Volunteer Grants

Volunteer Grants are a reward tied to volunteer activity. Employees can apply for a volunteer grant after completing qualifying volunteer activities.

Your Customer Success Manager manages the following Volunteer Grant settings for you:

  • Enable or turn off the Volunteer Grants feature

  • Set a Display Name for the volunteer grants tab on My Volunteering

  • Assign a Custom Question Set to the volunteer grant application flow

  • Set eligibility rules using the volunteer activity’s types or categories

You configure volunteer grants from the CSRconnect Admin Portal as a type of match program. See Create a Volunteer Grant.

Manage Volunteer Grant Approvals

If your Volunteer Grant match program has admin approval enabled, admins can manage these requests from any of these places in the CSRconnect Admin Portal:

To manage volunteer grant approvals from Volunteer Grant Requests and the Approvals Manager, you must have the Can Manage Volunteer Grant Requests permission. See Manage roles.

  1. From CSRconnect Admin Portal, Admin tools, select Program Management, Volunteer Grants.

  2. Under Awaiting Approval, select the number of outstanding requests for your desired volunteer grant program.

  3. Review any outstanding requests. Select View Request Details to view all available information.

  4. Select either Approve, Decline, or Resubmit for the outstanding request.

  5. Optionally, you can enter a message to the employee regarding the request.

  6. Select Approve Now, Decline Now, or Resubmit Now to complete.