Spirit Magazine - Vol. 11, Issue 3 - Fall 2022

Necessity is the Mother of Invention

“Necessity is the mother of invention” is the expression and it’s no surprise that we have been living in a time of great and sometimes life-changing necessity. Throughout our history as an organization, we have adjusted the ways we provide care largely reacting to societal changes and other times proactively anticipating the next steps to aging abundantly.

This issue of Spirit will focus on several key innovative steps taking place throughout our more than 80 United Church Homes (UCH) communities as we aim to adapt to the changing consumer needs that are the heart of our mission.

Since the 1960’s, UCH developed comprehensive communities where people could enjoy an apartment or cottage dwelling and access nursing and assisted living only if needed. The so-called Life Plan Community-model provided a

multilayered approach to customizing supports and services. Our communities like The Chapel Hill Community, The Parkvue Community and The Trinity Community at Beavercreek are meeting the needs of many today similar to this model.

Today, UCH continues to evolve. We have added affordable housing and provide a variety of services and supports where people live. We have begun creating “middle market” homes, places for those whose income is too high for subsidized housing and too low for the all-inclusive retirement community. Our UCH communities at Niles, Fairwood, Brunswick and Polaris exemplify this model. What’s more, home itself can be where the support is needed now. And UCH is listening to older adults and responding with ways to come alongside those living in their own homes with products and services to stay self reliant and safe.

This year we launched a new program called NaviGuide©. This program matches a client with a trained professional who can customize a program of in-home and community supports to address ongoing personal needs, especially the “social determinants of health.” The NaviGuide helps find sources of transportation, delivery, in home care and various other programs to keep someone living in the place they call home.

In addition, UCH now offers home care supports of our own called UCH Cares©. This program sends trained home care staff into an individual’s apartment or home to help with bathing, dressing, light housekeeping and other daily needs.

UCH will always adapt to changing times and take an innovative approach to meet the necessities of growing older. I hope you will find these stories of UCH’s adaptations to be inspiring. While our world is quite different from when we began in 1916, our mission remains constant – to provide and support abundant life in community wherever you call home.

Rev. Dr. Kenneth Daniel President and CEO

ASSISTANCE WHEREVER YOU LIVE

UCH Growth Extends Beyond Housing to Services

UCH is focused on helping more older adults live with purpose, establish and nurture social connections and find the peace and comfort of living in safe environments. This can only be done by understanding and honoring seniors diverse and complex needs-- and for every need, we have a solution.

For some, that is continuing to live in the place they’ve called home for decades, full of warm memories and surrounded by cherished mementos gathered over a lifetime.

We live in a complex world that can be difficult to navigate. As we age, our needs change and for seniors who wish to remain in their own homes it can mean relying on others. Service providers can assist with yard work, home repairs, housekeeping, transportation and so much more.

“Our mission is to provide abundant aging for seniors, wherever they live,” explained Terry Spitznagel, UCH Senior Executive Vice President and Chief Growth Officer.

“We’re experts in providing personal services to individuals who call our housing communities home.

“We seek to provide multiple solutions. It’s always about the needs and desires of those we serve,” Spitznagel said.

We only work with the best providers – those that consistently deliver high quality services and are a good match with our mission, vision and values.”

Earlier this year, UCH launched NaviGuide, which coordinates personal services for older adults living independently in their own homes. It provides customized support – from basic housekeeping, meal preparation and transportation, to household repairs, medical appointment scheduling and medication management. In just six months, NaviGuide has expanded from serving two counties in Ohio to the entire Buckeye state.

“Many of the calls we’ve received have been from adult children seeking help for their parents,” said Kim Yoder, who serves as the Program Director. “Some cases involve families in crisis situations… mom is being released from the hospital, there are concerns that she won’t be safe home alone and loved ones have demanding full-time jobs, or don’t live nearby.”

“My job involves a lot of active listening – asking open ended questions and making unbiased recommendations based on each individual’s needs,” she continued.

UCH identifies and works with agencies and organizations with experience delivering a wide range of personal services. Those who seek personal services through UCH can find peace of mind in knowing that providers have been well vetted and are trustworthy.

