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CREATING TEMPLATES
Introduction In order to send emails using Sumac, you need to first create the template using an HTML Editor. Here we give you all the information you need to choose an editor, create a template, insert mail merge codes and upload the template to Sumac, so you’re ready to start using them! FREE FUNDRAISING THERMOMETER Free Fundraising Thermometer. 2. Copy Your Fundraising Thermometer Code. Click the “Copy HTML” button to copy the code for your customized fundraising thermometer to your clipboard, then paste the code on your website, or in your newsletter, or email. Don’t forget to come back to update your fundraising thermometer with your updatedresults.
FUNDRAISING GIFT RANGE CALCULATOR Calculate a gift range with Sumac's fundraising gift range calculator. Enter a target amount & edit gift amounts. Developed in consultation with Marc A. Pitman. HOW TO MAKE A PDF RECEIPT TEMPLATE IN OPEN OFFICE 1. Download LibreOffice HERE. 2. Download the pre-made receipt template HERE (download the Canadian Style Donation Receipt template in ODT format). 3. Open the ODT template in LibreOffice. 4. In the View menu (top left), highlight Toolbars, and select Form Controls from the resulting menu. This opens the Form Controls panel (seebelow), which
FIVE PROJECT MANAGEMENT TIPS FOR SUCCESSFUL Ensuring your fundraising project is a success, say experts, just involves planning, communication and the right support. Here are a few project management tips that will save you time and money and help ensure your fundraising efforts are successful. #1. Define. Start with your end in mind and know exactly what it is you are trying toaccomplish.
HOW TO HOLD A VIRTUAL FUNDRAISING EVENT USING ZOOM For nonprofit organizations, COVID-19 creates new challenges to be overcome in order to maintain donor engagement and minimize interruptions to their fundraising campaigns.. Web conferencing tools have become a popular way for people to communicate with family, friends, and the organizations they care about. If you have managed in-person events, you’ll find fundraising events 15 WAYS TO RAISE FUNDS FOR YOUR NON-PROFIT 13. Ambient or Guerrilla Marketing: This is a form of marketing that relies on time, energy and imagination rather than a big advertising or marketing budget. Usually, guerrilla-marketing campaigns are totally unexpected and unconventional, like a sneak attack; they are potentially interactive and consumers are often targeted in unexpectedplaces and ways.
THE KEY TO MOTIVATING NON-PROFIT EMPLOYEES It is no secret that non-profits have tight budgets so the hiring process can be challenging for people working in the HR department. Many non-profit organizations are able to hire great people; however, The Key to Motivating Non-profit Employees Read More » DID IT WORK? 5 TOOLS FOR EVALUATING THE SUCCESS OF YOUR Tools come in two groups; the best known are quantitative tools, which measure how many, how much, how big, and so forth.Quantitative tools allow you to say things like “500 people attended our event,” “200 people got jobs as a result of our program,” or “grades improved by 20% because of our tutoring services.” HOW TO LAUNCH A SUCCESSFUL NON-PROFIT CAMPAIGN How to Launch a Successful Non-Profit Campaign. Launching a good campaign can be crucial since it builds income, brings in new donors, builds up a database of giving, stewards donors, and helps identify donors who are especially enthusiastic. Today most non-profits run several campaigns as opposed to one campaign per year.CREATING TEMPLATES
Introduction In order to send emails using Sumac, you need to first create the template using an HTML Editor. Here we give you all the information you need to choose an editor, create a template, insert mail merge codes and upload the template to Sumac, so you’re ready to start using them! FREE FUNDRAISING THERMOMETER Free Fundraising Thermometer. 2. Copy Your Fundraising Thermometer Code. Click the “Copy HTML” button to copy the code for your customized fundraising thermometer to your clipboard, then paste the code on your website, or in your newsletter, or email. Don’t forget to come back to update your fundraising thermometer with your updatedresults.
FUNDRAISING GIFT RANGE CALCULATOR Calculate a gift range with Sumac's fundraising gift range calculator. Enter a target amount & edit gift amounts. Developed in consultation with Marc A. Pitman. HOW TO MAKE A PDF RECEIPT TEMPLATE IN OPEN OFFICE 1. Download LibreOffice HERE. 2. Download the pre-made receipt template HERE (download the Canadian Style Donation Receipt template in ODT format). 3. Open the ODT template in LibreOffice. 4. In the View menu (top left), highlight Toolbars, and select Form Controls from the resulting menu. This opens the Form Controls panel (seebelow), which
FIVE PROJECT MANAGEMENT TIPS FOR SUCCESSFUL Ensuring your fundraising project is a success, say experts, just involves planning, communication and the right support. Here are a few project management tips that will save you time and money and help ensure your fundraising efforts are successful. #1. Define. Start with your end in mind and know exactly what it is you are trying toaccomplish.
