Wendy Yallowitz, Program Officer

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Welcome IntroductionsOverview of The Call
Draft Intergenerational Guiding Principles

• Wendy Yallowitz, Program Officer
• Robert Wood Johnson Foundation

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Stronger Together
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Agenda

• Welcome Introductions
• Overview of The Call Draft Intergenerational
  Guiding Principles
• Wendy Yallowitz, Robert Wood Johnson Foundation
•  
• Action Examples from the Key Areas of Policy
  Convergence Identified in The Call
• Carol Kratz, Virginia G. Piper Charitable Trust 
• Jacky Alling, Arizona Community Foundation
• Why The Affinity Groups Think This Is Important
• Carol Farquhar, Grantmakers in Aging
• Stephanie McGencey-Washington, Grantmakers for
  Children, Youth Families
• Group Discussion Reactions to the Speakers
• Donna Butts, Generations United
•  Adjourn at 315 PM EST

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A Call to Innovation

• The Call is available at http//www.gu.org/Sugge
  1121370.asp
• It summarizes the work of leading funders from
  December 2007
• Identifies areas of policy convergence that
  bridge the interests of children, youth, families
  and older adults. Areas such as health care, the
  environment, and family economic success.
• Documents the various strategies for acting on
  these convergent areas, strategies such as a
  commitment to promote economies of scope a
  single intervention that helps or positively
  affects multiple issues/populations
• Given the current economic situation, economies
  of scope are imperative
•  

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A Call to Innovation

• Examples of collaborative work that use an
  economy of scope and show we are Stronger
  Together
• Swampscott High School and Senior Center  
• A potential adversarial situation instead became
  a program that meets the needs and capitalizes on
  the strengths of both generations while
  maximizing limited resources

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A Call to Innovation

• Fostering Connections to Success and Increasing
  Adoptions Act of 2008
• Advocates representing children, youth, families
  and aging worked together to get it passed
• New law contains numerous provisions helping
  grandparents and other relatives raising children

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A Call to Innovation

• The Goals kicked-off by this Call
• Assist grant makers
• Use an intergenerational lens,
• Identify convergent areas, and
• either within their own foundation or in
  partnership with other interested grant makers,
  develop a grant pool to address an area of common
  interest
• Avoid funding initiatives that will create a
  scenario of choosing between generations

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Draft Intergenerational Guiding Principles

• Every person, regardless of age, can contribute
  and add value to society.
•  All types of discrimination limit peoples
  potential to participate in society.
•  Investments are maximized when they connect
  generations and build economies of scope,
  single interventions that help or positively
  affect multiple issues and populations.
• Sharing new and existing resources across the
  generations unites and strengthens our families
  and communities. 
• People of all ages are interdependent and have
  many similar needs, such as adequate income,
  access to quality health care and social
  supports, educational and employment
  opportunities, adequate and nutritious food, and
  a safe place to live.
•  

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Draft Intergenerational Guiding Principles

• The highest priority of our society must be the
  well-being of every person across the lifespan.  
• We must engage, make investments, and provide
  benefits to all incomes and ages, including the
  missing middle, middle-income and middle-aged
  people.
• While prioritizing resource allocation, solutions
  must be explored which, when possible, avoid
  means testing and stigmatization, yet provide
  support for the most vulnerable members of our
  society without pitting the generations against
  each other.
• Caregivers of all ages, who step forward to
  support other people, are providing an economic
  service to families and society.
• These 9 principles are in draft form. Any
  comments? Email abeltran_at_gu.org

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What makes a promising program?
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Action Examples from the Key Areas of Policy
Convergence Identified in "The Call"

• Carol Kratz, Program Director,
• Virginia G. Piper Charitable Trust
• Jacky Alling, Vice President, Programs
• Arizona Community Foundation

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Virginia G. Piper Charitable Trust

• Competitive Grantmaking 2001
• Corpus Motorola approximately 580m
• Place-based Maricopa County
• Award between 25 - 28 million annually
• 2008 Children - 8.8 million
• 2008 Older Adults - 3.6 million

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Children

• Piper Trust is dedicated to strengthening
  Maricopa County through programs that encourage
  the healthy development of children from birth
  through adolescence.

