Compare DonorView vs. Sumac

It's essential to maintain a record of your donors, volunteers, members, as well as committee and board members, among many others. Different individuals often manage various groups of constituents, which can complicate the task of keeping everyone informed. We assist you in organizing vital information like addresses, phone numbers, email addresses, social media profiles, and employment details in a manner that is straightforward and easy to access. Understanding the connections among your constituents can significantly enhance your fundraising strategies. For instance, certain families may connect you with others who are keen on supporting your mission. Additionally, some employees might be unaware that their employers provide matching gift programs. Having a centralized view of these relationships allows you to strategically focus your fundraising efforts where they are most likely to yield results. It's important for constituents to feel acknowledged and valued; however, it can be challenging to consistently update them about your initiatives. By streamlining communication and relationship management, you can foster stronger connections and create a more engaged community.

Sumac is customizable, secure case management software built specifically for nonprofits. From intake to reporting, Sumac helps human and social service organizations streamline operations, deliver high-quality client care, and manage programs efficiently—all in one place. Whether you're serving families, managing a shelter, coordinating volunteers, or running health programs, Sumac adapts to your unique workflows. It offers web-based client intake forms, digital signatures, and a mobile-friendly Case Portal, so staff can access and update client information from anywhere. Sumac’s modular design makes it more than just case management software. You can expand it into a full nonprofit CRM by adding extensions for donations, volunteers, memberships, grant management, and more. It’s scalable, so you only pay for what you need. Built-in email marketing means you can send personalized or bulk communications without relying on external platforms. And with robust, customizable reporting, Sumac helps you track outcomes, satisfy funders, and inform board decisions. Data privacy and security are core features. Sumac is HIPAA & PIPEDA compliant, with encrypted storage, secure hosting, and role-based access control to protect sensitive client data. Best of all, free, top-rated live support is always included, so your team never faces technical challenges alone. Trusted by nonprofits for over 30 years, Sumac empowers organizations to serve clients better, eliminate data silos, and grow their mission with confidence.