HOW TO HOLD A VIRTUAL FUNDRAISING EVENT USING ZOOM For nonprofit organizations, COVID-19 creates new challenges to be overcome in order to maintain donor engagement and minimize interruptions to their fundraising campaigns.. Web conferencing tools have become a popular way for people to communicate with family, friends, and the organizations they care about. If you have managed in-person events, you’ll find fundraising events 15 WAYS TO RAISE FUNDS FOR YOUR NON-PROFIT 13. Ambient or Guerrilla Marketing: This is a form of marketing that relies on time, energy and imagination rather than a big advertising or marketing budget. Usually, guerrilla-marketing campaigns are totally unexpected and unconventional, like a sneak attack; they are potentially interactive and consumers are often targeted in unexpectedplaces and ways.
THE KEY TO MOTIVATING NON-PROFIT EMPLOYEES It is no secret that non-profits have tight budgets so the hiring process can be challenging for people working in the HR department. Many non-profit organizations are able to hire great people; however, The Key to Motivating Non-profit Employees Read More » DID IT WORK? 5 TOOLS FOR EVALUATING THE SUCCESS OF YOUR Tools come in two groups; the best known are quantitative tools, which measure how many, how much, how big, and so forth.Quantitative tools allow you to say things like “500 people attended our event,” “200 people got jobs as a result of our program,” or “grades improved by 20% because of our tutoring services.” HOW TO LAUNCH A SUCCESSFUL NON-PROFIT CAMPAIGN How to Launch a Successful Non-Profit Campaign. Launching a good campaign can be crucial since it builds income, brings in new donors, builds up a database of giving, stewards donors, and helps identify donors who are especially enthusiastic. Today most non-profits run several campaigns as opposed to one campaign per year.INSTALLATION
Install Sumac on Windows. Double click SumacInstaller_win_20190716.exe found in your downloads folder. You may get a warning on your computer asking to verify that you would like to allow this app to make changes on your device. Confirm that the Verified Publisher is Silent Partner Software, then click Yes. Follow the steps on the Sumac SetupCREATING TEMPLATES
Introduction In order to send emails using Sumac, you need to first create the template using an HTML Editor. Here we give you all the information you need to choose an editor, create a template, insert mail merge codes and upload the template to Sumac, so you’re ready to start using them! HOW TO HOLD A VIRTUAL FUNDRAISING EVENT USING ZOOM For nonprofit organizations, COVID-19 creates new challenges to be overcome in order to maintain donor engagement and minimize interruptions to their fundraising campaigns.. Web conferencing tools have become a popular way for people to communicate with family, friends, and the organizations they care about. If you have managed in-person events, you’ll find fundraising events FUNDRAISING GIFT RANGE CALCULATOR Calculate a gift range with Sumac's fundraising gift range calculator. Enter a target amount & edit gift amounts. Developed in consultation with Marc A. Pitman. CONTACTS | FREQUENTLY ASKED QUESTIONS CONTACTS. 1. How can I remove contacts that have no address from a mailing list? Create a search criterion which searches on a Contact field. The field to search is Pref Street A (the street address of the contact’s preferred address). Then choose the search relationship is null. This finds all contacts who have no street address. Click theGENERA USAGE
For Windows: Click on the Start Menu, and choose Control Panel. In the Control Panel, choose Programs, then choose Java, to open the Java Control Panel. Once you have the Java Control Panel open, on the General tab, click the button View, to open the Java Cache Viewer. In the Java Cache Viewer, make sure the the ‘Show:’ drop down is setto
15 WAYS TO RAISE FUNDS FOR YOUR NON-PROFIT 13. Ambient or Guerrilla Marketing: This is a form of marketing that relies on time, energy and imagination rather than a big advertising or marketing budget. Usually, guerrilla-marketing campaigns are totally unexpected and unconventional, like a sneak attack; they are potentially interactive and consumers are often targeted in unexpectedplaces and ways.
