Possible
2Under consideration
Help Donors Choose Who to Sponsor
Help a donor move from “I want to sponsor” to one confident introduction, without replacing browsing. How it could work Ask a small number of warm, optional questions. Use only organization-approved, public-eligible information. Explain why a suggested recipient may be a good fit. Offer one clear introduction, with the full directory still available. Let the donor adjust preferences or skip the guided path entirely. Organization controls Organizations should control eligibility, availability, question wording, matching priorities, fairness rules, and which public fields can influence a suggestion. Gratona should never infer sensitive traits or create a hidden popularity contest. Help shape it Would your donors value a guided introduction, and which questions would feel helpful rather than intrusive?
Birthday Moments
Turn birthdays into useful, human moments for recipients, donors, sponsors, and staff. What could be possible Upcoming birthday views for staff across recipients and donors. Contextual tasks, reminders, cards, greetings, and gift opportunities. Optional public birthday highlights on eligible recipient pages. Birthday filters and reports without requiring one fixed field name. Reusable automation triggers that respect communication preferences and exclusions. Organization controls Each organization should control the mapped birthday field, timing, audience, channels, approval rules, public treatment, and record-level exceptions. The broader idea Birthdays could become the first reusable calendar-moment foundation, opening the door to anniversaries, milestones, graduations, and other meaningful dates. Help shape it Which birthday moment would be most valuable for your organization: staff follow-up, sponsor engagement, donor stewardship, public celebration, or something else?
Planned
2Committed and queued
Sponsorship Lifecycle and Donor Continuity
Help organizations manage sponsorship changes without losing donor history, payment context, or the relationship itself. Available in early access Preview the billing impact before archiving or reassigning a sponsorship. Reassign, archive, restore, and report on sponsorship lifecycle changes. Preserve the existing commitment, payment identity, and historical context. Use reviewable Journey templates for donor communication and staff follow-up. Building next Broader organization rollout and production validation. Clearer transfer and transition workflows across programs. Stronger donor continuity when a recipient leaves or circumstances change. Reliable replay into connected systems after a lifecycle change. Help shape it Which sponsorship transition is hardest for your team to manage today?
CRM, Accounting, and Workflow Integrations
Connect Gratona with the systems that hold donor, accounting, and operational work while making sync problems visible and recoverable. Available now Bloomerang synchronization with review and recovery for stale or conflicting records. QuickBooks synchronization with end-to-end recovery controls. Zapier workflows for recurring commitments, program settings, and offline payments. Review and retry tools for older outbound integration records. Availability depends on each organization's connected systems and configuration. Building next More guided migration and mapping before imported data becomes authoritative. Broader accounting, Salesforce, Zapier, and API workflows. Clearer sync health, recovery, and ownership when attention is required. Help shape it Which system should Gratona connect to next, and what information must stay synchronized?
Building
6Actively being built
Program Enrollment, Attendance, and Participation
Understand who is participating, when they attended, and how that participation connects to relationships and outcomes. Available now Trip participation and leadership context on donor profiles. Existing program and recipient records that can anchor future enrollment history. Building next Reusable enrollment and attendance records across program types. Staff-friendly roster, check-in, note, and follow-up workflows. Participation history connected to the same people and relationship context used elsewhere in Gratona. Help shape it What kind of participation does your organization need to record, and what does your team do with it afterward?
Dark Mode Across Gratona
Make signed-in Gratona comfortable in light or dark environments without changing customer-branded or public experiences. Available now A complete dark mode experience for Tasks, including desktop, mobile, editors, menus, and embedded task sections. Building next Extend the shared dark theme across signed-in Gratona workspaces. Keep document, public, donor, and embedded surfaces on an intentional light or organization-branded canvas. Maintain accessible contrast and consistent semantic colors as each area adopts the theme. Help shape it Which Gratona workspace would you most like to use in dark mode next?
