Money Management Volunteers Needed

Use skills you have learned in business or in managing a home to help vulnerable older adults in our community remain independent as long as possible.

money management
We Provide Training

We provide training and ongoing support for all money management volunteers. Those volunteers who work with a client’s funds are insured and bonded for the protection of the client and the volunteer. Background check is required. This service provides peace of mind and security to vulnerable seniors.

More Info
CONTACT: Shannon Miller, Senior Financial Case Manager
CALL: 214-525-6183
Dallas County and Collin County

Volunteer Opportunities in Money Management

Voluntary Case Management Volunteer (3-10 hours a month)
Works with the client to develop a basic budget; visits the client once or twice a month to review bills; sometimes writes checks and has the client sign checks; files a simple report monthly and notifies the program coordinator of any problems with the client that need additional support.

Home Visitor Volunteer (1-5 hours a month)
Serves as a liaison between the client and The Senior Source, Senior Citizens of Greater Dallas, appointed by the Social Security Administration as Corporate Representative Payee; visits the client at least once a month and ensures the client’s basic needs in money management are being met; offers support to the client and reports back to Senior Source staff.

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