Major Donor Plans and Relationship Stewardship

Coordinate stewardship around the full relationship while keeping giving, tasks, interactions, and notes in their canonical Gratona records.

Available in early access

• Qualify and manage major donor plans for people, households, and relationship groups.

• Set annual strategy, moves, reviews, and progress.

• Connect Tasks and interactions as evidence without creating a parallel activity history.

• See planning context from stewardship portfolios and fundraising profiles.

Building next

• Broader organization rollout and production validation.

• Stronger continuity when assignments, household membership, or relationship structure changes.

• More complete context across businesses, churches, funds, and other relationship groups.

Help shape it

What information does your team need before deciding the next meaningful step with a donor?