ERS - Linkage - Spring 2019

INSIDE: 2018 ANNUAL REPORT

Spring 2019

Puppy Love Deupree Cottages Dog Gigi Is Capturing Hearts PLUS: MY MARGIE TABLET AT MPL

2018 PROUD WINNER 9 YEARS

Table of Contents Making a Difference Gigi, the Cottage Dog ���������������� 3 Martindell Award Winners ��������� 4

Features Our Ways of Working ����������������� 6 My Margie Tablet at MPL ���������� 8 Dementia Inclusive Cincinnati ��� 10

2018 Annual Report 2018 Overview & Financial Summary �������������������� 12 Project Activate ������������������������� 16

ERS Board of Directors JoAnn Hagopian, Chair Dora Anim, Arnie Austin, Ben Blemker, W. Thomas Cooper, The Rev. Darren Elin, The Rev. John Fritschner, Gregory Hopkins, The Rev. John Koepke, William C. Knodel, Elizabeth Lily, Marge Malone, Gerron McKnight, Jennifer Payne, Dr. Robert Reed, Rich Setterberg, Gates Smith, Albert Smitherman, Barbara Talbot

ERS Foundation Board of Directors William C. Knodel, Chair Jon B. Boss, Anthony Bruns, Laura R. P. Lamb, Tom Regan, Robin Smith, Dan Witten, Ellen Zemke

ECH Woman’s Board ���������������� 19

We Welcome Your Comments The Linkage Editor Episcopal Retirement Services 3870 Virginia Avenue • Cincinnati, Ohio 45227 (513) 271-9610 • info@erslife.org

2018 Samaritan Circle ��������������� 20

Editor: Kristin Davenport; Editing Supervisor: Bryan Reynolds

MPL Capital Campaign ������������ 21

Linkage is Available Online To better serve you, Linkage magazine is available via e-mail and on the Episcopal Retirement Services website at EpiscopalRetirement.com. If you would like to be removed from the Linkage mailing list, please call (513) 271-9610.

In Memory of David Hayden ���� 17 Deupree Meals on Wheels �������� 18

2018 Living Legacy Society ������� 22 2018 ECH Donors �������������������� 23 ON THE COVER Deupree Cottages’ Director of Nursing Tracie Martella, Cottage Dog Gigi Deupree, and her benefactor Pat Landen. Photo by Gary Kessler.

ERS Communities & Services Premier Retirement Communities Deupree House, Marjorie P. Lee, and Episcopal Church Home

Affordable Living Communities 27 locations in Ohio, Kentucky, and Indiana. For more information on these communities visit AffordableLivingbyERS.com.

Make A Donation Online For your convenience, donations are accepted online at EpiscopalRetirement.com/donate.

Linkage is a resource to address issues and interests of older adults, providing a link between ERS’s programs and the community. Since 1951, Episcopal Retirement Services (ERS) has dedicated itself to improving the lives of older adults from all faiths through innovative, quality living environments and in-home and community-based services delivered by experienced and compassionate professionals.

Like us on Follow our blog at blog.episcopalretirement.com © Copyright 2019 by Episcopal Retirement Services, Inc. Nothing shown or written may be reproduced in any form without written permission from the editors.

Community Services Deupree Meals On Wheels Living Well Senior Solutions Parish Health Ministry

Linkage is published by Cincinnati Magazine on behalf of Episcopal Retirement Services.

Making a Difference

Puppy Love Meet Gigi Deupree, our resident best friend with four paws.

By Kristin Davenport

Deupree House resident Pat Landen and the Pet-in-Residence Gigi visit with Ann Bullock in the Colonial Cottage living room.

Photograph by Gary Kessler

H

ome is where the dog runs to greet you.

—Unknown Author

It has long been accepted that pets are therapeutic for us humans. And pets have always been roaming the halls of the Deupree House and Cottages.

So what is new and different about this labradoodle named Gigi Deupree?

She is the one Pet-in-Residence that belongs to everyone. And she has captured our hearts with her sweet face and exuberant visits.

Pat Landen, Gigi’s benefactor, named her—and with an endowment, has ensured that Deupree Cottage Dogs will be with us for generations to come.

Many years from now, when Gigi runs to the other side of the rainbow bridge, Pat has promised there will be another canine companion for residents long into the future.

“I have always loved dogs,” Pat says. “It was important to me that I give my friends at Deupree House and Cottages the gift of a resident dog.”

“Gigi has a beautiful way of coming into a room and checking on everyone,” says Tracie Martella, Director of Nursing for Deupree. “Gigi gives love and affection to all of our residents here.

And even people who might not be dog lovers are quickly fans of Gigi. She brings a smile to every person’s face.”

Our Cottage staff loves having Gigi as our Petin-Residence. It makes our workplace feel more like home, complete with a tail-wagging greeting.

ERS and the Deupree staff and residents are grateful to Pat for the gift of Gigi and the resident pets of the future.

“I feel happy knowing that part of my legacy here is our Deupree Resident dog,” Pat says.

Spring 2019 Linkage 3

Martindell Award

ERS Announces 2018 Martindell Award Winners

By Kristin Davenport

Kim and Jack Martindell presented Bonnie Green with the 2018 Martindell Award in October.

E

very year, Episcopal Retirement Services honors non-management team members who have gone above and beyond the call of duty to exemplify our person-centered values and actions with the Martindell Award.

The Martindell Award was established by the late Trish Martindell, who served on the ERS board for seven years. Her inspiration for the award was her father John Wahlberg’s caregivers at ERS. These compassionate and skilled ERS team members made a lasting impression on Trish in the way they enabled her father to live out his last years with dignity, choice, purpose, and freedom.

This year, ERS was overwhelmed to receive more than 250 nominations for this special award. The 4 Linkage Spring 2019

Martindell family carefully studied each nomination and chose two winners for 2018: Bonnie Green, Resident Assistant at Marjorie P. Lee Retirement Community in Cincinnati’s Hyde Park neighborhood, and Rosy Ngoie-Nzeba, Certified Medical Aid (CMT) at Episcopal Church Home in Louisville.

