Specialized Modules

Need to do more? Sumac’s modular architecture allows you to add specialized modules to Sumac Roots to create a completely integrated charity fundraising software solution customized to your needs. Here are a few that you might find helpful:

• Proposals. Use pre-calculated tables to perform sophisticated giving calculations involving type of gift, life expectancy, annuities, taxes and other criteria. more...

• Memberships. Run an entire membership program with ease. Payments, renewals, and benefits are processed automatically and built-in reports allow you to identify potential new members and prevent lapsed commitments. more...

• Pledges. Process hundreds of monthly donors in an afternoon! Identify the best donors and prospects for monthly gift programs and forecast revenue. more...

• Fund Requests. Create a detailed database of each funding program, including vital information for the application process and your history of success with different programs so you have a structured approach to winning funds. more...

• Ticketing. Run your own box office for an event and easily manage the details of ticket sales such as payment processing, seating assignment and ticket printing. more...

• Auctions. Administer an auction with ease. Dynamic updates provide quick results that are connected directly to your contact database. Credit card payments are cleared instantly. more...

• Prospecting. Create a custom rating scheme based on things such as donation patterns, assets, major gifts. Score contacts and keep track of those that have the greatest commitment to your organization. more...

• Volunteers. Manage your volunteers with ease. Simply indicate qualifications required to perform each task and instantly find the most appropriate person to complete the job. more...

• Reminders. Stay one step ahead when it comes to scheduling follow-up with donors, funders, clients and prospects with Sumac reminders. more...