GREATER
EXPECTATIONS
A NEW VISION FOR
AGING PHILANTHROPY
GRANTMAKERS IN AGING
2014 ANNUAL CONFERENCE
SAN FRANCISCO,
CALIFORNIA
INTERCONTINENTAL
SAN FRANCISCO
OCT. 22, 2014
TO
OCT. 24, 2014
WELCOME
Dear Colleagues and Friends:
I’d like to take this opportunity to cordially invite
you to GIA’s 2014 Annual Conference, which will
take place October 22-24, 2014, in San Francisco,
California. Perhaps no other city in America could
be more emblematic of this year’s theme, “Greater
Expectations: A New Vision for Aging Philanthropy.”
From its early days as the farthest western outpost of
American expansion, through its modern evolution into
an intellectual and cultural mecca for poets, artists,
musicians, philosophers, social innovators, and most
recently, information technology entrepreneurs, the
city on the Bay has always exemplified a pioneering
spirit, visionary thinking, and a refusal to anchor itself
to the limitations of the past.
With its wide array of excellent restaurants, quirky
boutiques, colorful neighborhoods, and internationally
renowned attractions such as Golden Gate Park,
Ghirardelli Square, and Alcatraz Island—not to
mention the gorgeous panorama of San Francisco Bay
and the sheer exhilaration of riding those cable cars
up and down the city’s steep hills—San Francisco can
surprise and inspire you at every turn.
What better place, then, to reflect upon and refresh
our approach to philanthropy in aging? To engage the
new challenges that lie ahead, as our theme suggests,
we will need to expect more of ourselves and our
grantmaking than ever before. At the time of the last
U.S. Census, in 2010, more than 40 million people
age 65+ were living in the U.S.—the most in our
nation’s history. The Census Bureau predicts that
number will grow at an unprecedented rate. By 2030,
it will top 72 million.
The need to cope with changes of this magnitude has
already begun to move us to transform our approach
in providing older adults—especially those with low
incomes—with access to health care, social services,
housing, transportation, safe environments, and even
food. It influences the way we plan and organize our
communities, as well as how we allocate financial
and human resources. It demands that every sector—
public, business, nonprofit, and philanthropic—
become ever more aware, creative, reactive, and
nimble in order to meet the unforeseen challenges
that undoubtedly await us.
Like our host city, the conference itself will offer its
own varied and panoramic landscape of presentations,
ideas for your consideration and use, as well as
the opportunity to connect with experts, funders,
thought leaders, and colleagues. Please come and take
advantage of all we have to offer.
I look forward to seeing you there!
Sincerely,
Christopher A. Langston, PhD
Board Chair, Grantmakers In Aging
Program Director, The John A Hartford Foundation, NY
2 | GREATER EXPECTATIONS: A NEW VISION FOR AGING PHILANTHROPY
ABOUT GRANTMAKERS IN AGING
Grantmakers In Aging (GIA) is an inclusive and responsive membership organization that is
a national catalyst for philanthropy, with a common dedication to improving the experience
of aging. GIA members have a shared recognition that a society that is better for older adults
is a society that is better for people of all ages. GIA’s membership includes leading staff
and trustees of private, family, community, public, operating, and corporate foundations
involved directly or indirectly with philanthropy and aging. It also includes corporate
giving programs, private and public charities, social venture capital groups, individual
philanthropists, and bank trust departments or trust companies that administer charitable
trusts or foundations making grants for charitable purposes. For more information about
benefits of membership, please contact the GIA office or visit www.GIAging.org.
Use the Conference Registration Form, at the back of this program or online, to join
GIA now and receive a reduced conference rate!
BOARD OF DIRECTORS
CONFERENCE SPONSORS
Christopher A. Langston, PhD (Chair)
The John A. Hartford Foundation, NY
We gratefully acknowledge the financial support of
generous foundations that sponsor this conference:
Melinda Conway Callahan (Vice Chair)
Forgotten Harvest, MI
Shelley Lyford (Secretary)
Gary and Mary West Foundation, CA
René W. Seidel, Dipl. Soz. Paed. (FH) (Treasurer)
The SCAN Foundation, CA
Pauline Daniels, MPH Kaiser Foundation Hospitals, CA
Stephen Ewell
CEA Foundation, VA
Linda Hollinger-Smith, PhD, RN, FAAN
Mather LifeWays, IL
Ann Monroe
Health Foundation for Western &
Central New York, NY
Sandra Nathan Marin Community Foundation, CA
Mary O’Donnell, MA The Retirement Research Foundation, IL
Wendy Yallowitz, MSW Robert Wood Johnson Foundation, NJ
AARP Foundation
American Federation for Aging Research
Archstone Foundation
Aroha Philanthropies
The Atlantic Philanthropies
Blue Shield of California Foundation
The California Endowment
California HealthCare Foundation
The California Wellness Foundation
Cambia Health Foundation
CEA Foundation
The Commonwealth Fund
The Eisner Foundation
FJC, A Foundation of Philanthropic Funds
The Rosalinde and Arthur Gilbert Foundation
The John A. Hartford Foundation
Health Foundation for Western & Central New York
Robert Wood Johnson Foundation
Kaiser Foundation Health Plan, Inc.
Marin Community Foundation
Mather LifeWays
The McGregor Foundation
The Ralph M. Parsons Foundation
Research to Prevent Blindness
The Retirement Research Foundation
Gary and Mary West Foundation
Westlake Health Foundation
OCTOBER 22–24, 2014 | SAN FRANCISCO, CALIFORNIA | 3
ANNUAL CONFERENCE THEME
GREATER EXPECTATIONS:
A NEW VISION FOR AGING PHILANTHROPY
Just a few short years ago, relatively few people
thought about aging as an area of pressing social,
policy, and economic interest. Now aging is taking
center stage, and with good reason. In the next two
decades, our older population will expand rapidly,
and that population will differ radically from previous
generations in its diversity, health, and longevity. As
more economic and human resources inevitably flow
toward the opportunities and challenges of an aging
society, philanthropy must expand its vision.
Funders in aging are already supporting innovative,
even transformative models of health care, caregiving,
housing, transportation, lifelong learning, and
community development that make sense for this
aging population. We are learning how to guide older
people to take best advantage of the many benefits that
both private and public sector programs can offer. We
are creating new ways to integrate older people more
deeply into the public life of our communities, offer
them chances to expand their knowledge and skills,
and serve those in need, so that no older adult is left
helpless, isolated, or uncared for.
The challenges, of course, are many. Political
disagreements and economic realities limit public
funding, and we haven’t yet discovered how best
to address the complex demands an aging society
will present. That simply means there are boundless
opportunities for grantmakers to help shape an
older America. Join us in San Francisco for GIA’s
2014 Annual Conference, where leaders in aging
philanthropy will describe how they’re working to
meet the greater expectations we have for ourselves
and our communities in the 21st Century. And discover
how your organization, whether large or small, local or
national, can lift its efforts and make an even greater
contribution in the years ahead.
