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.
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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, ...
Fundraising Effectiveness Report
The Fundraising Effectiveness Report was introduced in version 4.6.6. and provide invaluable insight into how your fundraising program is performing. The report provides Year over Year (YoY) comparisons, stats on your current year, as well as ...
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 ...
If you have donation data in different places – spreadsheets, or perhaps other databases, importing allows you to gather it all together in your Sumac database. Only certain users have permissions to import data into a Sumac database. If you are ...
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