2006 AARP Oregon Money Management Survey

For over a decade, the AARP Money Management Program (MMP) has attempted to prolong independent living for low-income older and disabled persons, focusing on those at risk of losing their independence due to being unable to manage their financial affairs. In Oregon, the program is supported by the AARP Foundation.

To better understand the need for expanding money management services in the state, an assessment was conducted through two mail surveys of member banks of the Oregon Bankers Association and of Oregon social service agencies. Results of the two surveys are presented separately in the reports listed on this page.

In general, the findings show that respondents from both samples agreed that there is a need for a program where trained, supervised, monitored and insured volunteers help people with bill paying, and they would refer customers to this service. However, respondents from the agency sample were more willing than the OBA members to be involved in the program.

The agency survey was conducted from October 25th through November 30th, 2005 and the OBA survey was fielded between January 30th and March 17th, 2006. Further information about the surveys may be obtained from the reports' author, Jennifer Sauer of AARP Knowledge Management at 202-434-6207.