SUMAC | INSIGHTS | KNOWLEDGE BASE 1-877-399-4645. support@sumac.com SUMAC | INTERNAL SUPPORT FAQ | KNOWLEDGE BASE Course Registration add-on; Collection Management add-on; Accounting and Ledger Entries; Auction Management add-on; Auditions and Submissions add-on; Case Management add-on SUMAC | JOB SEARCH ADD-ON | KNOWLEDGE BASE 1-877-399-4645. support@sumac.com NON-PROFIT CRM SOFTWARE 2. Sumac is affordable. Most nonprofit databases start at $100/month and up. Sumac CRM, on the other hand, has robust functionality and starts at just $35/month. We keep our prices low as part of our commitment to help nonprofits access the software tools and technology they need to succeed. 3.INSTALLATION
Install Sumac on Windows. Double click SumacInstaller_win_20190716.exe found in your downloads folder. You may get a warning on your computer asking to verify that you would like to allow this app to make changes on your device. Confirm that the Verified Publisher is Silent Partner Software, then click Yes. Follow the steps on the Sumac SetupCREATING TEMPLATES
Introduction In order to send emails using Sumac, you need to first create the template using an HTML Editor. Here we give you all the information you need to choose an editor, create a template, insert mail merge codes and upload the template to Sumac, so you’re ready to start using them! FREE FUNDRAISING THERMOMETER Free Fundraising Thermometer. 2. Copy Your Fundraising Thermometer Code. Click the “Copy HTML” button to copy the code for your customized fundraising thermometer to your clipboard, then paste the code on your website, or in your newsletter, or email. Don’t forget to come back to update your fundraising thermometer with your updatedresults.
FUNDRAISING GIFT RANGE CALCULATOR Calculate a gift range with Sumac's fundraising gift range calculator. Enter a target amount & edit gift amounts. Developed in consultation with Marc A. Pitman.GENERA USAGE
For Windows: Click on the Start Menu, and choose Control Panel. In the Control Panel, choose Programs, then choose Java, to open the Java Control Panel. Once you have the Java Control Panel open, on the General tab, click the button View, to open the Java Cache Viewer. In the Java Cache Viewer, make sure the the ‘Show:’ drop down is setto
HOW TO MAKE A PDF RECEIPT TEMPLATE IN OPEN OFFICE 1. Download LibreOffice HERE. 2. Download the pre-made receipt template HERE (download the Canadian Style Donation Receipt template in ODT format). 3. Open the ODT template in LibreOffice. 4. In the View menu (top left), highlight Toolbars, and select Form Controls from the resulting menu. This opens the Form Controls panel (seebelow), which
10 EXAMPLES OF FUNDRAISING LETTERS THAT RAISED A TON OF Here’s 10 examples of fundraising letters that raised a ton of funds for nonprofits: 1. A Letter That Got 100% Response. This 5-page letter was mailed to just 23 individuals asking them to join the writer and to donate $1,000 each to help pay for the deficit of 10 students eachat Berea College.
DID IT WORK? 5 TOOLS FOR EVALUATING THE SUCCESS OF YOUR Tools come in two groups; the best known are quantitative tools, which measure how many, how much, how big, and so forth.Quantitative tools allow you to say things like “500 people attended our event,” “200 people got jobs as a result of our program,” or “grades improved by 20% because of our tutoring services.” THE KEY TO MOTIVATING NON-PROFIT EMPLOYEES It is no secret that non-profits have tight budgets so the hiring process can be challenging for people working in the HR department. Many non-profit organizations are able to hire great people; however, The Key to Motivating Non-profit Employees Read More » NON-PROFIT CRM SOFTWARE 2. Sumac is affordable. Most nonprofit databases start at $100/month and up. Sumac CRM, on the other hand, has robust functionality and starts at just $35/month. We keep our prices low as part of our commitment to help nonprofits access the software tools and technology they need to succeed. 3.INSTALLATION
Install Sumac on Windows. Double click SumacInstaller_win_20190716.exe found in your downloads folder. You may get a warning on your computer asking to verify that you would like to allow this app to make changes on your device. Confirm that the Verified Publisher is Silent Partner Software, then click Yes. Follow the steps on the Sumac SetupCREATING TEMPLATES
Introduction In order to send emails using Sumac, you need to first create the template using an HTML Editor. Here we give you all the information you need to choose an editor, create a template, insert mail merge codes and upload the template to Sumac, so you’re ready to start using them! FREE FUNDRAISING THERMOMETER Free Fundraising Thermometer. 2. Copy Your Fundraising Thermometer Code. Click the “Copy HTML” button to copy the code for your customized fundraising thermometer to your clipboard, then paste the code on your website, or in your newsletter, or email. Don’t forget to come back to update your fundraising thermometer with your updatedresults.
