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For FPA Members
 
 

Pro Bono Committee

 

2013KateDonnelly Chair:  Kate Donnelly, CFP®


Specific Responsibilities

  • Provide general administrative support to the pro bono director as needed
    Pursue volunteer opportunities within the Puget Sound region and seek new partnerships as necessary
  • Maintain a database of all volunteers to track participation, time spent and type of assistance offered to submit to the chapter board and FPA’s Pro Bono Department on a regular basis
  • Assist in managing relationships with Partner organizations to nurture and continue associations
  • Volunteer for at least one event per year
  • Handle referrals – matching volunteer planners with clients – in consultation with the president
  • Work with staff to distribute materials to volunteers in advance of meetings/seminars/engagements
  • Work with the director to provide event management as needed
  • Attend all Pro Bono committee meetings and strategy meetings

Click here to volunteer for Pro Bono Committee

 

 

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