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Wendy Yallowitz, Program Officer

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Title: Wendy Yallowitz, Program Officer

1
Welcome IntroductionsOverview of The Call
Draft Intergenerational Guiding Principles

Wendy Yallowitz, Program Officer
Robert Wood Johnson Foundation

2
Stronger Together
3
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

4
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

5
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

6
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

7
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

8
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.

9
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

10
What makes a promising program?
11
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

12
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

13
Children

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

14
Older Adults

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

15
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

16
Lessons

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

17
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

18
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

1202 East Missouri Avenue
Phoenix, Arizona 85014
Web site www.pipertrust.org
Telephone 480-948-5853
Carol Kratz and Marilee DalPra, Program Directors
mdalpra_at_pipertrust.org ckratz_at_pipertrust.org

20
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

21
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.

22
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

23
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

24
Group Discussion Reaction to the Speakers

Donna Butts, Executive Director
Generations United

25
Questions?
25
26
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?

27
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