Many older adults today are at risk for abuse, neglect or exploitation. While some have family or friends who can help, others have no one to whom they can turn.

calculatorSome seniors may be unable to make decisions for themselves and require the services of a court appointed guardian. For these individuals, staff and trained volunteers work to preserve their health and well-being.  

For other older adults who may need help managing their finances, we help organize bills, balance check books, set-up monthly budgets and assist with check writing.  Because of this program, hundreds of the most vulnerable in our community are able to live safely — a way of life we all deserve.

 

FOR MORE INFORMATION

Contact Sarah Ewalt, the Guardianship & Money Management Director at 214-823-5700 or via email.

Click to E-mail

You Can Help!

Use the skills you’ve learned in business or in managing a home as a Money Management volunteer. The Money Management Program at The Senior Source offers several volunteer opportunities requiring anywhere from five to 40 hours per month to help frail and needy citizens in our community remain independent in their own homes as long as possible. Initial training and on-going support is provided for all volunteers. Volunteers who work with a client’s funds are insured for the protection of the client and the volunteer and to provide peace of mind and security to vulnerable seniors.

There are several types of Money Management volunteers:

  • Bill Payer – Work with an elderly client to develop a basic budget; review bills; write checks; file monthly reports and notify the area manager of any needs that require additional support.
  • Home Visitor – Serve as the liaison between the client and The Senior Source; visit the client in their home offering support or delivering small amounts of cash.
  • Area Manager – Provide oversight for financial services to clients by monitoring volunteers’ monthly financial reports; serve as mentor and consultant to Bill Payer and Home Visitor volunteers; make home visits to clients; troubleshoot in emergency situations; report any concerns to the Money Management staff.
  • Office Assistant – Enter computer data; handle general clerical duties, and support duties as assigned.

TO VOLUNTEER

Become a Money Management volunteer and help provide peace and security to vulnerable seniors.

Contact Sarah Ewalt, the Guardianship & Money Management Director at 214-823-5700 or via email.

Get the Application