Fundraising
Read a stewardship-plan workspace
Returns summary metrics and permission-dependent strategy, move and review detail. Opening records a workspace telemetry event. Requires stewardship_major_donor_plans_v1. Relationship-group subjects also require stewardship_relationship_groups_v1. Subject access respects the viewer’s donor visibility. Requires permission: one of donors_view.
GET
/
admin
/
fundraising
/
stewardship-plans
/
{plan_id}
Read a stewardship-plan workspace
curl --request GET \
--url https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id} \
--header 'Authorization: Bearer <token>'import requests
url = "https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}"
headers = {"Authorization": "Bearer <token>"}
response = requests.get(url, headers=headers)
print(response.text)const options = {method: 'GET', headers: {Authorization: 'Bearer <token>'}};
fetch('https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "GET",
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"net/http"
"io"
)
func main() {
url := "https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}"
req, _ := http.NewRequest("GET", url, nil)
req.Header.Add("Authorization", "Bearer <token>")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.get("https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}")
.header("Authorization", "Bearer <token>")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Get.new(url)
request["Authorization"] = 'Bearer <token>'
response = http.request(request)
puts response.read_body{
"status": "success",
"data": {
"id": 42,
"version": 2,
"subject": {
"type": "donor",
"id": 42,
"display_name": "Example",
"kind": "Example",
"assigned_fundraiser_user_id": 42,
"relationship_manager": {
"id": 42,
"display_name": "Example"
},
"action_donors": [
{
"id": 42,
"display_name": "Example",
"email": "Example",
"do_not_email": true,
"status": "Example",
"role": "Example",
"relationship_label": "Example",
"is_primary_contact": true
}
],
"available": true,
"archived": true
},
"stage": "qualifying",
"status": "draft",
"tier": "A",
"stage_entered_at": "2026-10-20T12:00:00Z",
"action_donor_id": 42,
"period": {
"start": "2026-10-20",
"end": "2026-10-20"
},
"currency": "USD",
"goal_amount": 1000,
"attributed_actual": 1000,
"direct_actual": 1000,
"soft_credit_actual": 1000,
"variance_amount": 1000,
"gift_count": 2,
"giving_status": "pending",
"giving_last_successful_at": "2026-10-20T12:00:00Z",
"currency_breakdown": [
{
"currency": "Example",
"attributed_actual": 1000,
"direct_actual": 1000,
"soft_credit_actual": 1000,
"gift_count": 2
}
],
"next_move": {
"id": 42,
"title": "Example",
"planned_at": "2026-10-20T12:00:00Z"
},
"open_move_count": 2,
"overdue_move_count": 2,
"health": {
"status": "Example",
"reasons": [
"overdue_move"
]
},
"metric_basis": "relationship_attribution",
"completion_outcome": "Example",
"qualification_template_version": 2,
"qualification_progress": {
"completed": 2,
"skipped": 2,
"total": 2
},
"permissions": {
"can_manage": true,
"can_view_strategy": true
},
"strategy_reviewed_at": "2026-10-20T12:00:00Z",
"next_review_at": "2026-10-20T12:00:00Z",
"target_ask_amount": 1000,
"expected_giving_month": 10,
"expected_giving_note": "Example",
"closure_reason": "Example",
"strategy_summary": "Example",
"interests_summary": "Example",
"communication_guidance": "Example",
"moves": [
{
"id": 42,
"version": 2,
"kind": "cultivation",
"template_key": "Example",
"sequence": 2,
"title": "Example",
"description": "Example",
"planned_at": "2026-10-20T12:00:00Z",
"status": "planned",
"action_donor_id": 42,
"owner_user_id": 42,
"task_id": 42,
"completion_source": "manual",
"outcome_summary": "Example",
"completed_at": "2026-10-20T12:00:00Z",
"status_reason": "Example",
"evidence": [
{
"id": 42,
"type": "activity",
"record_id": 42,
"role": "completion",
"available": true,
"is_contact": true,
"is_meaningful": true,
"meaningful_basis": "Example",
"exclusion_reason": "Example"
}
]
}
],
"reviews": [
{
"id": 42,
"review_type": "strategy",
"outcome": "Example",
"summary": "Example",
"redacted_at": "2026-10-20T12:00:00Z",
"reviewed_at": "2026-10-20T12:00:00Z",
"reviewed_by_user_id": 42
}
],
"warnings": [
{
"code": "work_projection_delayed",
"message": "Example"
}
]
}
}{
"message": "Unauthorized",
"status": "error"
}{
"message": "Not Found",
"status": "error"
}Authorizations
bearerAuthapiKeyAuth
Passport bearer token authentication for legacy admin sessions.
