Donor Management
Unified Donor Profiles
Core donor, giving, sponsorship, and communication context in one profile
Unified Donor Profiles bring core relationship context into one donor workspace, including supported giving history, sponsorships, household links, preferences, custom fields, notes, and available communication or activity views. Integration-specific interactions may keep their own source and visibility rules.
The Problem
When donor data is scattered across spreadsheets, email threads, and disconnected tools, staff waste hours piecing together a donor's history before every conversation -- and important context still falls through the cracks.
The Solution
With Gratona Unified Donor Profiles, permissioned staff can review core donor and relationship context before choosing the next action.
How it works
Connect supported context
Supported donations, sponsorship relationships, profile fields, notes, and communication or activity records remain associated with the donor workspace.
Search and filter
Find any donor instantly by name, email, giving level, or custom field. Apply filters to segment your database for targeted outreach.
Act with context
Open the donor profile to review the available relationship history, source context, preferences, and permissions before making a call or planning stewardship.
Key features
Frequently asked questions
Ready to get started?
See how unified donor profiles can transform your organization.