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Thriving 
A 
Model 
for 
Ageing 
in 
Place 
Laura 
Connors, 
MSW, 
LCSW 
Execu2ve 
Director 
Boston, 
Massachuse9s 
USA 
Ageing 
Innova2on 
Week 
Taiwan 
17 
November 
2014
We 
are 
living 
longer 
… 
• Two 
people 
turn 
60 
years 
old 
every 
second 
(58 
million 
60th 
birthdays 
per 
year) 
• The 
number 
of 
CENTENARIANS 
will 
increase 
from 
450,000 
today 
to 
more 
than 
3.2 
MILLION 
in 
2050 
• Within 
10 
years, 
there 
will 
be 
1 
billion 
older 
adults 
worldwide
There 
will 
be 
more 
of 
us 
… 
GLOBAL 
POPULATION 
2050 
22% 
2012 
12% 
• In 
2012, 
there 
were 
810 
MILLION 
people 
aged 
60+ 
• By 
2050, 
the 
number 
will 
reach 
2 
BILLION
And 
fewer 
to 
take 
care 
of 
us. 
• In 
2000, 
number 
older 
adults 
aged 
60+ 
was 
greater 
than 
number 
of 
children 
younger 
than 
5 
• By 
2050, 
those 
60+ 
will 
exceed 
the 
number 
of 
all 
children 
15 
years 
and 
younger
U.S. 
Healthcare: 
Lowest 
in 
Healthy 
Lives 
EXHIBIT ES-1. OVERALL RANKING 
Comparison 
of 
11 
Developed 
Countries 
AUS CAN FRA GER NETH NZ NOR SWE SWIZ UK US 
COUNTRY RANKINGS 
Top 2* 
Middle 
Bottom 2* 
OVERALL RANKING (2013) 4 10 9 5 5 7 7 3 2 1 11 
Quality Care 2 9 8 7 5 4 11 10 3 1 5 
Effective Care 4 7 9 6 5 2 11 10 8 1 3 
Safe Care 3 10 2 6 7 9 11 5 4 1 7 
Coordinated Care 4 8 9 10 5 2 7 11 3 1 6 
Patient-Centered Care 
5 8 10 7 3 6 11 9 2 1 4 
Access 8 9 11 2 4 7 6 4 2 1 9 
Cost-Related Problem 9 5 10 4 8 6 3 1 7 1 11 
Timeliness of Care 6 11 10 4 2 7 8 9 1 3 5 
Ef!ciency 4 10 8 9 7 3 4 2 6 1 11 
Equity 5 9 7 4 8 10 6 1 2 2 11 
Healthy Lives 
4 8 1 7 5 9 6 2 3 10 11 
Health Expenditures/Capita, 2011** $3,800 $4,522 $4,118 $4,495 $5,099 $3,182 $5,669 $3,925 $5,643 $3,405 $8,508 
Notes: * Includes ties. ** Expenditures shown in $US PPP (purchasing power parity); Australian $ data are from 2010. 
Source: Calculated by The Commonwealth Fund based on 2011 International Health Policy Survey of Sicker Adults; 2012 International Health Policy Survey of Primary Care Physicians; 2013 International Health 
Policy Survey; Commonwealth Fund National Scorecard 2011; World Health Organization; and Organization for Economic Cooperation and Development, OECD Health Data, 2013 (Paris: OECD, Nov. 2013).
U.S. 
