If you are organized and enjoy meeting new people, this program is for you!

Money Management Volunteering

Taking care of monthly bill paying and maintaining a budget can be overwhelming for some people due to aging or physical limitations. A little support with managing finances is often one of the services individuals need in order to maintain their independence.

OVERVIEW

Springwell Money Management Volunteers are matched with isolated older adults in Belmont, Brookline, Needham, Newton, Waltham, Watertown, Wellesley and Weston.  Volunteers assist low-income older adults and adults with disabilities who are still able to make responsible decisions about their financial affairs but may need some functional assistance with the bill-paying process, to achieve economic security and maintain peace of mind. Volunteers visit clients at home, or other convenient locations on a monthly basis and assist with monthly bill paying, paperwork organization, establishing a budget, keeping track of bank records, monitoring income and handling other issues associated with personal finance.

WHY VOLUNTEER WITH SPRINGWELL

Springwell has more than 30 years of experience working with volunteers. One thing we know for sure is that kindness matters. Because of Springwell Volunteers: People are less lonely. People are less anxious. People can get to important medical appointments. People feel heard. People are able to enjoy a healthy meal in a friendly environment. People know someone cares.

Each volunteer is screened to determine their interests, trained and carefully matched with a community member in need of services. Program managers are always available to answer volunteers’ questions and handle any concerns that may arise.

Schedule

ELIGIBILITY REQUIREMENTS

  • Must be 18 years of age
  • Make a 1 year commitment
  • Be available once per month for 1-3 hours

I WANT TO VOLUNTEER

To become a Money Manager, all prospective volunteers must be interviewed in person, have three favorable references, successfully pass a Criminal Offender Record Inquiry (CORI), and complete the required program training.   When you are ready to sign up, click on the “Volunteer Now!” button to fill out a short registration form. Once you have completed the form, we will schedule a phone call to discuss next steps.

More Info

What will you gain from the role?

  • A chance to make a real difference
  • The opportunity to use your budgeting and personal finance management skills
  • A sense of achievement
  • A new friend

What skills and experience are needed? 

  • Experience handling household bills and budgets
  • Good communication skills
  • The ability to treat information confidentially
  • Patience and a good sense of humor!

What support will be provided?

  • Volunteer orientation and training in our Waltham Office
  • Monthly Volunteer meetings in our Waltham Office
  • Support and guidance from our staff

When will you be needed?

This volunteer role involves a commitment to visit a client every month for 1-3 hours.  You can volunteer days, evenings or weekends, whatever works best with your schedule.