Proposals

Overview

Occasionally, non-profit organizations are presented with unique funding opportunities presented by those willing to donate large sums of money or property. Understanding the assets and preferences of donors bestowing large gifts is fundamental to winning their support.

Sumac generates sophisticated proposals, also known as illustrations, for planned giving and large gifts that fall outside the routine of campaign-driven asks, allowing your staff to customize a strategic approach. Sumac Proposals analyzes specific assets for any gift scenario, creating an optimal presentation of your organization's propositions and increasing the effectiveness of your illustrations.

Features

• Define planned giving and large gift criteria with all the input data, calculations and generated documents needed to support these illustrations.
• Perform all the necessary calculations rapidly, creating a proposal or illustration document with ease.
• Use pre-calculated tables to perform sophisticated planned giving calculations involving life expectancy, annuities, taxes and other criteria.
• Employ spreadsheet functions such as present value and net present value to perform standard financial and tax calculations in formulas.
• Investigate different scenarios for specific types of gifts to find and propose the most appropriate one for the situation and donor.