Fundraising, finally built for the modern era.
The all-in-one platform to launch, run, and scale fundraising.
From donor management to events to awards, powered by AI that handles the heavy lifting, so your team can focus on impact, not infrastructure.
Fundraising is being asked to do more with less.
GradRoots gives you leverage—without losing the human soul of the work.
Labor constraints
Staff burnout and turnover are real. Teams need capacity, not more tools to learn.
Consumer-grade expectations
Donors expect personalization and responsiveness that match their daily digital lives.
Outcomes over optics
Transparency and measurable impact are no longer optional for funders.
AI labor + orchestration + UX that actually gets used.
Three pillars that compound your team's capacity.
AI Labor for Cold Tasks
Research, enrichment, drafting, meeting prep, stewardship prompts—done fast and consistently by specialized agents.
Orchestration (Not Random Features)
Agents coordinate across sequences, calendars, rule sets, approvals, and CRM objects—so nothing falls through.
Incredible UX
Clean, modern, fast. Built for small teams that can't babysit software or chase down features.
Agent Spaces
Watch it work. Approve it. Ship it.
Watch agents collaborate in real time: sourcing donor context, shaping narratives, coordinating outreach, and surfacing insights—visible, searchable, and auditable.
Found: Sarah Chen, VP Engineering at TechCorp. Cal Poly alumna. Recent $50K gift to STEM nonprofit.
Drafting personalized outreach emphasizing STEM pipeline + alumni connection...
Recommending sequence: Email → 3d → LinkedIn → 7d → Call. Added to Gift Officer queue.
New resource
Turn donor data into donor momentum.
Start with the field guide advancement leaders can use in a leadership review: seven signals that show whether donor data is creating timely next steps, or just sitting in the CRM.
Donor momentum · 5 min read
The donor momentum scorecard for advancement leaders
A seven-signal scorecard advancement leaders can use to tell whether donor data is becoming coordinated, timely donor movement.
Event follow-up · 5 min read
Post-event follow-up momentum: turning attendance data into relationship action
A practical workflow for advancement teams to convert event attendance, host notes, and board connections into timely, personalized follow-up with clear owners and deadlines.
Momentum metrics · 6 min read
Donor momentum metrics: measuring what happens before dollars move
A practical dashboard framework for advancement teams measuring relationship heat, owner coverage, follow-up speed, stewardship risk, and playbook learning.
Free tool
See where your donor data stops creating momentum.
Answer a few questions about your last campaign or event and get an instant scorecard across seven donor momentum signals—relationship heat, owner coverage, stewardship risk, and more—so you can see whether your CRM is creating timely next steps or just storing history.
Interactive tool · 5 min
Donor Momentum Scorecard
Score seven donor momentum signals—relationship heat, owner coverage, context fit, stewardship risk, gift intent, learning loops, and blocker visibility—and see exactly where your team's follow-up is leaking.
From migration to momentum
A simple path to get you up and running.
Migrate
Bring your data from any system
Configure
Set up playbooks and permissions
Run
Launch Agent Spaces sessions
Track
Measure and improve outcomes
Built for how you actually work
"GradRoots made our small team feel scaled. We're doing more stewardship with less stress.
Built for trust, compliance, and donor confidence.
Security isn't an afterthought—it's the foundation.