The Atlantic Experience

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The Atlantic Experience

• Age Concern Bermudas Journey

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The Atlantic ExperienceThe Age Concern Journey
5 Principles of Participation

• Preparation
• Planning
• Purpose
• Performance
• Partnerships

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Preparation

• Incremental Grant-making Approach
• The Atlantic Grant Application Process
• - Evaluating our Capacity to deliver
• - Clarifying our Vision

4
Planning

• Engaging Andrew Wolk of Root Cause Solutions
• Undertaking planning and evaluation process
• Execution of a matching funds strategy assisted
  by the Atlantic Philanthropies and supported by
  the BOB Foundation, The XL Foundation and
  Butterfield Bank
• Employment of a sustainability mantra
• fiscal viability
• appropriate governance and human resource
  capacity
• an achievable and relevant mission

5
Purpose

• The planning process identified a new vision for
  Age Concern and succinctly captured a refined and
  more meaningful mission.

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OUR VISION

• Age Concern envisions a day when Government,
  Charities and the Business Sector provide a
  seamless integration of high quality services to
  all persons in Bermuda throughout their ageing
  years.

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Our New Mission

• To determine the needs of seniors and link them
  to necessary resources

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The Coordinated Network

• Four Integrated Strategies
• 1. Seniors Test for Ageing Trends Services
  (STATS)
• 2. Age Link
• 3. Strengthening Service Providers
• 4. Direct Service Incubator

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The Coordinated Network

• Data Coordination Service

LINK
STATS User members
Service Provider Forums Provider
members
Data Technology Driven
Need Volunteer Driven
Consumer Service Driven
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Financial Sustainability Model

• Five Integrated Strategies
• Earned Revenue Streams
• - Government Fee For Service
• - Membership Fees
• - Direct Service Incubator
• Reliable Philanthropic Streams
• - Strong Individual Donor Cultivation
• - Long-term Corporate Partners

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Performance

• The story does not end there..
• Post-planning consulting for Executive
  Director
• Testing receptivity of Age Concerns new
  mission utilizing the services of Total
  Marketing and Communications funded by the ACE
  Foundation
• Delivering the STATS Pilot

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Outcomes - Program

• By the end of 2009, Age Concern aims to
• provide evidence of the existence of a strong,
  intergrated
• service network by
• Increasing its AC outreach to seniors
  from 600 contacts to 1000
• Linking at least 400 of these seniors
  to needed services in the private, public and
  charitable sectors
• Convening and engaging a minimum of 60
  service providers in its Forum and LINK
  programs
• Incubating 1 new service

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Outcomes Fiscal Sustainability

• By the end of 2011 Age Concern will achieve a
  stable and recurring revenue mix of 36 earned
  and 53 recurring philanthropic revenue
• Increased Earned revenue from 15-36
• Increased Individual giving from 5-28
• Increased Corporate giving from 2-17
• Increased Sponsorship/Events from 0-8
• Reduction in unreliable philanthropic giving
  78-28 reliable philanthropic giving

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Partnerships
Pulling the pieces of fragmentation together.

• With a well-researched and documented plan in
  hand Age Concern has been able to create
  unprecedented buy-in and partnership
  opportunities within Government, the charitable
  sector and the business community in order to
  move its Vision of integrated services in the
  right direction!

Bermuda Government
Department of Statistics National Office for
Seniors
Charitable Sector
Meeting the Needs of Seniors
Age Concern
Volunteer Direct Service Orgs
Private Sector
Local Business