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Agilon Fundraising Solutions technology for advanced nonprofits.www.MyAgilon.com Agilon Fundraising Solutions Using eMarketing.

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Presentation on theme: "Agilon Fundraising Solutions technology for advanced nonprofits.www.MyAgilon.com Agilon Fundraising Solutions Using eMarketing."— Presentation transcript:

1 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Agilon Fundraising Solutions Using eMarketing and Donor Self-Services with your Annual Fund Solicitations David Best Agilon, LLC

2 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Rel@y eMarketing Tools E-Mail Distribution System, designed to deliver personalized messages to Donors, Alumni and Friends with direct connection to CAMPUSCALL. Create dynamic, HTML content and track Sent, Opened, Bounced and Web links for follow up communications. Email and web links connect Donors with online services for: Registration for Events On-Line Gifts and Pledges On-Line Gift Receipts

3 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Constituent Connection Donor Outreach Portal 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

4 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Constituent Connection is personalized to be your Donor Web Portal Security settings control what is presented for each user. Page organization, navigation, images and content are all customizable.

5 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Annual Giving eSolicitation With incentive to register with the online community Personalized Link to Online Giving Link to On-Line Community Registration Donor ID # in Message Personalized Link to Online Giving Link to On-Line Community Registration Donor ID # in Message

6 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Faculty/Staff eSolicitation Personalized Web Resource Links Link to Online Giving Link to On-Line Community Registration Donor ID # in Message Personalized Web Resource Links Link to Online Giving Link to On-Line Community Registration Donor ID # in Message

7 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Other Annual Fund Examples Personalized Young Alumni Campaign Pledge Amount Link to Online Giving Donor ID # at Bottom of Message Personalized Young Alumni Campaign Pledge Amount Link to Online Giving Donor ID # at Bottom of Message

8 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Telefund E-Mails Personalized Sent Day After Call Caller Name & Photo Pledge Amount Multiple Designations Link to Online Giving Donor ID & Address Confirmation Personalized Sent Day After Call Caller Name & Photo Pledge Amount Multiple Designations Link to Online Giving Donor ID & Address Confirmation Direct Connect to CampusCall

9 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Pledge Reminder Personalized Salutation Pledge Amount Due Pledge ID # Designation Link to Pay Online Personalized Salutation Pledge Amount Due Pledge ID # Designation Link to Pay Online

10 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com 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. Online Giving Automation

11 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Online Gift Process

12 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Online Pledge Process

13 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com 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 Online Gift Receipts

14 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Online Receipt showing an individual gift (PDF format). Online Gift Receipts

15 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Email Receipting Official Tax Receipt included in bottom portion of email.

16 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Email Receipting Receipt message for Typical Cash Gift.

17 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Email Receipting Receipt message for Matching Gift.

18 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Email Receipting Receipt message for IRA transfer.

19 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Email Receipting Receipt message for athletics gift.

20 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Link to Online Giving To support the College of Business: Link includes Fund ID to select a designation

21 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Link to Profile Forms If your information is not correct, please: Link includes Scrambled ID and Last Name to auto populate the form

22 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com 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. Automate Demographic Updates

23 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Email Campaigns use Templates to configure: HTML & Text Content Pictures & Images Data Fields Opt-Out Options Email Campaigns use Templates to configure: HTML & Text Content Pictures & Images Data Fields Opt-Out Options Creating Compelling Messages Content Editors are built-in making it quick and easy to create your message.

24 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Dynamic HTML Content for compelling messages. Messages may contain: Pictures “Pretty” Formatting Web Links Signatures Background Colors Data is mail-merged to personalize the message for each recipient. Messages can also include content bases on recipient codes. (e.g. Affiliations) Dynamic HTML Content for compelling messages. Messages may contain: Pictures “Pretty” Formatting Web Links Signatures Background Colors Data is mail-merged to personalize the message for each recipient. Messages can also include content bases on recipient codes. (e.g. Affiliations) Dynamic Message Content Conditional Ask, based on last year’s giving Caller’s Photo based on call result record

25 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Create Stories to engage and compel Constituents:  News Feeds  Special Events  Memories & Photo Albums Create Stories to engage and compel Constituents:  News Feeds  Special Events  Memories & Photo Albums Enable social networking with postings and comments by community members. Dynamic Online Stories

26 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Promote Events with eMarketing Personalized Presidents Club Invite to Bowl game breakfast Personalized Presidents Club Invite to Bowl game breakfast Link to online resources for: Registration Gifts & Pledges Merchandise Options Link to online resources for: Registration Gifts & Pledges Merchandise Options

27 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Manage Events with Online:  Online Calendar  Automate Registration  Include Gifts  Purchase Merchandise Manage Events with Online:  Online Calendar  Automate Registration  Include Gifts  Purchase Merchandise Automate Event Management

28 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Event Registration Online Registration for events is open only during a specified time frame Registration can be limited to certain people, or open to the public Use Email Links to direct people to Event Registration

29 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Populates registration form with Constituent’s information Registration may include Spouse and Guests To attend this event, please: Link includes Scrambled ID and Last Name to auto populate the form Link to Event Registration

30 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Merchandise with Events Include merchandise items and donations with event registration Contribution batch processing handles separation of donations from event premiums

31 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Integrated with Google Analytics Graphical Reports Browser Usage Screen Resolution Visitors by Territory Length of Visit # Pages Visited Top Content And More

32 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com 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

33 Agilon Fundraising Solutions Info@MyAgilon.comAdvancing technology for advanced nonprofits.www.MyAgilon.com Questions? Amanda Miller 1-800-480-9015 Ext. 0779 Amanda.Miller@MyAgilon.com www.MyAgilon.com


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