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Money Management Program

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AARP Foundation Money Management Program

 Our Money Management Program best benefits low income elderly and/or mentally disabled adults who are starting to lose or do not have the cognitive ability to manage their monthly income and bills are not being paid which puts them at risk of losing their independence.  Someone showing early signs  of dementia, someone that has had a stroke or brain injury or someone with an intellectual disability is more the type of individual that will benefit from the way our Money Management Program is structured to work.  Also, a widow whose spouse took care of all the bill paying and is now left to take on this huge responsibility or someone that is being financially exploited are good candidates as well.  This program is accomplished by using screened VOLUNTEERS to serve as Bill Payers and Representative Payees.  The Money Management Program is part of the AARP Foundation, AARP’s affiliated charity and Brazos Bend Guardianship Services is the agency providing the program in the Ft. Bend County area.  All volunteers are trained and monitored. AARP offers limited insurance for the client funds handled by the volunteers.

 

 

Bill Payers meet with the client and help them balance their check book and set up a budget so their bills will be paid.  The Bill Payer does not have check signing authority.

 

Representative Payees help the clients to manage the government benefit (Social Security, Supplemental Security Income, Dept. of Veterans Affairs, Railroad Retirement, Office of Personnel Management) they are receiving by developing a budget, balancing their check book and paying bills.  The volunteer will have check signing authority.

Money Management Client Qualifications:

  1. Be a resident of Ft. Bend County
  2. Annual income can be no greater than $24,837 for single persons and $35,144 for couples.  Liquid Assets (assets that can easily converted to cash) can’t exceed $35,000.
  3. Be willing to accept a volunteers assistance
  4. Be willing for a 3rd party to view your bank statements for the checking account the volunteer is helping you with
  5. Client must be non-violent and non-abusive

For Bill Payer Assistance

1.Client should be capable of making decisions about financial affairs, but believe they need help to taking care of routine financial obligations like organizing and paying monthly bills.

2.      Client should be able to assist in developing a list of monthly income and expenses and will try to adhere to it.

3.      Client should be able to sign checks.

For Representative Payee

  1. Client needs to be willing to let the volunteer sign checks
  2. Client needs to be supportive of Brazos Bend Guardianship Services being named as organizational representative payee.

Money Management Client Referral Packet

How to enroll a client

  1. Print off and complete the above Client Referral Form
  2. Fax or mail the form to Brazos Bend Guardianship Services (contact information below).
  3. Contact Kirk Monroe at Brazos Bend Guardianship Services at 281-232-7701 or by e-mail at kmonroe@brazosbendguardianship.org

MONEY MANAGEMENT VOLUNTEER REQUIRMENTS

 

  1. Be at least 18 years of age.
  2. Be able to make a one year commitment
  3. Be able to visit with a client in their home 1-2 times a month
  4. Download and complete the  volunteer application below
  5. Be willing to submit to a criminal history check. Download and complete the Permission Form below.
  6. No convictions involving theft, money, or crimes against another person
  7. Be willing to attend a volunteer orientation/training
  8. Accuracy in maintaining financial records


 

Volunteer Application

Volunter Criminial History Permission Form

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Brazos Bend Guardianship Services is a 501 (c)3 Non-profit organization. Your donation is welcomed and is tax deductible. To make a donation click on the Donate button to the left.
Thank You!

Brazos Bend Guardianship Services
P.O. Box 72
Rosenberg, TX 77471
281-232-7701
281-310-8700 Fax

DISCLAIMER: The information presented on guardianship and alternatives to guardianship on this website is only information.  It is no way can be taken as legal advice since Brazos Bend Guardianship Services nor any of its' employees are authorized to practice law.