Many aging adults rely on a spouse, children, or other family members to help manage things if they become incapacitated or unable to thrive in daily life. But what happens to those who don’t have extended family or anyone who lives close by? Fortunately, there are various resources and solutions to help those types of clients, such as bank trust departments and licensed professional fiduciaries. For others, a foundation for aging may be a better fit.
Haven’t heard of a foundation for the aging? You’re in luck. In today’s episode of Absolute Trust Talk, Kirsten sits down with Jody Iorns, Executive Director of the Diablo Valley Foundation for the Aging (DVFA). DVFA is a nonprofit that has been providing services to seniors in Contra Costa County since 1975. Kirsten and Jody dive into the organization’s history and break down all the benefits and support provided to seniors and their families to maintain quality of life. Where you’re local to the area or not, this is an episode you don’t want to miss.
Big Three from Episode #065:
- Diablo Valley Foundation for the aging is not just for orphaned seniors. They provide support to all seniors and their family members however they may need it.
- DVFA has various programs, but their primary three services include professional private fiduciary services, care management, and adult daycare.
- DVFA’s mission is to provide support enabling older adults to find independence and freedom to age wherever they may be.
Time-stamped Show Notes:
4:44 – Jody shares the history of Diablo Valley Foundation for the Aging
5:33 – Kirsten and Jody discuss the types of clients they serve and why they turn to the foundation
8:16 – Jody breaks down the three different main types of services that DVFA provides
15:40 – DVFA does have some service fees. This is the breakdown – they are under market rate
19:25 – DVFA is a nonprofit, and this is how they can provide services
20:13 – Jody shares how volunteers are vetted to work with DVFA
21:13 – Can DVFA serve as trustee for a Special Needs Trust?
22:25 – Does DVFA help elderly low-income people find and access assistance from other programs?
Get in touch! You can reach the Diablo Valley Foundation for the Aging by calling (925) 945-8040 or emailing info@dv-fa.org. More information can also be found on their website by visiting www.DV-FA.org.
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Our Absolute Trust Counsel team would love to offer all of you access to ATC’s Incapacity Planning resource page on https://absolutetrustcounsel.com/incapacity-planning/ We’ve collected our top planning information all in one place so listeners can find videos, guidebooks, blog posts, a host of information with tips and strategies on implementing, planning, and protecting themselves and their loved ones.