Healthcare: 
Lowest 
in 
Healthy 
Lives 
A 
Closer 
Look 
JPN 
UK 
CAN 
NETH 
SWIZ 
UK 
US 
Country 
Rankings: 
1 
is 
highest 
11 
is 
lowest 
OVERALL 
RANKING 
(2013) 
4 
10 
5 
2 
1 
11 
Quality 
Care 
2 
9 
5 
3 
1 
5 
Access 
8 
9 
4 
3 
1 
9 
Healthy 
Lives 
4 
8 
5 
3 
10 
11 
Health 
Expenditures/Capita 
(2011) 
$3,213 
$3,800 
$4,522 
$5,099 
$5,643 
$3,405 
$8,508 
Notes: ** Expenditures shown in $US PPP (purchasing power parity); Australian $ data are from 2010 
Source: Calculated by The Commonwealth Fund based on 2011 International Health Policy Survey of Sicker Adults; 2012 International Health Policy Survey of Primary Care 
Physicians; 2013 International Health Policy Survey; Commonwealth Fund National Scorecard 2011; World Health Organization for Economic Cooperation and Development, OECD 
Health Data, 2013 (Paris: OECD, Nov. 2013)
Healthy 
Aging 
… 
Healthy 
Life 
Expectancy 
In 
addi2on 
to 
access 
to 
affordable, 
effec2ve 
and 
efficient 
health 
care, 
healthy 
aging 
also 
requires 
access 
to 
non-­‐medical 
long-­‐term 
services 
and 
supports 
(LTSS): 
• Personal 
care 
for 
ac2vi2es 
of 
daily 
living 
(ADLs), 
such 
as 
bathing, 
dressing, 
using 
the 
toilet 
• Help 
with 
instrumental 
ac2vi2es 
of 
daily 
living 
(IADLs): 
shopping, 
managing 
money 
or 
medica2ons, 
doing 
laundry 
• Exercise 
and 
nutri2on 
70% 
of 
all 
• Transporta2on 
• Social 
ac2vi2es 
older 
Americans 
will 
eventually 
need 
some 
type 
of 
LTSS* 
* 
Center 
for 
Health 
Care 
Strategies, 
Inc. 
May 
2010
Long-­‐Term 
Services 
and 
Supports 
(LTSS) 
Delivery 
Out 
of 
Balance 
$140 
Billion 
VS 
60% 
40% 
USD 
InsTtuTonal 
Care 
Home-­‐ 
and 
Community-­‐Based 
Services 
• Network 
of 
long-­‐term 
services 
and 
supports 
that 
allows 
individuals 
to 
live 
with 
dignity 
and 
independence 
at 
home 
and 
in 
community 
• Widely 
preferred 
by 
older 
adults 
• Most 
cost-­‐effecNve 
way 
to 
deliver 
services 
• State-­‐regulated 
residenNal 
long-­‐term 
care 
nursing 
faciliNes 
• Congregate 
living, 
limited 
to 
no 
choice; 
decisions 
made 
by 
staff 
• Expensive 
(average 
cost 
>$80,000USD 
per 
year) 
Less 
than 
40% 
of 
Medicaid 
LTSS 
expenditures 
are 
spent 
on 
HCBS
AXtudes 
towards 
ageing 
are 
changing
Beacon 
Hill 
Village 
– 
InnovaNon 
in 
the 
making 
“Many of us have glimpsed the future and 
wish to make changes” – BHV 
Developed 
by 
a 
group 
friends 
and 
neighbors 
who 
wanted 
to: 
• Avoid 
the 
challenge 
their 
parents/friends 
faced 
• Keep 
control 
of 
their 
lives 
and 
design 
their 
own 
futures 
• Make 
informed 
choices/decisions 
about 
where 
and 
how 
they 
live 
• Create 
their 
own 
solu2ons 
Founder
Aging 
in 
Place 
Defined 
The ability to live in 
one’s own home and 
community safely, 
independently and 
comfortably, 
regardless of age, 
income, or 
level of ability.
OperaNng 
Principles 
of 
a 
Village 
• Grass-­‐roots, 
member-­‐driven, 
self-­‐suppor2ng, 
self-­‐governed 
-­‐ 
For 
older 
adults 
… 
By 
older 
adults 
• Consumer-­‐driven, 
person-­‐centered 
and 
focused 
on 
the 
whole 
person 
– 
mind, 
body, 
and 
soul 
• Consolida2ng 
and 
coordina2ng 
programs 
and 
services 
• Promo2ng 
a 
sense 
of 
purpose 
through 
engagement 
• Partnering 
with 
exis2ng 
community 
resources 
and 
services
Beacon 
Hill 
Village 
Mission 
… 
Enable 
members 
to 
lead 
ac0ve, 
independent 
and 
healthy 
lives 
and 
successfully 
navigate 
the 
transi0ons 
of 
growing 
older 
by 
providing 
ac2vi2es, 
programs, 
services, 
opportuni2es 
for 
social 
and 
community 
engagement, 
and 
access 
to 
assistance 
when 
needed.
