Woman Teaching Financial Literacy to a Group of Children - Volunteer Service Tracking for Financial Institutions

Software to Streamline Volunteer Service Tracking

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Tracking, managing, and reporting volunteer/service hours can be difficult and time-consuming. Spreadsheets, emails, and outdated software just don’t cut it, and you’re tired of reminding coworkers to volunteer and report their hours. Luckily, there’s a better way.

Kadince software makes it easy to track, manage, and report your institution’s volunteer/service hours. Kadince is an all-in-one, easy-to-use software that will make your volunteer service tracking much smoother, no matter your institution size.

With Kadince, you can…

Track and manage volunteers and their hours expand icon

Track and manage volunteers and their hours

  • Keep a volunteer profile on each employee with their basic information, causes of interest, T-shirt size, location, skills/expertise, and historical volunteer activity. 

  • See a breakdown of your institution’s volunteer hours by individual associate, branch/market, department, and more. See where you’re doing well and where you can improve. 

  • Track volunteer hours against pre-set impact focus categories, causes, and roles. 

  • Spend more time finding volunteer opportunities and less time with the logistics.

Track and manage volunteers and their hours expand icon

Create web-based forms to easily collect volunteer hours expand icon

Create web-based forms to easily collect volunteer hours

  • Build data collection forms for board service, special events, or general volunteer hour tracking. These web-based forms can be accessed without logging in.

  • Use custom fields and dependency logic to create smart forms for a better user experience. 

  • Make fields required to collect the details you need, so you don't have to go back for more information. 

  • Allow employees to log volunteer hours from any device connected to the internet. Link these forms on your Intranet or Sharepoint, or send form links by email or text.

  • Collect more volunteer hours than ever before with easy web-based forms!

Create web-based forms to easily collect volunteer hours expand icon

Automatically log volunteer hours after an event expand icon

Automatically log volunteer hours after an event

  • Automatically log the volunteer hours of employees who register for and attend volunteer events (if subscribed to Kadince’s Event Management feature)

  • Automatically email employees after an event to confirm their attendance and hours volunteered. 

  • Keep all details related to an event tied to the associate’s logged volunteer record.

Automatically log volunteer hours after an event expand icon

Assign tasks automatically using Kadince “Workflows” expand icon

Assign tasks automatically using Kadince “Workflows”

  • Create workflow rules that use pre-set logic to update fields, assign review tasks, and send notifications. 

  • Enable reviewers to update submitted volunteer entries (individually or in batches) and add additional details/documentation if needed.

  • Assign review tasks to Marketing/PR team members to ensure great stories are never missed.

  • Build automation for tasks you repeat daily, and get more of your time back.

  • Ensure each volunteer record is sent to your CRA Officer(s) for review and qualification, if applicable.

Assign tasks automatically using Kadince “Workflows” expand icon

Measure the impact of your volunteerism expand icon

Measure the impact of your volunteerism

  • See an overview of all your institution’s volunteer hours, and build reports based on impact area, impact focus, number of people benefited, types of organizations supported, and more.

  • Track against pre-defined impact focus categories (youth mentoring, financial education, civic and community engagement, workforce development, etc.).

  • Automatically geocode each submission to track your impact across markets, counties, and assessment areas. Tract and demographic details auto-populate, too. 

  • Build charts and graphs that update in real time. These can be linked to your intranet, Sharepoint, website, annual reports, or digital signage.

Measure the impact of your volunteerism expand icon

Manage the organizations you partner with and log volunteer activity expand icon

Manage the organizations you partner with and log volunteer activity

  • Keep a profile on every nonprofit, municipality, community group, school, and small business you support. Track historical volunteer hours year over year with each organization.

  • Retain important information about each organization, including tax status, mission statement, banking relationship, website, contact information, historical involvement, board members, and how they impact the community. 

  • Store all supporting documents and attachments like tax forms, cover letters, event pictures, etc. 

  • Use the Charity Check (powered by Candid) integration to find nonprofit data and double-check a nonprofit's status. Insert any nonprofit's tax ID and receive a report you can store and update in Kadince.

Manage the organizations you partner with and log volunteer activity expand icon

Work towards volunteer goals expand icon

Work towards volunteer goals

 

  • Identify goals and milestones for your volunteer program.

  • Set goals that update in real-time related to impact area, type of service, impact focus, etc.

  • Automatically notify employees and other stakeholders when milestones are met.

  • See exactly where you’re doing well and where to invest more effort.

