Need to improve fundraising?

Meet Lisa. She is a fundraiser for a hospice. She is very personable and excellent at meeting prospects, but it used to be difficult for her to keep track of them because information was scattered across several spreadsheets. Now she has Sumac!

Organize information

With Sumac, Lisa can track all the information on each prospect in one place. This includes communication history, donations, event attendance, interests, and personal connections.

Target solicitations

With all this information at her fingertips, Lisa can create specialized lists, identify opportunities easily and target solicitations based on what she knows about her prospects and donors.

Improve communication

When Lisa gets on the phone with Audry from her targeted list, she has all her information on one screen. She can chat about how Audry has been a loyal supporter for 6 years, that her mother hosts a shelter for kids, or when they met many years ago at a conference.

Raise more money

Lisa is now communicating with prospects on a more personal level and seeing a greater commitment from donors! It's easy with Sumac!

See how Lisa did it

Need to get things done?

Meet Sue. She is in charge of administration for a wildlife organization. She used to get bogged down with repetitive time-consuming tasks and needed to find a better way to get things done. Now she has Sumac!

Get routine tasks done in a snap

With Sumac, Sue can get everything done faster. It is so easy to create customized mailing lists, personal thank you letters and mailing labels instantly!

Process tax receipts with ease

Because donations are carefully tracked in Sumac, Sue can process and email tax receipts in a flash. Just click, print and send!

Manage pledges

Careful design and automated payment processing mean Sue can easily process hundreds of monthly donors in an afternoon!

Manage memberships

Sue can run the whole membership program with ease. Payments, renewals, and benefits are processed automatically and built-in reports make it easy to increase new members and prevent lapsed commitments.

Be more productive

Now Sue has admin work under control. It's easy with Sumac!

See how Sue did it

Need a better way to manage events?

Meet Steve. He manages communications for a theatre. With so many things to keep track of, events were difficult to manage. Now he has Sumac!

Create a focused approach

With Sumac, Steve can easily organize diverse interactions within the community into useful, searchable information, so that he can send personalized invitations to different groups.

Send invites

A few clicks in Sumac enable Steve to produce and send accurate, targeted invitations, so he knows that each one has reached its specific target. And Steve can easily manage responses to invitations in Sumac as well.

Track attendance

Sumac reports enable Steve to analyze and track invitations, acceptances, and attendance for events, as well as subsequent donations.

Run your own box office

Steve uses Sumac to easily manages all aspects of ticket sales: payment processing, seating assignment and ticket printing. These box office activities are completely integrated with all other aspects of his organization’s operations.

Make events a success

Now Steve has a strategy for success. Managing events is a breeze and they are running without a hitch. It's easy with Sumac!

See how Steve did it

Want to help your organization succeed?

Meet Bob. He is on the Board of Directors for a professional association. He needed to create financial and organizational stability, but board meetings were overwhelmed with operational issues that never got resolved. Now the organization has Sumac!

Streamline operations

With Sumac, day-to-day activities take a fraction of the time and everyone in the office shares the same integrated database, so errors and inconsistencies are eliminated. Staff are much more efficient and focused on their mission, so the board does not have to deal with operational issues.

Improve relations with constituency

Staff can easily produce personalized communications based on constituents' interests, giving patterns, and involvement with the organization and they are generating very high response rates. Bob is pleased that the base of support is growing.

Create rich organizational memory

Staff are creating a rich database about the operations and history of the organization. Sumac is so easy to use that new staff can easily pick up where others left off, ensuring the continuity and success of the organization.

Sustain and grow

Now Bob can focus on the mission, and the organization is reaching it goals. It's easy with Sumac!

See how Bob did it

Need to make volunteers really count?

Meet Marta. She works with volunteers to support a children’s charity. Problems often arose because volunteers were assigned to tasks they couldn’t or didn’t want to do and some tasks were not getting done at all. Now the organization uses Sumac!

Record volunteer profiles

With Sumac, Marta can easily record qualifications, skills, preferences and availability of each volunteer when they are recruited.

Match volunteers and tasks

When Marta needs to assign tasks, all she has to do is specify the qualifications required and at a glance she can find the most appropriate person to complete the job. Sumac also helps her make sure each task gets assigned.

Track volunteer time

Marta can track the status throughout the entire cycle of an assignment: from notifying a volunteer to completion of the task. Marta can also use Sumac to track and report the amount of time worked and record recognition for service.

Stay on track

Sumac prompts Marta when it's time to confirm volunteer qualifications (e.g. annual police checks).

Make the most of volunteers

Now volunteers are happy and Marta is happy too because they do so much more for the cause! It's easy with Sumac!

See how Marta did it

Need a better way to manage programs?

Meet Janet. She manages programs for a community outreach organization. It used to be difficult for her to keep track of clients and resources using multiple spreadsheets. Now she has Sumac!

Match clients with services

With Sumac, Janet has a rich database of information at her fingertips, so she can easily find out what programs are appropriate for each client.

Track time and attendance

Janet can easily record attendance at courses and seminars, and track time spent by staff and volunteers.

Analyze service delivery

Janet can analyze service delivery and produce reports based on any criteria she likes, including time, attendance, funding dollars, etc. so she can better plan for the future.

Improve program delivery

Now Janet is efficiently managing her clients and resources at all times, and her programs run much more smoothly. It's easy with Sumac!

See how Janet did it