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Hybrid Mobile App Development for Enhanced Planned Giving Platform Accessibility and User Engagement

trigent.com

Financial services

Non-profit

Challenges in Modernizing Legacy Planned Giving Software for Mobile Accessibility

Legacy desktop-only application with outdated technology stack lacks intuitive usability for mature users. Inability to support mobile/tablet access limits personalized donor-advisor interactions and market expansion opportunities. Need for device-agnostic solution with modern design while maintaining business logic security.

About the Client

Provider of planned giving software, gift administration services, and consulting for charitable institutions and financial advisors

Objectives for Mobile Modernization of Planned Giving Platform

Extend customer reach through tablet-optimized interface
Improve user adoption through intuitive mobile UX
Enhance financial advisor-donor engagement with mobile access
Reduce development costs via unified codebase
Maintain IP security through service-oriented architecture

Core Functional Requirements for Mobile Planned Giving Platform

Planned gift calculation engine with side-by-side comparisons
Responsive UI for Android/iOS tablets
Interactive reporting with Telerik controls
Web service-encapsulated business logic
Omnichannel content delivery system

Technology Stack for Hybrid Mobile Implementation

HTML5

jQuery

Telerik Reporting Control

Single Page Application (SPA) architecture

System Integration Requirements

Legacy backend systems
Existing gift administration database
Third-party reporting tools

Critical Non-Functional Requirements

Cross-browser compatibility
Desktop-like performance on mobile
IP protection through service layer
Scalable architecture
Accessibility for mature users

Expected Business Impact of Mobile-Optimized Planned Giving Platform

Anticipated 35-45% reduction in development costs through unified codebase, significant market share growth via omnichannel access, and measurable increase in advisor-donor engagement metrics. Enhanced reputation as technology innovator in planned giving sector.