 

Are you subject to the CRA? Learn how Kadince makes it easy to track and report service hours, donations, investments, and more.

Work towards volunteer goals expand icon
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Other Time-Saving Features

Volunteer Service Management CRA Exam Ready - Star Icon
Limited CRA Examiner Access (if applicable)

Grant access to CRA examiners to see only the data and supporting documentation they need to perform the exam. Examiners can even access your CRA data offsite.

Comprehensive Volunteer Service Management Activity Log - Checkmark Icon
Comprehensive Activity Log

Entering data into Kadince or editing the data already in Kadince is tracked in an activity log. This history helps ensure the integrity of your information.

Easy Volunteer Service Management Address Collection - Map Pin Icon
Easy Address Collection

On the hours logging form, employees can input an address or find where they volunteered on a map. This helps you see where in your community employees have served.

Import/Export
Import/Export

Easily import historical data and use Kadince to visualize where you’ve made an impact and where to focus your efforts in the future. Need to export your data? We’ve got you covered there too.

Custom Fields
Custom Fields

Unlike other systems, you’re free to create and rename whatever custom fields you need. Have a unique data point? We’ve got your back. Even better, do it without the help of your IT team. 

Unlimited Data Storage and Retention
Unlimited Data Storage and Retention

Never lose your data again! Everything stored in Kadince will be available forever, and there are no data limits. 

API
API

Integrate Kadince with the tools you use every day to reduce steps and save time.


With Kadince, you spend less time tracking volunteer service. And, you have more time to make a greater impact in your community.

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Building Software to Streamline Volunteer Service Tracking Since 2014

As former bankers, we know how time-consuming it is to track volunteer activities and hours. We set out to build software to help streamline volunteer service tracking and management at financial institutions.

See how hundreds of financial institutions are using Kadince to streamline volunteer service tracking and make a greater impact in their communities.

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Hudson Valley Credit Union

Lisa Morris | Assistant VP, PR & Corporate Communications

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Albany Bank and Trust Company

Adam Steinbeck | Senior Vice President Commercial Services

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Central Bank & Trust Co.

Christine Brown | Communications Specialist

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Betsy Roush at Univest Bank and Trust - Kadince Customer Testimonial play icon
Univest Bank and Trust

Betsy Roush | Community Relations Manager

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Marianne McKinney at CFBank National Association - Kadince Customer Testimonial play icon
CFBank National Association

Marianne McKinney | VP Compliance, BSA and CRA Officer

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Kurt Miller at Sterling Bank - Kadince Customer Testimonial play icon
Sterling Bank

Kurt Miller | SVP/Risk Management

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Danielle Remus at NebraskaLand National Bank - Kadince Customer Testimonial play icon
NebraskaLand National Bank

Danielle Remus | Marketing Director

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Large Bank

| Public Relations Marketing Specialist

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First Seacoast Bank

Sarah Frase | Marketing Specialist

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Forward Bank

Sierra Jones | Marketing Assistant

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Pioneer Federal Credit Union

Amber Cobos

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Community Impact by Kadince Customers

Organization Helped by Financial Institutions - Buildings Icon

362,668

organizations helped

Hours Serviced by Financial Institution Employees - Clock Icon

5,851,315

hours served

Donations and Grants Requested from Financial Institutions - Money Icon

$1,506,747,608

in donations/grants requested

Employees Volunteered from Financial Institutions - Heart in Hand Icon

119,538

employees volunteered

How to Start Streamlining Your

Volunteer Service Tracking

Step 1 - Schedule a Personalized Demo of Kadince - Number 1 Icon

Schedule a Personalized Demo

for yourself and others at your institution

Step 2 - Get Quick Approval of Kadince - Number 2 Icon

Get Quick Approval

with our proven vendor management process

Step 3 - Implement Kadince - Number 3 Icon

Implement Kadince

with the help of your Kadince customer success manager

Get Started, Schedule a Demo
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How much does Kadince cost?

We believe software pricing should grow with the financial institution. For that reason, we’ll tailor Kadince pricing to the size, needs, and growth plans of your institution.

When you're ready, we’ll email you a custom proposal in four Kadince business hours.

I'm Ready For a Proposal
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Schedule a Demo with Jack

Jack Vaughan Photo - Kadince Sales Team Member

Get a Proposal from Jack

Thanks for your interest in Kadince software. I’ll email you a proposal within four (4) Kadince business hours (sometime before ).

Have any questions? I'm happy to help!