Manage Donations and Pledges

You need to process hundreds of donations received in the mail and online and create receipts before lunch. Sumac can help with donation management!

Process Donations

Sumac automates payment processing for recurring donations (e.g. if a donor pledges to donate monthly). Credit card payments are processed instantly over the Internet, so you don’t have to tie up the phone line.

Sumac enables you to enter donations in batches (e.g. all of the donations received in the mail or online in the last week) and built-in reports allow you to view donations any number of ways (e.g. by campaign, fund, event, account number or by credit card type).

Transferring donation totals into accounting software is easy. Sumac takes care of all the complicated calculations, eliminating double-entry and keying errors.

Send Thank You Letters

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

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

Create & Send Receipts

With Sumac, generating receipts is just a click away, so sending receipts on an ongoing basis or annually, in accordance with donor preferences, is easy!

Sumac generates and assigns receipt numbers automatically with the option to attach a customized thank-you letter. Because Sumac is integrated with your email, you can save money by distributing receipts via email instantly. Electronic receipts are unchangeable PDF documents which satisfy tax authorities.

Accounting Integration

Sumac provides information in a format suitable for most accounting systems, so you can export data from Sumac and import it into any accounting system. Sumac can also produce General Ledger style reports so that you can record summary entries in your accounting system while keeping all the details in Sumac.

Manage Renewals

Use Sumac delinquency reminders to prevent lapsed pledges and flag soon-to-expire credit cards.

You can do this all with Sumac Roots