AARP FOUNDATION - NWSDS



Oregon Money Management ProgramDirect Service Volunteer – Position DescriptionDirect service volunteers work with adults with disabilities and clients who are at least 60 years old. Clients are screened to determine their eligibility to participate in the program, and that they have neither family nor friends who are able or appropriate to help them.General responsibilities and requirementsAdhere to program procedures Submit monthly activity reportsNotify your program coordinator or team leader:of problems you encounter with your clientdeclines of client mental or physical healthof any planned absences that may affect your clientat least 60 days in advance of resigningAllow clients to make as many decisions as possible regarding use of the money while at the same time working to ensure that basic needs are metUse patience and tactfulness and be non-judgmental when working with clients:who may suffer from physical or mental impairmentshave varying socioeconomic backgroundsGeneral knowledge of household budgeting and daily money managementAccuracy in maintaining financial recordsProvide your own transportationVolunteer two-hours per month minimum time commitmentOne-year minimum commitmentMeet with clients at least once a month Bill Payer ServiceBill Payer service can be short-term or long-termHelp client with basic household financial tasks as requestedDevelop a monthly spending plan with the clientProvide program office with monthly transaction registerAssist client to mail bank statements to the program office for monthly monitoringPayee ServiceDevelop a monthly spending plan with the client’s inputProvide to the program office a list of client’s monthly bills and vendor informationAssist client to facilitate payment of financial obligations Supports providedOrientation and trainingOngoing support from program staff Liability protection ................
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