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. Sign up using the links 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. Sign up using the ...
How-to Video: Grant Management Overview (2:24)
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 a PDF Receipt Template for Sumac
This article describes how to make a PDF tax receipt template using Open Office (Libre Office). Silent Partner Software offers a receipt template service - let us set up your receipts for you! For more information, click here. For best results, we ...
Donation Dashboard Report - Donor Retention Explained
This report shows donor retention within a user-defined time period. I'll use the screenshot below to describe what this report shows you: There are three time periods displayed in this report: 2019, 2020, and 2021. The first two rows show you how ...
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.