Sumac review
A fundraising-focused nonprofit CRM with case management options and self-hosting.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Sumac is a nonprofit CRM and case management platform for charitable and human-service organizations. Its core fundraising capabilities cover donor and donation records, customizable online donation webforms, campaign management, donor search and segmentation, electronic receipts, alerts, mass email, and reporting. Optional extensions add memberships, volunteers, grants, and case management, making the platform relevant to nonprofits that want fundraising operations alongside broader program administration.
The published pricing starts at $179 per month on monthly billing, and the product has no free plan. Donations are presented as an add-on, so organizations evaluating Sumac should account for the fundraising extension when comparing plans. The feature set is aimed at organizations that need structured donor records, campaign dashboards, automated receipting, fundraising communications, and reporting in one system rather than a lightweight donation form alone.
Sumac supports web and self-hosted deployment. Its listed integrations include QuickBooks, iATS, Mailchimp, Google Workspace, and Microsoft Office, which can help connect fundraising, accounting, communications, and office workflows. The platform is a strong fit for nonprofits combining donor management with fundraising processes and reporting. Organizations seeking a case-management-first product, or a lower-cost entry point, should look closely at the Donations add-on structure and the starting monthly price before choosing it.
Sumac pros and cons
- Where it wins
- Custom donation forms, campaign dashboards, segmentation, and receipts
- Advanced reporting with custom reports and comprehensive reporting
- Web and self-hosted deployment with useful accounting and email integrations
- Where it doesn't
- Starts at $179 per month, with no free plan
- Fundraising capabilities are provided through a Donations add-on
- More fundraising-focused than organizations needing broad case management
Sumac fact sheet, pricing and score →
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