Features

Income Manager is an all-in-one fundraising solution designed specifically for small-staff Canadian charities. We provide a stress-free implementation, a powerful but easy to use solution, and personalized support so your organization can focus on better achieving its mission.

Constituents & Communication

  • Manage contact, address, and demographic information for individual or organization records
  • Manage unlimited relationships with individuals, groups, and organizations
  • Create your own custom demographic fields for any constituent type
  • Track all financial transactions, planned gifts and assets, and program participation for each constituent
 

Money & Donations

  • Manage fundraising campaigns and process donations
  • Manage Accounts Receivable, Accounts Payable, Grants Receivable, Grants Payable
  • Manage donations and cash item sales from the same screen
  • Send gift receipts and business receipts for a single transaction
  • Manage multiple Soft Credits and Tributes from a single transaction
  • Track Solicitation responses, Campaign, Solicitor, and Team for each transaction

Programs & Events

  • Create and manage programs and events of all types
  • Track and manage the details and activities of Participants, Volunteers or Workers in any program
  • Configure unlimited locations and sessions for any program
  • Track income and expenses for any program and compare to budget
  • Track messages associated to any program such as Invitations, Announcements, Grant Applications, and Intake forms

Grants

  • Manage, track and pay your grants
  • Record unlimited notes for each application
  • Track a history of all applications submitted by each grant applicant
  • Process grant payments on a cash or payable basis

Accounting

  • Manage financial transactions of all types
  • Create unlimited Account Categories for Assets, Liabilities, Net Assets (Equity), Income, Expenses
  • Create custom Investment Rules that distribute investment earnings to the Funds that make up a pool, based on daily-weighted average of each fund
  • Create custom Management Fee Rules to apply expenses to Funds