FUNDRAISING GIFT RANGE CALCULATOR Calculate a gift range with Sumac's fundraising gift range calculator. Enter a target amount & edit gift amounts. Developed in consultation with Marc A. Pitman.GENERA USAGE
For Windows: Click on the Start Menu, and choose Control Panel. In the Control Panel, choose Programs, then choose Java, to open the Java Control Panel. Once you have the Java Control Panel open, on the General tab, click the button View, to open the Java Cache Viewer. In the Java Cache Viewer, make sure the the ‘Show:’ drop down is setto
HOW TO MAKE A PDF RECEIPT TEMPLATE IN OPEN OFFICE 1. Download LibreOffice HERE. 2. Download the pre-made receipt template HERE (download the Canadian Style Donation Receipt template in ODT format). 3. Open the ODT template in LibreOffice. 4. In the View menu (top left), highlight Toolbars, and select Form Controls from the resulting menu. This opens the Form Controls panel (seebelow), which
10 EXAMPLES OF FUNDRAISING LETTERS THAT RAISED A TON OF Here’s 10 examples of fundraising letters that raised a ton of funds for nonprofits: 1. A Letter That Got 100% Response. This 5-page letter was mailed to just 23 individuals asking them to join the writer and to donate $1,000 each to help pay for the deficit of 10 students eachat Berea College.
DID IT WORK? 5 TOOLS FOR EVALUATING THE SUCCESS OF YOUR Tools come in two groups; the best known are quantitative tools, which measure how many, how much, how big, and so forth.Quantitative tools allow you to say things like “500 people attended our event,” “200 people got jobs as a result of our program,” or “grades improved by 20% because of our tutoring services.” THE KEY TO MOTIVATING NON-PROFIT EMPLOYEES It is no secret that non-profits have tight budgets so the hiring process can be challenging for people working in the HR department. Many non-profit organizations are able to hire great people; however, The Key to Motivating Non-profit Employees Read More »CREATING TEMPLATES
Introduction In order to send emails using Sumac, you need to first create the template using an HTML Editor. Here we give you all the information you need to choose an editor, create a template, insert mail merge codes and upload the template to Sumac, so you’re ready to start using them! NON-PROFIT SOFTWARE TRAINING Overview. We want to make sure your team has the skills and knowledge you need to use Sumac effectively. That’s why we offer training as part of our Implementation Services to help your team get up and running with Sumac. Our training sessions are done remotely using Zoom meetings. No matter where your team is located, we can bring everyone DONATIONS - SUMAC NON-PROFIT SOFTWARE Features of Sumac Donations. Record all donations, including bequests, gifts-in-kind, in memoriam, member donations, split donations, event and campaign related donations. Provide soft credit for donations to contacts other than the donor. Document payment details for each donation and specify alternative recognition scenarios if necessary. HOW TO HOLD A VIRTUAL FUNDRAISING EVENT USING ZOOM For nonprofit organizations, COVID-19 creates new challenges to be overcome in order to maintain donor engagement and minimize interruptions to their fundraising campaigns.. Web conferencing tools have become a popular way for people to communicate with family, friends, and the organizations they care about. If you have managed in-person events, you’ll find fundraising eventsGENERA USAGE
For Windows: Click on the Start Menu, and choose Control Panel. In the Control Panel, choose Programs, then choose Java, to open the Java Control Panel. Once you have the Java Control Panel open, on the General tab, click the button View, to open the Java Cache Viewer. In the Java Cache Viewer, make sure the the ‘Show:’ drop down is setto
HOW TO SETUP A VPN TO ACCESS YOUR OFFICE FILES The reality of most small and medium sized non-profits is that many people work from home creating, editing, and updating data. As such, they need to connect to their work network from home in order to access files remotely, so they can maintain data accuracy and ensure the continuity of the organization.. The best solution that will allow organizations to access files remotely is to set-up a 15 WAYS TO RAISE FUNDS FOR YOUR NON-PROFIT 13. Ambient or Guerrilla Marketing: This is a form of marketing that relies on time, energy and imagination rather than a big advertising or marketing budget. Usually, guerrilla-marketing campaigns are totally unexpected and unconventional, like a sneak attack; they are potentially interactive and consumers are often targeted in unexpectedplaces and ways.
