You can help right now by:
Following us on social media
Sharing our posts and updates
Inviting friends, coworkers, and community members to attend workshops
Talking about our programs
Encouraging someone to begin their planning journey
Serving as an “accountability partner” for participants
No signup required — just follow, share, and help spread the message.
We welcome volunteers who enjoy connecting with people and helping build relationships with:
Churches
Workplaces
Advisors, attorneys, CPAs
Community groups
Local organizations
Professional networks
Tasks may include sending outreach emails, researching partners, making introductions, or helping identify collaboration opportunities.
Volunteers assist with:
Researching grant opportunities
Reviewing eligibility
Drafting or editing sections of applications
Organizing documents
Maintaining our grant calendar
No prior grant experience required — just attention to detail and a willingness to learn.
Thank you for being part of this mission.
Volunteers may:
Review planning progress
Identify organizational gaps
Help families understand what support may benefit them
Connect them with the appropriate services
Tasks include:
Sorting and organizing paperwork
Helping gather documents
Setting up or updating a planning binder
Categorizing items during the sorting process
Preparing items for donation as part of planning
Photographing or documenting items for organizational purposes
Tasks include:
Filling out forms
Gathering required information
Working through checklists
Organizing documents
Guiding families through planning materials step-by-step
Guiding simple conversations
Helping structure short legacy narratives
Recording verbal stories or messages
Preparing items identified for donation or sale
Organizing items into piles for donation or listing
Photographing items
Coordinating drop-off details
Gathering documents needed for claims
Identifying accounts or agencies that require notification
Supporting widow/widower benefits processes
Assisting with basic employer or insurance claim steps
Creating checklists and timelines