Daily Money Management: A “How-To” Manual for Care Management Agencies

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This manual is designed for senior centers, neighborhood social service agencies, senior housing complexes, home care agencies and other organizations that are interested in providing daily money management (DMM) services to their aging and/or disabled clients. Agencies can use the manual to create an entirely new array of services or to refine and improve existing DMM services.

A product of Brookdale’s Daily Money Management Assistance Program, the manual covers the kinds of financial actions and decisions that agencies can make on behalf of their clients and provides guidance on how to manage risk and liability.  The manual also contains sample forms that agencies can use as is or adapt to meet their needs.

For information on setting up a daily money management assistance program, please contact Brookdale’s Senior Staff Attorney Debra Sacks.