1. Agilon’s Constituent Connection Leading Edge Software for Fundraising and Relationship Management Agilon Fundraising Solutions Automating Online Gifts, Pledges and Receipts with Donor Self-Services David Best Agilon, LLC

2. Agilon’s Constituent Connection Leading Edge Software for Fundraising and Relationship Management What is Constituent Connection? Donor Outreach Portal customized to match your web presence. Directly integrated with your fundraising database for Alumni Directory Listings Online Giving Events Calendar & Registration Membership Purchase & Renewal Provides Security Controls for: Who can register Who is included in the Alumni Directory What content is available to the public and to each member

3. Agilon’s Constituent Connection Leading Edge Software for Fundraising and Relationship Management Constituent Connection is personalized to be your Alumni Web Portal Security settings control what is presented for each user. Page organization, navigation, images and content are all customizable.

4. Agilon’s Constituent Connection Leading Edge Software for Fundraising and Relationship Management Online Giving is fully integrated with Contribution Batch Processing Process Gifts and Pledges Online Giving is fully integrated with Contribution Batch Processing Process Gifts and Pledges Fund Selection Tree can present 1,000’s of giving opportunities. In Honor of, In Memory of and On Behalf of information is captured with the gift.

5. Agilon’s Constituent Connection Leading Edge Software for Fundraising and Relationship Management Online Gift Process

6. Agilon’s Constituent Connection Leading Edge Software for Fundraising and Relationship Management Online Pledge Process

7. Agilon’s Constituent Connection Leading Edge Software for Fundraising and Relationship Management My Giving shows Donor’s giving history with options to include/exclude specific contribution types Online Receipts provide Donor’s with both individual and full-year receipts. Links to online receipts can be e-mailed directly to Donors

8. Agilon’s Constituent Connection Leading Edge Software for Fundraising and Relationship Management Online Receipt showing an individual gift (PDF format).

9. Agilon’s Constituent Connection Leading Edge Software for Fundraising and Relationship Management Email Receipting To be covered more in Tuesday’s session! Receipt included in bottom portion of email.

10. Agilon’s Constituent Connection Leading Edge Software for Fundraising and Relationship Management Link to Online Giving To support the College of Business: Link includes Fund ID to select a designation

11. Agilon’s Constituent Connection Leading Edge Software for Fundraising and Relationship Management Link to Profile Forms If your information is not correct, please: Link includes Scrambled ID and Last Name to auto populate the form

12. Agilon’s Constituent Connection Leading Edge Software for Fundraising and Relationship Management Demographic changes are reviewed side-by-side with current information, with changes highlighted. Information can be edited, accepted or rejected. New constituent records automatically check for duplicates. Demographic changes are reviewed side-by-side with current information, with changes highlighted. Information can be edited, accepted or rejected. New constituent records automatically check for duplicates.

13. Agilon’s Constituent Connection Leading Edge Software for Fundraising and Relationship Management Edit Icon available to CConn Administrators On-Screen HTML Editor

14. Agilon’s Constituent Connection Leading Edge Software for Fundraising and Relationship Management Click the Edit Icon to open on-screen HTML Editor On-Screen HTML Editor

15. Agilon’s Constituent Connection Leading Edge Software for Fundraising and Relationship Management Click the Edit Icon to open on-screen HTML Editor On-Screen HTML Editor HTML Editor is WYSIWYG: - Format Text - Insert Links - Insert Images HTML Editor is WYSIWYG: - Format Text - Insert Links - Insert Images Save Button updates the CConn site content

16. Agilon’s Constituent Connection Leading Edge Software for Fundraising and Relationship Management On-Screen HTML Editor It’s Just That Easy!

17. Agilon’s Constituent Connection Leading Edge Software for Fundraising and Relationship Management Create Stories to engage Constituents:  News Feeds  Special Events  Memories & Photo Albums Create Stories to engage Constituents:  News Feeds  Special Events  Memories & Photo Albums Enable postings and comments by community members.

18. Agilon’s Constituent Connection Leading Edge Software for Fundraising and Relationship Management Administrators can also view Active Connections, Registered Users and Online Giving details.

19. Agilon’s Constituent Connection Leading Edge Software for Fundraising and Relationship Management Integrated with Google Analytics Graphical Reports Browser Usage Screen Resolution Visitors by Territory Length of Visit # Pages Visited Top Content And More

20. Agilon’s Constituent Connection Leading Edge Software for Fundraising and Relationship Management Constituent Connection Custom web pages, Facebook integration, views for multiple organizations, and… Alumni Directory & Friend Finder Personal Profile Updates and Alerts Create Stories with News Feeds, Postings and Comments Online Giving and Pledges Events Calendar & Registration Memberships Purchase & Renewal Class Notes Postings Career Center & Business Cards Listings Volunteer Opportunity Listings

21. Agilon’s Constituent Connection Leading Edge Software for Fundraising and Relationship Management Have you registered for Tuesday’s webinar? Register online: https://www.myagilon.com/ccon/calendar.do Or email: Amanda.Miller@MyAgilon.com Using eMarketing and Donor Self-Services with your Annual Fund Solicitations

22. Agilon’s Constituent Connection Leading Edge Software for Fundraising and Relationship Management Questions? Amanda Miller 1-800-480-9015 Ext. 0779 Amanda.Miller@MyAgilon.com