Trish Martindell’s husband Jack and her stepdaughter Kim presented the award to Bonnie and Rosy earlier this month, along with a $1,000 check.

Here’s more about them.

Bonnie Green, Resident Assistant at Marjorie P. Lee Bonnie has had a remarkable 40-year career at ERS. Here’s what family members of MPL residents and coworkers had to say about her:

Martindell Award

Surprising the winners has become a Martindell Award tradition. Jack Martindell and Joan Wetzel kept their visit to Louisville a secret until the last moment.

“The evening time can often be a difficult time for my mother, fortunately, that is the time of day Bonnie starts work. Her smiling, happy face greets you and it can’t help but lift your spirits.”

“Bonnie is just so kind in every interaction with the residents. Always outgoing and always upbeat.”

“The attitude that Bonnie exudes is joyful, cooperative, and inclusive.”

“Bonnie is a jewel at your community and we are so thankful for her.”

Rosy Ngoie-Nzeba, Certified Medical Aid (CMT) at Episcopal Church Home Rosy has worked at ECH for 12 years. Here’s what family members of ECH residents and coworkers had to say about her: “Rosy is both a skilled worker and a compassionate caregiver. She offers a smile and a kind word to anyone who needs it.”

“Rosy has been a consistent part of my mother’s life since she has lived at ECH. Rosy stands out in many ways. She carries a consistent upbeat attitude and greets all of the residents like dear friends.”

“Rosy cares not only for residents’ physical needs but for their emotional needs as well. She seeks out those who are sad or depressed and draws them near.

She has even sung to a few with a lovely voice.”

Rosy Ngoie-Nzeba, Certified Medical Aid (CMT) at Episcopal Church Home, with Jack Martindell.

“Even though my parents have now moved to another unit, Rosy still finds time to visit and say hello. She is cheerful and engaging. Quite simply, she is a diamond in the rough. We are blessed to have her at ECH.” Trish Martindell passed away unexpectedly in August of 2016, and we at ERS sorely miss her presence in our lives. But we are honored that her legacy lives on through this special award at ERS. Congratulations to Bonnie and Rosy, and thank you for all you do to put our residents first.

Spring 2019 Linkage 5

ERS Core Values

Ways of Working This is the fourth story in a series that illustrates our Core Values.

“Person-centeredness” is restoring freedom, choice, and purpose to those we serve and with whom we work. We are leading in an individualized, strength-based way using Servant Leadership principles. By Kristin Davenport

Char Bradshaw, Bridget Proctor, and Gayle Porter helped Blanchester resident P.J. gain his independence by securing a new scooter.

— Gayle Porter, Social Services Coordinator for Affordable Living by ERS in Blanchester, Ohio

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Photograph (2) by Gary Kessler

“P.J. has gone through numerous illfitting, unreliable scooters, but this one fits—not only his body but his personality!”

ERS Core Values

O

ur mission states: We enrich the lives of older adults in a person-centered, innovative, and spiritually based way. It is not a coincidence that person-centered is listed first. It is at the heart of what we do; meeting people where they are in a way that is meaningful to them.

For decades our industry expected people to fit into the practices and routines that we felt were most appropriate. This held true for residents as well as staff.

In 2006 ERS started a journey that has changed how we interact with those we serve. Our board adopted the strategy of becoming a person-centered care organization. We wanted to honor our residents by recognizing their personal preferences and desires.

As we evolved, we desired the same focus for our team members. The level of support and direction we give one team member may be very different from that of another. We realized that we couldn’t lead in a cookie-cutter fashion.

We are blessed to be part of an organization that values people’s individual strengths and doesn’t rank specific strengths as more valuable than others.

We act with person-centeredness at the heart of how we care, how we lead, and how we relate to each other. We support our elders to live on their own terms, we get to know one another in a personal way, and we are committed to each other’s successes.

Supporting residents to live on their own terms P.J., a resident of Blanchester I for the last three years, has been challenged by cerebral palsy. The limitations on his personal independence and individual mobility are the most frustrating for him.

The end of 2018 brought a new beginning for P.J. with the purchase of a red scooter, courtesy of an incredible display of teamwork by those closest to him, his family, and the Blanchester Affordable Living by ERS team.

“This is the greatest,” grins P.J., showing off his shiny new machine, capable of reaching 15 mph.

P.J. has secured his independence. He can get out in the community and rides around the neighborhood. He can shop for his groceries, and he even helps out others who need a hand with a nearby delivery. P.J. feels more confident and social, and no longer feels isolated because he must crawl to get around. The team in Blanchester recognized that with the scooter, he could live on his own terms and with dignity.

Focus on a person’s strengths ECH’s Director of Residential Housing and Services Hope Jantzen-Williams had a hard-working team and was seeking a new maintenance supervisor.

Bryan Berman thought the right person was already working at ECH in another department, and he asked Hope to consider D. Williams. He worked in housekeeping and had made a big impression on Bryan. He knew D.’s personal strengths, had invested the time to listen to him, and valued his unique gifts. Bryan describes D. as the kind of guy who will end up retiring from ECH. And it’s easy to see that he has a passion for serving older adults.

D. was promoted to a position on the main-

ECH’s D. Williams was recommended for a promotion

by EVS Supervisor Bryan Berman. He recognized D.’s willingness to learn and the potential to become a leader.

tenance team, and he was encouraged to use his strengths to learn and grow in his new job. Recently Hope was able to entrust D. with the responsibility of keeping the campus operating while she was on vacation. That’s the success that person-centeredness can ignite.

If you would like to receive a copy of our new Values and Ways of Working, please call the Support Services Office at (513) 271-9610. Visit episcopalretirement.com/values to view or download a copy.

Spring 2019 Linkage 7

Tablet Technology

My Margie Keeps MPL Residents Connected

By Kathleen Doane

M

arjorie P. Lee (MPL) residents have been eager to try a new technology specifically designed for seniors. “Many residents already have some familiarity with technology,” says Stephanie Antoun, Administrator of Health Services. Each Residential Living apartment will be equipped with a Samsung Breezie electronic tablet. At MPL, residential living is defined as seniors who live independently or receive enriched living assistance.

