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Agilon’s Agilon One Fundraising Software - Constituents Module

A full featured demographics and biographics management system, the Constituents Module captures, organizes and processes a variety of information about individuals and organizations including identification, education, employment, contribution, degree, free text, giving summary and attitudinal data. The identification information includes items such as full name, employment information, addresses, relationships, educational data, and other biographical and demographical information.

Historic and alternate names and address are tracked to give a complete history in the donor profile.

Salutations are automatically created for mailings and communications, and can be customized for each donor as needed.

Any number of relationships can be created between donors, employers, foundations and other entities.

Appeals and solicitation codes can be easily associated with donor records for mailings, phone solicitations and emailing communications.

Documents can be linked directly to the donor: pictures, video clips, proposals and correspondence can be attached and accessed from other modules.

Features of the Constituents module include:
  • Personal contact information, classifications and status.
  • Biographic information and institute participation.
  • Business affiliation and contact information.
  • Spouse and children information.
  • Personal preferences and contact codes.
  • Salutations for personal personalized correspondence.
  • Historical, alternate and nick names.
  • Historical, alternate and seasonal addresses.
  • Degrees, colleges and institution affiliations.
  • Student history and participation records.
  • Relationships for family, friends and associates.
  • Employer and matching gift associations.
  • Unlimited entries for notes and general information.
  • Giving summary of lifetime donation activities, and gift, pledge and soft credit details.
  • Unlimited codes for activities including board positions, volunteer activities, athletic participation and more.
Sample screen shot: Constituent Identification
The screen header provides an immediate view of key information including preferred name, address, employer and important indicators such as deceased and confidentiality codes. Quick links are provided for immediate access to spouse and other related constituent’s information. Quick search window is also available for easy access to other constituent records.
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