Case management and fundraising software for nonprofits

More than 1,900 nonprofits in the US and Canada run their programs in Sumac and collect donations with Glass Register.

Rated by nonprofits on G2, TrustRadius, Capterra and GetApp

G2 Easiest Setup, Winter 2024
G2 Users Love Us
TrustRadius Buyer’s Choice 2025
SoftwareSuggest Top Performer 2025
Capterra user reviews
GetApp user reviews, 4.5 stars

Every client’s intake, plans and notes on one record

Caseworkers see the whole case in one place, at their desk or on a phone. During implementation we set Sumac up around your programs.

Intake forms

Clients fill in your form from their phone. Sumac creates their record and attaches the PDF, so nobody types it in again.

One record for each client

Contact details, intake answers, programs and the assigned worker, on tabs set up for the way your programs work.

Case plans

Objectives, goals and a next review date, with a box for the client’s signature.

Case notes from the visit

Caseworkers add notes on their phone in the Case Portal, and can dictate instead of typing.

Funder reports

Count clients, plans and services by program for each funder, then export or print.

An online intake form and the Sumac client record it creates
A Sumac client record with its intake form, case plan and case note
A Sumac case plan with a goal, objectives and the next review date, beside its reminders
A case note written on a phone in the Sumac Case Portal, filed on the client record
A Sumac report of clients served by program, ready to export

Donation forms with zero fees for your nonprofit

Glass Register charges no platform fee and pays the card processing. Donors can add an optional contribution at checkout. If they don’t, you still receive the full gift.

  • Tax receipts emailed after every gift, for the IRS or the CRA
  • Monthly giving on the same form
  • Your website, a link or a QR code

$50,000

$5,000$500,000

Average gift

Typical card fees

$1,750a year

With Glass Register

$0a year

Estimated at 2.9% + 30¢ per gift, a common card processing rate. Glass Register pays the card processing on every gift.

Northside Neighborhood House staff preparing food together
The drag and drop reporting lets me customize down to the field and export it myself, whether I need a high-level count or granular detail.
Whitney Glaze
Chief of Executive Strategy, Northside Neighborhood House, Chattanooga, TN
“Once submitted, the information syncs directly with Sumac, creating a client record and notifying our team by email.”
Kristi Rothman
Case manager, Crisis Assistance Ministry · Sumac

$4,500 → $28,125

Online donations to The Groundwater Project from 2024 to 2025, after they moved to Glass Register.

11 homes

Refuge for Women runs eleven homes in five metro areas and builds its funder reports in Sumac.

See Sumac set up for your programs

A 30-minute call covering intake, case notes, plans and reporting, using the way your team works today.

Start Glass Register for free

Sign up, connect your bank account through Stripe and share your first form. Most nonprofits take their first gift the same day.

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