Campaign Management

You need to execute a campaign to renew lapsed donors or get donors to move to monthly giving. There are several steps to ensure your fund raising success while building strong relationships with donors. Sumac can help with campaign management!

Design a Strategy for Success

Sumac stores rich information from previous campaigns, so you can compare the results to see the percentage of donors that were renewed or switched to monthly giving and choose the best strategy.

Identify Prospects

Built-in reports allow you to quickly identify lapsed donors for renewal. For potential monthly donors, you can create a custom list using Sumac Search Builder. Simply specify whom you’d like to include (e.g. donors who have been giving for more than two years) and those that you would like to exclude (e.g. people who are already monthly donors) and in seconds you have your target list.

Send out Communication

Once you have your target list, sending communication by email or mail is easy!

Sumac can personalize thousands of emails and letters instantly. Sumac can also print envelopes and mailing labels, automatically adjusting them to print correctly every time – no manual editing needed.

Analyze results

Donations received online or in the mail can be linked to your campaign. At any time, you can run a report to see a summary of its success.

Thank donors

Sumac can automatically generate gift acknowledgements, so you will always thank donors promptly. It can also identify those that need additional follow-up.

Follow up

Use Sumac Reminders to follow up with all donors who gave to this campaign. Research shows that providing timely updates is critical in establishing trust and transforming one-time donors into loyal supporters who will stay with you for years to come.

You can do this all with Sumac Roots and Reminders