agilon one overview
Post on 02-Apr-2016
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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
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