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Plan, Track and Automate Stewardship Processes

Agilon's Stewardship module was created in partnership with Iowa State University to track, organize and report on all the details you need to effectively steward your important donors.

The Stewardship module tracks actions and activities, with due dates and statuses, so your communications are timely and impactful.

Plan and Track Stewardship Activities:

  • Manage stewardship for funds and individuals
  • Plan actions, activities and engagements
  • Include Development Officers, Faculty and Staff
  • Record contacts and communications
  • Automate stewardship reporting and correspondence
Stewardship Management Screen

Record Named Spaces

When a donor is recognized for a gift resulting in a building, a room, or a laboratory being named, you need to be able to track those Named Spaces. Agilon's One lets you quickly locate information on Named Spaces by the Campaign, Contributor or a keyword search.

Named Spaces are also used to track recognition plaques and displays, and are displayed in associated donor profiles.

Names Spaces helps you:

  • Associate recognition opportunities with benefiting funds
  • Set donation amounts for recognition opportunities
  • Record who donated and who is recognized
  • Record locations and a photos of donor recognitions
  • Capture recognition narrative and other attributes

Named Spaces Detail Named Spaces Detail Screen

Manage Faculty Positions

Agilon's One simplifies tracking the criteria and award amounts 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.

Faculty Positions helps you:

  • Associate faculty positions with contributing funds
  • Record who currently holds the position
  • Track important dates for terms and award ceremonies
  • Connect donors with the people supported by their gifts
  • Automate stewardship reporting and other processes

Request A Brochure Request A Demo

Faculty Positions Detail Faculty Positions Detail Screen

Features and Modules