THE KEY TO MOTIVATING NON-PROFIT EMPLOYEES It is no secret that non-profits have tight budgets so the hiring process can be challenging for people working in the HR department. Many non-profit organizations are able to hire great people; however, The Key to Motivating Non-profit Employees Read More » SUMAC | INSIGHTS | KNOWLEDGE BASE 1-877-399-4645. support@sumac.com HOW TO SEGMENT YOUR DONORS & PERSONALIZE COMMUNICATION Personalizing Your Communication. Lastly, once you have crafted tailored communication for each segment, you’ll want to personalize each piece with donor information like name, address, salutation, and giving amount. Writing “Dear Donor” won’t cut it. If you want to increase response rates, you’ll have to do better than that. NON-PROFIT CRM SOFTWARE 2. Sumac is affordable. Most nonprofit databases start at $100/month and up. Sumac CRM, on the other hand, has robust functionality and starts at just $35/month. We keep our prices low as part of our commitment to help nonprofits access the software tools and technology they need to succeed. 3.INSTALLATION
Install Sumac on Windows. Double click SumacInstaller_win_20190716.exe found in your downloads folder. You may get a warning on your computer asking to verify that you would like to allow this app to make changes on your device. Confirm that the Verified Publisher is Silent Partner Software, then click Yes. Follow the steps on the Sumac SetupCREATING TEMPLATES
Introduction In order to send emails using Sumac, you need to first create the template using an HTML Editor. Here we give you all the information you need to choose an editor, create a template, insert mail merge codes and upload the template to Sumac, so you’re ready to start using them! FREE FUNDRAISING THERMOMETER Free Fundraising Thermometer. 2. Copy Your Fundraising Thermometer Code. Click the “Copy HTML” button to copy the code for your customized fundraising thermometer to your clipboard, then paste the code on your website, or in your newsletter, or email. Don’t forget to come back to update your fundraising thermometer with your updatedresults.
FUNDRAISING GIFT RANGE CALCULATOR Calculate a gift range with Sumac's fundraising gift range calculator. Enter a target amount & edit gift amounts. Developed in consultation with Marc A. Pitman.GENERA USAGE
For Windows: Click on the Start Menu, and choose Control Panel. In the Control Panel, choose Programs, then choose Java, to open the Java Control Panel. Once you have the Java Control Panel open, on the General tab, click the button View, to open the Java Cache Viewer. In the Java Cache Viewer, make sure the the ‘Show:’ drop down is setto
HOW TO MAKE A PDF RECEIPT TEMPLATE IN OPEN OFFICE 1. Download LibreOffice HERE. 2. Download the pre-made receipt template HERE (download the Canadian Style Donation Receipt template in ODT format). 3. Open the ODT template in LibreOffice. 4. In the View menu (top left), highlight Toolbars, and select Form Controls from the resulting menu. This opens the Form Controls panel (seebelow), which
10 EXAMPLES OF FUNDRAISING LETTERS THAT RAISED A TON OF Here’s 10 examples of fundraising letters that raised a ton of funds for nonprofits: 1. A Letter That Got 100% Response. This 5-page letter was mailed to just 23 individuals asking them to join the writer and to donate $1,000 each to help pay for the deficit of 10 students eachat Berea College.
DID IT WORK? 5 TOOLS FOR EVALUATING THE SUCCESS OF YOUR Tools come in two groups; the best known are quantitative tools, which measure how many, how much, how big, and so forth.Quantitative tools allow you to say things like “500 people attended our event,” “200 people got jobs as a result of our program,” or “grades improved by 20% because of our tutoring services.” THE KEY TO MOTIVATING NON-PROFIT EMPLOYEES It is no secret that non-profits have tight budgets so the hiring process can be challenging for people working in the HR department. Many non-profit organizations are able to hire great people; however, The Key to Motivating Non-profit Employees Read More » NON-PROFIT CRM SOFTWARE 2. Sumac is affordable. Most nonprofit databases start at $100/month and up. Sumac CRM, on the other hand, has robust functionality and starts at just $35/month. We keep our prices low as part of our commitment to help nonprofits access the software tools and technology they need to succeed. 3.INSTALLATION
Install Sumac on Windows. Double click SumacInstaller_win_20190716.exe found in your downloads folder. You may get a warning on your computer asking to verify that you would like to allow this app to make changes on your device. Confirm that the Verified Publisher is Silent Partner Software, then click Yes. Follow the steps on the Sumac SetupCREATING TEMPLATES
Introduction In order to send emails using Sumac, you need to first create the template using an HTML Editor. Here we give you all the information you need to choose an editor, create a template, insert mail merge codes and upload the template to Sumac, so you’re ready to start using them! FREE FUNDRAISING THERMOMETER Free Fundraising Thermometer. 2. Copy Your Fundraising Thermometer Code. Click the “Copy HTML” button to copy the code for your customized fundraising thermometer to your clipboard, then paste the code on your website, or in your newsletter, or email. Don’t forget to come back to update your fundraising thermometer with your updatedresults.