Paul Versluis, SeniorStock
4 | GREATER EXPECTATIONS: A NEW VISION FOR AGING PHILANTHROPY
CONFERENCE PURPOSE
The GIA Annual Conference brings funders and leaders in the field together to assess trends,
challenges, and solutions related to aging and philanthropy. Whether you are new to the
field of aging and philanthropy or are an experienced grantmaker, this conference offers
these key benefits for you:
•
Access and build on the innovative ideas, strategies, and achievements of
other forward-thinking organizations.
•
Acquire powerful new tools to create maximum impact with minimum
resources for measurable outcomes.
•
Associate with the best and brightest minds in aging and philanthropy and
discover how their leading-edge ideas can benefit your grantmaking.
•
Accelerate your future impact through networking with leaders in the
field and connecting to a broad range of resources.
ANNUAL CONFERENCE PLANNING COMMITTEES
The following have contributed significant portions of their time and
talent to make this conference possible:
CONFERENCE CHAIR
Joseph F. Prevratil, JD
Archstone Foundation, CA
PROGRAM COMMITTEE CHAIR
Pauline Daniels, MPH
Kaiser Foundation Hospitals, CA
PROGRAM COMMITTEE MEMBERS
E. Thomas Brewer, MSW, MPH, MBA
The Ralph M. Parsons Foundation, CA
Monica Brown
Health Foundation for Western &
Central New York, NY
Elyse Salend, MSW
Cambia Health Foundation, OR
Liz Schwarte, MPH
The Rosalinde and Arthur Gilbert
Foundation, CA
Tim Wintermute
Luella Hannan Memorial Foundation, MI
GIA FELLOWS COMMITTEE
Gretchen E. Alkema, PhD, LCSW
The SCAN Foundation, CA
Marcus R. Escobedo, MPA
The John A. Hartford Foundation, NY
Torrey DeKeyser
The EyeSight Foundation of Alabama, AL
Linda Hollinger-Smith, PhD, RN, FAAN
Mather LifeWays, IL
Jennifer Fuller, MPH
Cambia Health Foundation, OR
Nancy D. Zionts, MBA
Jewish Healthcare Foundation, PA
Michael S. Marcus, MSW
The Harry and Jeanette Weinberg
Foundation, Inc., MD
GIA DIVERSITY AWARD COMMITTEE
E. Thomas Brewer, MSW, MPH, MBA
The Ralph M. Parsons Foundation, CA
Laura E. Mason, MNA
May and Stanley Smith Charitable Trust, CA
Pauline Daniels, MPH
Kaiser Foundation Hospitals, CA
Marc McDonald
AARP Foundation, DC
Jolene Fassbinder, MSG, MACM
Archstone Foundation, CA
Ruth Palombo, PhD
Tufts Health Plan Foundation, MA
Ruth Palombo, PhD
Tufts Health Plan Foundation, MA
Laura Rath, MSG
Archstone Foundation, CA
OCTOBER 22–24, 2014 | SAN FRANCISCO, CALIFORNIA | 5
AGENDA AT A GLANCE
WED, OCT 22
10:00 am–7:30 pmRegistration
2:00 pm–7:30 pm
Resource Central | Eldergivers Art | Photo Contest Winners
11:45 am–12:30 pm
Box Lunches
12:30 pm–2:30 pm
SITE VISITS | On Lok Lifeways | Institute on Aging
3:00 pm–5:00 pm
CONFERENCE INTENSIVE | Dual Eligibles: Integration Efforts at the
Federal, State, and Local Levels
3:00 pm–5:00 pm
CONFERENCE INTENSIVE | Understanding Retirement Security and
Making a Difference
6:00 pm–6:30 pm
FIRST-TIME ATTENDEES RECEPTION | InterContinental Hotel
6:30 pm–7:30 pm
WELCOME RECEPTION | InterContinental Hotel
7:30 pm–9:00 pm
FILM SCREENING | Alive Inside: A Story of Music & Memory
THUR, OCT 23
7:00 am–7:30 pmRegistration
7:30 am–8:30 amBuffet Breakfast and Issue-Related Roundtables
7:30 am–8:30 amAge-Friendly Communities: A Learning Circle for Funders
8:45 am–9:15 am
Introductions and Opening Remarks | Welcome to San Francisco |
The State of Aging and Philanthropy
9:15 am–10:30 am
OPENING PLENARY SESSION | The Brian F. Hofland Lectureship:
Tomorrow’s Technologies for an Aging Society
10:30 am–11:00 am
Coffee Break
11:00 am–12:30 pm
MORNING SESSIONS
SESSION #1 | Amplifying Lessons Learned from the Institute of
Medicine’s Groundbreaking Reports on Aging and Health
SESSION #2 | Building Business Skills in Community Organizations
SESSION #3 | Affordable Senior Housing and Health Partnerships
12:45 pm–2:00 pm
LUNCHEON PLENARY | Improving the Health, Wellbeing, and
Quality of Life of Older Adults Through Music and the Arts
GIA Diversity Award Presentation
6 | GREATER EXPECTATIONS: A NEW VISION FOR AGING PHILANTHROPY
THUR, OCT 23
2:00 pm–2:15 pmBreak
2:15 pm–3:45 pm AFTERNOON SESSIONS
SESSION #1 | GIA Fellows: Meet Tomorrow’s Leaders In Aging Today
SESSION #2 | Sustainable Age-Friendly Communities:
What Roles Can Grantmakers Play?
SESSION #3 | State Progress in Improving Long-Term Services and
Supports: How Top Performers are Raising the Bar
3:45 pm–4:15 pm
Coffee Break
4:15 pm–5:30 pm
LATE AFTERNOON SESSIONS
SESSION #1 | Latino Age Wave: Architects of Change
SESSION #2 | Message Matters: Using Communications to
Amplify Your Foundation’s Vision and Impact
SESSION #3 | What’s Keeping You Up at Night: Program Staff
6:00 pm–7:00 pm
Social Event | InterContinental Hotel
7:00 pm
Dine-arounds
FRI, OCT 24
7:00 am–11:30 amRegistration
7:00 am–8:15 am
Buffet Breakfast
8:15 am–9:30 am
PLENARY SESSION | Elder Justice: Your Role in
Protecting Older Adults
10:00 am–11:30 am
MORNING SESSIONS
SESSION #1 | Greater Expectations for Intergenerational
Programming through Technology
SESSION #2 | A Sixth White House Conference on Aging 2015: How It
Can Make a Difference
11:30 am Conference Concludes
OCTOBER 22–24, 2014 | SAN FRANCISCO, CALIFORNIA | 7
PROGRAM AGENDA
WEDNESDAY, OCTOBER 22
10:00 am – 7:30 pm
• Registration
2:00 pm – 7:30 pm
• Resource Central
GIA will display annual reports, recent initiatives,
and additional publications from GIA members and
others involved with philanthropy and aging for
conference attendees. It’s a great place to pick up
ideas and inspiration.
