Programs & Services

Money Minders

Maintaining control of finances can be a challenging–and sometimes impossible–task for some older adults. Yet, many seniors do not want to relinquish control of their bank accounts and/or assets. Money Minders can help.

How Money Minders Helps

Trained volunteers work with seniors in the privacy of their own home to:

  • Develop a budget
  • Open, organize and send mail
  • Write checks (checks are signed by the participant)
  • Balance checkbooks
  • Deal with creditors

What We Don't Do:

While working with participating seniors, volunteers:

  • Do not take control of a participant's finances
  • Do not give investment advice
  • Do not assume power of attorney
  • Do not sign checks

Volunteer Qualifications

Money Minders carefully screens and trains its volunteers. All Volunteers are:

  • Bonded
  • Carefully screened
  • Trained to give confidential help

Signs that Help is Needed

How do you know when an older person needs help with their financial matters? Often indviduals are clearly overwhelmed, particularly those who are new to the responsibility. Other signs include:

  • Late notices
  • Bills paid twice
  • Difficulty reading bills
  • Difficulty writing checks
  • Difficulty balancing check register

Eligibility

Money Minders serves older adults (typically 55 and over) who live in Cumberland or York county and have difficulty maintaining control of their finances. Some income and asset guidelines also apply, call for more details.

Costs

Money Minders is provided free to eligible older adults. Participants are invited to make a donation to support the program.

NOTE: SMAA will, with adequate notice and upon request, provide appropriate auxiliary aids and services to persons with disabilities, to assist in effective communication and to participate equally in programs, services, and activities.

 

 

 

 

 

Contact the Money Minders Program

Paddy Clark
207-396-6538
1-800-427-7411, ext. 538
pclark@smaaa.org

Call 711 if you are deaf or hard of hearing and need relay service.

To inquire about volunteering to help older adults with their monthly bookkeeping, fill out an online form or call / email Paddy Clark pclark@smaaa.org