Building Organizational Sustainability: Strengthening Participation o f Senior Volunteers

1. Building Organizational Sustainability: Strengthening Participation of Senior Volunteers Barbara Fentress and Caroline Metz

2. THE PATH TO INCREASED SUSTAINABILITY

3. About You… Strength of your volunteer program? Volunteers? Non-Profits? Today’s Goals?

5. Building a Strong Foundation

6. Four Pillars of Funding Model 21st Century Aging Services Provider Strong HCBS Entrepreneurial Approach Quality programs/ Best Practices Private Funding Foundations High net worth inds. Members Planned giving Program/Service Income Social services Home care Other health services (Transitions, adult day care, hospice, etc.) Volunteers Services support Comm. connections Boomer pipeline Government AAA funding Township funding County transportation

7. The Surrey Four Pillars of Sustainability Model ________________________ Your Organization Name Above Entrepreneurial Approach Quality programs/ Best Practices Aging Services Program/Service Income Funding Sources ______________________ ___________ ___________ $ _________ %______ Government Funding Sources ___________ ___________ ___________ $ _________ %______ Volunteers Funding Sources _____________ ___________ ___________ $ _________ %______ Private Funding Funding Sources ___________ ___________ ___________ $ _________ %______

8. Meet Noni and Nancy

9. ORGANIZATIONAL BENEFITS

10. BARRIERS

11. 912

12. 55,000 hrs OR $1,198,450

13. 9:1

14. RISKS VS. REWARDS

15. A Delicate Balance

16. Warning Signals

17. VOLUNTEER DUE DILIGENCE CHECKLIST • Background Check • References • Ownership • Grievance Policy • Volunteer Handbook • Driver Record Check & Insurance • (if appropriate)

18. Sustainability

19. Four Pillars of Funding Model 21st Century Aging Services Provider Strong HCBS Entrepreneurial Approach Quality programs/ Best Practices Program/Service Income Social services Home care Other health services (Transitions, adult day care, hospice, etc.) Volunteers Services support Comm. connections Boomer pipeline Private Funding Foundations High net worth ind. Members Planned giving Government AAA funding Township funding County transportation

20. Impact of Volunteers on Programmatic Decisions • Program • Introduction Elasticity • Enthusiasm & Participation • Weaker Response • Reassessment Attendance Wanes • Maintain at Lower Level • Discontinue

21. Staffing for the Ebbs and Flows

22. Value vs. Expenditures 200,000 10,000 $37,500 $0

23. Profit and LossStatementSample

24. ENGAGE. ENABLE. EMPOWER!

26. Recognition

27. “We make a living by what we get, but we make a life by what we give.” Winston Churchill

28. Cultivate & Nourish

29. Scaling New Heights of Sustainability

30. Loretta, at 94. Our volunteers enhance her experiences – in our chorus, drama group, and current events classes!

31. “Don’t ever question the value of volunteers. Noah’s Ark was built by volunteers; the Titanic was built by professionals.” Anonymous

32. Building Organizational Sustainability: Strengthening Participation of Senior Volunteers Contact Information: Barbara Fentress: bfentress@surreyservices.org Caroline Metz: cmetz@surreyservices.org