2014 Agilon Nonprofit Solutions
-
Upload
amanda-miller -
Category
Documents
-
view
215 -
download
0
description
Transcript of 2014 Agilon Nonprofit Solutions
Agilon’s One Core Modules
Constituents
Easy to enter and show key information about your donors and friends
including names, addresses, donor preferences, relationships, education,
employment, degrees, free text, giving summary and attitudinal data.
Contributions
Manage all gift details including pledge commitments, cash reporting,
soft credits, EFTs, matching gifts, and planned gifts. Billing schedules and
override procedures give you maximum flexibility for pledges while gift
entry is simplified with shortcuts, batch defaults and user preferences.
Prospects
Track key donors including plans, contact reports, tasks, ratings and
qualifications. Proposals help you manage outstanding asks along with
their solicitation levels.
Gift Clubs
Target your fundraising efforts at specific levels of donors to increase their
giving by tracking both your active and inactive gift club membership
information. Multiple clubs with multiple giving levels give you unlimited
flexibility. Club membership is based on pledge and gift data and rules
as you define them.
Reports
Crystal Reports provides formal reporting of information from the
fundraising database. Available reports include status reports, fund
totals, giving levels and statistics. This module also works in conjunction
with the Selection Wizard to provide for flexible data selection.
Selection Wizard
Selection Wizard gives you a visual way to pick data filters and specify
your criteria while the Selection Wizard generates SQL behind the
scenes. Your SQL experts can edit it or write their own and paste it into
the Wizard.
Virtual Directory
The Virtual Directory is a shared directory that lets you view and access
documents from within the system.
Agilon’s One Optional Modules
Agilon’s One integrated modules extend the fundraising system to manage your
unique fundraising-related activities. It allows you to build the software package
you need today with room to grow tomorrow.
Capital Campaigns
Capture a live view of donor and campaign pledges broken down into
commitment lines meaningful to you with up-to-the-minute online
reporting. Tied directly to the Gifts and Prospects modules, you can
track a donor pool, or tie Campaign gifts to an outstanding proposal.
Constituent Connection
Reach out to your donors and alumni with this online community. They
can review & update their records, make donations, register for events,
renew memberships and set preferences for what they want to share
with the community.
Events
Manage complex events with activities, attendee information, venues,
suppliers, budgeted/actual expenses, and seating plans. It helps you
create nametags, place cards, guest lists, envelopes, and response
cards while tracking dietary and special needs for each constituent.
Memberships
Support dues-paying and non-dues-paying programs with special
renewal and eligibility rules. A constituent can have memberships in
multiple groups or clubs along with different levels of membership.
Payments can also be made as a gift for someone else.
Scholarships
Easily prepare stewardship reports by tracking fund donors and
recipients. Also generate receipts, and transaction and check-writing
reports on demand. Each fund can provide multiple scholarships.
Updated payment activity is kept on each recipient.
Rel@y
Personalize your text and html emails for pledge reminders, gift receipts,
etc. Direct connection to both the One and CAMPUSCALL databases
means you can fully automate gift and pledge acknowledgements.
Agilon’s One Optional Modules
Event Merchandising
Identify areas that your donors have an affinity with by tracking their
online event purchases. Tracking merchandise purchases against your
database records is a great way to gauge a donor's affinity with
different parts of your organization.
Business Financials
Agresso Business Financials gives you all the essential fund accounting
functions needed by nonprofits. It is a modern business system with an
intuitive interface for users who work with Microsoft Office.
Investment Manager
Investment Manager lets you to easily track investment activity down to
the fund level. Investing/Divesting (purchase/sale) is automatically
calculated per participating fund based on available cash and payout
to be re-invested.
Stewardship
The Stewardship module complements the Scholarships/Endowments
module. It lets nonprofits track the complex nuances of donated items
and spaces, forms of recognition associated with them, stewardship
activities, correspondence, etc. in a single, consolidated format to
improve donor relations.
Agilon Mobile
Agilon Mobile™ for Smartphones, iPads, and other tablets
Development Officers need tools to get important and timely information on their
prospects and major donors. Agilon Mobile gives Development Officers access to this
key information right from their mobile device.
• View ticklers, reminders and tasks.
• Update plans, contact reports, and proposals.
• Enter contact reports.