• Art from Eldergivers
Enjoy an exhibit by Eldergivers’ Art With Elders
program, which engages professional artists to
provide 1,500 fine art classes in long-term care
and community settings, culminating with a juried
traveling exhibit viewed by an estimated 30,000
people each year.
•E
xplore Our Age-Friendly Photo
Contest Winners
As part of its Community AGEnda age-friendly
initiative, funded by the Pfizer Foundation, GIA ran
a photo contest called “Friendly Places, Friendly
Faces” this spring. We received over 500 entries from
29 different countries—a rich diversity of images
representing what makes communities around the
world age-friendly. Our expert judges awarded prizes
in each of six categories, as well as an overall grand
prize. Come see them all!
11:45 am- 12:30 pm
• Box Lunches
Re-energize and reconnect! Before heading out for
site visits, enjoy a light lunch and network with your
colleagues in a convivial atmosphere.
1 2:30 pm – 5:00 pm
•S
ite Visit and Conference Intensive
Session: Dual Eligibles: Integration
Efforts at the Federal, State, and
Local Levels (Advance registration
required)
About 9 million people in the United States
are covered by both Medicare and Medicaid,
including low-income seniors and younger
people with disabilities. These beneficiaries,
referred to as “dual eligibles,” often have
complex and costly health care needs. Over the
years, California and many other states have
sought to improve integration of programs and
services in order to move toward a more costeffective and person-centered delivery system.
The Patient Protection and Affordable Care Act
(ACA) bolstered these efforts with initiatives
aimed at spurring innovations across states,
including improvements to supports and services
for dual eligibles.
Conference attendees will have the opportunity
to visit one of two programs offering services
for this population. Following the site visit, a
conference intensive session will provide funders
with an insight into federal, state, and local
efforts to achieve an integrated system of care for
dual eligibles and the role philanthropy can play
in support of these efforts.
8 | GREATER EXPECTATIONS: A NEW VISION FOR AGING PHILANTHROPY
12:30 pm – 2:30 pm
• On Lok Lifeways (limited to 40 participants)
• Institute on Aging (limited to 40 participants)
On Lok, which means “peaceful, happy abode” in
Cantonese, was created in 1971, when its founders
sought an alternative to nursing home care for frail
seniors. From these beginnings, On Lok pioneered
the model of care known today as “Program of
All-inclusive Care for the Elderly” or PACE, which
is recognized as a Medicare and Medicaid program
throughout the United States. PACE is a proven
model of care for seniors living with chronic illness
or disabilities, enabling them to maintain their
independence, dignity, and quality of life. Today,
On Lok’s PACE program, On Lok Lifeways, provides
comprehensive integrated care to nearly 1,300 frail
seniors in three San Francisco Bay Area counties.
PACE centers are lively places where participants
have access to medical care, social activities,
exercise, and meals and are integral to the PACE
model of care. On Lok is innovating its PACE program
through the use of community-based physicians
and alternative care settings in preparation for
California’s dual demonstration program, Cal
MediConnect. In addition to PACE, On Lok operates
On Lok’s 30th Street Senior Center which provides
health and wellness programs, activities and social
interaction, nutritious meals, and case management
services for over 5,000 San Francisco seniors.
Since 1975, the Institute on Aging (IOA) has
been an innovator of geriatric programs, largely
due to the scope of its comprehensive health,
social, and psychological services. In addition to
providing services to the dual-eligible population
through PACE, IOA is currently working on two
groundbreaking projects. The first is an inaugural
pilot program in which IOA will partner with San
Mateo Health Plan and Brilliant Corners Housing
to transition 30 percent of the health plan’s skilled
nursing population into a lower level of care as well
as provide an enhanced service package to people
in the community at risk for institutional care. In
the second project, IOA is participating with San
Francisco Community Based Organizations in
receiving technical support from the Administration
for Community Living to form a managed service
organization that will contract with health plans.
develop programs that keep seniors living at home
for as long as possible. Attendees will also have an
opportunity to converse with staff and learn about
requirements under ACA to serve dual-eligible
beneficiaries in the Bay Area.
3:00 pm – 5:00 pm
• Conference Intensive: Dual Eligibles:
Integration Efforts at the Federal, State,
and Local Levels
National efforts to develop integration for dual
eligibles have included delivery system innovations
such as Programs of All-Inclusive Care for the
Elderly (PACE) and Medicare Dual Eligible Special
Needs Plans (D-SNPs). The passage of the Affordable
Care Act (ACA) laid the foundation for several
significant opportunities to improve service delivery
for dual eligibles. Among these was the creation of
the Medicare-Medicaid Coordination Office (MMCO)
within the federal Centers for Medicare and Medicaid
Services (CMS), a new entity aimed at ensuring dual
eligibles have full access to high-quality health care
provided in an efficient manner.
This session will lay out the MMCO’s current
efforts, challenges, and successes, and then offer a
presentation that highlights the integration efforts
the State of California is undertaking. The state has
begun to roll out its duals demonstration pilot in
a number of counties. Aging service leaders from
our host city, San Francisco, will discuss the city’s
efforts to develop a seamless system of care for their
dual-eligible population. Finally, we will hear from
a consumer advocate about the issues dual eligibles
face as these efforts evolve. The session is structured
to leave plenty of time for questions from and
interactions with the audience.
PRESENTERS
• Kerry Branick, Project Officer, CMS Medicare-Medicaid
Coordination Office, DC (invited)
• Margaret Tatar, Chief, Medi-Cal Managed Care Division,
California Department of Health Care Services, CA
• E. Anne Hinton, Executive Director, Department of Aging
and Adult Services San Francisco, CA
• Brenda Premo, MBA, Founder and Director, Harris
Family Center for Disability and Health Policy, Western
University of Health Sciences, CA
MODERATOR
Participants will tour one of the PACE sites and
experience programs in action and learn how
integrated teams of elder care specialists work
closely with older adults and their families to
• René W. Seidel, Dipl. Soz. Paed. (FH), Vice President
Programs & Operations, The SCAN Foundation, CA
OCTOBER 22–24, 2014 | SAN FRANCISCO, CALIFORNIA | 9
PROGRAM AGENDA
(CONT’D)
WEDNESDAY, OCTOBER 22 (CONT’D)
3:00 pm – 5:00 pm
• Understanding Retirement Security and
Making a Difference
The future of income security for retirees is fast
becoming a concern for local communities, states,
and the nation. Recent changes in retirement plans,
concern over proposed changes to Social Security,
and rising health care costs all contribute to a more
uncertain retirement for older adults. The U.S. Census
Bureau calculates under the supplemental poverty
measure that 15 percent of adults age 65+ are
experiencing economic hardship. Many more are at
high risk of falling into poverty if income declines or
expenses for health care, housing, or long-term care
increase. Both local and national funders can become
involved in helping resolve these issues.