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Older Adults

• Piper Trust supports programs that improve
  resources and opportunities in the community
  essential for successful aging.

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Intergenerational Lens

• Interfaith Community Care Campus adult and
  child day care, intergenerational programming
• Arizona Quest for Kids mentoring of at-risk
  children by adults
• Arizona Science Center retired adults develop
  science, math and tech exhibits for touring
  school children
• The Centers for Habilitation retired older
  adults teach group home residents culinary arts
• GateWay Community College Career Transition
  Center training older adults to enter
  healthcare and education
• Big Brothers/Sisters training older adults to
  be Bigs
• Experience Corps 9 schools

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Lessons

• Become involved with Affinity Groups
• Incorporate national models
• Provide technical assistance to grantees
• Ask local and national colleagues
• Include evaluation and communication
• strategies

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New Ways of Engaging

• Offer a variety of flexible and meaningful
  opportunities
• Leadership- and professional-level roles as well
  as direct service
• Bridge jobs
• Internships
• Short-term consulting projects
• Self-directed team projects

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Moving Forward

• Segmented demographic
• Mid-life transition complex
• Flexibility in work
• Value-centric themes resonate
• Nonprofit organizations do not have capacity

• Structural framework needed to connect boomers
  with appropriate work
• Sustainability key
• Business case needed
• Communications strategy
• High profile projects

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• 1202 East Missouri Avenue
• Phoenix, Arizona 85014
• Web site www.pipertrust.org
• Telephone [phone]
• Carol Kratz and Marilee DalPra, Program Directors
• mdalpra_at_pipertrust.org ckratz_at_pipertrust.org

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Why The Affinity Groups Think This Is Important

• Carol Farquhar, Executive Director
• Grantmakers in Aging
• Stephanie McGencey Washington,
• Executive Director
• Grantmakers for Children, Youth and Families

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GIAs Commitment to Intergenerational Funding
Approaches - EngAGEment

• GIA has made a commitment to encourage funding
  across the generations and also across various
  program areas
• We see young people as being a resource to the
  aging community, in addition to the aging as a
  resource to the young
• This allows us and our members to approach the
  aging population in broader terms opens
  possibilities
• This intergenerational approach is especially
  imperative in these economic times. This
  approach maximizes resources.

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Collaboration between GIA and GCYF

• Our two affinity groups are committed to working
  with Stronger Together, this national effort to
  assist foundations around the country in
  intergenerational funding approaches
• GIA and GCYF are looking forward to collaborating

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Critical Collaborative Areas

• Foster Care/Child Welfare
• Family, friend and neighbor care
• Parent Engagement and Support
• Role of grandparents as caregivers/supports to
  primary caregivers
• Oral history in ethnic/racial minority
  communities
• Family-Centered, Community-Based Care
• Advocates for improved service delivery systems
  to meet the needs of children and youth
• Protective factor bonding to family and
  community

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Group Discussion Reaction to the Speakers

• Donna Butts, Executive Director
• Generations United

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Questions?
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Questions to Consider

• How can we maximize our grant making and engage
  people of different generations in service to
  each other and together for their communities?
• How can we use an intergenerational strategy to
  achieve our foundation's goals?

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Intergenerational Resources on the Internet

• Websites
• Generations Uniteds website at www.gu.org,
  including http//www.gu.org/Sugge1121370.asp
  where the Call to Innovation is posted.
• Penn States Extension Service website on
  Intergenerational Programs and Aging at
  intergenerational.cas.psu.edu/
• Temple Universitys Center for Intergenerational
  Learning website at templecil.org
• Experience Corps website at www.experiencecorps.o
  rg
• Additional Materials
• Elders as Resources for Children and Families,
  http//www.justpartners.org/JPI_Web/JPI_5th_images
  /images/Proofs_for_publication_8.18.07.pdf
• How We Live Our Lives video, www.youtube.com/Gener
  ationsUnited
• Viable Futures Toolkit (video, strategies, and
  tools to produce economies of scope),
  www.viablefuturestoolkit.org

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Stronger Together A Call to Innovation for
Funders of Children, Youth, Families and Older
Adults

• Next Webinar Thursday January 8, 2009
• from 2 to 3 PM EST