OCWCOG’s Money Management Program provides free assistance with personal money management tasks through specially trained volunteers. Service is personalized, confidential, and safe. All Money Management Program services are offered free of charge to eligible individuals.
- Promote independent living and self sufficiency
- Preserve dignity
- Prevent homelessness
- Protect against financial abuse and fraud
- Improve financial futures
- Community volunteers are screened, trained, and supervised.
- Strict client confidentiality is maintained.
- Easter Seals Oregon provides training and operational oversight to local program offices.
- Client accounts are monitored to ensure appropriate use of their funds.
- Client’s funds are protected from loss due to mistakes or misuse by program volunteers and staff.
- Bill Pay Service – For individuals who remain in control of their personal finances by need on-going assistance to maintain financial stability.
- Payee Service – For individuals who receive federal benefits such as social security or VA, and who have been determined to be unable to manage their own federal funds on their own.
- 60 years of age and up
- Live in a program service area (call or visit website)
- Limited income and assets (based on the number of people in the household)
Program staff matches volunteers to clients based on the preferences; volunteers spend two to four hours per month assisting the client. Volunteers and clients agree on the dates, times, and frequency of their meetings. The volunteers would support the program and clients in the following ways:
- Bill pay – Volunteers provide one-on-one assistance to individuals who remain in control of their finances, but need on-going help to keep on track. Budgeting, organizing financial papers, paying bills, banking, and help filling out forms, etc.
- Payee – Volunteers provide one-on-one assistance to individuals who do not have the capacity to manage their federal benefits, such as Social Security, Social Security Disability, Veterans, or Railroad Retirement. Volunteers manage these federal benefits on behalf of the individual ensuring that basic needs are met and funds are protected.
- Office Aides – Volunteers help Regional Program Coordinators program operations, including processing client and volunteer paperwork and data entry.
- Monitor – Volunteers examine client bank statements looking for red flags and needed support documentation.
- Team Leaders – Volunteers support staff and other volunteers in satellite program offices providing various levels of assistance, as needed.