Assist Older Adults with Balancing their Checkbooks

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Are you interested in helping people manage money?

Volunteers and the Money Minders Program Coordinator are partners in the delivery of Money Minders services to clients. A volunteer assists a client with some or all of the following tasks, depending on client needs:

• Read and sort mail;
• Prepare a basic monthly budget;
• Prepare BUT NOT SIGN checks to pay monthly bills;
• Record transactions in the check register;
• Reconcile the check register to a bank statement; and
• Communicate with vendors about billing issues.

Please note that volunteers do not exercise control over any client funds.

Experience and skills needed by the volunteers include the following:

• Previous experience managing their own household budget, bill-paying and bank account reconciliation;
• An understanding of the importance of maintaining client confidentiality;
• The ability to respect the client’s decisions about how they spend their money;
• The ability to avoid situations with a client that might create a conflict of interest;
• Basic record keeping skills: volunteers are required to submit client visitation forms and bank account reconciliation forms monthly; and
• Previous experience with banking, bookkeeping or assisting older relatives with bill paying is helpful but not required.

**Due to the ongoing COVID-19 Pandemic, proof of vaccination status is required for all in-person opportunities at Southern Maine Agency on Aging.**