DonorOS is a web fundraising platform for nonprofit teams working with grants, donors, proposals, workplace giving, and donor journeys. Its lead discovery scans data points for supporter and funding matches, while Grant Copilot uses current funder guidelines to answer eligibility questions and connect programs with opportunities. Smart Proposal Drafting draws on an organization’s past successes and program outcomes to create proposal drafts in its voice. For workplace giving, the platform identifies matching gifts, notifies donors, and tracks reconciliation, with a database covering more than 20,000 companies. Donor Journey Tracking places interactions, gifts, and touchpoints on one timeline. Five specialized AI agents address development, grants, communications, operations, and engagement. Users can set guardrails and select among six autonomy levels, including approval for high-stakes actions; a dashboard records decisions and actions in an audit trail. Notifications can be sent through Slack, email, SMS, or voice. NorthPath Meridian connects to SaaS platforms through a single REST webhook endpoint. Pricing is on request.
Who it is for
It suits nonprofit fundraising teams handling donor cultivation, grant research, proposal drafting, workplace giving, and stewardship. Teams wanting approval controls and an audit trail for automated actions may also find those tools relevant.
What is good
- Grant Copilot answers eligibility questions using funder guidelines.
- Workplace giving tracks matching gifts and reconciliation.
- Donor interactions and gifts appear on one timeline.
- Users can require approval for high-stakes actions.
What to know first
- Pricing is available on request.
- SaaS integration is described through one REST webhook endpoint.
Verdict
DonorOS brings grant, donor, proposal, and workplace-giving workflows into one platform, with controls for human oversight. Teams should weigh its on-request pricing and the described webhook integration approach against their needs.
Compared on nonprofit matching gift software
- Eligibility lookup
- Yes
- Automated donor outreach
- Yes
- Match revenue reporting
- Yes
