write letters and send photos.

Uganda Counselling and Support Services

Uganda Counselling and Support Services

My favorite part of HelpYouSponsor is its modularity. We started with a really simple setup and now it has grown to be our all-in-one solution. The documentation and how-to guides are very extensive and helpful.

The Hope Project

The Hope Project

I've been with HYS. Initially, the low cost was crucial. I now manage 224 monthly sponsorships seamlessly on the platform. The customer support is fantastic, they listen, react quickly, and offer excellent service. Highly recommended.

US2UGANDA4life, Making a Difference

US2UGANDA4life, Making a Difference

It's completely changed how we approach our campaigns and automating our workflows. The app connects seamlessly with the tools we already use.

Eli House Mission

Eli House Mission

We have over 1,600 students and now potential sponsors can visit our website, read about our students, and connect with children whose profiles speak to their heart. HYS has made it possible for students and sponsors to write letters and send photos.

Uganda Counselling and Support Services

Uganda Counselling and Support Services

Frequently asked questions

Ready to run fundraising on one platform?

Book a tailored demo to see Gratona run your donor records, workflows, sponsorships, and Aida on your programs. Or see pricing to find your tier.

See pricing