Cause Areas

When

It's flexible! We'll work with your schedule.

Where

no specific addressDallas, TX 75219

Helping a senior stay independent

About

Money Management offers volunteer opportunities for you to use skills you have learned in business or in managing a home in order to help frail and needy citizens in our community remain independent as long as possible. We have opportunities in Dallas, Kaufman, Collin, Rockwall and Hunt Counties, but we currently have a great need for volunteers in the south Dallas area.

Bill Payer (5-10 hours a month)---works with the client to develop a basic budget; visits the client once or twice a month to review bills; 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 (5-10 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 several times a month and ensures the client's basic needs are being met; offers support to the client and may deliver small amounts of cash for the client's personal needs

Area Manager(20-32 hours a month)---serves as mentor and consultant to Bill Payer and Representative Payee volunteers; makes home visits to clients; maintains bank records of Representative Payee clients on Quicken software; performs initial client assessments; recruits and trains new Money Management volunteers for the assigned area and reports any concerns regarding volunteers or clients to the program coordinator.

Money Management provides training and on going 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 seniors. If you have any interest in this venture or know someone who would benefit as a client, please contact Sarah Ewalt at 214-823-5700, ext. 6161 or sewalt@theseniorsource.org. Please include your phone number in your email.

Skills

  • Financial Planning
  • Budgeting
  • Bookkeeping
  • Cost Analysis
  • Financial Service Assistance
  • Accounting

Good Match For

N/A

Requirements & Commitment

  • Background Check
  • Orientation or Training
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