Chair:  Kathryn Garrison, 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