AcNve, 
Independent, 
Healthy 
Ageing 
Living 
• Programs 
and 
ac2vi2es 
that 
focusing 
on 
the 
whole 
person: 
mind, 
body 
and 
soul 
• Access 
to 
services 
and 
supports: 
wide 
variety 
of 
household 
and 
homecare 
services 
• Community 
engagement: 
volunteer 
opportuniNes 
to 
support 
the 
Village 
and 
each 
other
Beacon 
Hill 
Village 
Today 
• 340 
members 
(270 
memberships) 
§ 38% 
in 
households; 
62% 
individuals 
§ 31% 
men; 
69% 
women 
• Annual 
Dues: 
$110-­‐$975USD 
• 20% 
are 
Membership 
Plus 
(low-­‐mod 
income) 
§ 82% 
are 
women 
§ 95% 
of 
whom 
live 
alone 
AGE 
(63 
to 
98 
years) 
All M+ Men Women 
Average: 77.5 76.2 77 76.1 
Median: 77 75 77 75
Benefits 
to 
Members 
Community 
• Social 
engagement 
• Cultural 
acNviNes 
• Lifelong 
learning 
• Peer 
Support 
Ac0ve, 
Independent, 
and 
Healthy 
Lives 
Empowerment 
• Engaged 
in 
Village 
governance 
and 
opera2ons 
• Sense 
of 
purpose 
Improved 
Access 
to 
InformaTon 
and 
Services 
§ Support 
for 
household 
and 
personal 
care 
needs 
§ Reliable, 
ve^ed 
providers 
§ Reduced 
cost 
for 
services
Economic 
Benefits 
to 
Society 
Falls 
ER 
Visits 
Hospital 
Stays 
Hospital 
Readmissions 
Use 
of 
residen2al 
care 
Family 
Cost 
Savings 
Volunteer 
Growth 
Produc2ve 
Ac2vity 
A. 
Scharlach, 
PhD 
and 
C. 
Graham, 
PhD, 
UC 
Berkley 
2013
CriNcal 
Success 
Factors 
• Human 
Capital 
(leadership, 
members, 
volunteers) 
§ Energy 
and 
passion 
for 
“ageing 
in 
place” 
§ Entrepreneurial 
spirit 
and 
tolerance 
for 
risk 
• Financial 
Resources 
§ Start-­‐up 
financing: 
$500 
-­‐ 
$80,000USD* 
§ Culture 
of 
philanthropy 
– 
community 
giving 
§ Family 
Trust/Private 
Founda2on 
Support 
* 
Start-­‐up 
cost 
for 
family 
grocery 
store: 
$10,000 
-­‐ 
$50,000USD
CriNcal 
Success 
Factors, 
conNnued 
• Strategic 
Partnerships 
§ Service 
and 
Health 
Providers 
§ Private/Corporate 
Enterprises 
§ Government 
• Pa2ence 
§ 2-­‐3 
years 
average 
start-­‐up 
Nme
Challenges 
to 
Sustainability 
1. Growth 
(Self-­‐suppor2ng, 
Member-­‐driven) 
§ Aging 
of 
membership 
– Grow 
membership; 
a9ract 
“younger” 
older 
adults 
§ Ageism 
and 
baby 
boomer 
“independence 
“ 
– Address 
the 
“not 
ready 
yet” 
percep2on 
– Reframe 
value 
of 
Villages 
– 
from 
“Ageing 
in 
Place” 
to 
“Thriving 
in 
Community
Challenges 
to 
Sustainability 
2. Financial 
Support 
§ Tighter 
community/founda2on/corporate 
support 
– Demonstrate 
value 
of 
Villages 
as 
“good” 
investment 
– Expand 
movement 
to 
evaluate 
model 
effec2veness 
§ Lack 
of 
government 
support 
– Make 
Village 
membership 
more 
accessible 
(reduc2ons 
in 
income 
tax 
& 
health 
insurance 
premiums) 
– Reallocate 
funding 
from 
ins2tu2onal 
care 
to 
community-­‐based 
care 
to 
fund 
new 
Village 
development 
§ Need 
for 
new 
strategic 
partnerships 
and 
revenue-­‐ 
producing 
opportuni2es
Challenges 
to 
Sustainability 
3. Visibility/Recogni2on 
of 
Village 
Model 
§ Lack 
of 
broad 
awareness 
across 
the 
na2on 
– Develop 
strategic 
marke2ng 
campaign 
and 
advocacy 
plan 
§ Lack 
of 
government 
recogni2on 
– Seek 
invita2on 
for 
Village 
movement 
representa2ves 
to 
2015 
White 
House 
Conference 
on 
