Volunteer campaigns offer a fantastic way for residents, community organizations, and local businesses to give back by actively participating in meaningful initiatives. Whether you're rallying support for a cause or mobilizing volunteers for an event, here are some key best practices to keep in mind as you build your campaign.

We recommend setting your Volunteer Campaigns up in one of the following two ways:

Option 1: Volunteer Calendar

This setup will allow you to list all volunteer opportunities throughout a season or year listed in 1 campaign.

Basic Details

Primary Item Display

For Volunteer initiatives we recommend using the Gallery View. This option will allow your community members to view the items in an easy and organized format.

Descriptions

About Campaign

Share why community members should get involved and other key campaign details. This section should excite and entice community members volunteer.

How to Participate

Guidelines

Share how residents can participate and outline program guidelines like volunteer rules and regulations.

Uploads

Photos

Add high-quality photos to the Campaign and the Items of the Campaign. Below are a few options for the types of photos to include:

• Photos from previous volunteer events
• Themed photos
• Photos of venue or location

Documents

Upload any important documents that volunteers may need before the event, such as guidelines, schedules, or waivers. Volunteer waivers are commonly included to ensure a smooth check-in process.

Option 2: Specific Volunteer Event

This setup will allow you to manage registrations for 1 event that has unique volunteer roles.

Basic Details

Primary Item Display

For Volunteer initiatives we recommend using the Gallery View. This option will allow your community members to view the items in an easy and organized format.

Descriptions

About Campaign

Share the purpose of the Volunteer Event, why community members should get involved, and other key campaign details. This section should excite and entice community members to volunteer.

How to Participate

Guidelines

Share how residents can participate and outline program guidelines like volunteer rules and regulations.

Uploads

Photos

Add high-quality photos to the Campaign and the Items of the Campaign. Below are a few options for the types of photos to include:

• Photos from previous volunteer events
• Themed photos
• Photos of venue or location

Documents

Upload any important documents that volunteers may need before the event, such as guidelines, schedules, or waivers. Volunteer waivers are commonly included to ensure a smooth check-in process.

Settings

When creating a campaign, you must have a notification recipient, a disbursement account assigned and select if you would like a tax receipt to be created. These settings are essential for proper communication and financial processing, and must be completed before a campaign can go live.

• The notification recipient is the designated person who will automatically receive email alerts when someone participates in the campaign.
• The disbursement account tells the SeeMyLegacy Finance team where to route any collected funds. Although Volunteer events will likely never collect funds, a disbursement account still needs to be selected.