PREVENTING ELDER FINANCIAL EXPLOITATION:
HOW BANKS CAN HELP
A Successful Public/Private Partnership
Since its inception in 1995, the Elder Financial Exploitation Prevention Project has grown to be a nationally recognized and replicated program, putting Oregon "on the map". It is a successful public/private partnership that strives to prevent, detect and report suspected financial abuse of seniors in Oregon. In addition to the OBA, partners in the project include the Oregon Department of Justice and the Oregon Department of Human Services - Office of Adult Abuse Prevention and Investigations.
The major product of the project is a finely crafted, comprehensive toolkit for bankers. The kit includes a training manual and a DVD with information for bank personnel about how to recognize and report possible elder financial exploitation. The DVD contains scenarios in bank settings based on actual events experienced by OBA members.
We are pleased to announce that the kit was updated in 2013 and distributed to every bank in Oregon. The kit and DVD are available online and free of charge for use by financial institutions and the general public. The toolkit components can be accessed below.
Preventing Elder Financial Exploitation Toolkit Materials
Training Manual (PDF)
DVD (full version) or view individual chapters:
If you suspect elder abuse, neglect, or exploitation, call your state's elder abuse hotline or reporting number. Help is available. For information on reporting abuse in the state of Oregon, please click here. In an emergency, call 911 or the local police.
Note: You will need the free Adobe Reader to view the PDF files.