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.

Prospecting

Overview

Sumac Prospecting rapidly calculates a percentile ranking for each contact in your database based on criteria that you specify to help you identify potential large donors for a capital campaign, good candidates for board members, or volunteers.

Do I Need It?

If you have several years of historical data about donations and/or event attendance, this Add-on Option can help you prioritize your search for potentially more committed donors, or for constituents to help as volunteers or board members.

Sumac Prospecting Software

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How You Might Use it

  • Analyze donation patterns, event attendance and communications to determine the level of commitment to your organization and concern for your cause.
  • Produce a giving score for each contact based on actual donations.
  • Evaluate each contact’s capacity to make donations based on information about known assets, major gifts, pledges and donations to other charities.
  • Calculate a score for the extent of any contact’s network of friends, relatives or associates.

 


I really like the prospect weighting function in Sumac. It seems to have been designed with all the key variables that fundraisers look for in mind.
National Youth Orchestra

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