Money Management Volunteer Program

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Diablo Valley Foundation for the Aging (DVFA) Money Management Volunteer Program (MMVP) promotes and prolongs independent living for seniors on a limited income, who are at risk because of their inability to manage their own finances and who have no support system available to help them. Volunteers provide assistance at no charge in a way that preserves the client’s dignity and privacy and offers safeguards and oversight. Volunteers serve clients who are still in charge of their own financial affairs and need some help organizing their bills and checkbooks, setting up a budget, and managing their daily financial matters like reconciling statements, prepping for taxes, and bill paying.

Volunteers are screened, background checked, and trained. Once matched with a senior, volunteers connect on a regular basis as established by the Volunteer Manager, the Volunteer and the Senior. Third-party monitoring provides independent review of each Volunteer client’s financial activity insuring checks and balances for the client, volunteer, and DVFA.

DVFA is seeking volunteers age 21 or older with financial education and/or experience, patience, flexibility, and organizational skills. We are looking for volunteers living preferably in the Contra Costa County area of California. DVFA provides services to seniors in Contra Costa County, East Bay, CA. Willingness to undergo background check and participate in an ongoing project as well as travel throughout the Bay Area. Volunteer must live locally in Contra Costa County, California.