8 Linkage Spring 2019

The goal of adding this technology, dubbed My Margie, to MPL’s menu of services was simple according to Stephanie: “It will allow us to improve communication with and among our residents with a simple, user-friendly solution.”

Several beta-testers who didn’t use cell phones, computers, or other electronic devices volunteered to try the tablets before all 65 were distributed. Ann Reed and Barbara Christman were among those who received My Margie tablets a couple of weeks

Photographs by Gary Kessler

Barbara Christman and Rev. David Lowry were among the first residents to test the new tablet system. “I cannot compare My Margie to other technology because I never had any,” says Rev. Lowry. “I am glad I waited for the girl of my dreams. Margie is a great date!”

Tablet Technology early. After less than a week, both were enthusiastic about the new addition to their lives.

The Breezie tablets are customized for each community as well as individual users. Technicians are available online or by phone to answer questions and help residents.

Unlike most commercially available tablets, labels on the case surrounding the screen indicate the basic functions: how to turn it on and off, charge it, and increase or decrease the sound volume, and a button that returns the screen to recent views or the Home page. On the screen, there’s a large Help button in the upper right-hand corner and personal greeting for each user in the upper left-hand corner whenever the tablet is turned on. Users also can immediately see the time, date, battery usage, and a red button notifying the user of unread emails. Of course, the real fun can be found by clicking on the large tiles that fill the screen.

Barbara Christman uses her stylus to give a tour of her touch-screen. On Barbara’s Home page, a large My Margie tile links to a hospitality page where she can arrange transportation, request maintenance or housekeeping, or put in a call for room service. Barbara, like every MPL user, has a customized address book including family and friends.

Clicking on a person’s name or photo brings up a range of options to communicate, including e-mail and video chats. The most popular social media links, such as Facebook, are also available. A list of upcoming Saturday night films in the event center, as well as a summary of documentaries available for viewing, can be found by clicking the Movies tile.

The Activity tile has a monthly calendar of events and a weekly dining menu.

After four days of exploring, Ann is beginning to feel comfortable with clicking her way around, pointing out a link to the Cincinnati Enquirer. “I know there are a million more things that I can do on it for fun,” she says. Ann keeps a notepad handy to write down questions for tech Buddy the next time they chat by phone. “My church, Hyde Park Community Methodist, live-streams the services, and I’m eager to set that up,” she adds.

From an administrative side, it will be an effective and efficient way to communicate, making sure everyone is getting the same information and notices at the same time. “Eventually it will cut back on the

amount of paper we use,” Stephanie adds.

“I told my family I have a new toy,” Ann says, laughing. “I want to stay connected. It’s already opened doors for me to the outside world.”

My Margie has been made possible thanks to the generosity of a very special individual with deep ties to the MPL community: Pam Strayer, niece of Charles and Marjorie P. Lee. No doubt inspired by her beloved aunt and uncle, Pam is also a champion of philanthropy. While touring MPL in 2017, she shared her interest in the Lee Library along with technology and asked how she could help. This gave ERS CEO Laura Lamb the opportunity to share her dream of bringing Breezie to MPL. Pam turned that dream into a reality.

“It has been the honor of a lifetime to get to know Pam,” Laura says. “We are grateful to share with her all the good that has come from Marjorie’s vision and Charles’ philanthropic commitment. I am proud of how responsibly we have stewarded their gifts over the years so that both MPL and ERS could grow and thrive. Just like her aunt and uncle, Pam has transformed lives through her charitable support.”

Marjorie P. Lee Administrator Stephanie Antoun visited Joann Sammis in her apartment to demonstrate the My Margie tablet.

Spring 2019 Linkage 9

Dementia Inclusive Cincinnati

Creating a Community For All Today, more than 31,000 people in Cincinnati have dementia, and that number is estimated to almost triple by 2050. By Kristin Davenport

Megan Bradford, Director of Strategic Initiatives for ERS (left), and Shannon Braun, Early Stage Program Coordinator for the Alzheimer’s Association of Greater Cincinnati, are providing dementia-inclusive training for the public library managers and Sleepy Bee CafÊ staff. They are pictured at the Sleepy Bee in Blue Ash with General Manager Chris Bolton (right) and Steve, a server who was trained in 2018.

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Dementia Inclusive Cincinnati

Photograph (left page and this page, left photo) by Gary Kessler

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n ERS-led community initiative called Dementia Inclusive Cincinnati was envisioned to combat the challenges faced by those living with Alzheimer’s and dementia and their care partners, and equip communities to offer support.

Launched in 2017, Dementia Inclusive Cincinnati gathered public, private, and nonprofit organizations with a goal to gain acceptance for people living with the disease and, by 2025, establish Cincinnati as the most dementia-inclusive city in America. We want to be more than friendly; we want to be inclusive.

Led by Dr. Rhonna Shatz of the Memory Disorder Center, associates of the UC Health Gardner Neuroscience Institute worked with members of Dementia Inclusive Cincinnati to create training modules. The team assisted by offering scientific methodology to refine and improve the relevance of the training modules with their research-based knowledge and help apply it to real-world settings. This training is being used within pilot programs and in Episcopal Retirement Services communities.

In 2018, several pilot programs launched. ERS, the Public Library of Cincinnati and Hamilton County, and the Alzheimer’s Association of Greater Cincinnati offered Memory Cafés in three library branches: Harrison, Blue Ash, and Greenhills. Adults

with dementia can socialize and partake in activities like music, games, and adult coloring books. Memory Cafés meet monthly in a safe, comfortable space, and caregivers are welcome to join.

Sleepy Bee Café in Blue Ash has also paired with ERS to create a dementia-inclusive restaurant training program, which educates staff on identifying someone with cognitive loss, improving communication, and relieving stress when serving them.

First Financial Bank in College Hill has also partnered with Dementia Inclusive Cincinnati to create a dementia-inclusive training program for banks. Much like with restaurants, DIC will educate staff and work on communication and stress-relieving techniques when serving those living with cognitive loss.

Additionally, library staff at all branches of the Public Library of Cincinnati and Hamilton County have received training.

