Donor Management

Your organization may obtain new prospects many different ways (special events, board contacts, your website, or contests) and you are entrusted with the responsibility of building relationships with them to turn them into donors and move them up the giving pyramid. Sumac donor management can help!

Record & Update Prospect Information

Sumac’s database has a place for every type of information. If you meet a new prospect, you can enter information about where you met them and their interest in your organization. You can even attach pictures.

Record Communication

When you send a fundraising email or a letter using mail merge, Sumac automatically records it and gives you the option to link it to a specific event or campaign.

Record Donations, Send Receipts

Sumac enables you to record extensive details about donations, including whether a donation is related to an event or campaign, and connect it to several contacts (donor, in honour, in memoriam, soft credit, extra notification).

Sumac also generates receipts, assigns receipt numbers automatically. 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.

Follow up

Use Sumac Reminders to record simple reminders and meetings to keep you on track. You can also put in place action plans – lists of steps needed to accomplish a particular goal – to track progress with each contact and simplify grant applications.

You can do this all with Sumac Roots and Reminders