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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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 Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$0/month/user
Free Version Supported
Free Trial Not Supported

Pricing

$109 per month
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

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
InfoFlo

InfoFlo

InfoFlo Solutions Inc

Categories

Nonprofit Supported

Categories

CRM Supported
Fundraising Supported
Human Services Supported
Nonprofit Supported

Nonprofit Features

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

CRM Features

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

Donation Management Features

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

Fundraising Features

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

Human Services Features

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

Membership Management Features

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

Social Work Case Management Features

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

Integrations

Amazon Web Services (AWS) Not Supported
Constant Contact Not Supported
Gmail Not Supported
Google Calendar Not Supported
Mailchimp Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Stripe Not Supported
iATS Payments Not Supported

Integrations

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