Paypal vs Integrated Donation form

How an Orchestra Perfected Their Fundraising With the Help of Sumac

For more than fifty years, the National Youth Orchestra (NYO) has enjoyed an iconic reputation as Canada’s orchestral finishing school, providing the most comprehensive and in-depth training program available to the country’s best young classical musicians.

We had the opportunity to speak to Dan McKinnon, the Manager of Marketing and Communications a NYO about their work, and how Sumac has become an integral part of their operations over the past 10 years.

According to KcKinnon, fundraising for student scholarships is critical for their organization’s operation. Each year they have to secure enough funds to support their musicians, and they couldn’t do this without Sumac, says McKinnon.

Sumac allows them to segment their contacts so they can target communications and asks. With a pool of donors that is so varied, it’s important to get the asks right, says McKinnon. To do this, they look at communication preferences, contact types, and history. “Everything is set up in Sumac,” says McKinnon, “and it’s this segmenting that helps us secure the funds we need to run our training programs each and every year!”

NYO

In the past, McKinnon has used Microsoft CRM, and Salesforce, but he found them to be cumbersome. “There was too much to input,” he says. “You have to fill out 20 items and if you have one incorrect, you can’t advance.”

The National Youth Orchestra also uses Sumac to track concert program advertising. According to McKinnon, with Sumac they can see who purchased ads for the concert program tour in the past, so they can approach them again. They’re also able to upload previous proposals and asks to see which ones worked.

“As a mid-sized charity, Sumac is the perfect CRM that covers all of our organization’s needs. It allows for us to track activities for our many donors across the country and pull lists for our various communications initiatives, all while being extremely easy to use. There is a reason we have used Sumac for over 10 years; it’s that good.” – Dan McKinnon, Manager of Marketing and Communications

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  • Webforms

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All Standard features:

  • Donation webforms

PLUS:

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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!

Included in the Standard Memberships Package:

All Basic features:

  • Phone & email support
  • Member & membership tracking
  • Payment processing
  • Receipting
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Need more contacts, storage, or users? Just ask us!

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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:
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  • 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!

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What's included:
  • Donor & donation tracking
  • Fundraising campaigns
  • Receipting
  • Email marketing
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  • 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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