Gratona Donor Intelligence

Gratona Donor Intelligence brings prospect research into a nonprofit CRM, attaching wealth context, ask ranges, relationship signals, and messaging guidance to donor records. Profiles can display public-source evidence and confidence labels, while unclear identities or weak evidence are surfaced for review. Gratona flags profiles older than 90 days so staff can decide whether to refresh the research. Results are a starting point for fundraiser review; staff are expected to check and adjust them before they inform outreach. Related CRM capabilities include unified donor profiles, dashboards, advanced filtering, custom reports, and household management. Listed connections include Stripe, PayPal, Authorize.net, Flutterwave, QPayPro, QuickBooks, Salesforce, Zapier, Mailgun, Box, OpenAI, and a REST API. The product is intended for major gifts officers, development directors, and fundraising coordinators. Launch costs $750 a month, billed $9,000/year billed annually, and includes 1,000 AI credits per month, Donor Intelligence, one primary workflow, and email and chat support. Growth costs $1,500 a month, billed $18,000/year billed annually.

Gratona combines prospect research context with donor records and review signals. Its listed Launch plan is $750 a month, billed annually, so teams should weigh that cost against their workflow needs.

Gratona Donor Intelligence is intended for major gifts officers, development directors, and fundraising coordinators who review prospect research in a nonprofit CRM. It may suit teams that want evidence and confidence indicators attached to donor profiles.

Gratona Donor Intelligence adds prospect research context and review signals to nonprofit donor records. It best suits major gifts officers and development teams that need this context within a broader fundraising CRM. Its strongest case is the combination of evidence, confidence labels, and human review; the high annual commitment makes it a poor fit for teams seeking a low-cost prospecting tool.

Overview

Gratona brings wealth context, ask ranges, relationship signals, and messaging guidance into donor records. That joined-up approach can help fundraisers work from a fuller record rather than treating prospect research as a separate step. Wealth screening, prospect scoring, engagement signals, and CRM integration are included in its scope.

Profiles can include public-source evidence and confidence labels, while ambiguous identities or weak evidence are surfaced for review. Profiles older than 90 days are flagged so a fundraiser can decide whether to refresh them. These safeguards make the output more usable as a starting point, not a substitute for judgment: fundraisers review and adjust it before outreach.

Key features

Donor records and research

Unified profiles, dashboards, advanced filtering, custom reports, and household management support broader donor-management work alongside intelligence. That breadth is useful for teams wanting one CRM environment, though buyers seeking only prospect research may not need the wider feature set.

Connections and AI permissions

Gratona lists payment integrations for Stripe, PayPal, Authorize.net, Flutterwave, and QPayPro, plus QuickBooks, Salesforce, Zapier, Mailgun, Box, OpenAI, and a REST API. Tali and connected AI tools use records available to the connected user and enabled workflow, subject to authentication, permissions, connector scopes, and enabled tools. Gratona says it does not sell personal information or share it for third-party marketing; its public privacy policy says Google user data is not used to train generalized AI models. The company says it reviews transport, storage, secrets, and backup controls with current evidence during security diligence.

Conversational briefings, portfolio-level capacity planning, giving trigger alerts, and affinity clustering are in development, so they should not factor into a purchase decision as current capabilities.

Pricing

Gratona is paid, with no free plan. Its Launch plan is $750 a month, billed $9,000/year billed annually. It includes 1,000 AI credits/month, Donor Intelligence, one primary workflow, and email + chat support. This is the entry point for teams that can work within one primary workflow and its monthly credit allowance.

Growth is $1,500 a month, billed $18,000/year billed annually, with 3,000 AI credits/month, Donor Intelligence, Read API access, and priority support. It suits teams that need read access to the API and a larger allowance. Scale is $3,000 a month, billed $36,000/year billed annually, adding 7,500 AI credits/month, advanced Donor Intelligence workflows, API writes and webhooks, priority support, and implementation. It is aimed at organizations with more involved workflows and integration needs.

Network has custom pricing, a custom AI allowance, Donor Intelligence, multi-entity scope, custom integrations, and dedicated infrastructure. Its custom scope fits multi-entity organizations, but the cost requires a quote. Across the priced plans, the annual billing commitment and substantial total cost are key considerations; teams should match credits and workflow needs to the plan rather than assume the higher tiers are necessary. Support is email and chat on Launch, priority on Growth and Scale, and a custom SLA on Network.

Platforms

Gratona supports Android, iOS, web, and API access. API access is tier-dependent: Growth includes read access, while Scale adds API writes and webhooks.

Who it's for

The product is described for major gifts officers, development directors, and fundraising coordinators. It is most compelling for nonprofit teams that want research context attached to CRM records and have the capacity to review the signals before they shape outreach. Organizations looking for a free entry tier, or a lower-cost standalone tool, should compare alternatives.

Pros and cons

• Pros: Public-source evidence, confidence labels, and review flags give fundraisers a basis to assess research rather than relying on unqualified outputs.
• Pros: The 90-day age flag prompts teams to consider whether profile research remains current.
• Pros: Donor Intelligence sits alongside profiles, filtering, reporting, and household management in the CRM.
• Cons: Launch costs $750 a month, billed $9,000/year billed annually, and there is no free plan; that commitment will exclude smaller teams or those evaluating prospecting on a limited budget.
• Cons: Launch is limited to one primary workflow and 1,000 AI credits/month; greater allowances and API capabilities require more expensive plans.
• Cons: Research still requires fundraiser review and adjustment before outreach, so it does not remove human oversight.

Alternatives

For a broader comparison, see Nonprofit Donor Prospecting Software.

• NPOAuthority may fit teams wanting a full online tool with unlimited one-off searches, seats, and training for $1,695 a year under its Annual Contract, plus a free trial.
• EverTrue is another paid option for Android, iOS, and web; its alumni relations product requires a demo for a quote.
• Hatch is worth considering for a free starting point: its plan includes 50 enrichment profiles, one seat, and 50 Sir Hatch drafts/month, with five QuickSearch in the first month only.
• Blackbaud Financial Edge NXT offers personalized custom quotes, with implementation, training, and ongoing support potentially included.
• Code-fi offers annual subscriptions whose price varies by team size, with unlimited access to its tools, data, and knowledge support services.
• DonorAtlas has a custom-priced Enterprise plan with unlimited searches and profile views, enterprise support, an MCP server, SSO and SCIM, and role-based access.
• GivingDNA is a paid option whose fees and subscription term are specified in the applicable MSA or Task Order.
• Insightful Philanthropy bases pricing on contribution level and team size rather than user seats or record counts.

Verdict

Gratona is best for nonprofit development teams that want prospect research, evidence cues, and review signals built into donor records and can support the annual plan cost. Its case rests on combining intelligence with CRM workflows while keeping a fundraiser in the decision loop. Look elsewhere if you need a free or lower-cost entry point, or if your team cannot justify Launch's annual commitment and workflow limits.