Your dedicated Customer Success representative guides you through the entire setup process. It begins with a quick onboarding call where you gain access to the platform and share details about the campaigns you want to launch. Our team then builds your initial campaigns and supporting promotional materials for you.

You'll be fully set up and ready to launch in 3–5 business days!

Payment Processor & Security

Payments are collected through integrated card and ACH processing powered by Stripe, which meets the payment industry’s highest security standard with PCI Level 1 compliance.

Processing Fees

• Credit/Debit Card: 3.4% + $.30 per transaction
• Google Pay: 3.4% + $.30 per transaction
• ACH Transfer: 0.65% (capped at $6.50) per transaction

Fund Disbursement

Funds are disbursed weekly via ACH or mailed check, based on your preference. Each disbursement includes an itemized breakdown (CSV file) of all transactions collected during that week's disbursement period. Multiple Disbursement accounts can be connected and assigned to your specific campaigns.

Yes. Our team builds your campaigns, will help customize your participation forms, and creates promotional materials for you.

This service is included at no additional cost and remains available for the full duration of your subscription.

We actively help you get the word out and drive real participation across your community.

Here's how we help you promote:

1. Customized Marketing Materials
   Our team builds ready-to-use promotional materials for your campaigns, including social media posts, flyers, and brochures, These are designed to be shared across your website, email, and social channels without extra work from your team.
   
2. Best practices, checklists, and toolkits
   You’ll get guidance based on what’s working in other communities like yours. We provide simple checklists, launch recommendations, and proven playbooks to help you promote your campaigns effectivley
   
3. Robust in-app sharing tools
   The platform includes built-in sharing tools like shareable URLs, social media integrations, private access links, QR codes, and the ability to embed campaigns directly on your website.

Beyond the resources and support, the platform itself is designed to make participation feel simple and natural.

Yes. Communities can invite multiple internal teams and partner organizations to use the platform under one subscription.

No. There are no limits on campaigns, users, or participant volume. For $2,499 annually, your community gets unrestricted access with no usage-based fees.

Your community members can access SeeMyLegacy through a single profile link or through individual campaign pages. Each campaign includes built-in sharing tools such as shareable links, QR codes, and website embed code. We also provide guidance during onboarding on where and how to promote these links across your existing website, social channels, and physical spaces.

No. People can participate in your campaigns without creating an account or downloading an app. This is intentionally designed to reduce friction, maximize participation, and prevent drop-off.

Community members get involved through simple, mobile-friendly participation forms where you can collect custom information, documents, signatures, and payments in one streamlined experience.

Yes. Your community profile and campaign pages reflect your branding and messaging.

Your profile is white labled with your community name, logo, and images - and sharing anyone of your campaign pages includes this branding

Every subscription includes a dedicated Customer Success representative who supports campaign setup, marketing and promotion guidance, and training for both new and existing users.

Yes. The platform works seamlessly across mobile, tablet, and desktop devices. Allowing community members to register anytime, and anywhere.

No. SeeMyLegacy is entirely web-based for both administrators and community members. This removes friction, works across all devices, and makes participation easy for people of all tech comfort levels.

Yes. You own your data and can export it at any time. After your subscription ends, you retain access to the platform for six months to download records and reports.