Personal and Household Support
IOA Recommended
Five Wishes Advanced Directives
Five Wishes Advance Directive forms are available at no charge through IOA. Email us today and request a Five Wishes form.
Learn More about Advanced Directives
Elders who are in good physical health can often remain at home as long as they wish. However, over time certain household and personal needs may become too difficult to manage on one's own. Staying on top of bill paying, good nutrition, and personal care are crucial to maintaining a healthy and enjoyable living environment. Professional personal and household services enable elders to continue the life they wish to live, even as they are faced with limitations.
Bookkeeping and Administrative Needs
Staying on top of bill paying and financial paperwork is often one of the most difficult and necessary household needs faced by an elder. Reading small print may be difficult, and understanding medical billing paperwork easily becomes confusing. Yet missing a payment or paying the wrong vendor may make a significant difference in and elder's monthly available cash. Over time, such mistakes can be very costly. Personal bookkeeping services, provided by bonded, experienced financial assistants, offer day-to-day help with ongoing financial affairs. Services should be professional and tailored to an individuals needs.
Personal Care and Support
Personal care services include everything from light housecleaning, to shopping and meal preparation, to planning events. Personal care and support services are often provided in conjunction with home care or care management. They are intended to help an elder remain engaged with family, friends, community and social activities. The involvement of personal assistant staff can be intermittent, short-term or long-term, depending on the level of service desired.
Typical Bookeeping Services
- Bill paying
- Checkbook balancing
- Bank statement reconciliation
- Sorting through mail
- Organizing personal papers and end-of-year tax information
- Filing medical claims
- Managing cash used for daily purchases and transactions (designated legal authority may be required)
Typical Personal Care Services
- Companionship and shopping
- Arranging personal services like haircutting or nail care
- Assistance with personal affairs and correspondence
- Coordinating and escorting travel
- Household management (arranging plumbing, gardening, home maintenance and other services)
- Arranging social engagements and appointments
- Organizing parties, luncheons and dinners
- Helping with other needs that may arise, such as moving
Save the date - February 7, 2012
IOA's 29th Annual Dinner à la Heart
IOA's annual culinary event! Reserve a table at a selection of fine Bay
Area restaurants for dinner on Tuesday, February 7th. Prepay
your dinner costs and enjoy a delicious 3 course prix-fixe dinner. Participating
restaurants donate a substantial portion of the dinner price to support older
adult services provided by IOA. Online
reservations are now open!
Enjoy Valentine's Day early and support Bay Area seniors!
Contact Information
Institute on Aging
San Francisco, Marin County & the Peninsula
3575 Geary Boulevard
San Francisco, CA 94118
Phone: (415) 750-4111
Toll Free: (877) 750-4111
Email: info@ioaging.org
Hours: 8am - 5pm
IOA's Senior Campus
Affordable housing, affordable health care and community programs to help older adults live independently. IOA's state-of-the-art Senior Campus is now open!
IOA Services | Personal & Household Support
IOA's Older Adults Care Management provides qualified, professional money management, bookkeeping and personal support services. Services can be provided seamlessly with care management and in-home care.