Start with free chat
Ask for campaign ideas, appeal copy, stewardship plans, fundraising strategy, or a first pass on donor-facing collateral.
Orchid AI
Fundraising AI with its own workspace.
Draft appeals, plan campaigns, review donor files, shape event follow-up, and turn rough notes into human fundraising collateral. Use Orchid free in public chat, create a profile for files and saved history, then bring it into Sapling CRM when you want it working from live donor records.
Public Orchid can help with what you type or attach here. It cannot open private CRM data or perform CRM actions unless you sign into a Sapling workspace.
How it works
Start public. Save your work. Upgrade when you need depth.
Orchid is useful before a CRM login, but it is honest about boundaries: public chat only knows what you share, file analysis requires a profile, and private donor data stays inside permissioned Sapling CRM.
Create a profile for files
Uploading CSVs and PDFs requires an Orchid profile so analyses, usage, learning controls, and deletion controls are tied to you.
Buy more room when needed
Paid standalone plans add larger monthly headroom for file reviews, long drafts, campaign planning, and repeated fundraising work.
Move into the CRM for private data
When you need Orchid to read donor records, recommend CRM actions, or work from live gift history, use Orchid inside Sapling CRM.
Public workspace
What Orchid can help with right now.
Draft warm fundraising emails, letters, texts, postcards, and appeal copy
Plan campaigns, Giving Tuesday pushes, donor follow-up, and stewardship sequences
Analyze capped CSV housefile summaries after profile creation
Read capped text from uploaded PDFs after profile creation
Explain fundraising concepts like DAFs, pledges, soft credits, recurring giving, and major gifts
Create strategy briefs from notes, pasted data, and user-provided context
Imports and cleanup
Orchid can help map messy files, explain row issues, flag conflicts, and keep import review tied to source data instead of spreadsheet guesswork.
Donor and gift context
Ask about a donor, relationship, gift pattern, or next step, then keep the answer grounded in the CRM record staff already use.
Communications help
Draft donor-facing language, follow-up, receipt wording, campaign notes, and internal explanations without leaving the operating system.
Workflow assistance
Use Orchid to move faster through repeated CRM work: finding what matters, summarizing context, and turning messy inputs into action.
Event & donation pages
Draft event pages and donation-page copy — headlines, asks, and impact blurbs — ready to drop into the builder.
CRM navigation & directions
Ask where something lives or how to do it in Sapling, and Orchid points you to the right screen and the steps.
Charity & fundraising expert
A fundraising expert on call: best practices, benchmarks, appeal strategy, and stewardship playbooks.
Reports & insights
Ask for a number or a trend — recurring revenue, lapsed donors, this year versus last — and Orchid explains what it means and where to look.
Standalone
Use Orchid like a fundraising-first ChatGPT.
Free chat is immediate. Create an Orchid account when you want saved history, profile-gated file analysis, predictable monthly headroom, and deletion controls.
Free first
Try a generous public chat limit before creating an account.
Paid workspace
Buy standalone Orchid usage without starting a Sapling CRM workspace.
CRM upgrade
When you are ready, Sapling CRM gives Orchid permissioned access to real donor context.
Why it matters
AI is only useful when it can see the operational context.
A generic assistant can draft text. Orchid is built around CRM workflows: who the donor is, what they gave, what needs review, what changed, and what the team should do next.
That means AI can help with the actual work of fundraising operations instead of living in a separate tab with no memory of the record.
Explore Sapling features
Orchid AI
Simply powerful platform intelligence
AI in nonprofit software is mostly demos. Orchid is the one we actually use.
Migrate in days, not months
Drop in a messy export from Blackbaud or Raiser’s Edge. Orchid reads it, matches every record to your CRM, and flags only the conflicts that need you.
donors-export-blackbaud.csv
Import the attached records
Additional Context
Things users can ask to Orchid AI
Donor engagement
Craft personalized engagement strategies based on donor history
Event follow-up
Generates follow-up messages for attendees after events
Daily brief
Prepares for your day with a daily briefing of your meetings
Engagement feedback
Extracts engagement feedback from a call / meeting notes
Donor analytics
Analyze donor behavior to optimize fundraising strategies
Donor engagement
Craft personalized engagement strategies based on donor history
Event follow-up
Generates follow-up messages for attendees after events
Daily brief
Prepares for your day with a daily briefing of your meetings
Engagement feedback
Extracts engagement feedback from a call / meeting notes
Donor analytics
Analyze donor behavior to optimize fundraising strategies
Donor engagement
Craft personalized engagement strategies based on donor history
Event follow-up
Generates follow-up messages for attendees after events
Daily brief
Prepares for your day with a daily briefing of your meetings
Engagement feedback
Extracts engagement feedback from a call / meeting notes
Donor analytics
Analyze donor behavior to optimize fundraising strategies
Campaign evaluation
Assess the effectiveness of past campaigns for future changes
Meeting notes
Generate concise notes from meeting discussions for easy reference
Fundraising strategies
Develop tailored fundraising approaches based on donor insights
Lead nurturing
Create personalized communication plans for nurturing leads
Campaign evaluation
Assess the effectiveness of past campaigns for future changes
Meeting notes
Generate concise notes from meeting discussions for easy reference
Fundraising strategies
Develop tailored fundraising approaches based on donor insights
Lead nurturing
Create personalized communication plans for nurturing leads
Campaign evaluation
Assess the effectiveness of past campaigns for future changes
Meeting notes
Generate concise notes from meeting discussions for easy reference
Fundraising strategies
Develop tailored fundraising approaches based on donor insights
Lead nurturing
Create personalized communication plans for nurturing leads