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Daily Money Manager

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ORGANIZATION: The Senior Source, Senior Citizens of Greater Dallas

  • 41 people are interested
Helping a senior stay independent

Money Management offers volunteer opportunities for you to use skills you have learned in business or in managing a home in order to help vulnerable citizens in our community remain independent as long as possible. We currently have opportunities in Dallas and Collin Counties.

Voluntary Case Manger (2-10 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.

Our volunteers are required to submit monthly reports to us describing the hours spent with our clients. We try to make the reporting process as stress-free as possible, but please consider whether this is something you will be able to do because it is a requirement of our program. Since we are dealing with financial matters the reports are a way to protect both the volunteer and the client. Additionally, we have volunteer check in meetings where the volunteers can either conference in via telephone or computer, or come in person. We ask that our volunteers attend 4 of these meetings per year.

Money Management provides training and ongoing support for all 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 older adults. If you have any interest in this venture or know someone who would benefit as a client, please contact Shannon Miller at 214-525-6183 or smiller@theseniorsource.org. Please include your phone number in your email.

Upcoming training is January 18, 2022 at 6:00PM on Zoom.

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About The Senior Source, Senior Citizens of Greater Dallas


3910 Harry Hines, Dallas, TX 75219, US

Mission Statement

To improve the quality of life of older adults in the greater Dallas area through protection, eldercare, financial security, advocacy,volunteerism, and employment services.


For more than 40 years, we've been THE SENIORSOURCE in the Dallas area. Today, The Senior Source, Senior Citizens of Greater Dallas operates 10 programs for the very active retiree to services for the most frail elderly in nursing homes, including intergenerational, eldercare, guardianship, in-home, and employment services.


People with Disabilities
Community, People with Disabilities, Seniors


We'll work with your schedule.


no specific addressDallas, TX 75219


  • Budgeting
  • Bookkeeping
  • Financial Service Assistance
  • Elder care
  • Accounting




  • Driver's License Needed
  • Background Check
  • Must be at least 18
  • Orientation or Training
  • Time commitment depends on the needs of the client, which vary from person to person.

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