Major Donors, Trusts and Foundations

Nurture fruitful, high-value relationships

Professionalise your fundraising

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

Use Donorfy 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 Donorfy’s 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 Donorfy 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


  • 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

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