1. Working Together: Community- Based Villages and Other Aging Services Organizations Presented by Bruce Rosenthal, LeadingAge LeadingAge Maryland Annual Conference April 21, 2015

2. Learning Objectives  Discover how all types of aging services providers can partner with senior villages in their community and help Villages meet the needs of their members.  Learn ways in which providers can work with villages in win-win-relationships for the aging services provider, the village, and older adults in the community.  Gain insights into how support for villages can be an important part of a provider’s continuum of services for senior and their families; engagement with the community; and social accountability.

3. What exactly is a village?  Villages are membership-driven, grass-roots organizations that, through both volunteers and paid staff, coordinate access to affordable services including transportation, health and wellness programs, home repairs, social and educational activities, and other day-to-day needs enabling individuals to remain connected to their community throughout the aging process.

4. What do villages provide? It varies!  Helpline  access to services – from transportation to home repairs  health care  social services from financial services to benefits counseling  socialization and civic engagement

5. It's all about old people  LeadingAge’s mission is to expand the world of possibilities for aging

6. Breaking down silos  fractured healthcare system  HHS vs. HUD  money NOT following the person

7. Marketplace on steroids  90% of seniors want to stay in their homes (AARP study)

8. Villages serve the middle class  bricks-and-mortar  villages can fill this gap

9. It’s not an “either or”  It’s not IL/AL/CCRC vs. village  It’s both – at the right time

10. Survey reveals Villages' challenges  60% funding challenges  53% membership recruitment/retention  35% volunteer recruitment

11. VtV advisor notes challenges  meeting members' healthcare needs  supporting family caregivers  integrating and leveraging local resources  19% of Villages face challenges with collaborations

12. Many villages are going it alone  73% of villages are freestanding  provides autonomous control  sustainability is ongoing concern

13. Villages are potential collaborators Villages are potential collaborators for residential- based aging services providers  brand identity  states collaborating with villages  emerging partners

14. Any type of provider is a collaborator  retirement communities  senior housing  assisted living  nursing homes  home and community-based services/senior centers  NORCs and NORC-SSPs  hospitals

15. Why providers partner?  mission-driven: improving the experience of aging  fulfilling your community benefit responsibility  meeting the needs of seniors in the community  becoming more engaged in the community  marketing opportunity  research opportunities  augment village’s services as members’ needs increase

16. What can providers offer to villages?  increased staff capacity  increased volunteer capacity  decreased administrative expenses  decreased expenses

17. What else can providers do for villages?  expanded marketing  increased brand identity  volunteers  Members  reciprocal board roles

18. Providers offering services to villages  expand services  health care and home health services

19. Maintain the village’s autonomy  villages should have broad community engagement from various sectors  the village’s board should be diverse  villages should not be beholden to another organization

20. Villages are an opportunity for providers  grassroots connection to the wider community  drive change  “tip of the iceberg"

21. The future  bricks-and-mortar, care centers, villages, hybrids  “more options, better collaboration, mutual respect will benefit everyone"

22. LeadingAge member case studies  Mather Lifeways (Evanston, IL) provides office space and salary support for North Share Village  Friends House (Sandy Spring, MD) residents are creating a village  Carol Woods (Chapel Hill, NC) nurtured and supported a village  Horizon House (Seattle, WA) learned to “balance support of a local village

23. More LeadingAge member case studies  Claremont Manor, a Front Porch community, supported low-income village memberships and services  Messiah Lifeways (Mechanicsburg, PA) supports at- home lifestyles  Carleton-Willard at Home (Bedford, MA)  Assisted living residents (New Canaan, CT) has membership and activities arrangement

24. More LeadingAge member case studies  Iona Senior Services (Washington, DC) offers social worker support  Landis Communities (Lititz, PA) tapped village members for focus groups  Episcopal SeniorLife Communities (Rochester, NY) supports a hybrid village model

25. Combined strength  1 + 1 = 3  volunteer-run village with support from established aging services providers equals a powerful set of services for older adults

26. Next steps  contact a village (or be the incubator for a village)  consider collaborating with other types of organizations  convene a meeting  collaborate  don’t “own” the process  determine community needs  determine how each organization can fulfill needs

27. Structuring the partnership LeadingAge Center for Applied Research:  What services will be provided?  Who is the target population?  How will the services be delivered?  What will the service frequency be?  How will the services be funded?  What are the requirements and expectations?  What physical infrastructure will be needed?

28. Structuring the partnership (continued)  What information will the partners share?  How will the partners communicate?  What program data will the partners track?  Will this be a “preferred provider” relationship?  How will the program be promoted?  How will insurance and liability be handled?  What structure will govern the partnership?

29. Strategic partnerships resource  LeadingAge’s new Thrive initiative  provides an essential framework and resources to help organizations achieve a successful future in meeting the needs of the people and communities they serve  see Strategic Partnerships section  www.LeadingAge.org/Thrive www.LeadingAge.org/Thrive

30. Questions, comments, ideas Village/provider partnerships are a win-win-win... for the aging services, the village, and the people they serve.

31. Today’s presenter  Bruce Rosenthal  LeadingAge  brosenthal@LeadingAge.org  202-508-9499