Solutions

Choose the rollout path that matches your nonprofit right now

Mission Sumo works best when teams start with the problem they most need to solve first, then add the next workflow once the first win is in place.

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Start from the situation your team is actually in

These are the most common reasons nonprofits switch to Mission Sumo.

We are replacing spreadsheets and disconnected tools

Bring donors, notes, gifts, forms, events, and reporting into one system without trying to roll out everything at once.

Events are a big part of how we raise money

Handle registration, ticketing, check-in, promo codes, and event revenue in the same place your donor data already lives.

Our development team is small and wears multiple hats

Mission Sumo is designed for people who need a system that is powerful but still understandable without training or a dedicated admin.

We need clearer reporting for leadership and the board

Use shared dashboards, transaction exports, and connected fundraising records instead of rebuilding reports by hand.

Recommended rollout by team type

Each path is designed to create one meaningful early win, then expand from there.

Nonprofit team planning together around a table

Spreadsheet replacement

Best for teams that need cleaner donor records, gift tracking, and day-to-day fundraising follow-up.

Start with:

Import donors and clean duplicates.
Create saved views and custom tags.
Launch one donation form and one campaign.

Community event volunteers checking people in

Event-driven fundraising

Best for orgs that need ticketing, registration, and donor-connected event revenue in one system.

Start with:

Create one event and set up ticket types.
Add discounts, promo codes, or early-bird pricing if needed.
Test QR check-in before you launch publicly.

Two nonprofit staff reviewing an email fundraising draft together

Fundraising communication upgrade

Best for teams that want email segments and fundraising messaging tied directly to donor records.

Start with:

Organize donors with tags and saved views.
Create one fundraising audience and one email campaign.
Track engagement and revenue in the same workspace.

How to decide where to begin

Mission Sumo works best when the first rollout matches the area where your team feels the most friction today.

Start here if your team is saying...

“We cannot trust our donor file.”

Start with donor import, tags, saved views, and duplicate review.

“Our event data lives somewhere else.”

Start with events so registration and donor context stay connected.

“We never know what actually raised the money.”

Start with campaigns, forms, and unified gift entry.

“Our email list is not tied to our fundraising record.”

Start with donor segmentation and one test campaign.

Simple rollout rule

Do not try to rewire your whole organization in week one. Start with the workflow that gives your team the fastest confidence, then add the next one once the first reporting loop looks right.

See migration and setup guidance →