Agilon's Endowments Module
maintains information about scholarships and endowments, their donors, their purpose and criteria, and their recipients. It tracks
allocations and awards by period and stores updated payment activity for each recipient. Multiple endowments can be associated with
a common fund to simplify accounting processes. Additionally, important documentation such as applications and correspondence can be
attached and filed.
Features of the Endowments module include:
Create endowment profiles for any purpose and criteria required.
Set award allocation amounts by period.
Track awards to recipients by period.
Tie endowments to organizations and departments.
Associate donors and contacts for endowments to facilitate stewardship.
Capture recipient demographics for future fundraising activities.
Increase visibility of donor involvement across endowment programs.
Keep stakeholders up to date with real-time access to fund commitments and balances.
Sample screen shot: Scholarship Detail
The Endowments Module provides a complete view of donor associations with both scholarship and endowment funds. Fund allocations
and awards are immediately visible as they are entered. Donor and contact relationships enable recipients to communicate the
positive impact of giving directly to the donors, facilitating stewardship.
Sample screen shot: Donors, Contacts, Allocations and Awards
Agilon's integrated scholarship and endowments management provides another dimension for understanding your
donors and building their profiles.
Establishing early relationships with recipients creates opportunities to convert them to donors in the future.
Communications between donors and recipients facilitates stewardship and builds propensity for future giving.
- Endowment Module
Endowments Module
maintains information about scholarships and endowments, their donors, their purpose and criteria, and their recipients. It tracks
allocations and awards by period and stores updated payment activity for each recipient. Multiple endowments can be associated with
a common fund to simplify accounting processes. Additionally, important documentation such as applications and correspondence can be
attached and filed.