FUNDRAISING GIFT RANGE CALCULATOR Calculate a gift range with Sumac's fundraising gift range calculator. Enter a target amount & edit gift amounts. Developed in consultation with Marc A. Pitman.GENERA USAGE
For Windows: Click on the Start Menu, and choose Control Panel. In the Control Panel, choose Programs, then choose Java, to open the Java Control Panel. Once you have the Java Control Panel open, on the General tab, click the button View, to open the Java Cache Viewer. In the Java Cache Viewer, make sure the the ‘Show:’ drop down is setto
HOW TO MAKE A PDF RECEIPT TEMPLATE IN OPEN OFFICE 1. Download LibreOffice HERE. 2. Download the pre-made receipt template HERE (download the Canadian Style Donation Receipt template in ODT format). 3. Open the ODT template in LibreOffice. 4. In the View menu (top left), highlight Toolbars, and select Form Controls from the resulting menu. This opens the Form Controls panel (seebelow), which
10 EXAMPLES OF FUNDRAISING LETTERS THAT RAISED A TON OF Here’s 10 examples of fundraising letters that raised a ton of funds for nonprofits: 1. A Letter That Got 100% Response. This 5-page letter was mailed to just 23 individuals asking them to join the writer and to donate $1,000 each to help pay for the deficit of 10 students eachat Berea College.
DID IT WORK? 5 TOOLS FOR EVALUATING THE SUCCESS OF YOUR Tools come in two groups; the best known are quantitative tools, which measure how many, how much, how big, and so forth.Quantitative tools allow you to say things like “500 people attended our event,” “200 people got jobs as a result of our program,” or “grades improved by 20% because of our tutoring services.” THE KEY TO MOTIVATING NON-PROFIT EMPLOYEES It is no secret that non-profits have tight budgets so the hiring process can be challenging for people working in the HR department. Many non-profit organizations are able to hire great people; however, The Key to Motivating Non-profit Employees Read More »INSTALLATION
Install Sumac on Windows. Double click SumacInstaller_win_20190716.exe found in your downloads folder. You may get a warning on your computer asking to verify that you would like to allow this app to make changes on your device. Confirm that the Verified Publisher is Silent Partner Software, then click Yes. Follow the steps on the Sumac Setup NON-PROFIT SOFTWARE TRAINING Overview. We want to make sure your team has the skills and knowledge you need to use Sumac effectively. That’s why we offer training as part of our Implementation Services to help your team get up and running with Sumac. Our training sessions are done remotely using Zoom meetings. No matter where your team is located, we can bring everyone TEMPLATES | FREE NON-PROFIT TEMPLATE DOWNLOADS | SUMAC Sumac is your source for Non-profit templates. Download & upload templates for fundraising letters, donation thank you letters, donation receipts & more. DONATIONS - SUMAC NON-PROFIT SOFTWARE Features of Sumac Donations. Record all donations, including bequests, gifts-in-kind, in memoriam, member donations, split donations, event and campaign related donations. Provide soft credit for donations to contacts other than the donor. Document payment details for each donation and specify alternative recognition scenarios if necessary.CREATING TEMPLATES
Introduction In order to send emails using Sumac, you need to first create the template using an HTML Editor. Here we give you all the information you need to choose an editor, create a template, insert mail merge codes and upload the template to Sumac, so you’re ready to start using them!GENERA USAGE
For Windows: Click on the Start Menu, and choose Control Panel. In the Control Panel, choose Programs, then choose Java, to open the Java Control Panel. Once you have the Java Control Panel open, on the General tab, click the button View, to open the Java Cache Viewer. In the Java Cache Viewer, make sure the the ‘Show:’ drop down is setto
CONTACTS | FREQUENTLY ASKED QUESTIONS CONTACTS. 1. How can I remove contacts that have no address from a mailing list? Create a search criterion which searches on a Contact field. The field to search is Pref Street A (the street address of the contact’s preferred address). Then choose the search relationship is null. This finds all contacts who have no street address. Click the HOW TO HOLD A VIRTUAL FUNDRAISING EVENT USING ZOOM For nonprofit organizations, COVID-19 creates new challenges to be overcome in order to maintain donor engagement and minimize interruptions to their fundraising campaigns.. Web conferencing tools have become a popular way for people to communicate with family, friends, and the organizations they care about. If you have managed in-person events, you’ll find fundraising events SUMAC | INSIGHTS | KNOWLEDGE BASE 1-877-399-4645. support@sumac.com THE KEY TO MOTIVATING NON-PROFIT EMPLOYEES It is no secret that non-profits have tight budgets so the hiring process can be challenging for people working in the HR department. Many non-profit organizations are able to hire great people; however, they lose them a year or so later when they have gained marketable skills and move on to a bigger non-profit or even the for-profitsector.
