2. Choose Add-on Options
Do I Need It?
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
Generate Sophisticated Giving Proposals
Define planned giving and large gift criteria with all the input data, calculations and generated documents needed to support these illustrations.
Investigate different scenarios for specific types of gifts to find and propose the most appropriate one for the situation and donor.
Use pre-calculated tables to perform sophisticated planned giving calculations involving life expectancy, annuities, taxes and other criteria.
Employ spreadsheet functions such as net present value to perform standard financial and tax calculations in formulas.
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