WealthEngine and Agilon Partner to Deliver Targeted Fundraising Solutions for Advanced Nonprofits and Higher Education

WealthEngine and Agilon Partner to Deliver Targeted Fundraising Solutions for Advanced Nonprofits and Higher Education

February 3, 2015

WealthEngine, the leading provider of wealth intelligence, prospect research and marketing services for nonprofits, healthcare, education, luxury goods and financial services, and Agilon are pleased to announce a new partnership to support clients in achieving fundraising results.  Together, both companies can offer a comprehensive and cost-effective program for CRM, fundraising & donor engagement solutions.

“Combining the power of WealthEngine with Agilon’s CRM provides fundraisers with new insights and tools that focus efforts and boost results”, said David Best, President and CEO of Agilon. “With this partnership, fundraisers have access to in-depth wealth intelligence for their prospects with a single click, with the WealthEngine ratings and scores automatically included in Agilon’s comprehensive donor profiles.”

“Having our proprietary wealth and Propensity to Give (P2G) scores available through Agilon’s CRM is critical to fill a market need to integrate in-depth donor intelligence with wealth insight,” said JB Rauch, Vice President of Channels at WealthEngine.  “Agilon’s clients can leverage full donor profiles that include comprehensive wealth, demographic and lifestyle data points and contact information.  This empowers nonprofits to access powerful insights and target, segment, and engage their best donors.”

WealthEngine and Agilon will continue to embark on joint marketing activities, targeting mutual clients with a need to leverage powerful donor intelligence, donor management CRM solutions, and marketing programs.

For more information on WealthEngine’s wealth intelligence solutions, visit WealthEngine or contact JB Rauch, VP, Channels at 240.786.3493 or email jrauch@wealthengine.com.  For more information on Agilon’s software products and services, visit Agilon or contact Amanda Miller, Marketing Manager, at 319.739.0779 or email amanda.miller@myagilon.com.

About WealthEngine
WealthEngine™, Inc. is a leading provider of audience intelligence solutions to customers targeting HNW clients in the healthcare, education, financial services and luxury markets. The company’s unique data-driven approach to analytics, prospecting, and marketing has transformed the sales, marketing and fundraising processes of more than four thousand clients. Headquartered in Bethesda, MD, WealthEngine serves both the United States and the United Kingdom. For more information, visit www.wealthengine.com.

About Agilon
Agilon provides modern fundraising and communication software to meet the unique needs of sophisticated nonprofits ranging from higher education to health care and public radio. Agilon is rooted in higher education with over twenty years of fundraising knowledge from the University of Iowa Foundation and Iowa State University Foundation. Agilon’s One combines that knowledge into a single, web-based, user-friendly database.

Agilon’s One donor management and CRM solution provides a comprehensive solution that manages donors, prospects, memberships, gifts and financials as well as scholarships, endowments, events and memberships for a wide range of non-profits. The fundraising system includes an integrated web portal and an e-mail communication system that enriches an organization’s relationships with their donors and prospects. For more information, visit www.MyAgilon.com.

Media Contact
Robin Bectel | 571.312.1448 | wealthengine@allisonpr.com

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