Major Donors,

 Trusts and 
Foundations

ABOUT PROJECT

Professionalise your fundraising

As a busy charity, it can be hard to manage multiple income streams side-by-side. icharms has best practice built in, helping you to professionalise and scale your fundraising.

Use icharms to create strategies and tasks for each type of funder – making targeted outreach to Major Donors, Trusts and Foundations and corporate donors.

Get visibility of your high value support pipeline with a holistic approach to tracking and forecasting income.

Major Donors

  • Research and score prospects based on their capacity, propensity and connection to your cause

  • Use icharms workflow tools to track and manage every opportunity through each stage of your pipeline to completion

  • Track opportunities by fund, campaign and supporter type

  • Define and map relationship networks in icharms to identify who knows who – and how

Trusts and Foundations

  • Research and identify suitable Trusts and Foundations to build links with
  • Create and maintain a history of grants applied for and their outcome

  • Build upcoming grant opportunities into your opportunity pipeline

  • Track multi-year pledges and set reminders for reporting and invoicing

Corporate

  • Manage multiple contacts at the same organisation

  • Coordinate company volunteering events and track participation

  • Offer corporate sponsorship products

  • Track donations and matched gifts

Legacy and in-memoriam

  • Tag legacy intenders and pledgers as an outcome of your marketing campaigns

  • Track legacy case management workflow for bequests

  • Process in-memoriam donations and manage Tribute Funds

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