• Lookup names and salutations.
• See prospect photos.
• Map addresses and get directions.
• Dial phone numbers with a single click.
• Send emails quickly and easily.
• View relationships.
• List gift history, open pledges and planned gifts.
• Track event attendance and membership history.
Easy to access and navigate
to donor profiles.
Look up and update records
for anyone in the fundraising
database.
Update contact reports, event
attendance records, name
and address records and
more!
No need to carry around a
heavy laptop!
Agilon Mobile – for Development Officers
Agilon’s One for iPads & tablets
Demographic Information
Agilon’s One Constituents Module
Agilon provides an affordable donor relationship management system to capture,
organize and process all the information you collect about your donors.
Names & Addresses Communications Spouse Name & ID
Employer Relationships Deceased & Confidential
Codes
ID Number Birth Date Photos and more
The Constituents module includes:
• Contact information & status
• Biographic information and participation
• Business affiliation and contact information
• Spouse and child information
• Salutations, historical, alternate and nick names
• Historical, alternate and seasonal addresses
• Degrees, colleges and affiliations
• Student history and participation records
• Relationships for family, friends, foundations and associates
• Employer and matching gift information
• Appeal participation
• Giving summary & lifetime donations
• Activity and board positions, etc.
Constituent identification information
Prospect Management
Agilon’s One Prospects Module
Easily manage information about major gift prospects. It tracks details of plans,
tasks and the relationships of development officers, volunteers and staff associated
with prospective donors, as well as contacts made with each prospect. Ticklers
remind the fundraiser what the next step is in developing each prospect.
The Prospects module helps you:
• Research, rate and score potential prospects.
• Track capacity, propensity and funding interests.
• Manage prospect assignments.
• Formulate and schedule plans and
strategies.
• Track meetings and contacts.
• Synchronize plans with desktop calendars.
• Track proposals and expected and actual gifts.
• Store documents and pictures.
Proposals are tracked
from qualification through
solicitation, response and
booking to make it easy
to report on the gift
pipeline.
Proposals can be
restricted so only certain
staff have access to see
them.
Proposal Details
Agilon’s One Contributions Module
Track all the details on gifts and pledges for individuals and organizations. Manage
pledge commitments, cash reporting, soft credits, matching gifts, and planned gifts.
When payments and gifts are recorded, it prints cash reports and receipts,
automatically identifies donors who work for matching gift companies, and updates
campaign and accounting information in the general ledger financial system.
The Contributions module helps you:
• Manage wills, stocks, gifts-in-kind, etc.
• Create matching gift expectancies automatically.
• Automate pledge billing schedules.
• View comprehensive gifts by fund.
• Automate payroll deduction and
EFT processing
• Tie gifts & pledges to appeals.
• Process premiums and levies.
• Review & Approve gift batches.
• Automate soft credits, relationship
credits & split gifts.
Relate gifts directly to
fundraising activities to
measure your results.
View Comprehensive Giving
including donations from
spouses and related donors.
Process online gifts and
pledges directly in batch
processing at the click of a
button.
Customize gift receipts,
pledge reminders, etc.
Gift and Pledge Processing
Comprehensive Giving
Agilon’s One Planned Giving
Planned giving is a vehicle-driven way to track all types of planned gifts:
Charitable gift annuities Life estate
Charitable lead trusts Life insurance
Charitable remainder trusts General planned gift expectancies
Agilon's One planned giving tracks:
• Gift Type, Term &
Level
• Established Date
• Estimated or Face
Value
• Cash Surrender
Value
• Charitable Value
• Valuation Date & Type
• Present Value & Date
• Value Adjustment
& Date
• Income Payout
• Payout Begin Date
• Payout Term
• Dollars received
• Insurance Policy records
• Beneficiaries and payment records
• Contacts related to the gift: Attorneys, Executors, Agents, Trust Officers,
Financial Planners, etc.
Planned Giving
Agilon’s One Memberships Module
Managing both dues-paying and non-dues paying programs can be time-
consuming. Your donors may have multiple memberships with different payment
schedules. And you need to have a clear separation between dues payments and
gifts.
The Memberships module helps you:
• Track groups & clubs within a group.
• Define multiple dues levels.
• Set payments by month, quarter or
year.
• Record benefits received.
