Data were collected between June 2009 and December 2011 with approval from The University of Alabama and the University of Alabama at Birmingham Institutional Review Boards. A variety of methods were used for palliative care patient/caregiver dyad recruitment via physicians/clinical champions at two university medical centers, one home health agency, five assisted living facilities, four congregate apartment sites for older adults and those with low income, one continuing care retirement community, and one rehabilitation unit in a local skilled nursing facility. Sixty-six percent of dyads were physician-referred. A community recruiter and advertisements in community and university print news media were also used.