This session will raise important questions, such as:
• Are there successful programs that currently
address improving retirement security, particularly
at the local or regional level?
• What more do we need to know and where do we
need to do more?
• Should we be funding policy work, service work,
research, or other areas?
• How do we evaluate what is being done?
• What partners need to be at the table?
FACILITATOR
• Ellen A. Bruce, JD, Former Director, Gerontology
Institute, University of Massachusetts Boston, MA
6:00 pm – 6:30 pm
• First-Time Attendees Reception—
InterContinental Hotel
Is this your first GIA Annual Conference? We want
everyone to feel comfortable, especially if you are
new to us! GIA will welcome first-time attendees
to the conference at a special reception. Seasoned
grantmakers and staff will put you at ease as you
meet others new to GIA’s conference. Make the
most of your experience and tap into the network of
philanthropy and aging.
6:30 pm – 7:30 pm
• Welcome Reception—InterContinental Hotel
Join colleagues for an opportunity to catch up with
friends and associates from around the country and
make new acquaintances. Expand your network in
the philanthropic community. The connections you
make can be invaluable.
WELCOMING REMARKS
• John Feather, PhD, Chief Executive Officer,
Grantmakers In Aging, VA
7:30 pm – 9:00 pm
• Film Screening—Alive Inside: A Story of
Music & Memory
Can an iPod transform a life? Sundance Audience
Award winning film, Alive Inside: A Story of Music &
Memory, follows social worker Dan Cohen’s journey,
beginning in 2006, as he explores how individuals
with Alzheimer’s disease reconnect to cherished
memories and the world around them while they
listen to personalized music playlists on iPods.
Through conversations with neurologist Oliver Sacks
and others, this powerful documentary demonstrates
how connecting the elderly to the music they love
not only combats memory loss but also supplements
a health care system struggling to provide personcentered care for the aging. Following the film, Dan
Cohen, MSW, founding Executive Director, Music &
Memory, Inc., will be available to answer questions.
FACILITATOR
• Julio A. Urbina, PhD, MPH, Vice President and Director,
Healthy Aging Program, The Fan Fox & Leslie R. Samuels
Foundation, NY
10 | GREATER EXPECTATIONS: A NEW VISION FOR AGING PHILANTHROPY
THURSDAY, OCTOBER 23
7:00 am – 7:30 pm
• Registration
7:30 am – 8:30 am
• Buffet Breakfast and Issue-Related
Roundtables
Tables will be designated for specific topics, and a
table leader will facilitate the discussion—everyone
is encouraged to participate. Make the most of
the morning with a stimulating conversation over
breakfast.
•A
ge-Friendly Communities: A Learning
Circle for Funders
Are you engaged in creating age-friendly
communities? Would you like to learn more about
how to begin? Join a facilitated conversation with
your colleagues moderated by Funders for AgeFriendly Communities, a new initiative of GIA. All
interested funders are invited.
which they will provide new opportunities for
philanthropy. Trends in the consumer electronics
industry, for example, will make new products more
age-friendly and affordable as it takes them to scale
in a rapidly expanding market and integrates them
into programs for older adults.
Foundations can serve as catalysts for these
technology-enabled program solutions. Learn
about these opportunities and discover adoption
strategies for emerging models of housing, health
care, community design, and transportation in agefriendly communities.
PRESENTERS
• Joseph F. Coughlin, PhD, Director, AgeLab,
Massachusetts Institute of Technology, MA
• Stephen Ewell, Executive Director, CEA Foundation, VA
• David A. Lindeman, PhD, Director Health Care,
CITRIS, University of California, and Director, Center for
Technology and Aging, CA
MODERATOR
8:45 am - 9:15 am
• Introductions and Opening Remarks
Christopher A. Langston, PhD, Board Chair, Grantmakers
In Aging, and Program Director, The John A. Hartford
Foundation, NY
•L
isa Marsh Ryerson, President, AARP Foundation, DC
10:30 am – 11:00 am
• Coffee Break
• Welcome to San Francisco
Joseph F. Prevratil, JD, Conference Chair, and President
and CEO, Archstone Foundation, CA
• The State of Aging and Philanthropy
John Feather, PhD, Chief Executive Officer,
Grantmakers In Aging, VA
9:15 am – 10:30 am
• Opening Plenary Session: The Brian
F. Hofland Lectureship | Tomorrow’s
Technologies for an Aging Society
The demographics of our aging society, social
trends, and game-changing technologies will shape
future directions in business and government, as
well as the evolution of policy, over the next five
years and beyond. Innovations in design, products,
and services, such as wellness and health services,
smart home monitoring, dwelling maintenance,
specialized foods, retail services, communications,
and financing, will become available to support
caregiving and healthy aging. In this opening
plenary session, presenters will discuss these
innovations and advances and suggest ways in
OCTOBER 22–24, 2014 | SAN FRANCISCO, CALIFORNIA | 11
PROGRAM AGENDA
(CONT’D)
THURSDAY, OCTOBER 23 (CONT’D)
MORNING SESSIONS
11:00 am – 12:30 pm
• Session 1 | Amplifying Lessons Learned from
the Institute of Medicine’s Groundbreaking
Reports on Aging and Health
SESSION DESIGNER
• Laura Rath, Archstone Foundation
The Institute of Medicine (IOM) of the National
Academies is a highly regarded, independent nonprofit
organization that works outside of government to
provide unbiased and authoritative advice to decision
makers and the public. Its reports provide critically
needed and often groundbreaking information that
can be amplified to help shape the public conversation
about key issues in health and aging.
This session will explore three aging topics that the
IOM has addressed or plans to cover:
• Improving care at the end of life;
• Elder abuse and its prevention; and
• Family caregiving.
Thoughtful panelists who have participated in
the development of IOM reports on these topics
will explore the IOM process and discuss how
philanthropies can build their work from or around
these reports, and no matter their level of funding,
connect their grantmaking to broader efforts to
address these critical issues.
PRESENTERS
•K
athleen Kelly, MPA, Executive Director, National Center
on Caregiving, Family Caregiver Alliance, CA
• Laura Mosqueda, MD, Associate Dean, Chair of Family
Medicine and Geriatrics, Keck School of Medicine,
University of Southern California, CA
• Steven Pantilat, MD, Professor of Medicine, Alan M.
