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.

Proposals

Overview

Sumac Proposals manages complex donation situations. It records the required information for any gift scenario, to enable you to create sophisticated illustrations for planned giving and large gifts that fall outside the routine of campaign-driven asks.

Do I Need It?

If you have at least a half-time person doing planned giving work, or regularly encounter complex or structured gift situations, then the Proposals Add-on will help.

Proposals Software

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Highlights

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

 

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