• View memberships across all
programs.
• Review & Approve dues payments.
• Tie payments to membership appeals.
• Automate lapsed memberships.
• Track continuous and total years as member.
• Print renewal notices, receipts and member cards.
Track the clubs and groups
your donors belong to
along with their status and
dues payments.
Measure results of your
mailings and appeals.
Provide online purchase
and renewal membership
services.
Membership Management
Membership Details
Agilon’s One Scholarships Module
Track information about scholarships and endowments, their donors, purpose, criteria,
and recipients. It tracks allocations and awards by period and stores updated
payment activity for each recipient. Important documents like applications and
award letters can be attached and filed.
The Scholarships module lets you:
• Create scholarship profiles.
• Allocate awards by period.
• Track awards to recipients
by period.
• Tie scholarships to organizations and
departments.
• Link donors and contacts to scholarships.
• Capture recipient data for
future fundraising activities.
• View donor involvement across endowments.
• Access fund commitments & balances in real-time.
Simplify stewardship reports.
View allocations and awards
immediately.
Understand your donors and
build their profiles.
Tie donors, contacts, allocations
and awards directly to the fund.
T
Scholarship Management
Donors, Contacts, Allocations and Awards
Scholarship Details
Agilon’s One Events Module
Manage information about event activities, attendees, venues and vendors. It
tracks event tasks, as well as budgeted and actual expenses. The module allows for
the generation of nametags, place cards, guest lists, invitations, envelopes, and
response cards for events and each associated activity.
It helps you manage:
• Mailing and reply dates
• Spouse and guest registrations
• Special and dietary needs
• Staff and volunteer assignments
• Attendees with event roles
• Travel arrangements for VIPs.
• Expenses against your budget
• Vendor information
• Location-defined capacity and seating
• Events & activities with multiple price levels
Event Details
Streamline event
and activity
planning
Tools for everything
from budgeting to
handling dietary
and special needs
Process online
registration and
merchandise
payments.
Copy events,
activities, locations,
etc. from one year
to the next.
Event Management
Event Set-up
Events Management in One
streamlines your most complex events.
Merchandising
Agilon’s Event Merchandising
Identify areas that your donors have an affinity with by tracking their online event
purchases. Tracking merchandise purchases against your database records is a great
way to gauge a donor's affinity with particular areas of your organization.
How is this different than other E-commerce sites?
• Direct integration with your fundraising
database.
• Revenue can be allocated to both
expense and gift funds.
• Merchandise or tickets can be restricted for
certain donors, alumni, classes, and events.
• Partial payments can be allowed.
• Premiums based on dollar or percent of
sale.
Online event registrations with merchandise include an online shopping cart.
Merchandise can include up to 5 different levels of options (e.g. size, color,
short/long sleeve, etc.).
• Sell online or off-
line.
• Reorder point/
quantity notice.
• Image varies
based on
selected
options.
• Merchandise
totals are a
separate item
from event fees.
• Events &
purchases are
processed in a
single
transaction.
Event Merchandising is part of the
Agilon Donor Outreach Suite™.
Agilon’s Rel@y Email & Alerts
Rel@y is a custom designed email delivery system that gives you a variety of delivery
options and allows you to generate email alerts to your fundraisers and staff based
on donor and prospect activity such as receipt of major gifts, event invitations and
prospect contacts.
You can either pull constituents directly from your CAMPUSCALL or ONE database or
import lists using a CSV or TXT file.
Rel@y lets you:
• Categorize campaigns.
• Send both text and HTML content.
• Archive email indefinitely.
• Avoid spam filters.
• Personalize content by recipient.
• Control the To, From and Reply To email fields.
• Publish E-newsletters to your website.
• Track open and click-thru rates.
• Process bounced messages.
• Subscribe and unsubscribe constituents.
Email Alerts – send rules-based email
alerts to notify users or groups of users
of any activity within the ONE
database like:
• Major donor event registrations
• Membership renewals & lapses for
major prospects
• Deceased notifications
• Gifts received from major prospects
• Someone has entered a contact
report for your prospect
Relay Email Communication
Rel@y e-Newsletter with linked articles
Constituent Connection
Agilon’s Constituent Connection™ online community
Constituent Connection™ gives your donors a personalized online experience to
help you build a strong, loyal network of supporters. Designed to build a
community of relationships between you and your donors, Constituent Connection
is a full-featured online community that includes secure, online credit card
processing for gift and pledge payments, event registration, membership renewals,
and merchandise/ticket purchases.