Kates and John M. Burnard Endowed Chair in Palliative
Care; Director, Palliative Care Program, University of
California, San Francisco, CA
MODERATOR
•K
atie Maslow, MSW, Scholar-in-Residence, Institute of
Medicine, National Academy of Sciences, DC
•S
ession 2 | Building Business Skills in
Community Organizations
Federal changes in health care require providers to
improve health and quality of care while reducing
costs. In response, integrated care entities, such
as accountable care organizations, health plans,
and health systems, are seeking to enter into cost
sharing partnerships with community-based social
service agencies to provide long-term services and
supports. These partnerships require communitybased aging and disability organizations to undergo
a culture change from grant-based operations to a
more business-oriented structure. This session will
provide funders with information on how national,
state, regional, and community funders are working
together to assist aging services agencies in acquiring
the necessary business skills.
PRESENTERS
•M
arisa Scala-Foley, MGS, Acting Director, Office of
Policy, Analysis and Development, U.S. Administration
for Community Living, DC
•V
ictor Tabbush, PhD, Professor Emeritus, University
of California, Los Angeles, Anderson School of
Management, CA
MODERATOR
•N
ora OBrien-Suric, PhD, Senior Program Officer, The
John A. Hartford Foundation, NY
•S
ession 3 | Affordable Senior Housing and
Health Partnerships: The Future of Housing
Plus Services Collaborations
SESSION DESIGNER
• Marc McDonald, AARP Foundation
At the 2012 GIA Conference, LeadingAge highlighted
a Learning Collaborative on Housing Plus Services.
The first outcome of the two-year Learning
Collaborative focuses on linking affordable senior
housing with health-related services, a promising
model for helping older adults successfully age in
place, while bringing mutual benefits to housing
and healthcare providers (including significant
reduction in healthcare costs without sacrificing
patient health). This session will discuss how
philanthropy can make an impact on the creation
and implementation of these partnerships through
three separate strategies:
• community-based interventions;
• policy and advocacy efforts; and
• consumer/resident engagement.
SESSION DESIGNER
• Nora OBrien-Suric, The John A. Hartford Foundation
12 | GREATER EXPECTATIONS: A NEW VISION FOR AGING PHILANTHROPY
The session’s content will include the debut of a
guide and toolkit for senior housing that incorporates
health-related services, which will be available to
participants as a takeaway.
PRESENTERS
•D
avid H. Fuks, Chief Executive Officer, Cedar Sinai
Park, OR
•R
obyn I. Stone, DrPH, Senior Vice President of Research
and Executive Director, LeadingAge Center for Applied
Research, DC
MODERATOR
•V
ivian Vasallo, Vice President, Housing Impact
Programs, AARP Foundation, DC
affordable senior housing projects are developing
as artists’ colonies, and teaching artists are leading
classes in a wide array of art forms in public libraries.
Hear from two leaders whose programs are being
widely replicated as part of this emerging national
movement. They will describe their innovative
programs and their impact in a lively conversation
about the future of this field.
PRESENTERS
• Tim Carpenter, Founder and Executive Director,
EngAGE, CA
•M
aura O’Malley, Co-Founder and CEO, Lifetime Arts,
Inc., NY
MODERATOR
12:45 pm – 2:00 pm
•L
uncheon Program
GIA Diversity Award Presentation
GIA established the GIA Diversity Award to
recognize national, regional, and local individuals,
programs, and organizations that embrace diversity
as a fundamental element in all levels of their work
in aging.
Presentation by Pauline Daniels, MPH, Community
Benefit Manager, Kaiser Foundation Hospitals, CA.
• Teresa Bonner, Program Director, Vitality + Art, Aroha
Philanthropies, CA
Coro de La Treinta, The 30th Street Chorus, is an
older adult choir from the Community Music Center
(CMC) in partnership with the 30th Street Senior
Center. The choir sings primarily in Spanish, with
songs from Latin America, and also sings in Tagalog
and English. The choir is directed by Martha
Rodriguez-Salazar and accompanied by Jennifer
Peringer, both CMC faculty members.
•A
Community of Voices: Improving the
Health, Wellbeing, and Quality of Life of
Older Adults Through Music and the Arts
SESSION DESIGNERS
•T
eresa Bonner, Aroha Philanthropies, and Laura
Mason, May and Stanley Smith Charitable Trust
Across the country, community-based programs
are engaging older adults in learning, making, and
sharing art. Professionally led choirs are rehearsing
in senior centers, older adults are producing plays,
OCTOBER 22–24, 2014 | SAN FRANCISCO, CALIFORNIA | 13
PROGRAM AGENDA
(CONT’D)
THURSDAY, OCTOBER 23 (CONT’D)
2:00 pm – 2:15 pm
• Break
AFTERNOON SESSIONS
2:15 pm – 3:45 pm
• Session 1 | GIA Fellows: Meet Tomorrow’s
Leaders In Aging Today
MODERATOR
•B
arbara R. Greenberg, MSW, President, The
Philanthropic Group, NY
•S
ession 3 | State Progress in Improving
Long-Term Services and Supports: How Top
Performers are Raising the Bar
SESSION DESIGNER
SESSION DESIGNER
• Gretchen E. Alkema, The SCAN Foundation
• GIA Fellows Committee
State scorecards are a valuable tool for describing
and tracking delivery systems across states and
over time. The AARP Public Policy Institute, with
funding from The Commonwealth Fund and The
SCAN Foundation, has produced the second State
Long-Term Services and Supports (LTSS) Scorecard.
The Scorecard presents state rankings reflecting five
dimensions of a high-performing LTSS system. This
session will provide highlights of the key findings
across states and provide insights from three top
performers. Using California as an example, this
session will present a case study illustrating how
the Scorecard results can be used by foundations as
a platform for LTSS systems transformation at the
local, state, and federal levels.
The GIA Fellows are prominent graduate-level
students working across a wide range of aging
disciplines. Presentations by these up-and-coming
leaders will give conference participants direct access
to their cutting-edge research in a variety of agingrelated subjects. This year’s competitively selected
Fellows come from leading universities in California.
MODERATOR
•L
inda Hollinger-Smith, PhD, RN, FAAN, Vice President,
Institute on Aging, Mather LifeWays, IL
•S
ession 2 | Sustainable Age-Friendly
Communities: What Roles Can
Grantmakers Play?
SESSION DESIGNERS
•B
arbara R. Greenberg and Jan Schwarz, The
Philanthropic Group
Want to learn how to make your community agefriendly in ways that will endure long after your
foundation’s grants end? To create sustainable
age-friendly communities, pioneering funders
have invested in systemic change. This kind of
grantmaking holds greater expectations and
challenges for funders to stretch beyond their usual
funding partners and build alliances with other
long-term community stakeholders—including local
government and planning agencies and federated
funders, such as United Way and Jewish Federations.
