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August 2007 issue
Intergenerational Shared-Site
Programs--
Practical Tips On IGSS Operations And Funding Sources
Discover practical tips on operating and funding sources for programs that
serve different age groups in the same facility — a model that benefits
everyone.
...
Benefits
of a ‘Blue Ocean Strategy’--
Metropolitan Jewish Health System — An Eager Adopter
Eli Feldman, CEO of Metropolitan Jewish Hospital System in New York City, is
an eager adopter of this practical, creative business strategy.
...
Q&A With
David B. Fields
David B. Fields, Managing Director and Senior Living Sector Leader at RBC
Capital Markets, talks about issues impacting not-for-profit financing and
RBC’s new focus on this market.
...
Low-Income Housing Tax Credit
Program: How It Works
National Equity Fund’s Deborah Burkhart takes the mystery out of this
beneficial government program.
...
Recent Not-For-Profit, M&A Refinancings
These deals closed in recent weeks.
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Companies Mentioned in this issue:
August 2007
B
Brinton Woods Senior Living p3
C
Covington Investments p3
D
Deupree Health Care Center p3
E
Extendicare Health p3
G
Generations United p1
H
Herbert J. Sims p2
I
IDE Management Group p3
L
Landmark Nursing & Rehab p3
Lorien-Frankford Nursing & Rehab p3
Love Funding p3
M
Mather Hospital p3
Metropolitan Jewish Health System p1
Milwaukee South p3
N
National Equity Fund p3
R
RBC Capital Markets p2
S
St. Ann Center for Intergenerational Care p1
Summerfield Plaza Apartments p3
T
The Marilyn and Gordon Macklin Intergenerational I p4
U
UBS p2
V
Village on the Isle p3
W
Westchester Villages p3
Z
Ziegler Capital Markets p3
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Intergenerational Shared-Site
Programs--
Practical Tips On IGSS Operations And Funding Sources
Email Editor
Intergenerational shared-site (IGSS)
programs serve different age groups in the same facility. They are formal
programs that intentionally promote and actually plan intergenerational
interaction. IGSS programs often have an intergenerational coordinator,
who works with the staff to plan and steward the interactions or the
opportunities for interaction.
“Using resources to connect generations makes a lot of sense,” says Donna
Butts, executive director of Generations United. “In an IGSS
facility, we see benefits for young people, older people, the community,
and the staff. Some elders don’t see their own grandchildren, and vice
versa, so this type of program is good for the adults and good for the
children.” The most common IGSS model is the combined adult day care and
child day care run by not-for-profit groups.
The IGSS model
“I’ve found that the best design has specific areas for adults with
frailties, older adults with frailties, and then children,” says Sister
Edna Lonergan, president of St. Ann Center for Intergenerational Care
in Milwaukee, Wisconsin. “They each have their own space and then common
areas by choice.”
St. Ann Center is a freestanding facility that provides day care for
children, ages six weeks to six years, and adults. It also operates
before- and after-school programs, a summer camp, and buddy programs, in
addition to a new residential respite program.
“We’ve expanded seven times since 1983,” says Sr. Edna. “We went from a
$500,000 annual operation to about $4.5 million almost overnight. Our most
recent expansion was the respite program for caregivers who either become
ill themselves or just need a break. We’ll take care of their loved ones
for up to 20 days.”
Sr. Edna believes that every room in the facility should be geared to
people of all ages and abilities. “For example, when we built the
child-care center, “ she says, “we made sure that all the chairs – even
the littlest ones – were sturdy enough to hold adults. No area isolates
any age group or anyone with any disability.”
The theme at St. Ann Center is “Love Knows No Age” — something that is
evident to any visitor. According to state regulations, the facility must
have a crib for each infant, but they’re rarely ever in a crib. They’re
almost always sleeping in someone’s arms – “because we have so many arms
available,” says Sr. Edna. “The adults and children both benefit from
their contact with each other.”
Also, the children grow up — often from infancy — familiar with people
dependent on, say, tubes or oxygen and have no shyness about jumping onto
the lap of someone without legs. The environment has become part of their
daily life. “The diversity here is very broad,” says Sr. Edna. “You see
wheelchairs, walkers, crutches, oxygen tanks, baby packs, dogs...all sorts
of things coming through the door at any given time. A lot goes on here.”
Activities are planned to some degree, because the child-care center must
remain secured. So while each area may be accessed by anyone, the
participants don’t just wander around freely. The Rock-a-Bye Club, for
example, is an activity where older adults go to the baby room and rock
the babies. Other times, children are taken to visit the adults. “We
usually have two formal, planned, intergenerational activities every day,
but there’s also a lot of spontaneity. We have a 5,000 sq. ft.
glass-enclosed park, so those who aren’t feeling well or who may not want
to participate in an interactive activity can sit and watch the children
play.”
