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SPECIFICTION
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DonorOS

donoros.com

Web

What it is

DonorOS is a web fundraising platform for nonprofit teams working with grants, donors, proposals, workplace giving, and donor journeys. Its AI lead discovery scans data points for supporter and funding matches. Grant Copilot uses live 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, DonorOS identifies matching gifts, notifies donors, and tracks reconciliation; the feature includes a database covering more than 20,000 companies. Donor Journey Tracking puts interactions, gifts, and touchpoints on one timeline. The connected system describes five specialized agents for development, grants, communications, operations, and engagement. Users can set guardrails and choose among six autonomy levels, with approval controls for high-stakes actions and an audit trail of decisions and actions. Notifications can go through Slack, email, SMS, and voice. NorthPath Meridian connects to SaaS platforms through a single REST webhook endpoint. Pricing is available on request.

Spec sheet

Purpose
DonorOS is a fundraising platform for grants, donors, proposals, workplace giving, and journey tracking.Read 1 Oct 2026 · donoros.com
Intended users
DonorOS is presented for nonprofit fundraising teams, including donor cultivation, grant research, proposal drafting, and stewardship.Read 2 Oct 2026 · donoros.com
Support
The company invites prospects to book a 30-minute demo or email [email protected] and says it will reply within 24 hours.Read 1 Oct 2026 · donoros.com
Headquarters
Houston, TexasRead 28 Sep 2026 · donoros.com
Maker
DonorOS was built by Jeremy Estrella, who served as an Associate Vice President and Dean at Portland Community College.Read 1 Oct 2026 · donoros.com
AI agents
NorthPath Meridian has five specialized agents for development, grants, communications, operations, and engagement.Read 2 Oct 2026 · donoros.com
AI lead discovery
DonorOS scans data for potential supporters and funding matches, using wealth signals, affinity scoring, and connection pathways.Read 2 Oct 2026 · donoros.com
Audit trail
The dashboard provides a complete audit trail for decisions and actions.Read 1 Oct 2026 · donoros.com
Channels
The connected AI system can deliver notifications through Slack, email, SMS, and voice.Read 1 Oct 2026 · donoros.com
Channels and integration
Meridian lists Slack, email, SMS, and voice notifications, and describes a single REST endpoint webhook integration for SaaS platforms.Read 2 Oct 2026 · donoros.com
Corporate database
Its workplace-giving feature includes a database covering more than 20,000 companies.Read 1 Oct 2026 · donoros.com
Data isolation
The site says each customer gets an isolated workspace and that customer data does not cross workspace boundaries.Read 2 Oct 2026 · donoros.com
Donor journeys
Donor Journey Tracking displays interactions, gifts, and touchpoints in a single timeline.Read 1 Oct 2026 · donoros.com
Donor tracking
Donor Journey Tracking displays donor interactions, gifts, and touchpoints in one timeline.Read 2 Oct 2026 · donoros.com
Fundraising platform
DonorOS brings grants, donors, proposals, workplace giving, and donor journey tracking into one platform.Read 2 Oct 2026 · donoros.com
Grant copilot
Grant Copilot matches programs to funding opportunities and provides eligibility answers using live funder guidelines.Read 2 Oct 2026 · donoros.com
Human approval
Users can set guardrails and require approval for high-stakes actions through a six-level autonomy model.Read 1 Oct 2026 · donoros.com
Human oversight
The site describes six autonomy levels, approval controls for high-stakes actions, and a full audit trail.Read 2 Oct 2026 · donoros.com
Integration
NorthPath Meridian connects to SaaS platforms through a single REST webhook endpoint.Read 1 Oct 2026 · donoros.com
Proposal drafting
Smart Proposal Drafting uses an organization's past successes and program outcomes to draft proposals in its voice.Read 2 Oct 2026 · donoros.com
Setup
The site describes a 30-minute setup call and says first results arrive within 24 hours.Read 1 Oct 2026 · donoros.com
Setup and support
The onboarding description includes a 30-minute setup call and says first results can arrive within 24 hours; the site offers a 30-minute demo call and says inquiries receive a response within 24 hours.Read 2 Oct 2026 · donoros.com
Workplace giving
The platform identifies matching gift opportunities, notifies donors, and tracks reconciliation; its page says its corporate program database covers 20,000+ companies.Read 2 Oct 2026 · donoros.com

Strong points and limits

Strong points

  • Grant Copilot uses live funder guidelines
  • Workplace-giving database covers more than 20,000 companies
  • Donor interactions and gifts appear on one timeline
  • Six autonomy levels include high-stakes approval controls
  • Notifications support Slack, email, SMS, and voice

Limits

  • Pricing is available on request
  • The listed platform is web
  • Setup begins with a 30-minute call

Who it suits

DonorOS suits nonprofit fundraising teams handling grant research, proposal drafting, workplace giving, donor cultivation, and stewardship. Teams can set approval controls for high-stakes actions and track system decisions in an audit trail.

Verdict

DonorOS brings grant, donor, proposal, workplace-giving, and journey functions together with configurable oversight. Pricing is available on request, and the onboarding description includes a 30-minute setup call.

Where Specifiction places it

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