Learn about the funding rationales of grantmakers
who have created sustainable age-friendly
communities. Explore several successful models.
Learn about potential roles for your foundation. Bring
home practical how-to materials that will help you
take the next steps in your community.
PRESENTERS
•M
elinda K. Abrams, MS, Vice President, Delivery System
Reform, The Commonwealth Fund, NY
• Enid Kassner, MSW, Director, Livable Communities/
Long-Term Services and Supports, AARP Public Policy
Institute, DC
•S
usan C. Reinhard, RN, PhD, FAAN, Senior Vice
President and Director, AARP Public Policy Institute, DC
MODERATOR
•G
retchen E. Alkema, PhD, LCSW, Vice President, Policy
and Communications, The SCAN Foundation, CA
3:45 pm – 4:15 pm
• Coffee Break
PRESENTERS
• J eanne Anthony, Project Advisor, Livable Communities,
AARP, DC
•M
artha B. Peláez, PhD, Director, Healthy Aging Regional
Collaborative, Health Foundation of South Florida, FL
14 | GREATER EXPECTATIONS: A NEW VISION FOR AGING PHILANTHROPY
LATE AFTERNOON SESSIONS
4:15 pm – 5:30 pm
• Session 1 | Latino Age Wave: Architects of
Change
SESSION DESIGNERS
• Therese Ellery, Rose Community Foundation, and
Carlos Martinez, Latino Community Foundation of
Colorado
By 2030, the Latino elder population will have
increased by 224 percent. Funders are grappling
with the challenges of addressing this demographic
shift, both nationally and locally. Aging services
providers frequently lack the cultural competence,
linguistic ability, and community reach to effectively
serve Latino elders and their family caregivers.
Simultaneously, Latino service organizations rarely
focus on older adults and may lack the resources and
the understanding to serve Latino elders and leverage
their strengths effectively.
Most communities are not prepared. Hear both
a national and local perspective about efforts to
address this Latino Age Wave. The Colorado Latino
Age Wave project will specifically share how it built a
movement through a multi-faceted approach that has
deep and broad implications for long-term systems
and social change.
PRESENTERS
• Stacey Easterling, MPH, Programme Executive, The
Atlantic Philanthropies, NY
•C
arlos Martinez, Executive Director, Latino Community
Foundation of Colorado, CO
•C
ecilia Ortiz, Latino Age Wave Project Director, Latino
Community Foundation of Colorado, CO
MODERATOR
•T
herese Ellery, Senior Program Officer, Rose Community
Foundation, CO
•S
ession 2 | Message Matters: Using
Communications to Amplify Your
Foundation’s Vision and Impact
SESSION DESIGNER
•L
aura Rath, Archstone Foundation
How does your organization tell the story of the work
it does? Proper messaging is critical to expanding
the impact of the programs philanthropy supports. It
frames your work in powerful, compelling ways and
connects to the core ideas and values of your most
important stakeholders. This session is for anyone
interested in effectively communicating the work
they are doing in philanthropy. The session will
include an opportunity to learn about the key
features of good messaging and the chance to apply
that knowledge in a hands-on, small-group exercise
designed to improve communication about
a foundation’s initiatives and programs.
PRESENTERS
• John Beilenson, President, SCP (Strategic
Communications & Planning), PA
• Emma Dugas, Communications Officer, California
HealthCare Foundation, CA
• Marcus R. Escobedo, MPA, Program Officer, The John A.
Hartford Foundation, NY
•S
ession 3 | What’s Keeping You Up at Night:
Program Staff
SESSION DESIGNERS
• Jennifer Fuller and Elyse Salend, Cambia Health
Foundation
This facilitated networking session gives foundation
program staff an opportunity to talk candidly with
their peers about the concerns and challenges they
face in their work. Staff from various foundations
will start things off with a few key questions, and the
conversation will flow from there.
6:00 pm – 7:00 pm
• Social Event—InterContinental Hotel
Join us for a pleasant hour of conversation,
reconnecting with old friends, and making new ones
over drinks and light hors d’oeuvres.
7:00 pm
• Dine-arounds
Sign-up sheets available at the Welcome Desk
Dine-arounds are a bonus opportunity for
networking, stimulating conversation, and peer
learning. Join a group of your colleagues for an
informal dinner at one of the many local restaurants
or at one of the many restaurants in the surrounding
South of Market (SoMa) neighborhood. With cuisines
ranging from American to Italian, Thai, Chinese,
Asian Fusion, and French, the area boasts some of
the finest dining experiences in the city.
OCTOBER 22–24, 2014 | SAN FRANCISCO, CALIFORNIA | 15
PROGRAM AGENDA
FRIDAY, OCTOBER 24
(CONT’D)
(CONT’D)
7:00 am – 11:30 am
• Registration
7:00 am – 8:15 am
• Buffet Breakfast
8:15 am – 9:30 am
• Plenary Session | Elder Justice: Your Role in
Protecting Older Adults
A study from the National Institute of Justice shows
that one in ten Americans age 60+ has experienced
abuse in the past 12 months. To help ameliorate the
problem, President Obama signed the Elder Justice
Act into law on March 23, 2010, as part of the Patient
Protection and Affordable Care Act. The Act requires
the Department of Health and Human Services (DHHS)
to oversee the development and management of
federal resources for protecting seniors from abuse. In
this thought-provoking session, U.S. Administration
on Aging (AoA) Assistant Secretary Kathy Greenlee will
discuss the Elder Justice Movement and what, as part
of DHHS, the AoA is doing to strengthen protections
for older adults and dependent adults. Discover
opportunities for philanthropic organizations of every
size and reach to help combat this problem, both
locally and nationally.
PRESENTER
• Kathy Greenlee, JD, Administrator, Administration for
Community Living, and Assistant Secretary for Aging,
U.S. Department of Health and Human Services, DC
MODERATOR
•P
eggy M. Maguire, JD, President and Board Chair,
Cambia Health Foundation, OR
9:30 am – 10:00 am
• Coffee Break
New possibilities for expanding the role of technology
in intergenerational programs and practices are
attracting a great deal of attention from grantmakers.
Funders are increasingly interested in using
technology creatively to support new initiatives for
strengthening relationships between older adults and
younger people. This session will provide funders
with new information on how technology changes the
way intergenerational programs operate, the kinds of
outcomes they can achieve, and how technology can
become a dynamic, multi-directional tool to make
new connections between young and old, in order
to achieve enhanced human development, stronger
families, and more cohesive and caring communities.
This session will feature up to three California
Youth Jumpstart grantees of Generations United, all
involved in youth/older-adult technology programs.