NON-PROFIT CRM SOFTWARE 2. Sumac is affordable. Most nonprofit databases start at $100/month and up. Sumac CRM, on the other hand, has robust functionality and starts at just $35/month. We keep our prices low as part of our commitment to help nonprofits access the software tools and technology they need to succeed. 3.INSTALLATION
Install Sumac on Windows. Double click SumacInstaller_win_20190716.exe found in your downloads folder. You may get a warning on your computer asking to verify that you would like to allow this app to make changes on your device. Confirm that the Verified Publisher is Silent Partner Software, then click Yes. Follow the steps on the Sumac Setup DONATIONS - SUMAC NON-PROFIT SOFTWARE Features of Sumac Donations. Record all donations, including bequests, gifts-in-kind, in memoriam, member donations, split donations, event and campaign related donations. Provide soft credit for donations to contacts other than the donor. Document payment details for each donation and specify alternative recognition scenarios if necessary.CREATING TEMPLATES
Introduction In order to send emails using Sumac, you need to first create the template using an HTML Editor. Here we give you all the information you need to choose an editor, create a template, insert mail merge codes and upload the template to Sumac, so you’re ready to start using them! FREE FUNDRAISING THERMOMETER Free Fundraising Thermometer. 2. Copy Your Fundraising Thermometer Code. Click the “Copy HTML” button to copy the code for your customized fundraising thermometer to your clipboard, then paste the code on your website, or in your newsletter, or email. Don’t forget to come back to update your fundraising thermometer with your updatedresults.
CLIENT AREA
Sumac's client area is your destination for Non-profit software support. Browse through our knowledge base of articles, how-to videos & FAQS. Request support. HOW TO MAKE A PDF RECEIPT TEMPLATE IN OPEN OFFICE 1. Download LibreOffice HERE. 2. Download the pre-made receipt template HERE (download the Canadian Style Donation Receipt template in ODT format). 3. Open the ODT template in LibreOffice. 4. In the View menu (top left), highlight Toolbars, and select Form Controls from the resulting menu. This opens the Form Controls panel (seebelow), which
GENERA USAGE
For Windows: Click on the Start Menu, and choose Control Panel. In the Control Panel, choose Programs, then choose Java, to open the Java Control Panel. Once you have the Java Control Panel open, on the General tab, click the button View, to open the Java Cache Viewer. In the Java Cache Viewer, make sure the the ‘Show:’ drop down is setto
FUNDRAISING GIFT RANGE CALCULATOR Calculate a gift range with Sumac's fundraising gift range calculator. Enter a target amount & edit gift amounts. Developed in consultation with Marc A. Pitman. WHEN & HOW TO ASK FOR A SECOND GIFT Asking for a Second Gift. Because most drop-offs happen within the first three months, you’ll have to work quickly to establish a good relationship with first-time donors. Here are some tips: 1. Thank donors quickly. Put a lot of thought into how you thank people for their first donation, and remember to do it quickly. 2. NON-PROFIT CRM SOFTWARE 2. Sumac is affordable. Most nonprofit databases start at $100/month and up. Sumac CRM, on the other hand, has robust functionality and starts at just $35/month. We keep our prices low as part of our commitment to help nonprofits access the software tools and technology they need to succeed. 3.INSTALLATION
Install Sumac on Windows. Double click SumacInstaller_win_20190716.exe found in your downloads folder. You may get a warning on your computer asking to verify that you would like to allow this app to make changes on your device. Confirm that the Verified Publisher is Silent Partner Software, then click Yes. Follow the steps on the Sumac Setup DONATIONS - SUMAC NON-PROFIT SOFTWARE Features of Sumac Donations. Record all donations, including bequests, gifts-in-kind, in memoriam, member donations, split donations, event and campaign related donations. Provide soft credit for donations to contacts other than the donor. Document payment details for each donation and specify alternative recognition scenarios if necessary.CREATING TEMPLATES
Introduction In order to send emails using Sumac, you need to first create the template using an HTML Editor. Here we give you all the information you need to choose an editor, create a template, insert mail merge codes and upload the template to Sumac, so you’re ready to start using them! FREE FUNDRAISING THERMOMETER Free Fundraising Thermometer. 2. Copy Your Fundraising Thermometer Code. Click the “Copy HTML” button to copy the code for your customized fundraising thermometer to your clipboard, then paste the code on your website, or in your newsletter, or email. Don’t forget to come back to update your fundraising thermometer with your updatedresults.
