Simplify Donation Management with Sumac!

Overview

Donation Management

With Sumac, processing, tracking, and receipting donations is easy, so you can spend more time developing relationships with your current and potential donors.

Sumac integrates seamlessly with your website, so online donations are recorded and receipted automatically. Also, built-in reports help strategize for your next funding campaign and fostering loyal donor stewardship.

We upgraded to Sumac from eTapestry, and we are amazed at how fast and efficient it is…

Executive Director, Skyworks Charitable Foundation

Features of Sumac Donations

  • Record all donations, including bequests, gifts-in-kind, in memoriam, member donations, split donations, event and campaign related donations.
  • Provide soft credit for donations to contacts other than the donor.
  • Document payment details for each donation and specify alternative recognition scenarios if necessary.
  • Relate donations to events, campaigns, and funds, providing a more detailed analysis of giving patterns.
  • Export data from Sumac to your accounting software, eliminating repetitive entry.
  • Produce receipts on an ongoing basis or annually, in accordance with donor preferences. <//li>
  • Prepare reports for financial reconciliation, for analysis (e.g. lapsed and returning donors, LYBUNT, SYBUNT), and to identify trend times (e.g. 2, 3 and 10 year comparisons).
  • Generate and assign receipt numbers automatically with the option to attach customized thank-you letters.
  • Integrate Sumac Membership, Sumac Sales and Sumac Ticketing Add-ons to automatically solicit and record donations in conjunction with other transactions.
  • Integrate donations with online payment processing to instantly process and authorize credit card payments.
  • Extend Sumac Donations to integrate with Sumac Pledges, automatically creating recurring gifts while relating donations to pledges.
  • Link Sumac Prospecting with donations and analyze donation histories and trends in order to find great candidates for increased giving.
  • Group donations into batches for operational reasons (e.g. all the donations from a particular week) or for financial reasons (all the donations in a particular bank deposit). Sumac automatically calculates the total of the donations which you can then compare to external information (like a bank deposit slip) to identify and resolve inconsistencies.
  • Accept donations online through your website. Donation and payment details are recorded in the Sumac database, and thank-you letters are generated and emailed immediately. More on online donations.

Get started today with no obligation!

877-399-4645

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Premium Memberships Package

Take your program further by integrating fundraising.

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

All Standard features:

  • Membership registration webforms

Plus:

  • Donations & fundraising
  • Donation webforms
  • Fundraising campaigns
  • Event management
  • 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:

  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • 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
  • Email marketing
  • Fundraising campaigns
  • 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 increasing 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
  • 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!

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 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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