Online Process Improvements
• Customized user experience.
• Search online directory with profile view and blind email.
• Event registrations with dietary and special needs.
• Simple gift transfer from the online community to your database.
• Online membership renewals.
• Name and address updates at the click of a button.
• Secure web content for selected groups.
• Custom menu links and categories for special activities.
Constituent Connection gives you multiple tools to engage your donors online.
Constituent Connection
Online Event Calendar
The online calendar ties directly to the
event registration system in One.
Members can submit calendar events,
view upcoming events, register
themselves and guests, and pay for
the activities they plan to attend.
These records then become available
in One immediately.
Calendar administration allows you to
review and edit all submissions and
choose which events are posted.
Engage your constituents.
Constituent Connection engages your donors by facilitating relationships through
common interest areas and buddy lists. Email alerts are sent to members
automatically for member postings, events and other activities.
• Publish class notes with photos and messages
• Create photo albums
• Post jobs and resumes
• Advertise for community members with Business Center
• Post volunteer opportunities
Leverage your resources.
• Built-in content management system
• Online Matching Gift data service
• Dedications & Memorials automation
• Specific and unlimited fund designations
Alumni can create their own photo albums.
Online Gift History & Receipts
Agilon’s One My Giving™ in Constituent Connection
Constituent Connection™ goes beyond online giving, so your donors can view
the total value of their giving over time and print their own receipts (either
individual or summary) directly online. My Giving utilizes the Comprehensive
Giving data to show your donors the gifts they’ve helped influence.
• Gifts
• Pledges
• Planned gifts
• Matching gifts
• Soft credit gifts
• Related giving
• Spouse giving
Online Receipting & Stewardship
Agilon’s One Selection Wizard
Raising money is about performance, not programming. That’s why Agilon One
includes a visual query tool—to help you choose criteria and format the results using
pre-defined templates, so you don’t have to know any SQL.
Selection Wizard lets you:
• Pre-define and secure query templates.
• Automate table joins and
field types.
• Preview large queries.
• Paste SQL into the Wizard.
• Specify saluations.
• Combine spouse records.
• Remove deceased records.
• Control server loading with database governers.
• Pre-define what your reports & exports will look like.
As criteria are specified, SQL is written
behind the scenes to give your advanced
users extra flexibility. Query data can be
directly exported to Excel, text files (CSV),
and XML formats.
Selection Wizard lets non-technical staff
create database queries and use the
results to create customized reports.
Design reports with Crystal Reports.
System security applies to all queries and
reports.
Selection Wizard Query Tool
Selection Wizard Query
Selection Wizard Filter
Agilon’s One Campaigns Module
Agilon’s One Campaigns Module gives you comprehensive, up-to-the-minute
online or hardcopy reporting of your capital campaign. It gives you a live view of
donor and campaign commitments broken down into commitment lines
meaningful to you.
Capital Campaigns in One includes:
Gift Chart Commitment Breakdowns
Goal Achievement/Percentages Recognition Opportunities
Volunteer Tracking Category Groups & Category Codes
The Campaign module lets you:
• Create campaign
participant pools.
• Include current or
historical gifts.
• Track progress against
the gift chart.
• Override automatic gift
tagging.
• Track phases &
milestones.
• Assign positions, ratings,
and solicitation status for
each record.
• Pull Campaign
Commitments based on
areas, districts, etc.
• Compare projected &
actual commitments
with gift chart ranges.
• Track campaigns by
constituents and
contributions.
• View all campaign
activity for a donor.
Campaign Participant Composite
Capital Campaign Management
Umbrella Campaigns – gives you the ability to define a virtually limitless organization
for your capital campaigns and automatically count gifts, pledges, and planned
gifts toward any sub-campaign while giving you the ability to roll them up to the
comprehensive campaign totals.
Category Groups and Category Codes - Contribution-based. Category groups and
codes allow dollars to be counted in the campaign where the money is intended to
be used.
For example Groups may include: Research, Scholarships, Equipment, etc.
