1 - Basic CRM

2 - Add-ons

3 - Customize

2. Choose Add-on Options

The second step in creating a Sumac database perfectly tailored for your non-profit is to choose your Add-on Options. Sumac has more Add-on Options than any other non-profit software. Each piece not only integrates with the Basic CRM, but works together. Choose as many as you like to create a complete solution to manage your entire organization.

Pledges

Overview

Sumac Pledges eliminates the work of repeatedly entering payment details for recurring donations or pledges. It automates payment processing, and the creation of donation and payment records so staff can focus on obtaining new donors and pledges. Sumac Pledges also helps you track irregular pledges (e.g. A donation of $1000 to be made sometime next year) that typically accompany capital campaigns.

Do I Need It?

If you have more than 10 pledges (monthly donors) to manage, then the Pledges Add-on will save you a lot of time. If you don’t have a monthly giving program, watch this video about why you should start one today!

Highlights

  • Automate payment processing
  • Prevent lapsed pledges
  • Flag soon-to-expire credit cards
  • Accept pledges on your website
  • Connect pledges to campaigns and projects strategies

Pledges Highlights In Detail

Sumac Pledges Software

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Automate Payment Processing

Sumac automates payment processing, and the creation of donation and payment records so staff can focus on obtaining new donors and pledges. More on how payment processing works here.

 

Sumac Pledges Software

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Prevent Lapsed Pledges

With built-in delinquency reminders, you can prevent lapsed pledges. You can also monitor start and stop dates for pledges while issuing timely renewal reminders, to reduce donor attrition and costs for renewal campaigns.

 

Sumac Pledges Software

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Flag Soon-to-expire Credit Cards

Sumac’s built-in reports help you flag soon-to-expire credit cards.

 

Sumac Pledges Software

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Accept Pledges On Your Website

Accept pledges online through your website. Pledge and payment details are recorded in the Sumac database, and thank-you letters are generated and emailed immediately.
Requires website integration.

 

Sumac Pledges Software

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Connect Pledges To Campaigns and Projects

With Sumac, you can identify pledges that occurred as a result of a specific campaign or event, providing a more complete picture of the effectiveness of specific fundraising strategies. You can also earmark specific pledges for specific funds.


 

Get Started Today!

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