Benefits of Sumac Roots

Sumac Roots, included in every installation of Sumac, incorporates essential functionality into one easy-to-use software solution with countless intelligent features that make fundraising easier.

Customizable Contact Database. Sumac’s contact database is completely customizable so you can include any information that is important to your organization. For example, if you work for a zoo, you can create a field to enter information about prospects’ pets. You can even attach pictures of your prospects and their pets.

Integrated Design. Unlike most other software, Sumac is completely integrated so that all of your data is connected. For instance, contacts are linked to events and donations, which are, in turn, linked to each other. This enables you to see everything there is to know about each of your contacts, including the entire history of their relationships with your organization.

Unmatched Searching Capability. Sumac gives you more searching capabilities than any other non-profit fundraising software on the market, so you can identify ideal prospects for any reason at all with incredible precision.

• Built-in reports give you the ability to quickly create a list of prospects based on commonly used criteria.
• Ad hoc reports give you the freedom to define your own parameters for any particular report based on your particular strategy at the time and what you decide is relevant.
• Search Builder allows you to build a customized list of contacts using any criteria (e.g. event attendance, demographics, donations). Simply define which contacts to include, and Sumac presents your custom list in seconds.

You can also use these features to segment your list if you want to create a more personal approach to communication. Research shows that personalizing communication vastly improves it’s effectiveness!

Rich Data History. Sumac stores vast amounts of information on campaigns, events, donations, communications, etc. Because the database is integrated, it is easy to perform sophisticated analysis on the success of a campaign or an event. Simply use Sumac’s built-in or custom reports to compare communications, event attendance and donations, for instance. You can also perform sophisticated analysis on your donors, examining interests, donation history, commitment to your organization, etc.

Other Great Features. Sumac also does plenty of other great things like generate receipts for donations automatically, send and receive email and process payments.