Laura Lamb, ERS President and CEO, and her sister Michelle Elliott collaborated to start the Memory Cafés at the Harrison Public Library where Michelle is the branch manager.

Librarian Bob Drew greets Memory Café guests Gary and Wanida McDougle. The McDougles enjoy the monthly gatherings at the Blue Ash Library.

Want to become a pilot partner?

Dementia Inclusive Cincinnati is expanding to other businesses and community partners. Community partners will learn about dementia, what it’s like to live with dementia, and actions you can take to support people living with dementia within your business or operation. Visit dementiainclusive cincinnati.org/partners to get involved.

Spring 2019 Linkage 11

2017 Annual Report 2018

Dear Friends, Please take a moment to reflect on the year 2018 in your life. Was it a year to grow, maintain, or access? For Episcopal Retirement Services (ERS), we worked on managing growth, supporting our core business, and taking a fresh look at processes and best practices.

The annual report on the following pages will highlight our financial success, as well as stories of how our mission and ministry unfolded in 2018 to serve elders at our communities and with outreach services for the region.

For the older adults that we serve and their families, we’ve been making a positive difference in their lives for more than 68 years. With our eyes on 2025 and beyond, we commit to you, and to those we serve, that we will address the community’s needs and advocate for the highest level of aging services and enhanced quality of life for older adults in Ohio, Kentucky, and Indiana.

Here are vital updates as we look forward to significant progress in 2019 and beyond: • Marjorie P. Lee Master Plan Completion: We look forward to completing renovations at Marjorie P. Lee. We will serve additional older adults when we open 14 Memory Care apartments in the new Luther House. Three households dedicated to long-term nursing care will open. One will cater to residents coming in who may need physical help, another to those who require memory support services, and the third will be an enhanced long-term care setting that features luxury amenities and extra support.

• Episcopal Church Home (ECH) Master Plan: We launched the master plan for ECH during 2018 and will continue this important work during 2019. Once complete, the master plan will address the need to update the services and amenities for our residents as well as equip ECH to serve elders in Louisville for years to come.

• Growth in Affordable Living by ERS: In 2019, ERS will finish development at Madison Villa and New Carlisle Village. Work begins at the Blanchester community and the historic Manse Hotel in Walnut Hills. Our newest addition to the family is Scheper Ridge in Florence, Kentucky, with construction to begin in 2020.

• Dementia Inclusive Cincinnati: Our efforts to support the caregivers of those living with Alzheimer’s or dementia, with the goal of making Cincinnati the most dementia-inclusive city in the country, has ignited interest from businesses eager to earn the dementia-inclusive “seal of approval.” We have utilized a train-the-trainer model to educate participants and keep pace with demand. We look forward to working with more community partners in the coming year as interest grows.

With the lessons learned from 2018, we are confident that 2019 will move us toward our goals to serve elders and their care partners throughout the region. Thank you for your active support and continued commitment to ERS and our mission.

Laura R. P. Lamb, President & CEO

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Photograph by Gary Kessler

Sincerely,

2018 Annual Report 2017 Episcopal Retirement Services is expanding its mission to improve the lives of older adults through quality senior living communities and community-based services throughout Ohio, Kentucky, and Indiana.

Individuals served through ongoing support or impacted by community outreach programs.

14,661

ERS Ministry Reaches Across the Tri-State

INDIANA Anderson

4

U

E

West Liberty

B Columbus Springfield Cambridge Indianapolis Dayton A Wilmington West Carrollton Q Blanchester

275

275

OHIO

New Carlisle

Cincinnati R

5

3

6

71

Louisville

75

Lexington L

KENTUCKY

74

WM

Hyde Park

AL by ERS communities in development AL by ERS communities open

I 71

275

1

Marjorie P. Lee

2

Deupree House

3

Parish Health Ministry region

4

Deupree Meals On Wheels areas

5

Living Well Senior Solutions region

6

Episcopal Church Home

The Affordable Living by ERS communities A Canterbury Court

H Parkview Place

B Cambridge Heights

I Thomaston Woods

C St. Paul Village I & II

J Thomaston Meadows

D St. Pius Place

K Green Hills Affordable Living

E Shawnee Place

L Trent Village

F The Elberon

M Walnut Court

G Forest Square

N Central Parkway Place O Knowlton Place

P Prairie Oaks Village (4) Prairie View, Friendly Center, Quaker & Mulberry Place Q Blanchester Campus (2) Blanchester Friends R Marlowe Court S Maple Knoll Meadows T Madison Villa U New Carlisle Village W Manse Apartments

Spring 2019 Linkage 13

2018 Annual Report

2018 Overview and Financial Report 2018 Contributions and Commitments

Balance Sheet For the years ending December 31, 2018 and 2017 Assets

2018

2017

Current Assets

$21,773,000

$22,364,269

Marketable Investments

$40,929,000

$39,340,302

$196,997,000

$197,333,082

BeneďŹ cial Intents in Endowments

$29,458,000

$32,238,549

Other Assets

$2,377,000

$6,670,351

Total Assets

$291,534,000

$297,946,553

2018

2017

Current Liabilities

$22,590,000

$16,367,786

Unamortized Entrance Fees

$26,111,000

$30,893,386

Long-Term Debt

$82,511,000

$80,952,117

Other Liabilities

$4,972,000

$1,918,268

Total Liabilities

$136,184,000

$130,131,557

2018

2017

Permanently Restricted

$25,484,000

$29,000,621

Temporarily Restricted

$8,654,000

$7,119,679

Unrestricted

$121,212,000

$131,694,696

Total Net Assets

$155,350,000

$167,814,996

Total Liabilities & Net Assets

$291,534,000

$297,946,553

Fixed Assets

Liabilities

Net Assets

Condensed Statement of Revenue and Expenses For years ending December 31, 2018 and 2017 2018

2017

Operating Revenue

$61,651,000

$62,965,164

Operating Expense

($68,479,000)

($70,155,349)

Net from Operations

($6,828,000)

($7,190,185)

2018

2017

$1,379,000

$9,107,190

($5,449,000)

$1,917,005

Non-Operating Revenue (Expense) Total Net Income

14 Linkage Spring 2019

$933,921

Good Samaritan Mission Annual Gifts

$614,406 New Programs and Capital Projects

$64,286

Realized Planned Gifts in 2018

$150,000 Newly Committed Planned Gifts

$380,977

Marjorie P. Lee Capital Campaign Gifts and Commitments *Cumulative MPL Campaign total as of 12/31/18.