Aging 
– Include 
Village 
model 
in 
reauthoriza2on 
of 
Older 
Americans 
Act
Villages 
Build 
Strong 
CommuniNes 
Purposeful 
Engagement 
Health 
and 
Wellness 
Livable, 
Age 
Friendly 
Community 
VILLAGE 
Economic 
and 
Community 
Development 
Plaporm 
for 
local 
policy/program 
innova2on 
Model 
for 
successful 
aging 
in 
community 
Support 
individuals 
to 
reach 
highest 
poten2al 
Resources 
to 
s2mulate 
growth
The 
InternaNonal 
Village 
Movement 
• 140 
Villages 
in 
40 
states 
and 
5 
countries 
• >25,000 
older 
adult 
members 
• Variety 
of 
opera2ng 
models 
§ Tradi2onal 
grass-­‐roots, 
small 
professional 
staff; 
paid 
providers 
§ Volunteer-­‐first 
(services 
provided 
primarily 
by 
volunteers) 
§ Parent 
organiza2on 
providing 
opera2onal 
support 
and 
fiduciary 
responsibility
Heart 
of 
the 
Village 
is 
its 
Members
Thank You 
Laura 
M. 
Connors, 
MSW, 
LCSW 
Beacon 
Hill 
Village 
Boston, 
MA 
+1 
617 
723 
9713 
laura.connors@beaconhillvillage.org

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Aging Innovation Week (Taiwan) 銀浪新創力國際論壇-- 美國燈塔山村 By Laura Connors (英文版)

  • 1. Thriving A Model for Ageing in Place Laura Connors, MSW, LCSW Execu2ve Director Boston, Massachuse9s USA Ageing Innova2on Week Taiwan 17 November 2014
  • 2. We are living longer … • Two people turn 60 years old every second (58 million 60th birthdays per year) • The number of CENTENARIANS will increase from 450,000 today to more than 3.2 MILLION in 2050 • Within 10 years, there will be 1 billion older adults worldwide
  • 3. There will be more of us … GLOBAL POPULATION 2050 22% 2012 12% • In 2012, there were 810 MILLION people aged 60+ • By 2050, the number will reach 2 BILLION
  • 4. And fewer to take care of us. • In 2000, number older adults aged 60+ was greater than number of children younger than 5 • By 2050, those 60+ will exceed the number of all children 15 years and younger
  • 5. U.S. Healthcare: Lowest in Healthy Lives EXHIBIT ES-1. OVERALL RANKING Comparison of 11 Developed Countries AUS CAN FRA GER NETH NZ NOR SWE SWIZ UK US COUNTRY RANKINGS Top 2* Middle Bottom 2* OVERALL RANKING (2013) 4 10 9 5 5 7 7 3 2 1 11 Quality Care 2 9 8 7 5 4 11 10 3 1 5 Effective Care 4 7 9 6 5 2 11 10 8 1 3 Safe Care 3 10 2 6 7 9 11 5 4 1 7 Coordinated Care 4 8 9 10 5 2 7 11 3 1 6 Patient-Centered Care 5 8 10 7 3 6 11 9 2 1 4 Access 8 9 11 2 4 7 6 4 2 1 9 Cost-Related Problem 9 5 10 4 8 6 3 1 7 1 11 Timeliness of Care 6 11 10 4 2 7 8 9 1 3 5 Ef!ciency 4 10 8 9 7 3 4 2 6 1 11 Equity 5 9 7 4 8 10 6 1 2 2 11 Healthy Lives 4 8 1 7 5 9 6 2 3 10 11 Health Expenditures/Capita, 2011** $3,800 $4,522 $4,118 $4,495 $5,099 $3,182 $5,669 $3,925 $5,643 $3,405 $8,508 Notes: * Includes ties. ** Expenditures shown in $US PPP (purchasing power parity); Australian $ data are from 2010. Source: Calculated by The Commonwealth Fund based on 2011 International Health Policy Survey of Sicker Adults; 2012 International Health Policy Survey of Primary Care Physicians; 2013 International Health Policy Survey; Commonwealth Fund National Scorecard 2011; World Health Organization; and Organization for Economic Cooperation and Development, OECD Health Data, 2013 (Paris: OECD, Nov. 2013).
