WealthEngine

Agilon’s ONE donor management system helps nonprofits manage their donors’ gifts, prospect records, relationships, honor rolls, event attendance, memberships, scholarships, and capital campaign gifts. The integrated online community allows nonprofits to engage donors while keeping their records up-to-date.

Agilon has teamed with WealthEngine to let their clients view, update, and import donor wealth data in ONE. Agilon's clients can link directly to WealthEngine's FindWealth service from within ONE and pull wealth data right back into it. This makes it easy for nonprofits to manage prospect data, predictive ratings, estimated gift capacity, quality of match data, and asset values for every record in their database.

Agilon is also partnering with WealthEngine to integrate predictive modeling results into ONE. The new service will provide scoring models for annual giving, planned giving, and campaign giving. Bowling Green State University will be the first Agilon client to implement the new solution.

“The donor database is key to fundraising success. By connecting directly to WealthEngine, our clients can access their donor information and prospect research from a single source at any time,” says David Best, President and CEO of Agilon. “This helps them apply their fundraising strategy more efficiently.”

To learn more about Agilon and the ONE donor management system, visit their website at www.myagilon.com.

Learn more about WealthEngine’s Partnerships with leading technology vendors and nonprofit consultants.