2. Choose Add-on Options

The second step in creating a Sumac database perfectly tailored for your non-profit is to choose your Add-on Options. Sumac has more Add-on Options than any other non-profit software. Each piece not only integrates with the Basic CRM, but works together. Choose as many as you like to create a complete solution to manage your entire organization.

Grant Management


Sumac Grant Management enables you to build a structured, step-by-step approach to winning grants and awards to support your mission. Build descriptions of various funding programs operated by each funder, streamline the application process, and report on outcomes.

Do I Need It?

If you apply for 10 or more grants per year, the Grant Management Add-on will help you stay organized and make your efforts more effective.


  • Streamline grant management
  • Record vital funding information
  • Ensure grant compliance
  • Measure outcomes

There aren’t enough positive things I can say about Sumac… communications, donations, memberships, and contacts are all far better organized than they ever were with Raiser’s Edge.

– Administrator, PEN Canada

Grant Management Add-on - Highlights

Streamline Grant Management

Get a comprehensive picture, from start to finish, of your entire process and eliminate redundant and potentially conflicting data issues, so you can stay on top of upcoming deadlines and events. Requires the Reminders Add-on.

Record Vital Funding Information

With Sumac, you can build a profile of government agencies, corporate and private foundations that fund non-profit organizations. Include information about objectives, application schedule, grant sizes, and related contacts. You can also record vital information about each funding program including fiscal year, assets, annual distributions and relevant contacts for communication and applications.

Ensure You Never Miss a Grant Deadline

With Sumac, reminders will help you stay on top of next steps for all your granting opportunity, so you never miss a deadline. 

Because Sumac Grant Management lets you track detailed about each granting opportunity, you’ve got all of the details in your database to ensure each application speaks to the exact requirements. 


Ensure Funds Are Spent Accordingly

With Sumac Grant Management, you can manage budgets in any level of details to conform to the requirements of your grantors, and follow the budget once the grant is awarded.

Grant-based budgets can also be consolidated with operational budgets. Restrict spend and control budgets by using funds checking and specifying restrictions/amendments (e.g. certain costs cannot be funded by the donor for a specific grant, or in a specific location).

Measure Outcomes

See multi-year views of the grants for seamless year-over-year views, or within any time period you define. Review your history of success with different programs, comparing amount requested with amount received to identify key success factors.

After extensive research, we chose Sumac and have never regretted that decision. Sumac supported us from the early days of transition and continue to support us in a timely and respectful manner to both our queries and our requests. 

– Executive Director, Habitat for Humanity Okanagan



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