Path Parameters
Plan id in the current organization.
⌘I
Read a stewardship-plan workspace
curl --request GET \
--url https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id} \
--header 'Authorization: Bearer <token>'import requests
url = "https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}"
headers = {"Authorization": "Bearer <token>"}
response = requests.get(url, headers=headers)
print(response.text)const options = {method: 'GET', headers: {Authorization: 'Bearer <token>'}};
fetch('https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "GET",
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"net/http"
"io"
)
func main() {
url := "https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}"
req, _ := http.NewRequest("GET", url, nil)
req.Header.Add("Authorization", "Bearer <token>")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.get("https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}")
.header("Authorization", "Bearer <token>")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Get.new(url)
request["Authorization"] = 'Bearer <token>'
response = http.request(request)
puts response.read_body{
"status": "success",
"data": {
"id": 42,
"version": 2,
"subject": {
"type": "donor",
"id": 42,
"display_name": "Example",
"kind": "Example",
"assigned_fundraiser_user_id": 42,
"relationship_manager": {
"id": 42,
"display_name": "Example"
},
"action_donors": [
{
"id": 42,
"display_name": "Example",
"email": "Example",
"do_not_email": true,
"status": "Example",
"role": "Example",
"relationship_label": "Example",
"is_primary_contact": true
}
],
"available": true,
"archived": true
},
"stage": "qualifying",
"status": "draft",
"tier": "A",
"stage_entered_at": "2026-10-20T12:00:00Z",
"action_donor_id": 42,
"period": {
"start": "2026-10-20",
"end": "2026-10-20"
},
"currency": "USD",
"goal_amount": 1000,
"attributed_actual": 1000,
"direct_actual": 1000,
"soft_credit_actual": 1000,
"variance_amount": 1000,
"gift_count": 2,
"giving_status": "pending",
"giving_last_successful_at": "2026-10-20T12:00:00Z",
"currency_breakdown": [
{
"currency": "Example",
"attributed_actual": 1000,
"direct_actual": 1000,
"soft_credit_actual": 1000,
"gift_count": 2
}
],
"next_move": {
"id": 42,
"title": "Example",
"planned_at": "2026-10-20T12:00:00Z"
},
"open_move_count": 2,
"overdue_move_count": 2,
"health": {
"status": "Example",
"reasons": [
"overdue_move"
]
},
"metric_basis": "relationship_attribution",
"completion_outcome": "Example",
"qualification_template_version": 2,
"qualification_progress": {
"completed": 2,
"skipped": 2,
"total": 2
},
"permissions": {
"can_manage": true,
"can_view_strategy": true
},
"strategy_reviewed_at": "2026-10-20T12:00:00Z",
"next_review_at": "2026-10-20T12:00:00Z",
"target_ask_amount": 1000,
"expected_giving_month": 10,
"expected_giving_note": "Example",
"closure_reason": "Example",
"strategy_summary": "Example",
"interests_summary": "Example",
"communication_guidance": "Example",
"moves": [
{
"id": 42,
"version": 2,
"kind": "cultivation",
"template_key": "Example",
"sequence": 2,
"title": "Example",
"description": "Example",
"planned_at": "2026-10-20T12:00:00Z",
"status": "planned",
"action_donor_id": 42,
"owner_user_id": 42,
"task_id": 42,
"completion_source": "manual",
"outcome_summary": "Example",
"completed_at": "2026-10-20T12:00:00Z",
"status_reason": "Example",
"evidence": [
{
"id": 42,
"type": "activity",
"record_id": 42,
"role": "completion",
"available": true,
"is_contact": true,
"is_meaningful": true,
"meaningful_basis": "Example",
"exclusion_reason": "Example"
}
]
}
],
"reviews": [
{
"id": 42,
"review_type": "strategy",
"outcome": "Example",
"summary": "Example",
"redacted_at": "2026-10-20T12:00:00Z",
"reviewed_at": "2026-10-20T12:00:00Z",
"reviewed_by_user_id": 42
}
],
"warnings": [
{
"code": "work_projection_delayed",
"message": "Example"
}
]
}
}{
"message": "Unauthorized",
"status": "error"
}{
"message": "Not Found",
"status": "error"
}