Oregon Program Money Management Grant

With a new grant from Easter Seals in partnership with Department of Human Services our Region 9 AAA is expanding the Money Management Program.

Financial security is more than simply having money to live on. It’s also being able to understand and pay bills on time, manage credit, organize financial papers, file taxes, and other financial tasks.


Approximately 2% of adults need help managing personal finances due to mental or physical impairments.

As one might imagine, the percentage increases with age. Without support these people are vulnerable to fraud and financial abuse. They are often isolated and living in fear of losing their independence.

The Oregon Money Management Program offers support to people ages 60 and over with limited incomes and assets who need help with money management tasks. Services are provided by trained and supervised volunteers who support the program in the following ways:

  • Bill-Pay volunteers provide one-on-one assistance to individuals who remain in control of their finances but need ongoing help to keep on track. Budgeting, organizing financial papers, paying bills, banking, and help filling out forms are examples of how Bill Payer volunteers help their clients.
  • Payee volunteers provide one-on-one assistance to individuals who do not have the capacity to manage their federal benefits such as Social Security, SSA Disability, Veteran’s, and Railroad Retirement. Volunteers manage these federal benefits on behalf of the individuals, ensuring that basic needs are met and funds are protected.
  • Office Aides help Regional Program Coordinators program operations, including processing client and volunteer paperwork and performing data entry.
  • Monitor volunteers examine client bank statements looking for red flags and needed supportive documentation.
  • Team Leaders support program volunteers at program satellite offices.

Program Safeguards

  • Program volunteers are screened to ensure suitability to work with vulnerable individuals
  • Volunteers receive specialized training with ongoing support and supervision
  • Personal and financial information is kept secure and in strict confidence
  • Operating procedures are in place to protect program participants from loss and volunteers and program sponsors from liability
  • Easter Seals Oregon protects clients’ funds from loss due to mistake or misuse by program staff or volunteers