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Comparison 8 min read • Oct 21, 2026

Best AI Note-Takers for Nonprofits in 2026: Fathom, Otter, Circleback, or AmyNote?

Board meetings, donor visits and tight budgets. Fathom, Otter, Circleback and AmyNote compared for nonprofits, with every figure read off the vendors’ own pages.

Best AI note-takers for nonprofits: board meetings, donor visits, tight budgets, 2026. Fathom, free and unlimited online: 10 free nonprofit seats on application, no in-person yet. Otter, 40% off via TechSoup: Business only, 3+ users, $41 fee, Pro caps at 90 minutes. Circleback, in the room and on Zoom: 30% nonprofit discount, Free keeps 30 days of history. AmyNote, in the room, $99 a year: no length cap, replayable audio, no discount, no team workspace.

The board meets in a church hall on Tuesday night for two hours. On Wednesday a program officer visits a donor at home, and on Thursday a volunteer runs an intake session in Spanish. By Friday the director needs minutes, a donor note and an intake summary, and nobody on a staff of three had time to write them.

That week is normal for a small nonprofit. The important conversations happen in rooms, not just on Zoom, they run long, and the people in them include donors, clients and volunteer board members who never signed up to be recorded by a bot. Nonprofits need a tool that fits a small budget, works in a room as well as on a video call, and does not cut off at minute 90. This roundup compares four tools on that job: Fathom, Otter, Circleback and AmyNote, using only what each vendor publishes about itself.

Quick Verdict

What We Compared

We read each vendor’s pricing, help and privacy pages, plus TechSoup’s Otter listing, on October 20, 2026, and asked five questions:

We also priced three staff for one year. We did not test transcript accuracy, and we did not use any vendor’s own time-saved claims. A nonprofit discount is only worth something if it applies to the plan you need. So we read the conditions attached to each one, not just the headline percentage.

Four cards titled What the nonprofit discount actually requires. As published by each vendor and TechSoup, 20 Oct 2026. Fathom, 10 free seats: apply with a short form (email + nonprofit name); plan for the free seats is not stated; Free plan is already $0 and unlimited. Otter, 40% off Business: one-year Business plan, three or more users; 501(c)(3) or local charity status, via TechSoup only; TechSoup admin fee: $41. Circleback, 30% off: sign up with a nonprofit email, then ask support; FAQ does not name the plans it covers; Free plan keeps 30 days of history. AmyNote, no discount: $99 a year per subscription, 3-day trial; one subscription per person, no team plan; unlimited recordings on every plan.

Fathom: Free and Generous, but Online Only

Strengths. Fathom’s Free plan includes unlimited recordings and transcriptions, with no history limit. Its pricing page also says “Get 10 free seats for nonprofits.” The application is a short form asking for an email and the nonprofit’s name. Transcripts cover 38 languages. For an organization whose staff meetings, partner check-ins and funder calls already happen on Zoom, Google Meet or Teams, that is hard to beat at $0.

Weaknesses. Fathom records Zoom, Google Meet and Microsoft Teams calls, and only when you are on the call. In-person meetings are still a waitlist for its iOS app, so the church-hall board meeting is out of reach, and so is the donor’s kitchen table. The pricing page does not say which plan the 10 free seats are on. By default, Fathom may train its own AI models on de-identified meeting data unless you opt out, so whoever sets up the account should find that setting on day one.

Otter: The TechSoup Discount, with Strings

Strengths. Otter has the most formal nonprofit program here. TechSoup lists “a 40 percent discount on a one-year subscription for Otter Business for three or more users.” Organizations with 501(c)(3) status or a local charity registration qualify. Its iOS and Android apps let staff record a donor visit on a phone, and Business allows 4 hours per conversation, which covers a long board meeting with room to spare.

Weaknesses. The discount covers only Business, only annual billing and only three or more users. It also carries a $41 admin fee, and TechSoup is “currently the only way” in. A one-person shop on Pro at $8.33 a month billed annually gets no discount and a 90-minute cap, so a two-hour board meeting stops early. The free Basic plan stops at 30 minutes. Otter’s privacy policy says it trains its AI on de-identified audio and transcripts.

Circleback: In the Room and on Zoom

Strengths. Circleback’s Free plan records online and in-person meetings, with mobile and Apple Watch apps. Its FAQ answers the training question plainly: “No. Circleback does not use customer data to train models.” It supports over 100 languages. Its pricing FAQ lists “a 30% non-profit discount” through support, after you sign up with a nonprofit email.

Weaknesses. The Free plan keeps only 30 days of meeting and recording history. Last quarter’s board minutes are gone unless you pay. Pro costs $15 a seat a month billed yearly and keeps 1 year of recordings. The FAQ does not say which plans the discount applies to, so ask support before you budget for it. HIPAA compliance is on Enterprise only, at $35 a seat, which matters to health and human-services nonprofits.

