Overview

The operation of a non-profit organization requires the orchestration of countless activities. Delivering your mission to the community with success, as well as raising the funds needed to achieve your mandate, requires consistently organized action from Executive Directors to staff and volunteers.

Sumac Reminders furnishes your team with the ability to determine a series of pre-planned steps, executed when soliciting funders, performing membership renewals, introducing new volunteers and any other multi-step actions. Sumac Reminders also facilitates mission-based activities smoothly, increasing the effectiveness of the beneficial operations performed by your organization within the community.

Features

• Build activity plans, defining a series of scheduled actions performed to accomplish a particular task, such as introducing a new volunteer or staff member, tracking a funding application or moving a prospect up the donation pyramid.
• Track and plan each move with a prospect or donor including research, networking, emails, phone calls, letters, proposals, face-to-face meetings and planned events.
• Standardize interaction plans that take your prospects along the quickest route from a prospective donor to a major donor or monthly pledge.
• Maintain an unlimited schedule for any prospect and assign actions to staff, board, solicitors and volunteers.
• Print, email or view reports of pending actions for both individual and staff assignments.
• Automatically display outstanding reminders whenever Sumac is launched.
• Automate recording of all actions, pending and completed, in detailed contact and communication records.
• Integrate with Sumac fund requests to effectively manage the process of applying for funding.