Paypal vs Integrated Donation form

How a Hospice Streamlined Operations and Ditched Spreadsheets for Good!

the heart of hastings hospice logo

The Heart of Hastings Hospice is a community-based, volunteer support service, dedicated to improving the quality of life for those diagnosed with life-limiting illness. They have been providing individuals and their families with supportive, compassionate care in the community and at their 2-bed residential hospice for over 30 years.

“The experience and expertise that the Sumac support team had was instrumental in helping our hospice customize our use of Sumac. Within a very short period of time, we went from using Sumac to enter our data, to having Sumac working for us to produce the outcomes we were looking for.” – Heidi Griffin, Executive Director

Griffin says “6 years ago the hospice received a Trillium Grant to hire a dedicated fundraiser. Part of the fundraiser’s job was to research donor management software and make a recommendation.”

According to Griffin, “the fundraiser selected Sumac because it was the only solution that allowed them to have donor management in the same platform as volunteers, clients, and fundraising, so they could manage their entire hospice in one place.”

The Heart of Hastings Hospice

Once the team started using Sumac, they also discovered they could use it to send email, to set up reminders for client check-ins after appointments, and to build action plans to streamline onboarding of new volunteers. “When we first started using Sumac, we didn’t realize it could do all of this”, says Griffin.

They also started using Sumac’s fundraising and donor management capabilities. Hearts of Hastings Hospice runs a major fundraising event every year called “Handbags for Hospice”.

It’s a fabulous ladies night, explains Griffin “with high end handbags, a candy bar, champagne, and an auctioneer who is a philanthro-entertainer.” This year, the event was live-streamed.

Handbags for Hospice

One day, Griffin says, “I heard through the grapevine that Sumac was doing out-of-box packages for hospices and I was curious if we should be using one, so I reached out. When I talked to the wonderful support team there, they had an even better solution for me.

I got connected with their customer success and customization team. I described what we do and our processes, and they tweaked Sumac to help streamline operations, make the process simpler, and capture the data we needed.

We were even able to move things like our waitlists, that we were still managing on spreadsheets, into Sumac.

In the end our database got a big improvement and is now easier to use, more streamlined, and is helping us produce the outcomes we were looking for. Our staff loves it.”

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Premium Case Management Package

Take your program to the next level by integrating your fundraising.
Includes:

All Basic features:

  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

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  • Client registration & intake webforms

Plus:

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(cloud-based); Up to 13 concurrent users

Need more contacts, storage, or users? Just ask us!

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Take your program further by integrating fundraising.
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All Basic features:

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  • Custom membership level definition
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Membership registration webforms

Plus:

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  • Fundraising campaigns
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  • Automatic receipting
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Standard Memberships Package

Membership purchases flow from your web forms, through payment processing, and into your database, so there's less effort and less errors.
Includes:

All Basic features:

  • Manage member lifecycles
  • Member & membership tracking
  • Custom membership level definition
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

Plus:

  • Membership registration webforms
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Premium Donations Package

Manage complex donations for planned giving and larger gifts.
What's Included

All Basic features:

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  • Email marketing
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  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
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  • Phone & email support

All Standard features:

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Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users

Need more contacts, storage, or users? Just ask us!

Standard Donations Package

Donations flow from your website forms, straight through payment processing, and to your database, so there's less effort and less errors.
What's Included
All Basic features:
  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
  • Pledges & monthly donations
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Plus:
  • Donation webforms
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Basic Memberships Package

Manage your members and membership campaigns, engage members, and increase revenue.
Includes:
  • Manage member lifecycles
  • Member & membership tracking
  • Custom membership level definition
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Basic Donations Package

Manage your donations and fundraising campaigns, engage donors, and increase revenue.
What's Included
  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
  • Pledges & monthly donations
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Standard Case Management Package

Pre-configured client management modules fit your exact program and make your administration even easier.
Includes:

All Basic features:

  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

Plus:

  • Specialized Case Management setup (configured for health & social services, transition & emergency shelters, hospice & palliative care)
  • Client registration & intake webforms

Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 8 concurrent users

Need more contacts, storage, or users? Just ask us!

Basic Case Management Package

Manage intake forms and client data securely so data transitions seamlessly from when a case opens to its close.
Includes:
  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

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