Gratona Donor Intelligence

Gratona Donor Intelligence is a prospect-research layer inside a nonprofit fundraising CRM. It fits major-gifts officers, development directors, and fundraising coordinators who want wealth and relationship context attached to working donor records. The $750-per-month entry point makes it a serious commitment, but the evidence indicators and review workflow give larger teams a more disciplined way to use research.

Overview

Gratona combines wealth context, ask ranges, relationship signals, and messaging guidance with donor records. Wealth screening, prospect scoring, engagement signals, and CRM integration cover the core needs of teams qualifying and prioritizing prospects. Because the intelligence sits alongside CRM data, teams can work from unified records instead of moving research between separate tools.

Profiles may include public-source evidence and confidence labels. Ambiguous identities and weak evidence are surfaced for review, and profiles older than 90 days are flagged for a refresh decision. These controls make the product a decision aid rather than an automatic outreach engine: fundraisers are expected to check and adjust results before acting on them.

Key features

Research and record management

Unified donor profiles, dashboards, advanced filtering, custom reports, and household management extend the product beyond a single screening search. That broader CRM scope suits teams consolidating fundraising operations, while organizations that only need occasional prospect lookups may find the surrounding system excessive.

Integrations and AI controls

Payment connections include Stripe, PayPal, Authorize.net, Flutterwave, and QPayPro. Other listed connections include QuickBooks, Salesforce, Zapier, Mailgun, Box, OpenAI, and a REST API. Tali and connected AI tools can use records available to the authenticated user through enabled workflows, with access bounded by permissions, connector scopes, and enabled tools. Gratona says it does not sell personal information or share it for third-party marketing, and its public privacy policy says Google user data is not used to train generalized AI models. It also reviews transport, storage, secrets, and backup controls with current evidence during security diligence.

Planned capabilities

Conversational briefings, portfolio-level capacity planning, giving-trigger alerts, and affinity clustering are described as in development. Buyers should choose a plan for its current capabilities rather than treating these projects as included functionality.

Pricing

There is no free plan. Launch costs $750 a month, billed at $9,000/year annually, and includes 1,000 AI credits per month, Donor Intelligence, one primary workflow, and email and chat support. It is the practical starting point for a single core workflow, but the annual billing commitment and credit ceiling matter for smaller organizations.

Growth is $1,500 a month, billed at $18,000/year annually. It raises the allowance to 3,000 AI credits per month, keeps Donor Intelligence, and adds read API access and priority support. This fits teams connecting reporting or other systems that need data access without writing back to Gratona.

Scale costs $3,000 a month, billed at $36,000/year annually. It provides 7,500 AI credits monthly, advanced Donor Intelligence workflows, API writes and webhooks, implementation, and priority support. The higher price is justified for organizations automating two-way integrations and needing a more involved rollout.

Network uses custom pricing and offers a custom AI allowance, Donor Intelligence, multi-entity scope, custom integrations, dedicated infrastructure, and a custom SLA. It is aimed at organizations with several entities or infrastructure requirements rather than a typical standalone nonprofit.

Platforms

Gratona supports Android, iOS, web, and API access. That combination covers mobile and browser work while allowing system-to-system integration.

Who it's for

Major-gifts officers can use wealth, relationship, and ask-range context while reviewing individual records. Development directors gain dashboards, filtering, reports, and portfolio-oriented CRM data. Fundraising coordinators benefit from household management and workflow support when maintaining shared records. Smaller teams seeking an inexpensive enrichment utility, or buyers unwilling to review AI-assisted research, should look elsewhere.

Pros and cons

• Pros: Source evidence and confidence labels make profile claims easier to assess.
• Pros: Flags for ambiguous matches, weak evidence, and profiles older than 90 days focus human review where it matters.
• Pros: CRM features and integrations keep intelligence connected to fundraising operations.
• Pros: Growth and Scale add API access, writes, webhooks, and implementation support for connected teams.
• Cons: The $750-per-month starting price and annual billing exclude many small or occasional users.
• Cons: Launch has one primary workflow and 1,000 monthly AI credits, limiting lower-tier scale.
• Cons: Results still require fundraiser verification and adjustment before outreach.

Alternatives

Nonprofit Donor Prospecting Software is the broader category to compare when you want multiple prospecting approaches.

Hatch is the better starting point for budget-conscious users who want a free plan with 50 enrichment profiles, one seat, and limited monthly drafts through its API and web platform.

Choose Blackbaud Financial Edge NXT when you prefer a custom-quoted Blackbaud product with implementation, training, and ongoing support potentially included.

NPOAuthority suits teams wanting an annual contract with unlimited one-off searches, seats, and training, plus a free trial.

DonorAtlas is an enterprise alternative with unlimited searches and profile views, SSO, SCIM, role-based access, and an MCP server.

Windfall Wealth Screening is worth considering when you want wealth screening priced around organizational needs through a demo.

Code-fi offers an annual, team-size-based subscription with unlimited access to its tools, data, and knowledge support services.

DonorScope is a lower-cost freemium option with a $998 annual subscription and per-record enrichment charges.

DonorTrends is another paid web option for fundraising reports, analysis, and advice.

Verdict

Choose Gratona Donor Intelligence if your nonprofit wants prospect research, CRM records, and human-review safeguards in one system, and can support at least $9,000 in annual spend. Its strongest reason to buy is the combination of evidence, confidence signals, aging flags, and integration depth. Look elsewhere if you need a free or lightweight prospecting tool, predictable low-volume pricing, or research that requires no fundraiser validation.