Sumac

Sumac

Societ
+
+

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About

The Nonprofit Check Plus API provides real-time verification of U.S. nonprofits using authoritative data from IRS, OFAC, BMF, and PUB78 lists. It helps automate compliance, fraud prevention, and due diligence for donations, grants, and partnerships. Instantly vet nonprofit organizations with a simple, reliable API integration.

About

Sumac is powerful, customizable case management software built for nonprofits. It helps you streamline client intake, track services, and manage programs with ease. Whether you're supporting families, running a shelter, or delivering health or community services, Sumac adapts to your unique workflows. With extensions for donations, volunteers, grants, and memberships, Sumac can become a complete nonprofit CRM. Features include web-based intake forms, e-signatures, built-in email marketing, and robust reportingโ€”all in a secure, HIPAA & PIPEDA-compliant system. Your team can manage clients on the go using Sumacโ€™s mobile-friendly Case Portal, and automate follow-ups with custom workflows and reminders. Plus, free live customer support is always included, so help is never far away. Trusted by thousands of nonprofits, Sumac gives you everything you need to manage services, engage supporters, and grow your impactโ€”all from one place.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Compliance Firms, Grant Giving Nonprofits, Large Nonprofits, Nonprofit Marketplaces, DAF (Donor Advised Funds), Donation Platforms and Software Development Firms.

Audience

Nonprofits & Charities

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$0/month/user
Free Version
Free Trial

Pricing

$109 per month
Free Version
Free Trial

Reviews/Ratings

Overall 4.8 / 5
ease 4.7 / 5
features 4.6 / 5
design 4.5 / 5
support 4.6 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Nonprofit Check Plus API by Pactman is a solid tool for verifying U.S. nonprofits using official sources like the IRS and OFAC. Itโ€™s easy to integrate, fast, and works well for developers building fintech or donation platforms. The free tier is helpful for getting started, and it removes a lot of manual compliance work.
  • The integration was very straightforward and easy to get running. The API responses are clean and well structured, so it fits nicely into backend workflows without much extra work. It is especially useful if you already collect EIN details, since it removes the need for manual verification. The free tier is also helpful for testing before going into production.
  • The best part is how much manual work it cuts out. Instead of jumping between different IRS search tools and OFAC lists, you get everything in one JSON response. The setup is dead simple. I had a curl command working in a few minutes, and the data is actually useful as it catches things like the AROE status which tells you if a group lost their exemption for not filing.
  • It's a fast and dependable solution for verifying nonprofit organizations. It streamlines compliance checks and reduces fraud risk, making it a valuable tool for donation platforms and businesses.
  • what i like about it is it provides appropriate information about non profit organizations. when i was integrating it, I had no problem.

Cons

  • itโ€™s limited to U.S. data only and lacks a user-friendly dashboard for non-technical users. Pricing details could also be clearer, and the free plan has usage limits.
  • You do need to handle some edge cases on your own, as the documentation mainly focuses on standard scenarios. There is no UI or dashboard, so everything is developer focused. It would be nice to have a bit more guidance for handling less common responses.
  • The 200-check monthly limit on the free tier is a little tight if youโ€™re trying to do any kind of batch cleanup or heavy testing. Also, keep in mind this is strictly for U.S. based organizations, so youโ€™ll need a different plan if youโ€™re looking at international nonprofits.
  • No cons found, reliable and efficient tool. Recommend!!!
  • I found no cons for now because it was easy to use.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Pledge Software
Founded: 2024
United States
pactman.org/nonprofitcheckplus-api/landing

Company Information

Societ
Founded: 1995
Canada
www.societ.com/solutions/case-management/sumac/

Alternatives

Alternatives

NewOrg

NewOrg

NewOrg Management System
QUALO

QUALO

Advanced Metrics
GiveLife365

GiveLife365

Alphavima Technologies Inc
Collaborate

Collaborate

Network Ninja

Categories

Categories

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Donation Management Features

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Fundraising Features

Alumni Management
Auction Management
Campaign Management
Contribution Tracking
CRM
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Human Services Features

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Membership Management Features

Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management

Social Work Case Management Features

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

Integrations

Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments

Integrations

Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments
Claim Nonprofit Check Plus API by Pactman and update features and information
Claim Nonprofit Check Plus API by Pactman and update features and information
Claim Sumac and update features and information
Claim Sumac and update features and information