  • 6. U.S. Healthcare: Lowest in Healthy Lives A Closer Look JPN UK CAN NETH SWIZ UK US Country Rankings: 1 is highest 11 is lowest OVERALL RANKING (2013) 4 10 5 2 1 11 Quality Care 2 9 5 3 1 5 Access 8 9 4 3 1 9 Healthy Lives 4 8 5 3 10 11 Health Expenditures/Capita (2011) $3,213 $3,800 $4,522 $5,099 $5,643 $3,405 $8,508 Notes: ** Expenditures shown in $US PPP (purchasing power parity); Australian $ data are from 2010 Source: Calculated by The Commonwealth Fund based on 2011 International Health Policy Survey of Sicker Adults; 2012 International Health Policy Survey of Primary Care Physicians; 2013 International Health Policy Survey; Commonwealth Fund National Scorecard 2011; World Health Organization for Economic Cooperation and Development, OECD Health Data, 2013 (Paris: OECD, Nov. 2013)
  • 7. Healthy Aging … Healthy Life Expectancy In addi2on to access to affordable, effec2ve and efficient health care, healthy aging also requires access to non-­‐medical long-­‐term services and supports (LTSS): • Personal care for ac2vi2es of daily living (ADLs), such as bathing, dressing, using the toilet • Help with instrumental ac2vi2es of daily living (IADLs): shopping, managing money or medica2ons, doing laundry • Exercise and nutri2on 70% of all • Transporta2on • Social ac2vi2es older Americans will eventually need some type of LTSS* * Center for Health Care Strategies, Inc. May 2010
  • 8. Long-­‐Term Services and Supports (LTSS) Delivery Out of Balance $140 Billion VS 60% 40% USD InsTtuTonal Care Home-­‐ and Community-­‐Based Services • Network of long-­‐term services and supports that allows individuals to live with dignity and independence at home and in community • Widely preferred by older adults • Most cost-­‐effecNve way to deliver services • State-­‐regulated residenNal long-­‐term care nursing faciliNes • Congregate living, limited to no choice; decisions made by staff • Expensive (average cost >$80,000USD per year) Less than 40% of Medicaid LTSS expenditures are spent on HCBS
  • 9. AXtudes towards ageing are changing
  • 10. Beacon Hill Village – InnovaNon in the making “Many of us have glimpsed the future and wish to make changes” – BHV Developed by a group friends and neighbors who wanted to: • Avoid the challenge their parents/friends faced • Keep control of their lives and design their own futures • Make informed choices/decisions about where and how they live • Create their own solu2ons Founder
  • 11. Aging in Place Defined The ability to live in one’s own home and community safely, independently and comfortably, regardless of age, income, or level of ability.
  • 12. OperaNng Principles of a Village • Grass-­‐roots, member-­‐driven, self-­‐suppor2ng, self-­‐governed -­‐ For older adults … By older adults • Consumer-­‐driven, person-­‐centered and focused on the whole person – mind, body, and soul • Consolida2ng and coordina2ng programs and services • Promo2ng a sense of purpose through engagement • Partnering with exis2ng community resources and services
  • 13. Beacon Hill Village Mission … Enable members to lead ac0ve, independent and healthy lives and successfully navigate the transi0ons of growing older by providing ac2vi2es, programs, services, opportuni2es for social and community engagement, and access to assistance when needed.
