Help Older Adult Manage Finances!!

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The Money Management Program is a free service that assists low-income, frail older individuals who struggle with budgeting, paying bills, and managing financial matters. The program provides assistance for: - Individuals with vision impairment - Individuals with physical disabilities making it difficult to write checks - Those who cannot perform everyday banking activities due to frailty or disability

There are three types of Money Management volunteer opportunities:

1. Bill Payers visit the elder at home once a month to write checks from a designated account, pay bills and balance the checkbook. The elder makes all the decisions and retains check signing capacity. The volunteer completes a monthly report recording the amount and type of bills paid. Volunteers and elders are carefully screened and matched.

2. Monitors review the work of Bill Payers by checking over the monthly reports and comparing them to the client's bank statements and canceled checks.

3. Representative Payees perform the same activities as Bill Payers, but they may assume legal authority to write and sign checks through a special checking account. Volunteers are appointed by the Social Security Administration with consent of the client's physician.


Terms: Car Required - Must Provide Own Transportation

Benefits: Accident / Liability, Training

Other Information Requested of Volunteers: references, criminal offender record investigation (CORI)