Income Processing

and Gift 
Aid

ABOUT PROJECT

Make every penny count

It takes a lot more budget and effort to acquire new supporters than enhancing the value of the ones you already have.

icharms provides the tools for you to rapidly process gifts and thank the donor recoveries. This way, you can focus on bringing donations in without worrying about your capacity to process them.

Add to that fully automated collection of recurring gifts and Gift Aid recovery… and icharms is the complete solution!

Manage every aspect of income processing

  • Handle income of any type, including card payment via Stripe, direct debits through GoCardless, standing orders, cheques and more

  • Enter and import transactions, split allocations and soft-credit gifts to other constituents

  • Create thank you letter and email templates to acknowledge donations

  • Integrate third party direct debits with our electronic fund transfer (EFT) features

  • Easily export income data into your accounting software, or use our approved Xero integration

Take the time and effort out of processing Gift Aid

  • Automate collection of Gift Aid on all eligible gifts via the HMRC portal

  • Track Gift Aid declarations on every constituent, with scanned image attachments

  • Export CSV confirmation letters for verbal GADs

  • icharms solution is set up to support the Gift Aid Small Donations Scheme

High volume transaction processing

  • Reduce manual data workload with our powerful batch entry features

  • Customise your batch entry screens using batch templates

  • Automate the thank you process using email templates for digital communications, or mail merge for postal acknowledgements

  • Import transactions from third party sources or integrate using icharms REST API

Why charities choose icharms - in their own words

The group did an excellent job of holding our hands throughout the cycle, answering to any questions we had, assisting us with the excursion, and being patient when we needed to rehash things! I would strongly advise the icharms Onboarding administration to anyone switching to icharms — it gives you the assurance and data you require to launch another framework. Emma -
The group has been a fantastic (in every sense!) display. They've made the transition to icharms a breeze by being patient, resourceful, and exceptional communicators. After that, we'd be able to observe a variety of ways to smooth up our work. The fact that they have such a fantastic client service team has been a bonus. I strongly advise it. - Car Emma
Truly simple to utilize, I especially rate the Lists work and the capacity to transfer to Excel.

— Charlie Fraser, Back Up Trust
It's fantastic to work with a crew that is friendly and knowledgeable about the type of CRM structure that a good cause requires. Constantly willing to listen to new ideas and useful in dealing with issues — Alexandra Haswell, Norfolk and Waveney Mind's Fundraising Manager
The icharms group conveys critical information, massive information about increasing support, trust, and security. — Lisbet Christoffersen, Brns Vilkr's Head of Fundraising
icharm is a simple to use system that may help charities maintain track of its members and supporters. The search features are simple to use, and the results are simple to share with those who need to see them. I would enthusiastically suggest icharm to anyone who requires their services. — ATD Fourth World UK's Eric Knibbs
With low maintenance, scattered group, icharms has been a much needed refresher. I'm still new to the framework however the more I learn with the online assets, the better it gets!

— Emma Lynn, Individual Giving Manager, FitzRoy
icharm is a brilliant asset to any pledge drive. It is simple to grasp, and the information bank is brimming with practical assistance. — Gesher School's Ali Durban
We are truly satisfied with icharm. It's an incredible for assisting us to deal with our connections and interchanges with allies. The icharm group are on the whole staggeringly amicable and supportive as well. We are glad to be important for the icharm family

—Rachel Hogg, The Benjamin Foundation
icharms is extraordinary! It works, it does precisely what it says on the tin. It's combinations are incredible It's reasonable, absolutely versatile and cherished by our evaluators. — Mark Morgan, Stella's Voice