Get the tools to streamline fundraising, and raise more money in one innovative package!
We upgraded to Sumac from eTapestry, and we are amazed at how fast and efficient it is…
Executive Director, Skyworks Charitable Foundation
How Online Donation Pages Work
Prior to Sumac, Trillium Gift of Life Network was manually issuing donation receipts. Thank you and acknowledgement letters were also manually done after donation receipt. This process was time consuming and record keeping was a challenge. Now, using Sumac, issuing receipts, printing thank you and acknowledgement letters and recordkeeping is both faster and more streamlined.
Finance Manager, Trillium Gift of Life Network
Access your Sumac CRM from Anywhere
Enable your staff to securely access critical data from anywhere there is an internet connection. No more need to email lists back and forth. Staff and volunteers can access the same database at the same time from anywhere, so everyone always has the most up-to-date data.
All Sumac CRM databases are hosted on AWS, a world class cloud infrastructure.
Customizable Donor Profiles
Donor History at a Glance
Get Alerted to Donor Activity
Adding and Tracking Donations
Manage Monthly Donations with Ease
With Sumac you can allow people to sign up for your monthly giving program on your website, process monthly giving payments in bulk, flag credit cards that are about to expire, and report on monthly giving success. Lean more about how Sumac handles monthly giving (including a funny video from nonprofit experts) here.
Collect Donations Online
We’ll help you create a payment page with the same look and feel as your website, so you can collect donations online. When a donation is made, an email thank you note is automatically sent to the donor, e-commerce payments are made directly to your bank account, and all the information entered online goes directly into your Sumac database. Requires website integration.
Sumac integrates with several payment processors and is a PA-DSS certified payment application. More on how payment processing works here.
Keep the Government Happy
Sumac supports the requirements of various governments for tracking donations. Summarizing annual givings (as required in the U.S.A.), assigning unique numbers (like in Canada), and more complicated reports required by some governments (e.g. Gift Aid in the U.K.).
Because Sumac can send email, you can save money by distributing receipt documents via email. To satisfy tax authorities, electronic receipts are unchangeable.
Need to target your campaign to different audiences based on past giving, demographics, their connection to your organization, or their expressed interest in a particular fund?
Most databases make you run technically complex queries to produce the lists of targeted donors.
But Sumac’s revolutionary Search Builder allows you to visually build a picture of what you want to find, so anyone can quickly and easily perform complex searches to find any group of contacts based on any search criteria.
Simple Mail Merge
With Sumac, you can create your own letter templates with custom formats, fonts and logos, personalized text and mail-merged data like name, address and donation information. Sumac can even generate conditional text, for example, to include a special greeting to donors who attended a recent event, or to solicit 15 percent more from each donor.
Sumac’s Proposals Add-on goes even further, gathering all the detailed information required in special gift situations like inter vivos trusts, real estate and securities gifts for sophisticated illustration documents.
Built-in Email Marketing
Simple Grant Management
The ability to secure grants is one of the most important tasks of any successful non-profit. Hundreds of thousands of non-profits worldwide compete for the same funds, so robust grant management software is important to increasing your chances.
Sumac Grant Management helps to build a structured, step-by-step approach to winning funds while tracking the effectiveness of staff activity. Gather the requirements of each funding program, then track your grant applications, and manage upcoming proposal deadlines.
Robust Built-in Reports
Sumac comes with hundreds of built-in reports. So if you need to see a picture of your donors, donations, LYBUNT or SYBUNT, campaign success, you have all the tools at your fingertips.
In addition, Sumac supports ad hoc reporting so you can quickly and easily create custom, one-off reports, or export data to other programs.