MORNING SESSIONS
PRESENTERS
10:00 am – 11:30 am
• Session 1 | Greater Expectations for
intergenerational Programming through
Technology
• J ohn Kerner, MD, Former Chief of Obstetrics Gynecology,
University of California, San Francisco Medical Center at
Mount Zion, CA
SESSION DESIGNERS
• Michael Marcus, The Harry and Jeanette Weinberg
Foundation, Inc., and Ruth Palombo, Tufts Health Plan
Foundation
•S
ean Butler, Student, Carmel High School, and
Co-Founder, Wired for Connections/Mentor Up, CA
•D
uncan McDonell, Student, Stuart Hall High School, CA
•C
arly Rudiger, Student, Carmel High School, and
Co-Founder, Wired for Connections/Mentor Up, CA
MODERATOR
•D
onna Butts, Executive Director, Generations
United, DC
16 | GREATER EXPECTATIONS: A NEW VISION FOR AGING PHILANTHROPY
•S
ession 2 | A Sixth White House Conference
on Aging 2015: How It Can Make a
Difference
SESSION DESIGNERS
•G
rantmakers In Health and Anne Montgomery,
Altarum Institute
The Obama Administration is proposing to convene
a White House Conference on Aging (WHCOA) in
2015—the same year that the 50th anniversaries of
Medicare, Medicaid, and the Older Americans Act
will be observed, as well as the 25th anniversary
of the Americans with Disabilities Act. For aging
advocates and funding organizations, this is a major
opportunity to build momentum for initiatives
that can get national attention and prominence.
Attendees at this session will discuss ways in which a
WHCOA might contribute to the movement and work
funders and grantees are doing to create age-friendly
communities and improve aging services throughout
the country.
PRESENTERS
•B
ob Blancato, MPA, President, Matz, Blancato and
Associates, DC
•A
nne Montgomery, MS, Senior Policy Analyst, Altarum
Institute, Center for Elder Care and Advanced Illness, DC
FACILITATORS
• J ohn Feather, PhD, Chief Executive Officer,
Grantmakers In Aging, VA
•C
olin Pekruhn, MPP, Program Director,
Grantmakers In Health, DC
11:30 am
• Conference Concludes
OCTOBER 22–24, 2014 | SAN FRANCISCO, CALIFORNIA | 17
MORE ABOUT GIA’S ANNUAL CONFERENCE
MEETING HIGHLIGHTS
GIA’s 2014 meeting has been designed
to showcase our venue and the diverse
viewpoints of thought leaders in aging and
philanthropy. You won’t want to miss these
special opportunities to take your conference
experience to the next level.
PLENARY SESSIONS
Our plenary sessions explore three hot topics
in the aging field: the power of technology,
the role of art in aging, and the importance of
protecting older adults.
GIA welcomes all types of foundations, grantmaking
organizations, and corporate giving programs
interested in exploring aging and philanthropy to
attend the GIA Annual Conference. It is recognized
as the best source of information for organizations
active in or considering grantmaking in the field
of aging. GIA’s conference is designed for everyone
at all levels of an organization, including donors,
consultants, staff, trustees, and directors—anyone who
cares about older adults and understands how aging
issues affect the whole spectrum of philanthropic
priorities, from health and education to community
and intergenerational issues.
GIA FELLOWS
DINE-AROUNDS
The GIA Fellows Program, initiated in 1999, provides
outstanding graduate and post-doctoral students
an opportunity to attend the conference and learn
firsthand about challenges and opportunities in our
aging society. Nominated and selected from a wide
range of aging-related disciplines, the GIA Fellows are
an important scholarly addition to the conference and
an investment in the future. During the conference, the
GIA Fellows will report on aging research within their
respective fields of study.
San Francisco is a foodie’s paradise. Enjoy a
great meal—and extend the conversation—at
one of the city’s fabulous restaurants.
LEADERSHIP PROGRAM
FILM SCREENING
What happens when you mix Nirvana and
neurology? Find out in an award-winning
documentary about the impact of music on
Alzheimer’s disease.
SITE VISITS
Everything you wanted to know about dual
eligibles but were afraid to ask. This year’s site
visits enable you to take a deep dive into the
Medicare and Medicaid morass.
NETWORKING
OPPORTUNITIES
Whether it’s in a hotel common area or out
on the city streets, you’ll enjoy plenty of
opportunities to connect, converse, and
calibrate your thinking.
CITY BY THE BAY
From Fisherman’s Wharf to the Golden Gate
Bridge to all of the great sights and sounds
in between, there’s simply no place like San
Francisco to get away from it all while you get
to the heart of ideas that matter.
American Society on Aging’s (ASA) mission includes
building diverse leadership in the field of aging so that
the increasingly heterogeneous aging populations
are engaged and served effectively. In partnership
with ASA, GIA provides scholarships for alumni
chosen from ASA’s leadership programs to attend the
conference and share their perspectives, while gaining
valuable knowledge about aging and philanthropy.
CONFERENCE GUIDE
Get the most out of the GIA Annual Conference by
planning for a Conference Guide. If you are a first-time
attendee, a guide can be a welcoming addition to the
conference experience. For example, your personal
guide could accompany you to the social events, or act
as a resource and sounding board for you throughout
the conference. Sign up for your personal Conference
Guide on the Conference Registration Form. We
encourage seasoned attendees to serve as Conference
Guides.
18 | GREATER EXPECTATIONS: A NEW VISION FOR AGING PHILANTHROPY
CONFERENCE LOGISTICS
THE DETAILS
WHAT TO EXPECT
The GIA Annual Conference brings together funders
and leaders in the field to address trends and
opportunities as they relate to aging and philanthropy.
Whether you are new to the field of aging and
philanthropy or are an experienced grantmaker, this
Conference—Greater Expectations: A New Vision for
Aging Philanthropy—offers key benefits for you.
WHO SHOULD ATTEND
Any organization eligible for GIA membership is
eligible to attend the annual conference. This includes
donors, trustees, staff, and consultants of foundations,
corporate giving programs, United Way organizations
and public charities. If you would like to attend the
conference but are not a staff member or trustee of
a grantmaking organization, please contact Darla
Minnich at [email protected] or 937.681.5213.
CONFERENCE SITE
InterContinental San Francisco
888 Howard Street
San Francisco, CA 94103
Reservation Phone: 866.781.2364 or 415.616.6500
Visit www.GIAging.org for the hotel reservation link.
A block of rooms has been reserved at the
InterContinental at the special rate of $279 per night
for a single/double room plus tax (currently 16.25%).