Consistent with UCH’s mission, it’s always about the customer’s unique needs and wants. UCH offers a range of options in problem solving, working with families to create and implement the best support plans possible.

A few Service Coordinators pose for a photo during a training event.

A NaviGuide representative will meet with a family to determine their needs.

“We provide solutions for older adults and families by being the trusted advisor they need.”

Yoder also oversees the UCH Engage initiative, which offers similar problem solving and delivery of personal services to residents in its 60-plus affordable housing communities. Service coordinators are the hearts of these communities -- trusted friends and problem solvers eager to understand and address residents’ unique individual needs.

It is all about active listening, with compassion and empathy,” Yoder said.

“Some residents don’t have loved ones to turn to for help, so we become family, developing relationships of trust with those we are honored to serve.”

Consistent with federal government (HUD) requirements, UCH Engage provides assistance in navigating Medicare and Medicaid, and helps facilitate access to various benefits and entitlement programs.

Valuable resources and events, like vaccination clinics, educational programs on chronic diseases and blood pressure checks, are available to residents through UCH Engage. Attorneys providing pro-bono assistance on legal matters visit on a regular basis.

Like NaviGuide, UCH Engage focuses on understanding individuals’ unique needs and provides options on how best to address them. UCH has connections to various agencies and organizations with diverse experience and can help residents navigate the complex landscape of government and not-for-profit organizations offering various solutions to life’s challenges.

Service

Coordinators are a trusted resource for older adults.

UCH Cares

UCH Cares is a similar program that matches service providers with residents living in independent, assisted living and skilled nursing facilities. Rachel Harmon manages the program which was initially offered to residents at The Trinity Community at Miami Township. It has expanded to serve residents in The Trinity Communities at Beavercreek and Fairwood, and the Glenwood and Polaris communities.

Like NaviGuide and UCH Engage, UCH Cares focuses on building relationships of trust with residents in an effort to meet their personal needs. Built on a foundation of compassion, hospitality and stewardship, UCH Cares offers convenient, affordable support including housekeeping and laundry services, safety checks, shopping, errands, pet care and more.

“We aren’t limited to a set list of services,” Harmon explained.

“Each resident’s needs are unique, as are our solutions. We bill for as few as just 15 minutes. If a resident needs houseplants watered, that’s all we do. Some residents buy blocks of time, then later determine exactly what their needs may be over the course of a month.”

UNITED CHURCH HOMES ®

Pet care is typically arranged for residents who are off site visiting family or vacationing. UCH Cares creates a schedule for feeding, walking and playing with residents beloved pets.

UCH Cares also assists with scheduling medical appointments and communicating with residents’ healthcare providers and pharmacies. Licensed practical nurses (LPNs) offer wellness visits to monitor blood pressure and sugar levels.

Another partner, Ohio’s Hospice at United Church Homes, also provides support to UCH community residents. The Ohio’s Hospice mission aligns with that of UCH, benefiting residents in a variety of settings.

According to Kristy Tocknell, Executive Director of Ohio’s Hospice at United Church Homes, she and her team are there to help not just residents, but also UCH staff.

“We strive to be seen by residents, their family members and UCH staff as helpful support,” Tocknell said. “We’re part of the interdisciplinary teams committed to providing the very best care possible.”

“We work with residents and their loved ones to develop individualized plans and with United Church Homes staff to implement them,” she continued. “One feels powerless when faced with a terminal illness. It’s our responsibility to give them some degree of control in their final days, weeks and months.”

Communication among residents, their loved ones and Ohio’s Hospice at United Church Homes staff is key to providing the best customized support. Open dialogue at regularly scheduled meetings allows members of interdisciplinary teams to make adjustments to plans as circumstances change. In addition to medical interventions to make residents more comfortable, Ohio’s Hospice at United Church Homes seeks to understand and address emotional needs. Some residents simply seek assistance in managing their pain. Others want to enjoy their favorite activities, like an afternoon of fishing or golf. Family-based support is needed in some situations and palliative care in others.