2018 Annual Report The Good Samaritan Mission Fund

Ministry through community outreach programs

Ministry for residents or through on-going support

$1.53M

9,818

2,113

Individuals impacted by community outreach programs

Affordable Living Residents

Residential Financial Aid

$537,780

Affordable Living by ERS

$218,375

Parish Health Ministry

$295,375

8,510

Parish Health Ministry Contacts

306

363

Independent Living Residents

157

Assisted Living Residents

Spiritual Care

Parish Health Ministry Training Attendees

874

$81,447

650

Refresh Your Soul Attendees

717

352

57

The Staff Assistance Fund

$45,970

Community Outreach programs

$40,854

Deupree Meals On Wheels

$27,655

Community Education Event Participants

Skilled Nursing Care Residents

Meals On Wheels Clients

Living Well Senior Solutions Clients

562

Student Educational Experiences

SAIDO Tuition Assistance

$23,698

Volunteer Coordinators

$11,444

Partners In Care Fund

$3 Million Total Ministry Costs

Spring 2019 Linkage 15

2018 Annual Report

Caroline Rapier, Wellness Director for Affordable Living by ERS, Marlowe Court resident Johnette Key, and Cindy Hamad, RN, Program Coordinator PHM, have witnessed the success of Project Activate®.

Building Healthy Habits, Step by Step Project Activate®, a wellness program created by Kay Van Norman and offered by Parish Health Ministry, aims to help older adults thrive.

I

t’s never too late to better your health—and it always helps to have a community around you for support and accountability. That, plus the belief that aging does not have to equal frailty, is the premise of Project Activate®, an award-winning wellness initiative developed by Brilliant Aging founder and healthy aging expert Kay Van Norman. Working together, Parish Health Ministry (PHM) and Brilliant Aging adapted Project Activate® to be effective in the PHM partner churches and retirement communities.

“No matter your age, it can be a struggle to get into a healthy routine,” says Cindy Hamad, RN, Program Coordinator for PHM. “Having a step-bystep program like this really helps in establishing those habits and improving the quality of life for seniors.”

This innovative program emphasizes independence as we age and offers a toolkit of highimpact resources for creating a healthier lifestyle.

Participants are inspired to move from intentions 16 Linkage Spring 2019

for aging well into action. In 2018, ERS community Marlowe Court kicked off Project Activate® in partnership with PHM. “Project Activate® has given me something to look forward to on Mondays,” says Marlowe resident Johnette Key. “I’ve enjoyed getting to do the group exercise with my neighbors. Before Project Activate®, I was pre-diabetic. I needed to make a change for the sake of my health. Since starting the program, I have lost about 20 pounds and kept my A1C down, which means I have lowered my risk for developing diabetes.”

“What our seniors love most is getting together for the chair exercise classes that I teach,” says Affordable Living by ERS Wellness Director Caroline Rapier. “We have yet to have a class without any laughter present, and to me that’s pretty exciting.” Bring Project Activate® or another PHM well-being program to your church or community organization. For information, visit parishhealth ministry.com or call Jeanne Palcic at 513.979.2238.

Photographs by Gary Kessler

By Baihley Gentry

2018 Annual Report

A Legacy That Lives On Shawnee Place says goodbye to a beloved resident, volunteer, and friend whose impact touched everyone.

David Hayden took pride in the Shawnee Place community and gave generously of his time, talent, and treasure to make it a great place to live for all residents.

E

very year around the holidays, the staff at Shawnee Place decorates the halls and foyer with Christmas trees and festive trappings. And every year, resident David Hayden was the first to volunteer to help, putting together the foyer’s 12-foot tree that was notoriously difficult. One year, in a fit of frustration with the worn-out tree, David bought a brand new tree and beautiful blue ornaments—and later, dissatisfied, ditched that one too, saying he’d buy a newer, better tree next year. Sadly, David lost his battle with cancer in July 2018 before that could happen.

To staff and residents at Shawnee Place, David was much more than seasonal decor support. He was the council president, taxi driver, grocery shopper, newsletter/calendar/computer person, lunch

buddy, commodities volunteer, and so much more.

His loss was felt keenly. At a memorial dinner for David hosted by his family and fellow residents at Shawnee, guests shared fond memories of David’s love, kindness, and generosity.

“The spirit of what we try to do with all our communities is to help our residents live their most engaged life,” says Kathy Ison-Lind, Vice President of Affordable Living Communities. “[We] figured out what made David really come to life, but then he in turn did that same thing for so many residents in that community. It’s kind of that ripple in the water, where we touched him and then he touched so many other people. He was such an integral part of the community.”

As for the Christmas tree this year? David’s generous spirit lives on: A few weeks after David’s passing, a new Christmas tree was delivered to Shawnee Place in his name.

—Baihley Gentry Spring 2019 Linkage 17

2018 Annual Report

More Than a Meal Deupree’s Meals On Wheels program serves more than 12,000 meals per month, but to volunteers and seniors the meals are only a piece of the pie.

M

eals On Wheels recipient Clif Jones’ living room looks a lot different than it used to. The former accountant is a longtime jazz aficionado, owning hundreds of record albums and boasting just as many stories about meeting jazz greats like Miles Davis. But homebound and living alone, for years he had no way to recover the records where they were stored in his basement, nor did he own a record player to listen to them—until he met Sammy Thomas, a Meals On Wheels driver who’d always stop to chat when he dropped off his deliveries.

Sammy, a widower who had lost his wife and one of his daughters to diabetes, developed a friendship with Clif—and after hearing about his love of music, decided to buy him a record player 18 Linkage Spring 2019

so Clif could have that piece of his life back.

