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 $10,000 for your Capital Campaign”), then the purposes (e.g. Day Program and the Capital Campaign) are Funds. Sumac can record and report on which pledges relate to a which Funds and which donations were allocated to which Funds.
A Campaign is a fundraising effort, i.e. a set of steps you pursue to get donations. For example, your Christmas Fundraising Drive might be a Campaign. Sumac can record which communications, pledges, and donations relate to a particular campaign.
Note: Capital Campaigns often have a set of steps you might pursue to get donations, and would also be the purpose for the donations you receive. It is common to see "Capital Campaign" as both a Campaign and a Fund in Sumac.
What is a "Campaign" in Sumac? What is the difference between a solicitation and a campaign?
In Sumac, a Campaign is typically used to represent a fundraising effort. For example, a series of appeals for donations you plan to send by paper mail or email. We found that some users consider a campaign to consist of several solicitations, ...
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 ...
How do I set up Time Tracking?
Time tracking for Volunteers is part of the Basic CRM – every Sumac installation has as area called Time Dockets that allows you to keep track of time spent by volunteers, or even staff. For example, if you get a grant to provide transportation for ...
Can you split donations across multiple funds?
A donation can be split into multiple funds if you enter the donation info into Sumac manually. In the Donation Record, there is a “Fund” field that allows you to specify that the donation should be allocated to a fund, or if it should be allocated ...
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! ...
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.