PRO-BONO VOLUNTEER OPPORTUNITIES

We can make a difference, one hour at a time.

One Hour Challenge

NAPFA members have the expertise and tools that can educate people, help them solve problems and create a plan that allows them to achieve their life’s goals. Imagine if each NAPFA member volunteered even one hour each year providing pro-bono financial services to those in need. Will you accept the NCEF One Hour Challenge? At 3,000+ members strong, our network of Fee-Only fiduciary advisors would make a meaningful impact on the communities we serve:

  • 1 hour of pro-bono services per year per member = 3,000 hours
  • 1 hour per quarter per member = 12,000 hours of pro-bono service
  • 1 hour per month per member = 432,000 hours of pro-bono service

NCEF is fulfilling its mission by guiding pro-bono planners to the partners below:

Money Smart Week

  • NAPFA volunteer presents on a variety of topics to help consumers better manage their personal finances during Federal Reserve’s Money Smart Week March 30-April 6, 2019 (and through April 30)
  • Use your own presentations and resources or access other templates and tools
  • Meets in-person to present topic of member’s choice at location of member’s choice
  • Follow these instructions about how to submit your presentation and become a registered partner on the Money Smart Week website
  • E-mail Rob Harkey, NCEF Program Coordinator at harkeyr@NAPFA.org or call (847) 483-5400 ext. 106 with questions.

Building Homes for HeroesBuildingHomesforHeroes

  • NAPFA volunteer provides one-on-one counsel to disabled veterans who are new homeowners and need to plan to ensure a successful future. Watch this brief video of a Chicago-area Veteran receiving a mortgage-free home through BH4H.
  • Meets monthly or bi-monthly for two years (in-person, phone or Skype)
  • E-mail Rob Harkey, NCEF Program Coordinator at harkeyr@NAPFA.org or call (847) 483-5400 ext. 106 with questions.

Financial Planning for Cancer Program

Every day, people who are battling cancer make dangerous decisions like skipping a chemotherapy appointment so they can afford to feed their families. They often suffer financial distress that adversely impacts their ability to complete treatment and decreases their chance of survival.

  • 37% cut back on groceries
  • 35% deplete their savings
  • 24% borrow against their retirement savings
  • Cancer patients are 2.65 times more likely to go bankrupt

The Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit charity solely devoted to supporting the delivery of pro bono financial planning to people in crisis or in need, is focusing on addressing the complex and often overwhelming challenges that come with a serious cancer diagnosis. The Financial Planning for Cancer Program, developed in partnership with the Financial Planning Association (FPA) and non-profit Family Reach provides cancer patients and their caregivers with financial planning and education to help mitigate the financial risks associated with treatment.

We are currently working with NAPFA to recruit volunteers for this program. If you are a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), then you have the opportunity to lend your skills and knowledge to help patients manage their finances so they can focus on getting well. 

Please visit Volunteers.ProBono4Cancer.org to learn more and sign up today. For questions, please contact Rachel Roth at RRoth@FoundationForFinancialPlanning.org.

If you prefer not to commit to a specific program or for an extended period of time, one-off opportunities may be right for you.

  • Contact Rob Harkey, NCEF Program Coordinator at harkeyr@NAPFA.org or call (847) 483-5400 ext. 106 for details or contact the organization below directly:

Savvy Ladies

Other Volunteer Opportunities

If you’d like to volunteer your time specifically towards developing NCEF and its resources, learn how you can serve as a NCEF Board Member or Committee Member.

Track Your Efforts

After you’ve provided your pro-bono services, please follow this link to let us know where you volunteered. We’re hoping to exceed 3,000 hours in 2019!

CENTRAL OFFICE
8700 W. Bryn Mawr Ave., Suite 700N
Chicago, IL 60631

 

PARENT ORGANIZATION
NAPFA.org