How to handle the death of an active volunteer?

Step 1: Open the Volunteer’s Profile

Go to the volunteer’s profile. You can search for the person using the Search Person bar in the upper-left corner.

Step 2: Enter the Volunteer End Date

Once you are on the person’s profile, select the Volunteer tab.

Scroll down to the volunteer information and enter the Volunteer End Date, then click SAVE.

If the Volunteer End Date is in the past, a red dot will appear on the Volunteer tab, indicating that the person is no longer an active volunteer.

If you enter today's date as the Volunteer End Date, the red dot will appear on the Volunteer tab starting the following day.  If the person passed away or has just decided to stop volunteering today (therefore you put today's date) the red dot will appear tomorrow.

Step 3: Stop MailChimp Emails

To stop sending MailChimp emails to this person, go to the General tab and scroll down to the MailChimp settings.

Uncheck the MailChimp checkbox, click Update, and then click MailChimp sync. this Person.

Once the synchronization is complete, the MailChimp Archived checkbox will automatically be selected.

Additional Notes

If needed, you can also add a note to the person's profile to document the reason or any other relevant information.