Where does the wealth data come from?

Profiles use available public-source evidence and the donor context your team is permitted to use. Review the sources, confidence cues, and identity match before acting on a result.

What is the ask calculator?

The ask calculator suggests tiered gift amounts (stretch, target, and floor) based on the donor's estimated wealth, giving history, and affinity to your organization.

How accurate are the confidence scores?

Confidence cues communicate the strength of the available evidence; they do not guarantee that an identity match or estimate is correct. Verify material claims before using them.

Analytics & Reporting

AI Donor Intelligence

Know your donors before you ask

Donor Intelligence brings public-source evidence and permitted CRM context into the donor record. Wealth context, deeper research, an ask range, relationship signals, and messaging guidance stay reviewable alongside source evidence and confidence cues. Profiles older than 90 days are flagged as stale so a fundraiser can decide whether to refresh them.

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CRM native

Research beside relationship history

90 days

Freshness threshold before review

Source context

Evidence retained with results

Human reviewed

Fundraiser owns the final judgment

The Problem

Prospect research can become detached from donor history and difficult to verify when sources, identity confidence, and uncertainty are hidden from the fundraiser.

The Solution

With Gratona Donor Intelligence, research stays connected to the donor workflow and remains a reviewed input, not an automatic instruction to contact a donor or make a claim.

See it in action

How it works

Enrich donor profiles

Gratona prepares a profile from available public-source evidence and the donor context your team is permitted to use.

Review the research views

Review the wealth snapshot, deeper source context, ask range, relationship signals, and messaging guidance beside the donor record.

Act on confidence scores

Use the displayed source evidence and confidence cues to decide which signals are usable and which still need verification.

Refresh when context is stale

Profiles older than 90 days are flagged as stale. A fundraiser can request a refresh when current context matters.

Key features

Ask calculator with tiers

Affinity and interest tags

Relationship mapping

Messaging cheatsheets

Who uses this

Major Gifts Officer

Uses the ask calculator to prepare a tiered proposal for a donor whose wealth snapshot reveals significantly more capacity than their current giving level suggests.

Development Director

Runs the relationship map across the top 50 donors to discover unexpected board connections and plan a peer-to-peer cultivation strategy.

Fundraising Coordinator

Uses messaging guidance to craft a personalized appeal email that references a donor's known philanthropic interests and preferred communication style.

Frequently asked questions

Ready to get started?

See how ai donor intelligence can transform your organization.