2. District Attorney’s Office
WHO WE ARE
Elder Financial
Safety Center Components
The Senior Source
PREVENTION
Probate Courts
PROTECTION
District Attorney’s Office
PROSECUTION
Play video here
The Elder Financial Safety Center is a unique, first of its kind Center designed to address all aspects of an older adult’s financial security.

3. WHO WE ARE

4. THE NEED
78%
of all senior households are financially vulnerable and do not have sustainable economic security.
Institute on Assets and Social Policy, Brandeis University, 2015

5. True Link Report on Elder Financial Abuse 2015
THE NEED
$36
BILLION
True Link Report on Elder Financial Abuse 2015

6. Abuse, Neglect, and Exploitation
“GATEWAY ISSUE”
Financial Safety is the “gateway” issue to public safety for older adults
Property Crime
Housing
Transportation
Abuse, Neglect, and Exploitation
Health
Neighborhood Safety
Financial Safety

7. RESPONDING TO THE NEED: PROTECTION
Protection Services
Of last resort, a Guardianship is a legal process designed to protect vulnerable persons from abuse, neglect and exploitation
Guardianship Investigation & Placement
Annual Monitoring for All Wards
Ensure Quality Care
Education
Removal of Unfit Guardians
Reduce Abuse

8. 2016 Outcomes Protection Component Outcomes as of December 2016:
PROTECTION OUTCOMES
2016 Outcomes
Protection Component Outcomes as of December 2016:
100% of elderly wards will receive an annual monitoring visit, and action to protect them will be undertaken when indicated from the monitoring visit.
80% of wards received an annual monitoring visit in 2016 compared to 38% in 2014.
One guardian was removed after a monitoring visit due to negligent care in 2016 compared to six in 2014.
Probate Court protection services helped wards safeguard $12,424,176 in total assets this year (no data for 2014).
100% of incapacitated individuals in Dallas County over the age of 50 who need a guardian will have one.
100% of wards needing a guardian or successor guardian received one.

9. Prosecution Services Law Enforcement Training
RESPONDING TO THE NEED: PROTECTION
Prosecution Services
To see that justice is done by protecting the innocent without respect to race, gender, religion, sexual orientation, or socio-economic status, and maintain the highest level of honesty, integrity, and transparency while being accountable to the community.
Criminal Investigation
Law Enforcement Training
Support for Victims
Education
Prosecution
Attain Justice

10. 2016 Outcomes Prosecution Component Outcomes as of December 2016:
PROSECUTION OUTCOMES
2016 Outcomes
Prosecution Component Outcomes as of December 2016:
25% increase will be seen in the number of indictments involving elder financial abuse.
100% increase was seen in the number of indictments in 2016 compared to 18% in 2014.
50% increase will be seen in the number of first-and second-degree felonies referred to the District Attorney that have been investigated by law enforcement.
More than 100% increase was seen in the number of first-and-second-degree felonies that were investigated by law enforcement (same for 2014).

11. 2016 Outcomes Prosecution Component Outcomes as of December 2016:
PROSECUTION OUTCOMES
2016 Outcomes
Prosecution Component Outcomes as of December 2016:
100% of all seniors involved in the prosecution services will be referred to EFSC when appropriate for assessment and intervention.
100% of all seniors involved were referred for assessment and intervention when appropriate (same for 2014).
50% increase will be seen in the number of elder financial abuse complaints investigated by the District Attorney’s Office.
The amount of complaints investigated involving elder financial abuse doubled in 2016.

12. The Current Client Who we Serve Older Adults:
CLIENT PROFILE: PREVENTION
The Current Client
Who we Serve
Older Adults:
Age 50 and over
Dallas County Residents
Financial Need
All income levels
Diverse Backgrounds
No Charge for Services
Primary Demographic Today:
70% women ages 65-69
Most widowed or divorced
All income levels
African American & Anglo
Retired or Disabled

13. Financial Counseling & Coaching
RESPONDING TO THE NEED: PREVENTION
Prevention Services
An in-depth, unbiased financial review helps us understand a client's individual situation determining which combination of services is appropriate.
Financial Counseling & Coaching
Insurance Counseling
Employment
Benefits Review
Money Management
1-on-1 Frauds & Scams Advocacy

14. PREVENTION OUTCOMES
2016 Outcomes
50% of Prevention clients will have a financial impact and, collectively, that financial impact will exceed $6.0M annually.
40% of clients achieved a financial savings averaging $2,422 in 2016 compared to less than 10% in 2014.
Prevention services helped clients from losing or saved clients $8,379,753 this year in total versus $1,616, in 2014.