“Sammy found the way to [Clif’s] heart,” says Tsippy Gottlieb, Director of Deupree Meals On Wheels. “Just paying attention to someone’s needs and doing something small can make another person very happy, and that’s what our volunteers and staff bring to this program.”

There’s dozens of stories like these within the Meals On Wheels program at Deupree. Last year, the program served 717 clients for a total of 129,205 meals, all delivered by a devoted staff and team of approximately 60 volunteers.

“What we do is unique,” adds Tsippy. “I always say it is more than just a meal—it’s creating a safety net and a second family.”

—Baihley Gentry

Photograph by Gary Kessler

A mutual love of jazz and Cincinnati music history changed daily Meals On Wheels visits into a real friendship for client Clifton Jones and driver Sam Thomas.

2018 Annual Report

Lending a Helping Hand For more than 100 years, the Woman’s Board has played a critical role in the lives of residents at Episcopal Church Home in Louisville.

The ECH Life Enrichment team is ecstatic about the refurbished bus, thanks to a Woman’s Board donation!

Photographs by Gary Kessler

T

Dating back to the early 1900s, then referred to as the Episcopalian “Ladies Guild,” the Woman’s Board has served as volunteers to enhance the ministry of ECH.

he transport bus at Episcopal Church Home (ECH) in Louisville now looks like new—from a freshly wrapped exterior with the updated ECH logo to a completely refurbished interior—all thanks to funds raised by the Woman’s Board, an Episcopalian volunteer ministry dedicated solely to serving ECH and its residents. But you’d be remiss to think the fingerprints of the Woman’s Board stop there.

Since the early 1900s, the Board has played an integral role in providing support—both financial and manpower—to better the daily lives of residents at ECH, from hosting an annual fundraising luncheon and providing monthly resident scholarships to planning Christmas parties and knitting shawls for newcomers.

“They do a lot of hands-on work with residents, [whether that’s] delivering mail or helping residents get to and from chapel every week,” says Bethany Heckel, Director of Development at ECH. The Board, which is about 75 members strong, also runs and manages the gift shop on site, funneling all the proceeds back into ECH for projects like renovating the bus or helping meet day-to-day operational needs. “They look to us for direction as to what residents want and need,” Bethany adds.

“What’s most remarkable is how devoted this group is,” Bethany says. “Not only in their devotion to the organization, but their devotion to caring for older adults. They’re very integral to what we do.”

—Baihley Gentry Spring 2019 Linkage 19

2018 Annual Report 2018 Samaritan Circle The Samaritan Circle is comprised of individuals who generously support ERS’ annual ministries through the Good Samaritan Mission Fund with a donation of $1,000 or more.

Platinum Level: $10,000

Alan and Tal Gast Al and Sandy Harris Jack Kirby Robert* and Connie Reed David and Linda Stetson Gold Level: $5,000–$9,999

Ann and Ben* Blemker Richard Cocks Stephen and Susan Cross Taylor* and Anne Greenwald JoAnn* and Gary Hagopian Stanley A. Hooker III “Tad” Noel and Angela Horne Jack Martindell Nash McCauley Marilyn Sesler Steve and Liz Sudberry Silver Level: $3,000–$4,999

Chet Cavaliere Summers Hunter Nancy and Bill Keating Bill* and Liz Knodel Mike and Kathy Krug Jeff and Laura^ R.P. Lamb Jeff* and Jeanette March Gerron McKnight* Bill and Ruth Rhodenbaugh Miles and Linda Schmidt John and Susan Schmidt The Revs. Bruce* and Susan Smith Gates* Smith Bronze Level: $1,000–$2,999

Anonymous (2) Frank J. Andress Jennifer and Hal Angus Stephanie Antoun^ Gay and St. John Bain David and Joy^ Blang Jon B.* and Jeanne M. Boss Eleanor A. Botts Megan^ and Dan Bradford Wilson Breiel Kathy and Jim Brockman Jacqualine S. Brumm Ann Bullock 20 Linkage Spring 2019

Fran Christensen Barry and Audrey Cors Bill and Polly Culp Sonia Daoud Lillian Dartnall Alex and Kristin^ Davenport Pierson Davis Angelo and Molly^ deJesus The Rev.* and Mrs. Darren R.S. Elin Lissy Fabe and Chris Taylor Walter S. Faught Walter and Mary Ann Feige Ms. Barbara Fillion Rick and Orene Foreman Missy and Brian Fox Roger Foy James McBrayer Garvey, MD Enid and Marshall Ginsburg Nancy and Jack Gottschalk Patricia Greulich Mel and Diana Haas Anne W. Harrison Molly Harrison Charles B. Hedrick John and Lynne Hopple Tom and Susan Hughes Nancy Ike Kathy Ison-Lind^ and Bill Lind Linda Busken and Andrew MacAoidh Jergens Emily W. Johann Andrew Johnson Harry J. Kangis and Julia Hawgood Janet Kindel Lana and K. Jay^ Kittenbrink Vivian B. Kline Linda Klump Frederick and Joyce Koehler The Reverend and Mrs. John F. Koepke, III Corky Ladd Chuck and Peggy Landes Glenna Light Terry and Elizabeth Lilly Robert and Josephine Linkins Alton R. Mayo Bob and Gretchen McCormick

Brenda McEntyre^ Tom and Nancy McOwen Cece Mooney Aram Moore Joyce Mulderig The Rev. Christopher Neely Rick and Suzanne Nielsen Dick and Ellie Paulsen Eli and Ilona Perencevich Jewel Porter^ Dr. Stephen Michael Rauh Tom* and Sarah Regan George and Bettie Rehfeldt Katy Rosemont Marianne Rowe Elizabeth G. Rule Ted Sarran Paul^ and Mary Lee Scheper Dr. Donald Schoch and Dr. Catherine Kiley Rich* and Madelyn Setterberg Becky and Aaron Seurkamp Geoff and Robin* Smith Ginnie Smith Albert* and Liza Smitherman R. Douglas and Kathy Spitler Emerson Stambaugh^ and Michael Abernathy Neal and Sally Sundermann Ann Swanson Barbara Talbot Mary Tanke Emme Todd ^ Frank and Ginny^ Uehlin Grace Ulm Nancy VandenBerg Mrs. Robert F. Wersel Mary West Joan^ and Steve Wetzel Bill and Joan Wham Jack and Elizabeth Williams John and Francie Williams Anne N. Wilson The Rev. Anne Warrington Wilson Dan* and Nan Witten Randal C. Young* Doug and Ellen* Zemke

2018 Annual Report Marjorie P. Lee Capital Campaign Donors Marjorie P. Lee has set the standard of excellence throughout the community for senior living. MPL is undergoing a $20 million renovation that is transforming the way people live and are cared for at Marjorie P. Lee as we continue our tradition of person-centered care. Thanks to the generosity of nearly 100 major donors, we achieved our campaign goal of $4.25 million in support of this crucial renovation.

