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What are "reminders" and how do I create them?

Learn how Raise Education reminders help contributors stay engaged and how to set them up.

Jack McCann avatar
Written by Jack McCann
Updated over 3 weeks ago

Raise Education allows account holders to set up reminders that friends and family can subscribe to.

By default the following reminders are created for each Raise Education account, but can be toggled on or off:

  • Account owner's birthday

  • Successor's birthday

  • Beneficiary's birthday

Create a Reminder

  1. Log in to your Raise Education account at www.raisefinancial.com.

  2. Select the scholar you want to create the reminder for

  3. Click "Edit Profile"

  4. Under the reminders section you may toggle on and off reminders, or create new custom reminders

You may also do all of this from the scholar profile page.

Subscribe to a Reminder

  1. Log in to your Raise Education account at www.raisefinancial.com.

  2. Visit the scholar profile

  3. Click the "bell" icon

  4. Set how you would like to be notified (phone and/or email) and select what reminders you want to be notified of

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