“Life isn’t cookie cutter,” Tocknell said. “And neither are one’s final needs.

“What makes our partnerships so successful is our focus on shared values and commitment to those we serve,” Spitznagel added. “Expanding our services is all about finding ways to better support seniors who live in our communities and beyond. The ways in which we do that change over the years, but our mission and commitment remain the same.”

“We offer al a carte services that address residents’ individual needs,” Harmon said. “It’s not a one-size-fits-all approach.

Projects Align with UCH Mission

Diversity, equity and inclusion are in United Church Homes’ (UCH) DNA, so it should come as no surprise that the organization’s strategic housing growth plan reflects that commitment. UCH’s diverse portfolio of owned and managed senior communities include two on Native American reservations and its growth plans focus on serving older adults from every walk of life.

UCH’s connection to the United Church of Christ – which has a rich history dating back to its stand against slavery – has deep roots. The church has visibly demonstrated its core values, advocating for civil rights.

Among the special population of older adults currently served by UCH at COLUMBUS COLONY 1 affordable housing community, are residents who are blind, deaf and blind, and hearing impaired. A complete renovation of the 40-year-old community currently underway includes each individual living space and all common areas. There are obvious challenges, including providing residents – particularly those who are blind – with suitable accommodations as their apartments are under renovation. But communication isn’t one of the main challenges, according to UCH’s Director of Housing and Compliance Chadwick Johnson.

“Residents are excited and supportive of the plan,” Johnson said. “We’ve solicited their input and have held meetings to ensure they’re well informed. Communication hasn’t been an issue given our use of interpreters and the number of staff who are proficient in sign language.”

The entire community, residents and staff alike, are excited as construction begins this Fall.

It’s no secret that UCH is eager to expand its support of older adults, which has served to attract many opportunities for partnerships. Terry Spitznagel, who serves as Senior Executive Vice President and Chief Growth Officer, is quick to point out that UCH is very intentional in all that it does. Beyond the merits of any partnership opportunities is alignment with like-minded individuals and organizations.

“Our mission calls us do exactly what we’re doing – recognizing the unique needs of each population, engaging them in key aspects of the project and embracing and welcoming each person who walks through our doors or are touched by our services,” Spitznagel said.

Columbus Colony Housing 1, a deaf and deaf-blind housing community located in Westerville, OH.

Leading UCH’s housing growth initiatives are Ken Young, Senior Executive Vice President and Chief Development and Legal Officer, and Nate Bollinger, Executive Director of Assets, Stewardship and Development.

“Our deliberate lean into social justice issues is reflected in the projects we pursue,” Young said.

“At the same time, we are appropriately cautious in how resources are invested and must consistently make sound business decisions. Our process is rigorous and all decisions on entering into new partnerships and ventures must be reviewed and approved by our Board of Directors who are involved in our mission.”

The process generally begins with a thorough review and evaluation of any proposed partnerships, investments and acquisitions by Bollinger. He identifies and sources prospective projects and partners, oversees construction projects and leads the development team in creating both market rate and affordable housing communities.

“Every step in the process takes us closer to achieving our mission,” Bollinger said. “Our goal is to serve more people, particularly the underserved. Our partnerships and projects expand our reach and can transform communities.”

Three exciting projects on the horizon:

Whisper Hills in Texas, Tougaloo College in Mississippi and Longfellow Commons in Ohio.

“We’re excited about WHISPER HILLS because it allows us to branch out into serving a predominately Hispanic population,” Spitznagel said.

“Like all our projects, there is a clear demand for a senior living community and an opportunity to embrace another segment of the population. We’re proud to partner with Mission DG in building the 277-unit independent living community and will manage it once it’s ready for occupancy.”

The TOUGALOO COLLEGE project is of special interest to Geoffrey Black, an ordained UCC minister, a trustee at the college and a member of UCH’s Board. Tougaloo only uses about 20 acres of its 176-acre property and is interested in better utilizing its resources and creating an intergenerational community engaging older adults in campus activities.

“The college was seeking a partner with resources, expertise and similar values and beliefs,” Black explained.