Gifts of $500,000+

Gifts of $50,000–$99,999

Charles and Peggy Landes

The Estate of Olga Platz

Anonymous (3)

The Estate of Mr. Robert H. La Shelle

Gifts of $200,000–$499,999

George M. Callard, MD and Linda S. Callard

Keith and Sue Lawrence

Anonymous

Nancy and Bill Keating

The Diocese of Southern Ohio

Liz and Bill Knodel

Jack Kirby

Kathy and Mike Krug

H.B., E.W. and F.R. Luther Charitable Foundation, Fifth Third Bank and Narley L. Haley, Co-Trustees

Jeffrey S. and Laura R.P. Lamb Robert and Connie Reed R. Douglas and Kathy Spitler

Pam and Tom Mischell

Richard B. and Joan R. Paulsen

Ann and Ben Blemker

Richard and Virginia Lee Adams

Wilson and Nancy Breiel

The Sutphin Family Foundation

Gerron L. McKnight, Esq.

Ken and Pam Paley

Anonymous

Pamelia D. Strayer, niece of Marjorie P. Lee

Alton R. Mayo

Dora Anim, The Greater Cincinnati Foundation

Margaret Ohmart Bigmam

The Robert H. Reakirt Foundation, PNC Bank, Trustee

Dr. Rory and Marge Malone

Rev. Christopher Neely

Gifts of $100,000–$199,999

Greg and Amy Power, in loving memory of Tom Craig

The Rev. David B. Lowry

Anonymous

The Estate of Corning and Carol Benton

The Ellen A. and Richard C. Berghamer Foundation

Terry and Elizabeth Lilly

Gifts of $1,000–$49,999

The Meyer Family and Friends: Dan Meyer, Jennifer Meyer Angus, Corky Meyer Ladd, Marian Meyer Allen, and Mike and Digi Schueler

Gay and St. John Bain, in memory of Jean Bond Seybolt

Susan C. Lehman

Thomas P. Atkins

Christ Church Cathedral Lillian R. Dartnall The Thomas J. Emery Memorial The Estate of David G. Evans Walter and Mary Ann Feige James McBrayer Garvey, MD Taylor and Anne Greenwald

Ellie and Dick Paulsen Tom and Sarah Regan Ridge Stone Builders and Developers Marianne R. Rowe Mary Lee and Paul Scheper Gates Smith Geoff and Robin Smith The Revs. Bruce and Susan Smith Virginia Brie Smith Linda and David Stetson Bernie and Kathy Suer Dr. and Mrs. Daniel von Allmen

JoAnn and Gary Hagopian

The Wersching Family in Memory of Phil and Katie Wersching

Bob and Judy Heaton

John and Francie Williams

Stanley A. Hooker III “Tad”

Anne N. Wilson

Gregory Hopkins and Regina Hartman Linda Busken and Andrew MacAoidh Jergens The Reverend and Mrs. John F. Koepke, III Janet Kreider

*Denotes a current ERS Corporate, Affordable Living, or Foundation Board Member ^ Denotes a current ERS Staff Member Spring 2019 Linkage 21

2018 Annual Report 2018 Community Partnerships ERS is grateful to the following foundations, corporations, churches, and other organizations that made contributions last year.

Gifts of $100,000 and above Fifth Third Bank Ohio Capital Corporation for Housing Xavier University, through a federally funded communityacademic partnership Gifts of $20,000–$99,999 HealthPath Foundation of Ohio Model Group, Inc. Ohio Capital Impact Corporation Ohio Valley Foundation, Fifth Third Bank The Diocese of Southern Ohio US Bank Gifts of $10,000–$19,999 Christ Church Cathedral Church of the Redeemer Lutheran Benevolent Society Rindsfoos Foundation Gifts of $5,000–$9,999 Assisting Hands Home Care BMO Harris Bank N.A. The Robert D. Stern Fund at the Greater Cincinnati Foundation

Home Care Assistance of Southern Ohio LLC Maxwell C. Weaver Foundation Millennium Business Systems PNC Bank William P. Anderson Foundation Gifts of $1,000–$4,999 AARROWOOD Plants & Flowers, LLC Aegis Protective Services Arthur J. Gallagher & Co. ASI Signage ATA Beilharz Architects Bahl & Gaynor Investment Counsel Buerger Energy Christ Episcopal Church, Dayton Cincinnati Coin Laundry Co. Clinton County Foundation Collier Nursing Services Inc. The Interim Healthcare Fund Comey & Shepherd Realtors DeBra-Kuempel

Deffet Group, Inc. Frost Brown Todd LLC Graydon Head & Ritchey, LLP HealthPRO Heritage ICA Industrial Roofing Services, Inc. J. Frederick and Helen B. Vogel Trust Johnson Investment Counsel, Inc. Jostin Construction Kathman Electric Co., Inc. KeyBank Knox Presbyterian Church, Cincinnati Lenox Wealth Management/ John & Susie Lame Medpace Messer Construction Molina Healthcare NextStep Networking, Inc. ORBIS Education Services Pinnacle Financial Advisors LLC Planes Moving and Storage

Premier Mail & Fulfillment Relequint, LLC Ridge Stone Builders & Developers RiverHills Bank SFCS Inc. SOL Design + Consulting St. Andrew’s Episcopal Church, Evanston St. George’s Episcopal Church, Dayton St. Mark’s Episcopal Church, Dayton St. Paul’s Episcopal Church, Chilicothe St. Paul’s Episcopal Church, Oakwood St. Thomas Episcopal Church, Terrace Park Stagnaro, Saba & Patterson The Dayton Foundation Tidwell Group Venue Lifestyle & Event Guide, Inc. Wohlgemuth Herschede Foundation Ziegler Senior Living Finance

2018 Living Legacy Society The Living Legacy Society recognizes friends who have informed us that they have included ERS in their will, estate plans, or other deferred gift arrangement.

