MONEY MANAGEMENT VOLUNTEER OPPORTUNITIES


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VOLUNTEER BILL PAYER

  • Visit local senior and community centers a couple of times each month.
  • Organize client's bills (as time permits)
  • As needed, prepare checks for client's signature (no authority to write checks)
  • Develop a budget with the client
  • Encourage the client to follow the budget
  • Reconciles bank statement
  • Benefits counseling

 

VOLUNTEER REPRESENTATIVE PAYEE CASE AIDE

  • Assist GSI, who has been appointed by a government agency, usually the Social Security Administration
  • Develop a budget with the client and teach money skills when applicable
  • Monitor the client's spending and ensure client's basic needs are being met

 

EDUCATION VOLUNTEER 

  • Make regular and meaningful visits to clients (weekly or every other week, depending on the situation)
  • Assist the assigned clients in maintaining their finances. This includes: assisting in budgeting each month, seeing that bills are paid, and ensuring bank accounts are balanced and reconciled to statements
  • Monitor for financial exploitation

 

VOLUNTEER REPRESENTATIVE PAYEE MONITOR

  • Work in the office
  • Review or reconcile client's bank statement
  • Monitor payments and files of each client
  • Follow up with routine concerns or questions with the representative payee
  • Notify the program coordinator about out of the ordinary questions or concerns

 

OFFICE AIDE

  • Volunteer in the sponsor's office
  • Provide administrative and clerical support