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Agilon’s - web based software for Fundraising process automation |
| Agilon’s integrated system features and advantages include: |
- Web-based access to prospect profiles, ratings, proposals, contacts and plans, constituent demographics, gift and pledge history, membership status and history and system reports.
- Moves-oriented prospect management with appointments integrated with your desktop calendar.
- Events management with on-line calendar, registration and payment processing.
- Gift Clubs that segment donors with flexible rules applied to demographics and giving history.
- Comprehensive Constituent Profile report, configurable to group and user preferences.
- Screen layouts customized to group and user preferences.
- Data export to Excel from screen displays.
- Visual, drag-and-drop query tool - Selection Wizard.
- Industry standard Crystal Reports in PDF format.
- Virtual Directory for on-line access to documents, procedures and published reports.
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- Detailed audit tracking of database record transactions - when the changes were made and by whom, with before and after field values.
- Comprehensive security model controlling access to all functions, restricted and sensitive records, and individual view/hide control for all data fields within the application.
- Integrated Business Financials with web self-service and work flow for transaction processing, review and approval.
- Endowment investment pool management with automated invest and divest, and unitized fund valuation.
- Integrated on-line community - Constituent Connection, including alumni directory, gift processing and pledge fulfillment, membership purchase and upgrade, events registration and fee processing, class notes, business directory and resume postings.
- Integrated e-mail communications - Rel@y provides personalized e-mail and electronic newsletter delivery, with click-through and bounce-back tracking.
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Agilon’s makes it easy for fundraisers to find the right donor and to quickly move
from biographical information to gift information to strategic plans and contacts
for prospects and more. Our exclusive navigator menu enables agility. Access to all
areas of donor information is available from any screen. Simply identify your prospect via
the easy search screen using fields such as city, partial last name, class year and more,
and move easily from one module to the next.
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Sample screen shot: Constituent Profile

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| Information Access Anytime... Anywhere... |
Agilon’s fundraising system is entirely web based, providing you access to information from anywhere, at any time
using the power of the Internet. The Agilon database is truly an All-in-One solution to fundraising:
incorporating donor demographics, prospect management, gift and pledge processing, memberships, events
scholarships and endowments management, comprehensive campaign tracking and reporting, web portal self
services and much more. Our latest product line additions, the Constituent Connection on-line community and
Rel@y e-mail delivery system, extend the fundraising database to include alumni and donor web services, and ecommunications
capabilities.
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| Industry Standard Application Architecture |
Implementing a proven industry standard in J2EE technology means that Agilon’s is dependable, adaptable
to your specific institution’s needs and positioned to take advantage of new technologies and automation well into
the future. Key technology features of Agilon’s include:
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- Platform Independence - since J2EE is an extension of the Java language, a J2EE application, can be hosted on
virtually any operating system and hardware platform.
- Database Independence - J2EE incorporates the JDBC specification, so you can use the database of your choice.
Any database having available JDBC drivers is a viable option. This is true of all the popular database programs on
the market today.
- Dynamic Presentation - provides access to pages that aren’t static but rather real-time and dynamic. Not only is the
data real-time, but it also gives you many options to make the presentation of the data dynamic and customizable to
your institution’s needs.
- Distributed Computing - spreads the workload across your hardware configuration. (i.e. designate one server to
handle all of the traffic through your web site while another server is dedicated to handling the administration services
associated with the creating and modification of your data. You may also dedicate separate server to managing
database transactions.)
- Security - protects your data; J2EE’s multiple layers of security control, combined with Agilon’s application security
model and data encryption creates a comprehensive security environment to protect your data.
- Scalability - based on industry standard specifications. You can choose a hardware or software configuration
specifically suited to your needs. Many software vendors provide suitable web servers to run the web-based
application. Solutions range from free application servers for smaller installations to more robust solutions capable of
features like server clustering and load balancing for installations with heavy traffic.
- Reliability - relies on trusted technologies. Adhering to industry standards also means that the technology that
Agilon’s
is built on has been proven throughout the information systems industry. Institutions with a need for a
high degree of dependability can rely on an application server from reputable companies like IBM, Oracle and BEA.
- Growth Potential -
has grown out of technologies that have been around for years and continue to mature.
This provides us with the tools to take advantage of industry recognized design principles and methodologies. This
means that as new technologies emerge, our software can rapidly change and adapt to maximizing the value of your
investment for the long term.
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