1. What is the difference between a fund and a campaign?

  2. Typically a fund is the purpose for a donation. If you allow donors to specify that a donation is for a particular purpose (e.g. “here is $100 to use for the Triple A Production next year” or “here is $10,000 for your capital campaign”), then the purposes (e.g. Triple A Production and the Capital Campaign) are funds. Sumac can record and report on which pledges relate to a which funds and which donations were allocated to which funds.

    A campaign is a set of steps you pursue to get donations. For example, your Christmas Fundraising Drive might be a campaign. Sumac can record which communications, pledges, and donations relate to a particular campaign.

  3. What is the difference between a solicitation and a campaign?

  4. We found that some people consider a campaign to consist of several solicitations, while others reverse this and refer to a solicitation containing several campaigns. So we made Sumac neutral on this issue: from Sumac’s perspective, a solicitation and a campaign are exactly the same thing. Sumac generally uses the term campaign to refer to these kinds of things. But when you define a campaign, you can indicate that it is of type campaign or solicitation, and use whichever terminology you are most comfortable with.