1. Elder Financial Safety Center “Without security of person and property, the other desired objectives are of no consequence.” ~ W.W. Caruth, Jr.

2. The Elder Financial Safety Center A public safety project made possible by the W.W. Caruth, Jr. Foundation at Communities Foundation of Texas Probate Court The Senior Source DA’s Office

4. Property Crime HousingTransportation Abuse, Neglect, and Exploitation Health Neighborhood Safety Financial Safety Financial Safety is the “gateway” issue to public safety for older adults

5. Service Components of Center Prevention:The Senior Source Protection:Dallas County Probate Courts Prosecution:Dallas County District Attorney’s Office

6. Prevention Services  Financial Counseling  Benefits Counseling & Assistance  Insurance Counseling  Money Management  Employment Services  Debt Management / Consumer Credit Counseling Services  Fraud Advocacy & Education

7. The Senior Source PREVENTION  Financial Counseling  Benefits Counseling & Assistance  Insurance Counseling  Money Management  Employment Services  Debt Management/CCCS  Fraud Advocacy & Education Elder Financial Safety Center Comprehensive Services Snapshot Probate Courts PROTECTION  Guardianship Investigation & Placement  Annual Monitoring for All Wards  Removal of Unfit Guardians District Attorney’s Office PROSECUTION  Investigation  Prosecution  Training & Education for Law Enforcement on Financial Crimes

8. Outcomes

9. Prevention Services  65% of clients using one or more prevention services will see an increased income and/or decreased expenses on average amounting to $250 a month. What we saw was $42 a month on average, or $204,960.  50% of clients securing employment will see their income increase on average by $11,000 per year. What we saw was an average increase of $12,493, or $1,411,780.

10. Protection Services  100% of elderly wards will receive an annual monitoring visit, and action to protect them will be undertaken when indicated from the monitoring visit. 38% of elderly wards received an annual monitoring visit from June-December. 6 guardians were removed after a monitoring visit.  100% of incapacitated individuals in Dallas County over the age of 50 who need a guardian will have one. 99% had one appointed.

11. Prosecution Services  25% increase will be seen in the number of indictments involving elder financial abuse. 18% increase was seen in the number of indictments.  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. 250% increase was seen in the number of first-and second-degree felonies that were investigated by law enforcement.

12. Prosecution Services  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.  50% increase will be seen in the number of elder financial abuse complaints investigated by the District Attorney’s Office. 66% increase was seen in the number of complaints investigated involving elder financial abuse.

13. Elder Financial Safety Center Questions & Answers The Senior Source PREVENTION Probate Courts PROTECTION DA’S Office PROSECUTION The Elder Financial Safety Center is made possible by the W. W. Caruth, Jr. Foundation at Communities Foundation of Texas

14. Elder Financial Safety Center Molly H. Bogen, LMSW President & CEO The Senior Source 3910 Harry Hines Blvd., Dallas TX 75219 214.525.6105 mbogen@theseniorsource.org Elizabeth Hart, LMSW Investigator & Chief Court Visitor The Probate Court, Dallas County 214.653.7759 elizabeth.hart@dallascounty.org Amy Croft, J.D. Assistant District Attorney - Elder Abuse Dallas County District Attorney’s Office 214.875.2443 amcroft@dallascounty.org Julie Krawczyk, MAM Director Elder Financial Safety Center The Senior Source 214.525.6157 jkrawczyk@theseniorsource.org Katie Dickinson, LMSW Chief Administrative Officer The Senior Source 214.525.6117 kdickinson@theseniorsource.org Renae Perry, LMSW Chief Operating Officer The Senior Source 214.525.6159 rperry@theseniorsource.org