  • 14. AcNve, Independent, Healthy Ageing Living • Programs and ac2vi2es that focusing on the whole person: mind, body and soul • Access to services and supports: wide variety of household and homecare services • Community engagement: volunteer opportuniNes to support the Village and each other
  • 15. Beacon Hill Village Today • 340 members (270 memberships) § 38% in households; 62% individuals § 31% men; 69% women • Annual Dues: $110-­‐$975USD • 20% are Membership Plus (low-­‐mod income) § 82% are women § 95% of whom live alone AGE (63 to 98 years) All M+ Men Women Average: 77.5 76.2 77 76.1 Median: 77 75 77 75
  • 16. Benefits to Members Community • Social engagement • Cultural acNviNes • Lifelong learning • Peer Support Ac0ve, Independent, and Healthy Lives Empowerment • Engaged in Village governance and opera2ons • Sense of purpose Improved Access to InformaTon and Services § Support for household and personal care needs § Reliable, ve^ed providers § Reduced cost for services
  • 17. Economic Benefits to Society Falls ER Visits Hospital Stays Hospital Readmissions Use of residen2al care Family Cost Savings Volunteer Growth Produc2ve Ac2vity A. Scharlach, PhD and C. Graham, PhD, UC Berkley 2013
  • 18. CriNcal Success Factors • Human Capital (leadership, members, volunteers) § Energy and passion for “ageing in place” § Entrepreneurial spirit and tolerance for risk • Financial Resources § Start-­‐up financing: $500 -­‐ $80,000USD* § Culture of philanthropy – community giving § Family Trust/Private Founda2on Support * Start-­‐up cost for family grocery store: $10,000 -­‐ $50,000USD
  • 19. CriNcal Success Factors, conNnued • Strategic Partnerships § Service and Health Providers § Private/Corporate Enterprises § Government • Pa2ence § 2-­‐3 years average start-­‐up Nme
  • 20. Challenges to Sustainability 1. Growth (Self-­‐suppor2ng, Member-­‐driven) § Aging of membership – Grow membership; a9ract “younger” older adults § Ageism and baby boomer “independence “ – Address the “not ready yet” percep2on – Reframe value of Villages – from “Ageing in Place” to “Thriving in Community
  • 21. Challenges to Sustainability 2. Financial Support § Tighter community/founda2on/corporate support – Demonstrate value of Villages as “good” investment – Expand movement to evaluate model effec2veness § Lack of government support – Make Village membership more accessible (reduc2ons in income tax & health insurance premiums) – Reallocate funding from ins2tu2onal care to community-­‐based care to fund new Village development § Need for new strategic partnerships and revenue-­‐ producing opportuni2es
  • 22. Challenges to Sustainability 3. Visibility/Recogni2on of Village Model § Lack of broad awareness across the na2on – Develop strategic marke2ng campaign and advocacy plan § Lack of government recogni2on – Seek invita2on for Village movement representa2ves to 2015 White House Conference on Aging – Include Village model in reauthoriza2on of Older Americans Act
  • 23. Villages Build Strong CommuniNes Purposeful Engagement Health and Wellness Livable, Age Friendly Community VILLAGE Economic and Community Development Plaporm for local policy/program innova2on Model for successful aging in community Support individuals to reach highest poten2al Resources to s2mulate growth
  • 24. The InternaNonal Village Movement • 140 Villages in 40 states and 5 countries • >25,000 older adult members • Variety of opera2ng models § Tradi2onal grass-­‐roots, small professional staff; paid providers § Volunteer-­‐first (services provided primarily by volunteers) § Parent organiza2on providing opera2onal support and fiduciary responsibility
  • 25. Heart of the Village is its Members
  • 26. Thank You Laura M. Connors, MSW, LCSW Beacon Hill Village Boston, MA +1 617 723 9713 laura.connors@beaconhillvillage.org