General
In Honor and In Memory Donations
With the Sumac 4.7.5 release, we've made it easier to track and send notifications to the recipients of, or those who have given in Honour or in Memory of donations. This feature offers several benefits, including: Gratitude And Recognition: ...Recording Gift-in-Kind Donations
Gift-in-Kind donations are recorded and receipted similarly to regular monetary donations with the following exceptions. When entering a new Gift-in-Kind donation: For the Donation Type, choose Gift-in-Kind from the drop-down menu. If this selection ...How to Assign Batches
If options or buttons displayed in this article are not visible in your Sumac Donations, your Sumac Administrator needs to turn them on by clicking Utilities > Customize Database > Preferences. Open the Donations tab and check “Show donation ...How to enter a new Donation Record
To manually add donations to Sumac, you can either use Add to Contact from the Contact list, or you can use the Donations list. From the Dashboard The fastest way to enter donations into Sumac is right from your Dashboard. Show the Recent Donations ...What is a "Campaign" in Sumac?
In Sumac, a Campaign is typically used to represent a fundraising effort. For example, a series of appeal messages for donations you plan to send by paper mail or email. What is the difference between a solicitation and a campaign? Some organizations ...What is the difference between a Fund and a Campaign in Sumac?
In Sumac, the Fund represents the purpose for a donation: 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 ...How does Sumac track donations received in multiple currencies?
If you receive donations in multiple currencies from international donors, Sumac is able to capture the amount they gave, and the original currency used for the amount they gave. You can indicate conversion rates for each different currency you ...Can you track donations by church envelope number?
You can track envelope numbers in contact records. We recommend doing this by adding an extra field to contact records called "Church Envelope Number," for example, and put the envelope number for each donor into this field in their contact record. ...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 ...How does Sumac handle recording a benefit received to the donor on tax receipts?
When you enter information about a donation, you can enter the total amount donated, and also specify a Receiptable Amount, which is the amount the donor will actually be receipted for. Usually these two amounts are the same, but if the donor is ...What is the difference between an Influencer and a Soft-Credit?
Soft Credit lets you record that a person, other than the donor, was instrumental in facilitating a gift. Typically, though not necessarily, this will be a person with a significant connection to your organization: e.g. a board member or employee. It ...More details on the Matching Gift area in Donation records
If you record and track information about matching gifts, you would use the "Matching Gift" area of the donation record to track this. You can record the name of the matching donor, the value of the matching gift you expect to receive from them, and ...
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