United Community Action Network
Helping People, Changing Lives - Serving Douglas and Josephine Counties
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Oregon Money Management Program

The Oregon Money Management Program provides free assistance with personal money management tasks through specially trained and certified volunteers. Service is personalized, confidential and safe. Program services are offered to eligible individuals who are at least 60 years of age.

The program is especially important to seniors who, due to disabilities arising from aging, struggle to manage their financial situation. We help these seniors to understand and pay bills on time, manage credit, organize financial papers, file taxes and perform other financial tasks. This, in turn, helps our community by ensuring that seniors have more money that they can use locally.

Program Goals

  • Promote independent living & self sufficiency
  • Preserve dignity
  • Prevent homelessness
  • Protect against financial abuse and fraud

Program Safeguards

  • Community volunteers are screened, trained and supervised
  • Strict client confidentiality is maintained
  • Easter Seals Oregon provides training and operational oversight to local program offices
  • Client accounts are monitored to ensure appropriate use of their funds
  • Client’s funds are protected from loss due to mistakes or misuse by program volunteers and staff

FREE Services Offered

  • Representative Payee Services for individuals who do not have the capacity to manage their federal benefits such as Social Security, SSA Disability, SSI, Veteran’s, and Railroad Retirement.
  • Income Cap Trusts are available on a needs basis.
  • One-on-one assistance to individuals who remain in control of their finances but need on-going help to stay on-track with their money. Budgeting, organizing financial papers, paying bills, banking, and help filling out forms are examples of how financial advocate volunteers help their client.

Eligibility

  • 60 years of age and up
  • Limited income and assets (based on # of people in the household)
  • Douglas County Resident