Category codes may include: Academic, Need Based, Achievement Based, etc.
Areas and Districts - Constituent based groups. They allow you to group campaign
participants (donors) into separate pools. Areas are defined according to your rules.
Districts are not heavily used, but your Organization's area could have districts for
different types of organizations like Foundations, Corporations, etc.
Campaign Tagging – Define your own Criteria for how you’d like to tag and count
gifts in a campaign. Tagging allows for automatic counting so your data entry staff
does not have to count gifts toward the campaign. Criteria allow you to define the
campaign based on any field in the database.
Goals - Specified at all the levels described above as well as area and district goals.
ONE includes a Composite view of each constituent that has given to the campaign
along with different views of your Gift Chart (Pyramid), Totals, and Recognition
Opportunities.
Capital Campaign Management
Stewardship
Agilon’s One Stewardship Module
Agilon One includes a Stewardship module to track, organize and process all the
details you need to effectively steward your donors.
Named Spaces
When a donor makes a gift resulting in a building, a conference room, or a lab
being named as part of that gift, you need to be able to track those Named
Spaces. One lets you search for Named Spaces by the Campaign, Contributor or a
Keyword search. Named Spaces are displayed in a separate section of Constituent
Profile.
Faculty Positions
One simplifies tracking awards for endowed and non-
endowed faculty and staff members. It includes
stewardship activities for these accounts/recipients,
such as medallion ceremonies, reporting, past and
current awardees.
Stewardship Activities
Multiple managers
Contact & plan
records
Send plans to
calendar
Manage fund
stewardship and
individual
stewardship
Faculty Positions
Agilon Consulting Services
Agilon offers consulting services as an extension of your staff, so you can focus on
what’s really important--developing relationships and connecting with your donors
and prospects. Whether you need extra help to complete a particular project,
analyze your network security, or just evaluate your internal processes, we will work
with you to get the job done well.
Process Analysis & Best Practices
Using your internal resources efficiently is
key to being successful. A review of
your internal processes, policies, and
personnel could significantly benefit
your organization.
Agilon’s Best Practices toolkit can help
streamline your processes and train end-
users. It includes constituent and
prospect management, gift processing,
and events management. You can also
customize the manuals with your specific
processes and procedures.
Security Audit
The Security Audit summarizes how your
computer systems and network are
currently operating. We identify
potential security risks and recommend
changes and improvements.
The Security Audit Report provides
actionable paths for mitigating security
risks and complying with regulations and
industry best practices.
External Network Audit
Internal Network Review
Policy & Procedure Review
Analysis & Reporting
Consulting Services
Professional Services
Agilon provides the expertise and objectivity
needed to help you manage a variety of
projects and meet your deadlines.
Event Management
Project Management
Campaign Preparation
Data Analysis
Creative Design Services
HTML email
Web site design
Report Writing
Security Auditing Services
Security Auditing Services
Security Auditing Services by Agilon
A security program must include not only
technology, but also people and
processes. Only after a program has
been developed in terms of its people
and processes can you determine which
technologies are appropriate to serve
your organization’s security goals.
Agilon has developed a comprehensive
program for assessing the security
environment surrounding your critical
information systems.
We provide you with a complete assessment of your current security
environment with specific recommendations to correct potential
weaknesses. Our trained staff conducts an on-site audit of your
computer system configuration and your organization’s policies and
procedures. We also perform automated testing of your systems to
identify vulnerabilities.
External Network Audit: An unbiased, outsider’s view of your
network: what is in place and how it is
configured including quarterly network
scans to identify potential vulnerabilities.
Internal Network Audit: Assessing the critical aspects of how
security is implemented and enforced by
your internal computing systems.
Policy & Procedure Review: Security policies and procedures are the
foundation of a secure network. Content,
communication and enforcement are
key to maintaining a security program.
Analysis & Reporting: The audit report is a collective summary
of how the network is currently operating,
and what risk, and where improvements
need to be made.
Protect Your Data… … Protect Your Donors
Security Auditing Services
Security Auditing Services
Security Audit Profile
Phase 1 – Planning
We gather basic information about your environment, as well as establish
boundaries and limits for the system analysis and test activities. We gather
the information for the planning phase by having you complete a
structured site survey document.
