Overview

Every non-profit organization needs help from time-to-time in order to expand and increase donor stewardship and support. Steady growth requires focused prospecting for the right individuals to fill various roles, including potential board members, volunteers and large donors. Initiating a complex search requires superb data management and software that make it easy to express your organization's needs in a searchable format.

Sumac Prospecting supports your staff by performing the many complex calculations based on information already gathered and stored in Sumac, sifting through inappropriate results and providing the desired outcome. Sumac performs all the tedious work for your staff to better understand your prospects, focusing on those with the most potential to solicit greater funding and support for your mandate.

Features

• Analyze donation patterns, event attendance and communications to determine the level of commitment to your organization.
• Produce a giving score for each contact based on different types of donations.
• Evaluate each contact's capacity to make donations based on information about known assets, major gifts, pledges and donations to other charities.
• Calculate a score for the extent of any contact's network of friends, relatives or associates.
• Combine different calculations to create an overall score and percentile for each contact.
• Find prospects for a moves management effort to get donors to donate more.
• Find prospective large donors for a capital campaign.
• Adjust individual scores manually if you possess external information that is not stored by Sumac.
• Define and use as many different custom ratings as you want, searching for potential donors, volunteers and board members simultaneously.