Paypal vs Integrated Donation form

From Excel to Sumac: A Montessori School Transforms How They Operate

Northern Neck Montessori School is a non-profit organization in the lovely small town of Kilmarnock, Virginia. Their mission is to build a diverse community of lifelong learners, using the Montessori philosophy.

According to Emily May, the Office Manager, before they had Sumac, they were using Excel spreadsheets for all of their operations, which meant everything was done manually, took a lot of time, and common operations like searching and performing a mail merge were nearly impossible.

The management team knew things had to change, and because they did a lot of fundraising, they started searching for fundraising software. According to May, “Sumac won out because it was designed specifically for non-profits, it was available in the cloud, had incredible functionality, and the price was right!”

May soon became the main user, and she has been really impressed with how easy it is to use: “It’s really comprehensive, and easy to understand. It’s literal, so it just works. Also, the reporting is wonderful. In just a few minutes, I can generate the reports I need.”

What has really blown her away though, is Sumac’s free support services: “It’s phenomenal!” she says. “No question is too stupid. They’re always kind, professional, and ready to help.”

Northern Neck Montessori School

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Included in the Premium Case Management Package:

All Basic features:

  • Phone & email support
  • Case management intake, screening, assessment
  • Service tracking
  • Workflows
  • Email marketing
  • Event management
  • Cloud-based access
  • Reporting

All Standard features:

  • Specialized Case Management (pre-configured for Mental Health, Hospice, Shelter)
  • Webforms

PLUS:

  • Donations
  • Pledges

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!

Included in the Premium Memberships Package:

All Basic features:

  • Phone & email support
  • Member & membership tracking
  • Payment processing
  • Receipting
  • Email marketing
  • Event management
  • Cloud-based access
  • Reporting

All Standard features:

  • Donation webforms

PLUS:

  • Donations
  • Pledges

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!

Included in the Standard Memberships Package:

All Basic features:

  • Phone & email support
  • Member & membership tracking
  • Payment processing
  • Receipting
  • Email marketing
  • Event management
  • Cloud-based access
  • Reporting

PLUS:

  • Membership 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:

  • Donor & donation tracking
  • Fundraising campaigns
  • Receipting
  • Email marketing
  • Event management
  • Workflow management
  • Reporting
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Donation webforms

PLUS:

  • Grant Management
  • Proposals
  • Prospecting
  • Volunteer management

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
  • Fundraising campaigns
  • Receipting
  • Email marketing
  • Event management
  • Workflow management
  • Reporting
  • 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!

Included in the Basic Memberships Package:

  • Phone & email support
  • Payment processing
  • Donor & donation tracking
  • Receipting
  • Email marketing
  • Event management
  • Cloud-based access
  • Reporting

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
  • Fundraising campaigns
  • Receipting
  • Email marketing
  • Event management
  • Workflow management
  • Reporting
  • 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!

Included in the Standard
Case Management Package:

All Basic features:

  • Phone & email support
  • Case management intake, screening, assessment
  • Service tracking
  • Workflows
  • Email marketing
  • Event management
  • Cloud-based access
  • Reporting

PLUS:

  • Specialized Case Management (pre-configured for Mental Health, Hospice, Shelter)
  • 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!

Included in the Basic Case Management Package:

  • Phone & email support
  • Case management intake, screening, assessment
  • Service tracking
  • Workflows
  • Email marketing
  • Event management
  • Cloud-based access
  • Reporting

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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