Nonprofits · head to head
DonorPerfect vs Sumac

Sumac
Nonprofits
Modular nonprofit CRM that pairs donor management with client case management
- From
- On request
- Rated
- -
The short version
- Each has a real cost: DonorPerfect the pricing page publishes only a 'starting at $99/month' figure and asks for a custom quote for the Core, Plus and Pro tiers; Sumac pricing is not published at all, so a small organisation cannot compare Sumac against per contact priced competitors without committing to a sales process.
- They diverge on capability: DonorPerfect covers Donor database, Sumac covers Donor and gift management.
- Prices and features above were last checked on 31 August 2026.
Where they differ
Only the attributes on which DonorPerfect and Sumac actually diverge.
| Attribute | DonorPerfect | Sumac |
|---|---|---|
| Pricing model | subscription | quote |
| Platforms | Web, Desktop, Mobile | Web, Windows |
| Founded | 1995 | Unknown |
Identical on both: starting price (On request), free tier (No), user rating (Not yet rated), category (Nonprofits).
What each one covers
Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.
Only in DonorPerfect
- Donor database
- Campaign management
- Event management
- Grant tracking
- Financial reporting
- QuickBooks
- Salesforce
- Constant Contact
Only in Sumac
- Donor and gift management
- Case management module
- Memberships and volunteers
- Grant management
- Role based permissions
- Custom fields and forms
What people use each for
The jobs each tool is most often brought in to do.
DonorPerfect
- Donor management and gift tracking for small and mid sized nonprofitsnot Sumac
- Running online donation, event and membership forms tied to a donor databasenot Sumac
Sumac
- A social service agency that must record client cases and donor gifts without buying two systemsnot DonorPerfect
- A charity that wants only donor and grant modules and refuses to pay for an events suite it will not usenot DonorPerfect
- A Canadian organisation wanting local support hours and receipting conventionsnot DonorPerfect
- An agency replacing a legacy Access or FileMaker database with something supportednot DonorPerfect
Where each one falls short
Documented limitations, not opinions. Every one is a constraint you would hit in normal use.
DonorPerfect
- The pricing page publishes only a 'starting at $99/month' figure and asks for a custom quote for the Core, Plus and Pro tiers
- QuickBooks integration, crowdfunding, moves management, batch gift entry and ReadySetAuction are all withheld from the entry Core tier
- Custom API access is available only on the top Pro tier
- Enterprise direct mail segmentation and enterprise reports and graphs are Pro tier only
- Scheduled reports are capped at 5 on Plus and 100 on Pro, and are unavailable on Core
- Phone support is Pro tier only; Core and Plus get chat support
- The bundled Constant Contact account is the Lite version on Core
Sumac
- Pricing is not published at all, so a small organisation cannot compare Sumac against per contact priced competitors without committing to a sales process.
- The interface reflects the product's age, and staff arriving from consumer grade software find navigation and data entry slower than in newer CRMs.
- Holding client case notes and donor records in one database makes permission design a compliance obligation, and a misconfigured role can expose confidential client material to fundraising staff.
- The integration catalogue is small, so payment, email and accounting connections outside the listed few mean manual export or paid custom work.
- Modular licensing means the price rises in visible steps as programmes expand, and organisations frequently discover the module they need most was not in the original quote.
Pricing, plan by plan
DonorPerfect
On request- Express$80/month
- Donor database
- Gift tracking
- Professional$175/month
- Campaign management
- Grant tracking
- Prospect research
Sumac
On request- Sumac$undefined/year
- Quoted by module selection and organisation size
- Case management is a separately licensed module
- Implementation and data migration quoted separately
Which should you pick?
Choose DonorPerfect if
- You need donor database.
- You work on Web, Desktop, Mobile.
- You also want campaign management.
Choose Sumac if
- You need donor and gift management.
- You work on Web, Windows.
- You also want case management module.
Questions people ask
- Is DonorPerfect or Sumac better?
- Neither clearly leads. DonorPerfect starts at On request and Sumac at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
- Which is cheaper, DonorPerfect or Sumac?
- DonorPerfect starts at On request and Sumac at On request.
- Does DonorPerfect or Sumac run on more platforms?
- DonorPerfect runs on Web, Desktop, Mobile. Sumac runs on Web, Windows.
- What is DonorPerfect best used for?
- DonorPerfect is most often used for donor management and gift tracking for small and mid sized nonprofits, running online donation, event and membership forms tied to a donor database. Of those, donor management and gift tracking for small and mid sized nonprofits and running online donation, event and membership forms tied to a donor database are not what Sumac is typically brought in for.
- What can DonorPerfect do that Sumac cannot?
- DonorPerfect covers Donor database, Campaign management, Event management, Grant tracking. Sumac covers Donor and gift management, Case management module, Memberships and volunteers, Grant management.
Answered from the vendors’ own pages
DonorPerfect: What is the minimum monthly cost to use DonorPerfect?
The Core plan starts at $99/month and includes basic donor management, outreach, and stewardship features. Constant Contact digital marketing is included in every plan.
SourceSumac: Is Sumac the same product as Societ?
The vendor has been moving its products under the Societ brand, so you may see both names for the same platform during a sales cycle.
DonorPerfect: What features distinguish the Plus and Pro tiers?
Plus tier adds QuickBooks integration, auction management, crowdfunding, moves management, batch gift entry, and 5 scheduled reports. Pro tier includes enterprise direct mail segmentation, unlimited scheduled reports (100), and custom API access. Exact pricing requires a custom quote.
SourceSumac: Can it handle client case management?
Yes, that is its clearest differentiator among donor CRMs. It is a licensed module, not part of the base product.
DonorPerfect: Is there a free trial, and what does it include?
DonorPerfect offers a free practice trial with AI for Plus and Pro tiers. Free data transfers are also available from most CRM systems mentioned.
SourceSumac: Is pricing published?
No. It is quoted by module and organisation size, which makes like for like comparison harder than with published per contact products.
DonorPerfect: Is data migration from another CRM included?
Yes, free data transfers from most CRMs are included. Expert onboarding support is available to help with setup and training.
SourceSumac: Does it work for US charities?
Yes, though the vendor is Canadian and its receipting and support conventions are strongest for Canadian organisations.
Related pages
More on DonorPerfect
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