Thank you for your interest in submitting a referral to our Money Management program! The Money Management Program includes two service options -- the Bill Payer and Representative Payee programs.
The Bill Payer program is structured to assist individuals who have capacity to participate in financial and bill-paying tasks, but benefit from a volunteer's support with initiating actual payments, reading and understanding bills, budgeting, etc. Bill payer clients retain control of their financial affairs and all decision making.
The Representative Payee program is intended to support individuals who lack capacity to engage with their finances at a sufficient level to work with a volunteer, and/or may be unsuitable for a volunteer match to due to behavioral, mental health, or other challenges.
Before completing the referral, we ask that you answer the following Yes/No questions to help determine what level of support will most benefit the individual.