Partner Academy - Sumac Donations
Sumac Donations Series
This series of six short webinars will teach you everything you'll need to know about using Sumac Donations. We've kept each segment short so you can work these sessions into your schedule.
You can register for all 6 below!
Partner Academy - Sumac Case Management
Sumac Case Management Series This series of four short webinars will teach you everything you'll need to know about using Sumac for Case Management. We've kept each segment short so you can work these sessions into your schedule. You can register for ...
How-to Video: Grant Management Overview (2:24)
Analyze & Report: Explore Donations
Explore Donations gives you a quick overview of past donations, making it easy to look for patterns, and compare past months and years. Start by opening the Donations list under Fundraising, then click to expand Reports. Choose Explore. Define the ...
What is the difference between a Fund and a Campaign in Sumac?
Typically a Fund is the purpose for a donation, i.e. how the donor wants you to use the money they've donated. If you allow donors to specify that a donation is for a particular purpose (e.g. “here is $100 to use for your Day Program" or “here is ...
How to Make Donation Receipts
Make Receipts works like a mail merge, using a template that generates tax receipts. Before making receipts ensure that you have a tax receipt and thank you email template ready to use. If you do not have a tax receipt template, there are standard ...
Join the Partner Academy!
Our Partner Academy means that anyone can learn what they need to know, any time. Free! When you sign up for a Partner Academy session, you get:
- High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
- Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
- A certificate of completion - you can request a certificate of completion for every session you attend.