Phase 2 – Testing
During the planning phase we work with you to determine the scope of
the testing. It will vary depending on your particular needs, but areas of
review may include:
External Network Review – We take an outsider’s view of your network,
see what is in place, and how it is configured.
Firewalls & Routers
Perimeter devices
VPN connections
Web and FTP servers
E-mail servers
Remote access methods
Internal Network Review - Examining the internal configuration and
setup of the organizations computing resources.
Users accounts & password policies and practices
Access privileges and levels
File, directory, event log and registry permissions
Audit logs
Software Patch management
Physical network cabling
Backup methodology & disaster recovery plans
Security Auditing Services
Security Auditing Services
Policy and Procedure Review - Security policies are the foundation of
a secure corporate network. They must exist, be enforced, and be
kept up to date. To help ensure this, an Agilon security audit covers:
Business drivers of the security policy
Information security roles and responsibilities
Physical security
Authentication and network security
Internet and e-mail security policies
Intrusion detection and virus scanning
Encryption policy
Policy content and enforcement
Use of resources
Incident reporting and response
Disaster recovery plan
Phase 3 – Analysis & Reporting
We provide a collective summary of
how your computer systems and
network are currently operating,
identify potential security risks, and
recommend changes and
improvements.
The detailed security audit report gives
you actionable advice to mitigate
information security risks and comply
with applicable regulations and
industry best practices.
Quarterly Perimeter Scans
Perimeter scans are conducted by Agilon to detect potential security
weaknesses in the network configuration, and to assure that security measures
remain in place. The first perimeter scan is conducted during the planning
phase, based on the information provided in the site survey. Subsequent
perimeter scan reports are provided quarterly for a period of 1 year.
Partnership
Helping You Reach the Right People for the Right Purpose
WealthEngine • 800.933.4446 • [email protected] • www.wealthengine.com
WealthEngine and Agilon offer a
complete solution to help fundraising
professionals as they identify, profile
and track their best donors for every
fundraising campaign.
Identifying and cultivating the right donors and prospects is the key to driving your organization forward. But finding your top donors with significant wealth, disposable income and an inclination to give
to your organization can be a challenge.
With a WealthEngine, Inc.™ and Agilon solution, development professionals can easily identify which individuals to focus on, search for new prospects, refine and raise gift asks and improve the timing of their ask. Working with WealthEngine and Agilon gives you the
information at your fingertips to maximize fundraising results.
WealthEngine-Agilon Integration
A WealthEngine-Agilon integration establishes the critical connection between our FindWealth Online™ service and the
Agilon system. Integration allows clients to access complete wealth profiles with the click of a button and
automatically import essential ratings and scores into their Agilon system.
Agilon
Helping You Reach the Right People for the Right Purpose
WealthEngine • 800.933.4446 • [email protected] • www.wealthengine.com
WealthEngine has empowered thousands of nonprofit organizations to raise billions in funds through major gifts, capital campaigns, planned giving, event marketing and annual fund efforts.
WealthEngine Solutions With 20 years of experience and some of the most effective tools available for wealth intelligence, WealthEngine helps you identify donors and prospects with the wealth and the propensity to give to your organization. WealthEngine delivers proven ratings and scores, the broadest range and highest quality of data sources, the strongest technology and the most experienced staff in the industry. The foundation for WealthEngine’s solutions is FindWealth Online, our wealth intelligence platform that brings comprehensive insight into the wealth and lifestyle of your donors and prospects. More than 3,500 clients turn to WealthEngine for comprehensive wealth identification solutions across four key areas: Analytics, Research, Prospecting and Consulting.
Partner with WealthEngine and Agilon for Fundraising Success
Adding the value of WealthEngine results to your fundraising helps you to set and achieve campaign goals, identify top prospects, and develop and implement a cultivation strategy. A WealthEngine and Agilon solution gives you wealth intelligence, where and when you need it.
Get Started: Contact Agilon at 800-480-9015 today!
Who are your best donors and prospects?
Analytics allows you to draw conclusions and make informed decisions.
What can you learn about these people?
In-depth, contextual information to better understand each of your prospects.
How can you find more prospects just like them?
Leading tools to build your prospect pipeline and thoughtfully expand your reach.
What strategies should I use to reach them?
Customized insight and advice to develop and execute your fundraising strategy with precision.