Website Integration Guide – Donations and Pledges

Before you are able to start using your Donations web page, you need to tell Sumac which payment processor to use when charging a donation. To do this go to Sumac Console/Utilities/Customize Database/Preferences/Payments. In the Payments area you are required to enter information about your merchant account. For more information about setting this area up, see our How-to Video.

You may also need to indicate which Funds will show online, to do this open Sumac Console/Utilities/Customize Database/Lookup Lists/Area: Donations, and Lookup List: Fund and then mark them as Show on Web.

The Donations web page adds a new Donation record to a contact. If you have the Pledges module, you can make monthly giving an option. There will be a checkbox on the website where donors can choose to make their donation a monthly gift. This will create a Pledge record in the database. Please see our How-to Videos for more information.

Web Page Appearance

Website Integration

Website Integration

Customization

Funds

Before you are able to show Funds online, you must first define them in your database Then tell Sumac to show them online. Perform the following steps:

  1. Open Sumac Console/Utilities/Customize Database/Lookup Lists. Select Areas: Donations, and Lookup Lists: Funds.
  2. Either select an existing Fund from your lookup list, or click New to create a new item if you do not see any in your list.
  3. Set the Show on Web checkbox in the Fund definition dialog. Click OK

Settings available for Donations

If you would like to make some changes to the way Sumac handles online donations, then open Sumac Console/Utilities/Customize Database/Preferences/Donations. Website Integration settings for the Donations module are found at the bottom of this tab. For more information about these administrator settings, please consult our Users Guide Donations chapter.

Settings available for Pledges

If you are licensed for the Pledges module, then you are also able to make changes to how Sumac processes your online pledges. To do so, open Sumac Console/Utilities/Customize Database/Preferences/Pledges. Changes include: Default Campaigns and end dates, email confirmations and dates that are eligible for pledges. For more information about these administrator settings, please consult our
Users Guide Pledges chapter.

Deduct Funds on- Radio Buttons

To set which dates are shown to a donor, go to Sumac Console/Utilities/Customize Database/Preferences/Pledges/Website Integration. In the Website Integration area you are able to set how Sumac handles any pledges that are submitted online, including which dates it offers to deduct funds on. Make sure you enter a number between 1 and 28 for the date.

Thank you letter and receipt

When a contact donates online, Sumac is able to send a thank you letter and a donation receipt. To set these, go to Sumac Console/Utilities/Customize Database/Preferences/Donations Tab/Website Integration. In the Website Integration area, you will find fields to specify how Sumac handles sending emails to any online donor. For more instruction on setting up a thank you letter and receipt, please see our Database Configuration page.

Troubleshooting

If you are experiencing an error related to payments or credit card processing, you should consider the following:

  1. You may need to tell Sumac which payment processor to use when charging a payment. To do this go to Sumac Console/Utilities/Customize Database/Preferences/Payments. In the Payments area you are required to enter information about your merchant account. For more information about setting this area up, see our How-to Video.
  2. In the same lookup list as step one, ensure that any payment type you would like to see online has the checkbox “Show On Web” set. To access this, double click the payment type you are concerned about.
Scroll to Top

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
  • Pledges & monthly donations
  • 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
  • Pledges & monthly donations
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Donation webforms

Plus:

  • Grant Management
  • Major Gift Proposals
  • Prospecting
  • Volunteer Management with online signup

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
  • Pledges & monthly donations
  • 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
  • Pledges & monthly donations
  • 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!

Premium Case Management Package

Take your program to the next level by integrating your fundraising.
Includes:

All Basic features:

  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Specialized Case Management setup (configured for health & social services, transition & emergency shelters, hospice & palliative care)
  • Client registration & intake webforms

Plus:

  • Donor management
  • Donation webforms
  • Pledges & monthly donations
  • Automatic receipting
  • Fundraising campaigns
  • Event management

Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 13 concurrent users

Need more contacts, storage, or users? Just ask us!

Standard Case Management Package

Pre-configured client management modules fit your exact program and make your administration even easier.
Includes:

All Basic features:

  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

Plus:

  • Specialized Case Management setup (configured for health & social services, transition & emergency shelters, hospice & palliative care)
  • Client registration & intake webforms

Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 8 concurrent users

Need more contacts, storage, or users? Just ask us!

Basic Case Management Package

Manage intake forms and client data securely so data transitions seamlessly from when a case opens to its close.
Includes:
  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • 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!

Wait, don't go away empty handed.

Join 50,000 other nonprofits in getting the BEST nonprofit tips, tools, and how-to guides delivered right to your inbox!

Subscribe to our newsletter: