Back to Information for Volunteers

Volunteer Portal Guidelines

Log In

  1. Locate the email invitation from EverTrue and click on "Get Started," or go to volunteer.evertrue.com and enter your email address. We recommend bookmarking the website.
  2. Click on the bell in upper right-hand corner.
  3. Click "Settings" in the upper right-hand corner of the box and select "Email Only," "Push Only," or "Email and Push" — this determines how you are notified when a classmate makes a gift (email only, text only, or email plus a text).
  4. Optional: Connect your EverTrue account to LinkedIn by clicking on your name in the right-hand corner and then clicking "Connect with LinkedIn." This offers more ways to connect with classmates.
  5. Download the app “Volunteer by EverTrue” (Apple and Android compatible). In the app, you'll be asked to verify your email address.

Note: You can set up a password to access EverTrue by following the directions in the email or clicking here. If you are not using a password and have not logged in during the past 30 days, you will be prompted to re-enter your email address in order to receive a new link.

Dashboard

  • The left-hand column will display the name of the pool in which you are working (i.e., Class of XXXX).
  • The middle column will display all of your classmates, categorized as either  "Assignments" or "Prospects."
  • The right-hand column will display detailed information on a selected classmate.

Selecting Classmate Assignments

You can search and select assignments two different ways:

  1. Type a classmate's name into the search bar
  2. Select "Prospects. and scroll through the list of available classmates

Once you find a classmate, click on their name, and in the right-hand window, under their name, click the "Assign Prospect to me" button.

Note: If a classmate is already assigned, under their name it will display "Assigned to: XX." You can only view basic contact information for classmates assigned to a staff member or other volunteer.

At the top of the page, click "assignments" to view the information explained in the following segments.

Classmate Information: Info

The Info tab will display information about your classmates' contact details, career, education, relationships, sports and activities at Kenyon.

If classmates are matched with their LinkedIn or Facebook information, the icons under their names will be filled in. Click either icon to learn more about your classmates.

Note: Content in blue or with an active icon will allow you to take an action from your desktop or app (i.e. click on their email address to open your email provider and begin drafting an email).

Classmate Information: Giving

The giving tab will only display for classmates who are assigned to you, and it will only display Kenyon Fund gifts, not capital gift, gifts to other purposes or anonymous gifts.

The suggested ask amount is for the current fundraising year, July 1 - June 30.

Giving history displays the last, largest and lifetime giving of Kenyon Fund gifts and giving history for the last five years.

Classmate Information: Activity

The activity tab is where you enter "interactions" with your assigned classmates.

  1. Click on the "Log Activity" button.
  2. Select which “Stage” best describes your contact with your classmate.
  3. Select the "Activity Type" that describes your method of communication.
  4. Add your comments in the "Notes" field.
  5. Click save to record the interaction.

Note: Each logged activity will create a contact history report accessible by volunteers and staff.

Not sure what to say? Here are some guidelines.

Do: Keep your audience in mind — volunteers, staff members, donors.

Do: Include the basics
Who was involved in the interaction?
What is their current career information?
What did you observe?
What is their relationship with Kenyon?
Are there any next steps?

Don't: Include medical details
For example, don't write "She can't drive at night" instead write "She prefers to ride with others to events."

Don't: Include gossip
For example, don't write "He was let go from his former employer," "She is obsessed with her dogs," "Her nephew is having difficulty finding a job."

Don't: Speculate
For example: "He obviously inherited wads of cash" or "She appears to be well-off."

Do: Say what is most important
For example: "Despite her complex family situation, she is still willing to make a planned gift," "He wants Kenyon to reflect his moral values before making a major gift," "Her current finances do not permit a gift for this fundraising year" or "He is interested in participating as a volunteer in six months, when he should be feeling better."

Do: Provide details
For example: "I enjoyed swimming in her infinity pool." "The house was designed by Frank Lloyd Wright," "Portraits of her 17th-century ancestors surround the living room" or "He says that he made gifts to other schools."

If you have any questions about the volunteer portal, contact Terry Dunnavant at dunnavantt@kenyon.edu or 740-427-5579.