Checklist titled The board meeting test: in the room, past minute 90. As published by each vendor, 20 Oct 2026. A check means true, not better. Columns Fathom, Otter, Circleback, AmyNote. Records in-person meetings: Fathom no, Otter yes, Circleback yes, AmyNote yes. No cap under 2 hours on cheapest paid plan: Fathom yes, Otter no, Circleback yes, AmyNote yes. Permanent free plan: Fathom yes, Otter yes, Circleback yes, AmyNote no. Shared team workspace: Fathom yes, Otter yes, Circleback yes, AmyNote no. Policy, no training on meetings: Fathom partial, Otter no, Circleback yes, AmyNote yes. Footnotes: Caps, Otter Basic 30 min, Pro 90 min, Business 4 hours. Fathom, Circleback and AmyNote list none. Dash: Fathom trains on de-identified data unless you opt out. Fathom in-person is an iOS waitlist.

AmyNote: For the Room, Not the Team

Weaknesses first. AmyNote has no nonprofit discount, no team workspace and no shared library. It runs on iPhone and iPad only, with no web or desktop app, and it does not join Zoom calls. To share board minutes, you export a PDF, TXT or Word file and send it. There is no free plan beyond a 3-day trial, and AmyNote lists no SOC 2, ISO 27001 or HIPAA certification.

Strengths. AmyNote records an in-person meeting on a phone placed on the table, and lists no length cap. A two-hour board meeting is captured whole. The audio stays replayable, so the board secretary can check the exact wording of a motion before the minutes go out. It transcribes 140+ languages and translates into 100+, which helps when intake happens in Spanish, Vietnamese or Arabic. Pricing is $99 a year, $19.99 a month or $12.99 a week, with unlimited recordings.

Privacy. AmyNote says it does not use your data to train AI models and does not sell meeting content. Transcription and AI run through Microsoft Azure, OpenAI and Anthropic’s Claude, with TLS in transit, which AmyNote says is not end-to-end encryption. The saved library lives on the staff member’s iPhone. Local-first does not mean local-only: when a transcript or summary runs, the audio or text is uploaded, and a processing copy may be kept in AmyNote’s cloud.

Side-by-Side Comparison

Bar chart titled Three staff, one year, with nonprofit pricing. Annual billing, nonprofit discounts applied as each vendor describes them, 20 Oct 2026. Fathom, Free plan: $0, online calls only; 10 free seats on application. AmyNote, 3 x $99 a year: $297, three separate subscriptions, no discount. Circleback, Pro $15, less 30%: $378, if the 30% applies to Pro; 1 year of recordings. Otter, Business $19.99, less 40%: $472.78, via TechSoup, includes the $41 admin fee. Footnote: Otter’s discount needs three or more users. AmyNote has a 3-day trial, not a free plan.

Which Tool Fits Which Nonprofit

The comparison above is about features. The decision usually comes down to where your important conversations happen and who needs to read the notes afterwards.

Before You Record a Board Meeting

Whichever tool you pick, a recording is not minutes. Tell everyone in the room, including guests and members of the public, that the meeting is being recorded and why. Decide in advance whether the audio is kept after the minutes are approved or deleted. Executive sessions and personnel discussions may need to stay off the recording entirely. A transcript helps the secretary write accurate minutes, but the board still approves the minutes, not the transcript. Your bylaws, your state’s recording-consent rules and your records-retention policy decide what happens next, so check them before the first recorded meeting.

The same applies to donors and clients. A donor who is told a visit is being recorded can say no, and a client in an intake session should know where the audio goes and who can hear it. The privacy rows in the comparison above are where that conversation starts.

The Bottom Line

If your meetings are mostly on Zoom, start with Fathom: the Free plan is unlimited, and the nonprofit seats cost nothing to ask for. If your team already uses Otter, the TechSoup deal makes Business worth it for three or more users. Circleback fits a team that meets both in the room and online, if you pay to keep more than 30 days of history.

AmyNote is for the staff member who does the work in person: the board secretary, the program officer at a donor’s kitchen table, the case worker running intake in Spanish. It costs $99 a year, keeps replayable audio on the phone and does not train on what people say. It will not share a workspace or join your Zoom calls. It has a 3-day trial on the App Store.

Originally published as an X Article by @AmyNoteApp.

The Board Meeting, Recorded on the iPhone in Your Pocket.

AmyNote records board meetings, donor visits and client intake sessions on the iPhone you already carry — no bot, no laptop, no account for core features, no recording caps — in 140+ languages, and keeps the saved library on the device. Transcription runs on Microsoft Azure and OpenAI speech services and analysis on Anthropic’s Claude, with TLS in transit, not end-to-end encryption; AmyNote states it does not use your data to train AI models. $12.99 a week, $19.99 a month or $99 a year.

3-Day Free Trial — No Credit Card

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