Agilon One Donor Management

Agilon’s One is modern, web-based Donor Management and CRM system.

Social Networking Events Memberships

Email Marketing Online Record Updates Scholarships

Online Merchandising My Giving™ Agilon Mobile™

Donor Information

Effectively managing your donor data is critical to

your fundraising success. Agilon’s One helps you

manage a variety of donor data:

• Alternate names and IDs

• Seasonal addresses • Relationship Tree • Real-time address verification

• Salutations and communication preferences

Gifts, Pledges, and Planned Gifts

Gift processing in One gives you donor information about open pledges,

matching gift expectancies, open proposals, planned gifts, and more.

Planned giving helps you track:

• Estimated or Face Value

• Cash Surrender Value • Valuation dates and types • Payout dates and terms

• Beneficiaries and payment records, etc.

Prospect Management

Development officers can add contact reports and proposals

right from their mobile phone. They can also:

• Secure contact reports • Designate multiple development officers

• Add documents to proposals and contact reports

• Add plans to your desktop calendar • Tie proposals to plans and contact reports • Track multiple solicitation levels

• Copy contact reports to other donor records

Work the way you want to!

Agilon One Donor Management

Constituent Connection Donor Outreach

Constituent Connection is an online community that lets your donors submit name

and address updates. You can review and edit them before saving it to the database.

Constituent Connection is fully integrated with One to help you:

• Increase your revenue. • Improve donor services.

• Reduce administrative costs.

• Save you time.

Google Analytics reports on your community activity:

• Web site visitors by geographic region

• Number of visitors over time

• Most popular web site content

• Average time spent on your site

Merchandising

Track merchandise your

donors buy as they register for

an event online. It tracks quid

pro quo automatically and

includes an online receipt.

Memberships Management

Donors can buy and renew

memberships with multiple levels

and types directly online.

Renewal schedules are

automatically updated in .

Events Management

Includes dietary and special

needs, guests, seating

arrangements, locations,

vendors, etc.

Rel@y Email Marketing & Alerts

Schedule and send personalized

emails and e-newsletters to

donors or system alerts to your

staff.

Online Giving and Pledging

Online gifts and pledges are

brought into your database

at the click of a button.

Donors can pick multiple

designations directly online.

My Giving™

Donors can see their complete

gift history along with spouse and

related giving. They can print

their own receipts simply by

logging in.

Agilon ONE