Library: Find, Trust, and Reuse Your Content
Find the photos, documents and knowledge your team needs, understand where they came from and how they can be used, and turn them into stronger donor communications, Stories and reports. Why it matters Useful content is often scattered across recipient records, messages, folders and connected drives. Teams spend time requesting the same files, recreating work or checking whether a photo is current and appropriate to share. Library brings that material into one connected workspace, with its original context intact. What this initiative brings together Find and organize files across Gratona records and connected sources, with useful previews, filters and collections. Follow a file back to its related people, programs and work, keeping the original source and version clear. Understand file visibility and distinguish internal access from permission to use content in donor communications or public fundraising. Reuse source material in Stories and other workflows without uploading a separate copy each time. Help people and Tali find relevant evidence and trace answers and drafts back to their sources. Make hosted storage usage understandable as the library grows. Where we want to take it next We are exploring a more complete journey from collecting content to using it confidently: Simple mobile-friendly requests for photos, video and documents from field teams and partners, with the program, date and usage information captured at submission. Search by what content contains, alongside practical filters for programs, dates, file types and approved uses. Feedback and review on the exact file version, with clear ownership and visibility into what needs changes or is ready to use. Clear consent, expiry and usage information, including which Stories or communications rely on an asset. Controlled collections for sharing approved content with communications teams and external partners. Searchable transcripts and useful excerpts from interviews and program videos. These are directions for feedback, not a promise that every capability is available today. Library organizes and governs source material; Stories turns that material into reviewed narratives. They should work together as one connected experience. Help shape it Where does your team lose the most time today: collecting content, finding the right file, checking whether it can be shared, getting it approved, or reusing it in donor communications?
Tali in Gratona and Connected Channels
Give teams a grounded assistant inside Gratona, then extend the same trusted context into the channels where work already happens. Available in early access Grounded answers from authorized Gratona records. Durable conversations that can be restored across sessions. Reviewable relationship interactions saved through canonical Gratona records. The same permission and tenant boundaries used by the rest of Gratona. Building next Broader in-app rollout, reliability, and evaluation. Connected channel access, beginning with the workflows customers value most. Clear confirmation before Tali performs consequential actions. Help shape it Where would Tali save your team the most time outside the Gratona app?
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?
Grants Workspace and Lifecycle
Bring grant opportunities, documents, deadlines, review, and reporting into one connected workspace. Building now A governed grants data and document foundation. Reusable Workspace Library contracts for source files and generated work. Clear lifecycle states, ownership, review, and audit history. Building next Customer-facing grant research and qualification workflows. Proposal development, review, submission, award, and reporting. Reliable reminders and source-grounded assistance without silently changing authoritative records. Help shape it Where does your grant process leave the most important context scattered today?
Done
4Recently shipped
Program Media and Donor Account Controls
Give programs clearer control over recipient media, file visibility, and the information shown in donor accounts. Available now Upload larger recipient images with consistent validation. Choose a program-level default visibility for newly uploaded recipient files. Preserve Messenger attachments as recipient profile files. Hide sponsorship payment details in donor accounts when a program requires it. Keep public checkout unchanged while adjusting the signed-in donor experience.
Newsletter Audience Snapshots
Build a newsletter audience from tags without letting that audience change silently before delivery. Available now Save tag-based audiences as reviewable snapshots. See who was included through tags and who was added individually. Preserve deliberate additions and exclusions when refreshing an audience. Review who joined or left the selected tags before updating the snapshot. Prevent audience refreshes from racing with newsletter delivery.
Dark Mode for Tasks
Use the Tasks workspace in dark mode across focused work, editing, and follow-up. Available now Dark mode for the grouped Tasks workspace and mobile task list. Dark mode for the task composer, inline editors, menus, and date controls. Dark mode for Tasks embedded on donor and other record pages. Accessible contrast for secondary text, placeholders, due dates, and disabled states. Dark mode across the rest of signed-in Gratona remains part of the broader roadmap.
Saved Views for Core Records
Return to the donor, recipient, sponsorship, or donation view you rely on without rebuilding it each time. Available now Save named worksheet views for recurring work. Choose a personal default for donors, recipients, sponsorships, and donations. Preserve the relevant program or record context when reopening a view. Restore the correct rows, filters, and columns without requiring a page refresh. We will keep extending the same workspace behavior to more parts of Gratona.