Anonymous (2) Gay and St. John Bain Mrs. Margaret Ohmart Bigham Young Bongfeldt Mr. and Mrs. Jon B. Boss Eleanor A. Botts Jill and Ken Burkman Anna K. and George G. Carey IV Mr. and Mrs. Donald Y. Carpenter Chet Cavaliere Mr. and Mrs. A. Burton Closson, Jr. Diana L. Collins Christopher and Melissa Cowan Katherine Duval Miss Irene E. Ehrmann

Mary Beth and Jim Foxworthy Robert and Marion Funk James M. Garvey, M.D. Alan and Tal Gast Al and Sandy Harris Mrs. Elizabeth T. Hatcher Robert and Judith Heaton Mr. Charles B. Hedrick† Barbara and Theodore High Stanley A. Hooker, III “Tad”* Angela and Noel Horne Kathleen N. Ison-Lind Harry Kangis and Julia Hawgood Susan Kellogg Mr. Jack M Kirby Lana and K. Jay Kittenbrink Jane Kuntz Jeff and Laura Lamb

Miss Pat Landen Keith and Sue Lawrence Susan C. Lehman Mr. Terence Lilly† Mr. and Mrs. Robert G. Linkins The Rev. David B. Lowry Joan and Phil Maechling Tom and Nancy McOwen Cece and Tom Mooney Ken and Pam Paley Joan Trittipo Perkins Mrs. Betty W. Pippert Mr. Jack Plattner† Sue and Tom Pontius The Rev. and Mrs. William E. Rathman Dr. Elizabeth G. Rule Paul and Mary Lee Scheper

Michael T. Schueler Elizabeth C.B. and Paul G. Sittenfeld The Revs. Bruce and Susan Smith Geoff and Robin Smith Doug and Kathy Spitler Barbara Sporck-Stegmaier Mr. John F. Stevenson Dr. and Mrs. Thomas U. Todd Frank and Ginny Uehlin Pat and Bill Victor Mrs. Helene Warrener Mr. James Wersching Mrs. Mary E. West Jack and Elizabeth Williams Anne and Samuel Wilson

*We are pleased to welcome these individuals who joined the Living Legacy Society this past year. † We are deeply saddened by the loss of our friends who passed away this year.

We would like to extend both our condolences to their families and friends and our humble appreciation for the legacy they have left by including ERS in their estate plans.

22 Linkage Spring 2019

2018 Annual Report 2018 Episcopal Church Home Donors The Episcopal Church Home would like to recognize the following partners for their extraordinary generosity and leadership through their philanthropic investments of $1,000 or more in 2018. To fulfill our mission, it takes a community. ERS builds partnerships in many ways with foundations, corporations, churches, and other organizations. We would like to recognize the following partners for their tremendous commitment and support: Gifts of $100,000 and above

Gifts of $1,000–$2,499

Estate of William B. Grant, Jr.

Mr. William and Mrs. Frances O. Alden, Jr. William O. Alden, III Paul Amick Estate of Bettie Beach Julia Beach Bruce Ballerstedt and Joann Franko Mike Berry Michael Boice Amy Burnette Tom Cooper Drs. Denver and Jane Cornett Anne Dishman Caroline Eddleman Linda Ewald Beverly Edwards First Christian Church Reverend John B. Fritschner Frost Brown Todd Attorneys Mr. Tim Gebhart Mary Louise “ML” Gorman Seth W. Hancock Bethany Heckel Forrest Henson, Jr. Dr. and Mrs. John Kiesel Patricia King David A. Kirk Mr. and Mrs. Douglas H. Owen, Jr. Mr. and Mrs. Gibbs Reese Ms. Mason Rummel Kimberly Shellhart

Gifts of $20,000–$99,999

Episcopal Church Home Woman’s Board Norma Heick Anonymous Gifts of $10,000–$19,999

Greg and Dana Catron June Hampe Mr. and Mrs. Erik Johnson Phillip Newman R&B Roofing Bonnie Sabel Gifts of $5,000–$9,999

Ms. Jean Frazier Mr. and Mrs. Mark French Mr. Robert Montgomery Mr. and Mrs. Kenneth W. Moore Dr. William and Mrs. Joanna Panning Estate of Marjorie Sorenson William C. Almstedt Foundation Gifts of $2,500–$4,999

Photograph by Gary Kessler

Mr. and Mrs. William Blodgett, Jr. Emily Hundley Mr. and Mrs. Gordon Ragan Martha Tafel

Martha and Jeff Speedy Reverend Lisa Tolliver and Dr. Teri Wood Juanita “Weezie” Walker Hope Jantzen-Williams Anne D. Zeller Morton Society Members

The John P. Morton Society celebrates our founder and recognizes individuals who have remembered Episcopal Church Home in their estate plans.

Georgine Buckwalter James W. Chandler Ann T. Davis Stephen B. Ellis Sarah M. Few† James R. Hendon William B. Grant, Jr.† Keith R. Knapp Robert B. Nesmith Marjorie W. Sorenson† Anne S. Vanderburgh Virginia L. Woodward

The Woman’s Board supports Episcopal Church Home through donations that enrich the lives of residents. In 2018 their generous gift helped to refurbish the ECH bus.

Spring 2019 Linkage 23

NONPROFIT ORG. U.S. POSTAGE PAID CINCINNATI, OH PERMIT NO. 5782

3870 Virginia Avenue Cincinnati, OH 45227-3427 www.EpiscopalRetirement.com