There’s also a resident Scottie puppy. “We have a lot of animals, a lot of
children, and a lot of people with disabilities,” says Sr. Edna. “And it’s
fun for everyone, because everyone feels loved and needed.”
An “awesome” program
The Marilyn and Gordon Macklin Intergenerational Institute in
Findlay, Ohio, began in 1997 as an academic program affiliated with the
University of Findlay. In July 2003, the Institute was spun off “to do the
practical part,” says Vicki Rosebrook, executive director. “We needed to
test our theories and concepts, and the only way to do that was to
actually put them into practice.”
The Macklin Institute provides training, does research, and offers an
intergenerational certification. “We also consult with groups that are
interested in starting an intergenerational program,” says Rosebrook, “but
the most important thing that we do is provide intergenerational care. We
provide day care for 72 children, ages six weeks to five years, and about
300 elders in independent living or adult day care programs or needing
skilled nursing, Alzheimer’s and dementia, rehabilitative therapy, or
hospice care.” Children interact with all of those individuals throughout
the day.
“I believe we’re the only program where children interact with that full
range of aging,” says Rosebrook. “We feel it’s important for children to
interact with well and active adults, as well as the frailest of the
frail. Our child care and adult day services are conjoined, so
participants move freely back and forth.” The children are also taught
sign language very early on, so they can communicate with elders who can’t
hear.
Most of the children’s activities and experiences occur with residents in
the residential neighborhoods (independent living, adult day care,
assisted living, etc.). “Just about everything the children do is with the
elders,” Rosebrook explains. “I call it a lifelong learning lab, because
it’s all based on contextual learning. Throughout the day, the children go
on ‘friendly visits’ to apartments, rooms, or the hospice. If the kids
have a math project – shapes, for example – they’ll go out with the elders
and look for shapes, talk about the shapes, the colors, and so on. In our
backyard – we’re very careful not to use institutional terms, so we have a
backyard instead of a playground — we have dogs, cats, birds, and teaching
gardens, where the elders tell the kids about the plants and flowers.” The
children and elders have very tight-knit relationships and connections,
often spontaneously teaming up with one another. It’s all about community.
“IGSS is an awesome program model,” she adds, “and it’s changing society.
It’s changing the way children look at aging as well as the way elders
look at youth today.”
Finding funding
The funding sources available to start an IGSS facility depend on whether
the provider is building from the ground up and needs to finance it
through a capital campaign or is retrofitting or expanding an existing
facility to include an intergenerational component. In either case, the
funding is usually through gifts, grants, or bequests rather than loans.
“Some have borrowed as part of their capital campaign or for certain
specific initiatives,” says Butts, “but the financing is most often
accomplished through philanthropic dollars.”
Some providers receive grants from the HUD Sec. 202 senior housing
program. “Government funding offers a lot of possibilities,” she adds,
“but those projects are often either underfunded at the federal level or
undertapped by people.” Otherwise, providers back their facility with
private funding — perhaps from a primary donor (or donors) who have a
particular interest in the model and may want the facility named for them.
Since The Macklin Institute began as part of the university, it initially
got federal grants from the U.S. Department of Education. “We got two
grants almost immediately, back to back,” says Rosebrook. “Then we had an
independent benefactor. Gordon Macklin, founder of the Nasdaq, lived in
Findlay for about eight years back in the 1950s and credited the town with
helping to make him a millionaire for the first time. He wanted to give
back by endowing our program — thus, our name.” On occasion, when the
facility needed to raise capital for a new building, for example, Macklin
made challenge grants — a fairly large gift — and challenged others to
match it.
Ongoing operations are generally funded through an annual campaign and a
variety of additional fundraising activities throughout the year, as well
as tuition or registration fees. Faith-based programs often receive
support from their national organizations, as well as from local churches
or synagogues.
St. Ann Center, which has used no HUD funds, has had capital appeals a
couple of times and initiates an annual appeal every year to fund
operations and build its endowment. “While most of the money comes from
philanthropic individuals and some foundations,” says Sr. Edna, “we also
hold raffles, we have shops, we collect, refurbish, and resell antique
jewelry and we sell gerbils!” The center subsidizes the care of very poor
people — to the tune of about $17,000 per month — and, therefore, depends
a lot on the generosity of individual donors.
For more information on IGSS programs...
A wealth of helpful resources on how to operate and fund an IGSS program
is available on the Generations United website (gu.org). The
organization’s fact sheets, guides, reports, and other material can be
downloaded for free.
St. Ann Center has published a comprehensive replication manual, Caring
for Generations: A Guide for Creating an Intergenerational Day Services
Center ($49.95), that includes information ranging from how to do a
needs assessment and choose an architect to how to run a capital campaign,
market the program, and develop intergenerational activities. To order,
call Ron Zeilinger at St. Ann Center (414-977-5064).
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