PRO-BONO VOLUNTEER OPPORTUNITIES
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:
- 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 Foundation@NAPFA.org with questions
- 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 Foundation@NAPFA.org to get connected with a veteran in need
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.
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 Foundation@NAPFA.org for details or contact the organization below directly:
Other Volunteer Opportunities
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!