15. Why We are Different FIRST OF ITS KIND First of its kind in the nation
Multidisciplinary team
Results-driven service delivery system
Best practices & model development
External Monitoring

16. Personal & Financial Security First for Clients
MAKING AN IMPACT
Personal & Financial Security First for Clients
“Without security of person and property, the other desired objectives are of no consequence.”
W.W. Caruth, Jr.
Photo credit: Communities Foundation of Texas Website

17. Shared Database, Referral Tracking & Coordinated Services
REPLICATION
Model 1 – Full Funding
Commitment to Adults 50+
Lead Agency
Fiscal Responsibility
Social Service Organization
County Commitment
Memorandum of Understanding
Active Participation
County Probate Courts
County District Attorney’s Office
Key Partners to Service Delivery
Community Partners
Monitor Overall Project
Ongoing/Active Participation
External Evaluator
Three Probate Courts
Fulltime Court Investigator
Master-Level Social Work Interns
- Court Visitor Worksheet Addendum
Debt Management, Bankruptcy, Housing Counseling and more through Transformance
- Onsite Twice a Month at Social Service Agency
Adult Protective Services (APS)
- Assessment
- Financial Coaching
- Insurance Counseling
- Benefits Assistance
- 1-on-1 Scam Advocacy
- Money Management
- Employment Services
- Financial Education
- Community Training
New Unit at DA’s Office
Three ADA’s
Fulltime Criminal Investigator
- Law Enforcement Training on Financial Crime & Reporting
Monitors all Center Activities & Provides Guidance
Hosts Client Focus Groups Bi-Annually
Submits Annual Report to Grantor
Grant
Funded
Grant
Funded
Grant
Funded
Shared Database, Referral Tracking & Coordinated Services

18. Mutual Understanding & Coordinated Service Efforts
REPLICATION
Model 2 – Minimal or No Funding
Social Service Organization
Commitment to Adults 50+
Project Manager
Monitor & Evaluate
Fiscal Responsibility (if applicable)
County Probate Courts
County Commitment
Partnership Agreement
Monthly Support
County District Attorney’s Office
Community Partners
Key Partners to Service Delivery
Santa Fe County Probate Court
- Probate Court
- Staff Dedicated to Coordinating Services
Master-Level Social Work Interns
Other Agency Support
- Financial Organizations
Consumer Agencies
Adult Protective Services (APS)
Local College Expertise/Resources
Better Business Bureau
- New Mexico Agency on Aging
Add: financial workshops: i.e. - ID Theft, free to download at FTC.gov or Money Smart for Older Adults at FDIC/CFPB
First Judicial District Attorney
Criminal Division
Law Enforcement Support – Police Dept.
- Staff Dedicated to Coordinating Services
Mutual Understanding & Coordinated Service Efforts

19. Referral Flow & Coordinated Services
REPLICATION
Model 3 – Minimal or No Funding
Social Service Organization
Commitment to Adults 50+
Project Manager
Monitor & Evaluate
Fiscal Responsibility (if applicable)
County District Attorney’s Office
County Commitment
Memorandum of Understanding
Active Participation
Community Partners
Key Partners to Service Delivery
Partnership Agreement
1-on-1 Scam Advocacy
- Financial Literacy Education: Money Smart for Older Adults
- Community Training
Law Enforcement Partner: Police/Sheriff/Head Law Enforcement Agency
- Staff Dedicated to Coordinating Services
Adult Protective Services (APS)
Legal Referral Services
Consumer Agencies
Local Businesses
Banking Community
Referral Flow & Coordinated Services

20. Develop a Center Brainstorm
REPLICATION
Develop a Center Brainstorm
What additional services are needed?
What services already exist?

21. Who are the potential collaborators or partners?
REPLICATION
Develop a Center Brainstorm
Who are the potential collaborators or partners?

22. Develop a Center Brainstorm
REPLICATION
Develop a Center Brainstorm
What are the funding opportunities?

23. Elder Financial Safety Center is an Adaptable Model
REPLICATION
Elder Financial Safety Center is an Adaptable Model
Working Families Success Model Three Core Services
We cultivate partnerships with employers increasing awareness of the benefits of hiring mature workers, and develop job leads updated in real time in a database accessible from anywhere with a password.
We offer skills assessment, computer training, and specialized programming for distinct populations within the client base we serve.
We host workshops, networking events, job fairs, hiring fairs and more for our clients ensuring opportunity to succeed.
We have a dedicated benefits specialist who screens, assists and follows up with clients at their time of renewal ensuring there is not a disruption to their benefits support.
We partner with nonprofits and corporations to provide one-time and short-term financial assistance while working toward longer term financial security.
We have more than 50 years of resource knowledge shared with clients for housing, food and other needs.
We provide unbiased, professional coaching and counseling on diverse financial topics, frauds, scams and exploitation with a goal to increase assets and decrease liabilities.
We partner with industry experts filling gaps in service including debt management and legal support.
We facilitate best-practice group education in the community and onsite.
We use and create best- practice tools as leaders in the aging industry.

24. REPLICATION
Develop a Center Brainstorm
First Steps?

25. Our Collaborative Impact
As of December 2016:
Served 11,400 clients and victims
Educated more than 16,500 clients, caregivers, professionals and the community
Made a financial impact and created savings of more than $62 million dollars

26. CONTACT INFORMATION
Question & Answer
If your question did not get answered today during our session, or
The Honorable Brenda Hull Thompson, J.D.
Probate Judge
Dallas County Probate Courts
Stephanie Martin, J.D.
Assistant District Attorney – Elder Abuse
Dallas County District Attorney’s Office
Julie Krawczyk, MAM
Director, Elder Financial Safety Center
The Senior Source