CLIENT AREA
Sumac's client area is your destination for Non-profit software support. Browse through our knowledge base of articles, how-to videos & FAQS. Request support. HOW TO MAKE A PDF RECEIPT TEMPLATE IN OPEN OFFICE 1. Download LibreOffice HERE. 2. Download the pre-made receipt template HERE (download the Canadian Style Donation Receipt template in ODT format). 3. Open the ODT template in LibreOffice. 4. In the View menu (top left), highlight Toolbars, and select Form Controls from the resulting menu. This opens the Form Controls panel (seebelow), which
GENERA USAGE
For Windows: Click on the Start Menu, and choose Control Panel. In the Control Panel, choose Programs, then choose Java, to open the Java Control Panel. Once you have the Java Control Panel open, on the General tab, click the button View, to open the Java Cache Viewer. In the Java Cache Viewer, make sure the the ‘Show:’ drop down is setto
FUNDRAISING GIFT RANGE CALCULATOR Calculate a gift range with Sumac's fundraising gift range calculator. Enter a target amount & edit gift amounts. Developed in consultation with Marc A. Pitman. WHEN & HOW TO ASK FOR A SECOND GIFT Asking for a Second Gift. Because most drop-offs happen within the first three months, you’ll have to work quickly to establish a good relationship with first-time donors. Here are some tips: 1. Thank donors quickly. Put a lot of thought into how you thank people for their first donation, and remember to do it quickly. 2. NON-PROFIT SOFTWARE TRAINING Overview. We want to make sure your team has the skills and knowledge you need to use Sumac effectively. That’s why we offer training as part of our Implementation Services to help your team get up and running with Sumac. Our training sessions are done remotely using Zoom meetings. No matter where your team is located, we can bring everyone CUSTOM CRM | CUSTOMIZABLE NON-PROFIT CRM SOFTWARE | SUMAC Sumac offers a completely customizable Add-on that can be used to track data unique to your organization. Here are just a few examples of Custom Add-ons we’ve created: – Track food recipients for a food bank. – Track interventions for a counselling org. – Track clinical records for a hospice. FREE FUNDRAISING THERMOMETER Free Fundraising Thermometer. 2. Copy Your Fundraising Thermometer Code. Click the “Copy HTML” button to copy the code for your customized fundraising thermometer to your clipboard, then paste the code on your website, or in your newsletter, or email. Don’t forget to come back to update your fundraising thermometer with your updatedresults.
CUSTOM DATABASE
1 - Basic CRM. 2 - Add-ons. 3 - We Configure. 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. WEBSITE INTEGRATION SERVICES Overview. Because a lot of what happens at a nonprofit takes place online, Sumac integrates seamlessly with your website, so website visitors filling out forms have a seamless experience, and information entered online goes right into your database. NONPROFIT MARKETING STRATEGIES FOR 2021 People love digesting video content. In fact, a study by Cisco suggests that by 2022, online videos will make up more than 82% of all consumer internet traffic, which is 15 times higher than it was in 2017. Furthermore, 87% of marketers said video had increased traffic to their website. It is important to show potential donors the workyou are
15 WAYS TO RAISE FUNDS FOR YOUR NON-PROFIT 13. Ambient or Guerrilla Marketing: This is a form of marketing that relies on time, energy and imagination rather than a big advertising or marketing budget. Usually, guerrilla-marketing campaigns are totally unexpected and unconventional, like a sneak attack; they are potentially interactive and consumers are often targeted in unexpectedplaces and ways.
THE TOP 10 VOLUNTEER RETENTION TECHNIQUES Here are 10 of the best techniques for volunteer retention. 1. Track Volunteer Data. “Those who cannot remember the past are condemned to repeat it.”. – George Santayana. These words, which were also paraphrased by Winston Churchill, are relevant to many aspects of society. This includes any non-profit organization’s relationshipswith
THE KEY TO MOTIVATING NON-PROFIT EMPLOYEES It is no secret that non-profits have tight budgets so the hiring process can be challenging for people working in the HR department. Many non-profit organizations are able to hire great people; however, they lose them a year or so later when they have gained marketable skills and move on to a bigger non-profit or even the for-profitsector.
HOW TO SEGMENT YOUR DONORS & PERSONALIZE COMMUNICATION Personalizing Your Communication. Lastly, once you have crafted tailored communication for each segment, you’ll want to personalize each piece with donor information like name, address, salutation, and giving amount. Writing “Dear Donor” won’t cut it. If you want to increase response rates, you’ll have to do better than that.Skip to content
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