Reserve online at www.GIAging.org and follow the
link to the “GIA Annual Conference” page, or call
866.781.2364. Be sure to refer to Grantmakers In Aging
2014 Annual Conference to receive the discount rate
available until Friday, September 19, or until the room
block is filled, whichever occurs first. Reservations
received after Friday, September 19, or after the room
block is filled will be accepted on a space-available
basis and may be at a higher rate.
Registering for the conference does not automatically
reserve a room at the hotel.
TRAVELING TO THE CONFERENCE
The closest airport to the conference hotel is San
Francisco International Airport (SFO). For more
information on airline service, including ground
transportation, visit www.flysfo.com. Taxi fare is
approximately $50 one way. Super Shuttle service is
$17 one-way. The conference hotel does not provide
shuttle service.
CONFERENCE REGISTRATION
Register by Friday, September 19, to secure the early
registration rate. To become a GIA member, fill out the
appropriate section on the Conference Registration
Form and receive the reduced GIA member rate, in
addition to other valuable benefits.
Registration is available online at www.GIAging.org.
Conference attendees may also register by fax or mail,
using the attached Conference Registration Form.
All registrations must include payment by check or
credit card.
TRANSFERS, CANCELLATIONS,
AND REFUNDS
Registrations may be transferred within your
organization by notifying GIA in advance of the
conference. Cancellations received in writing by October
3 will be refunded after the conference, less a $75
processing fee. No refunds will be given after that date.
CONFERENCE MEALS AND MATERIALS
The full conference registration fee includes:
•
•
•
•
•
Site visits and conference intensive sessions
Wednesday afternoon
Welcome reception Wednesday evening
Breakfast, lunch, and coffee breaks on Thursday
and breakfast on Friday
Reception Thursday evening
All conference materials
RESOURCE CENTRAL
We invite you to share copies of your annual report,
recent initiatives, and other publications in Resource
Central. Suggested quantities and instructions for
shipping your materials will be included with your
registration confirmation.
FOR MORE INFORMATION
To learn more about the conference, please
contact Grantmakers In Aging at 703.413.0413 or
e-mail Darla Minnich at [email protected].
OCTOBER 22–24, 2014 | SAN FRANCISCO, CALIFORNIA | 19
CONFERENCE REGISTRATION FORM
We encourage online registration at www.GIAging.org
EARLY REGISTRATION ENDS SEPTEMBER 19, 2014
Full Name_______________________________________________ First Name for Badge_________________________________
Title________________________________________________________________________________________________________
Organization________________________________________________________________________________________________
Address____________________________________________________________________________________________________
City/State/Zip________________________________________________________________________________________________
Phone___________________________________________________ Fax________________________________________________
E-mail______________________________________________________________________________________________________
Please indicate any special needs requiring our attention, such as dietary restrictions or disabilities._____________
___________________________________________________________________________________________________________
___________________________________________________________________________________________________________
ADDITIONAL INFORMATION
Your Foundation/Organization Type:
Community Foundation
Corporate Foundation
Corporate Giving Program
Family/Individual Foundation
Operating Foundation
Private/Independent Foundation
Public Charity
Other___________________________________________
Your Role:
Board/Trustee
Staff Member
Donor
Consultant
Other___________________________________________
Your Foundation’s Level of Annual Grantmaking in the Field of Aging:
Less than $250,000
$250,000 to $749,999
$750,000 to $999,999
Over $1 Million
Is this your first GIA conference?
Yes
No
Conference Guide (See description on page 18):
I would like to be assigned a Conference Guide
I’m willing to serve as a Conference Guide
REGISTER ONLINE AT
www.GIAging.org or mail or fax completed Conference Registration Form with payment to:
Grantmakers In Aging, 2001 Jefferson Davis Highway, Suite 504, Arlington, VA 22202 • Fax 703.413.0634
For more information, please call Grantmakers In Aging at 703.413.0413
or e-mail Darla Minnich at [email protected]
WILL YOU ATTEND THE FOLLOWING?
WEDNESDAY, OCTOBER 22
Box Lunch ▪ 11:45 am – 12:30 pm
Site Visit – On Lok Lifeways ▪ 1:00 pm – 2:15 pm (limited to 40 participants)
Site Visit – Institute on Aging ▪ 1:00 pm – 2:15 pm (limited to 40 participants)
Dual Eligibles: Integration Efforts at the Federal, State, and Local Levels ▪ 3:00 pm – 5:00 pm
Understanding Retirement Security and Making a Difference ▪ 3:00 pm – 5:00 pm
First-Time Attendees Reception – The InterContinental ▪ 6:00 pm – 6:30 pm
Welcome Reception – The InterContinental ▪ 6:30 pm – 7:30 pm
THURSDAY, OCTOBER 23
Late Afternoon Sessions ▪ 4:15 pm – 5:30 pm
Latino Age Wave: Architects of Change
M
essage Matters: Using Communications to Amplify Your Foundation’s
Vision and Impact
What’s Keeping You Up at Night: Program Staff
None of the Above
Social Event – The InterContinental ▪ 6:00 pm – 7:00 pm
REGISTRATION FEES
GIA MEMBER
Early Registration by September 19
Registration after September 19
One-Day Registration (Please circle: Wed. Thurs. Fri.)
$525
$625
$375
NON-MEMBER
$725
$825
$475
MEMBERSHIP
Join GIA today and receive the reduced GIA member registration rate! Indicate below your organization’s annual
grantmaking in the field of aging, and include the corresponding annual dues with your registration fee. A complete
membership packet will be sent to you under separate cover.
GIVING LEVEL
Less than $250,000
$250,000 to $749,999
$750,000 to $999,999
Over $1 Million
ANNUAL DUES
$700
$1,400
$2,000
$3,500
PAYMENT
Enclosed is my check, made payable to Grantmakers In Aging
Charge to my___ MasterCard ___ Visa
Card #___________________________________________ Cardholder’s Name____________________________________
Expiration Date___________________________________ Cardholder’s Signature_________________________________
2001 Jefferson Davis Highway, Suite 504
Arlington, VA 22202
GREATER EXPECTATIONS:
A NEW VISION FOR AGING PHILANTHROPY
Seven Reasons to Attend GIA’s Annual Conference
1. Be part of a growing national movement to create better
communities for older adults and people of all ages.
2. Immerse yourself in a great American city doing great things
to build an age-friendly community.
3. Your voice matters—share your thoughts, opinions, and
experience with others.
4. Explore and express ideas in a safe, friendly atmosphere that
celebrates creative thinking.
5. Customize the conference experience to meet the needs and
goals of your organization.
6. Connect with experts, funders, thought leaders, and
colleagues in aging philanthropy to share expertise, to
collaborate on projects, and to seek advice.
7. Distinguish yourself by participating in the only conference
structured for philanthropy and aging.
Non-Profit Org.
U.S. Postage
PAID
Wayne, PA
Permit No. 116