“We’re still in the evaluation stage, but it’s clear that the two entities share a common vision for what’s possible. The college trustees are engaged in master planning for the campus and future projects.”

Another exciting project further along in development is the creation of a LGBTQ-friendly community in Dayton, THE LONGFELLOW COMMONS COMMUNITY. The visionary behind the expansive project is Tim Forbess, part owner of the property.

“The former school building – built in 1882 – had fallen into disrepair,” Forbess said. The Longfellow school building was destined to be torn down or become an eyesore. I thought it represented a neat opportunity to build a safe, welcoming campus for members of the LGBTQ community and its allies.”

The project is complex, expanding a city block with extensive renovations to the historic school building as well as new construction. Forbess has been involved in every aspect of the design and is thrilled to see others investing in the neighborhood.

“Tim’s leadership and vision for a community that would best serve the LGBTQ senior residents allows us to move forward with a project we know will be successful – designed by the population we want to serve,” Spitznagel said.

“We’re building a community that allows everyone to be who they truly are,” Forbess said. “I’m proud to partner with UCH and I’m proud of its moral courage.”

The Longfellow Commons Community located in downtown Dayton, OH.

HUMAN-CENTERED DESIGN Generates Community Improvements

Among the creative ideas introduced to United Church Homes by Michael Hughes – who joined UCH’s leadership team late 2021 – is the use of human-centered design. This approach to problemsolving recognizes the perspectives and experiences of internal and external customers in all steps of the process.

Functioning as Senior Executive Vice President and Chief Transformation and Innovation Officer, Hughes is a creative guy. Given his 17 years of experience in managed care, health innovation and expertise in developing programs and partnerships that improve care management. He’s tasked with leading UCH’s digital product and service line development, managing major change processes and driving important partnerships that advance innovation and growth.

Soon after joining the UCH team, Hughes was eager to pilot a program to demonstrate the benefits of human-centered design. Having seen this in action while working at AARP, he formed a partnership with its Innovation Labs to host a two-day idea session with residents at UCH’s The Parkvue Community. Using a modified version of AARP’s Baldridge Award winning human-centered design training program, 15 residents were engaged in an Idea-A-Thon to identify ways to enhance resident life in the life plan community.

“Who better to involve in the process than residents and what better way to measure effectiveness of humancentered design? This process is being used to address the desire for more personalized offerings of support; the desire to age at home; and access to continuous and unlimited connections through the digital world.”

Sura Al-Naimi was the consultant on the training and illustrations were provided by Mike Werner.

“Creativity and curiosity never retire,” Hughes said.

The Parkvue Community residents and team pictured with Sura Al-Naimi and representatives from AARP.

The Idea-A-Thon invited residents to engage in fun activities while creating ideas to enhance resident life at The Parkvue Community. Participants were encouraged to think outside the box and flex their creative muscles in identifying the most promising ways to use $1,000 to benefit the community’s residents.

More than 20 ideas were generated and assigned an action – from low hanging fruit (achievable without funding) to being incorporated into larger ideas. This review and discussion provided deep resident insights including the desire to sustain enjoyment, the desire for purposeful experiences, fear about cognitive decline and loss of functionality and the desire to strengthen and improve both.

Bees, Butterflies and Humans – Enhance and create an elevated enchanting outdoor picnic garden experience, acting as a catalyst for gathering as a community and being able to be with family and friends in your own bubble.

The $1,000 funding request was for new plantings and lighting to make outdoor space more biodiverse and enticing for use.

Physical Wellness, Always – Create a physical fitness program to make it easier to build strength and balance enabling us to sustain life vibrancy and fun for as long as possible.

The $1,000 funding request was for exercise programs to support strength and balance.

Consultant and former Disney Innovation Catalyst Sura Al-Naimi, who helped construct the Idea-AThon format and approach with AARP, assisted residents working in teams to further develop the ideas and their presentations to UCH leaders for the $1,000.

“There’s a misperception that senior living is one-size-fits-all,” he continued. “That line of thinking doesn’t fit with what UCH is striving to achieve. Residents add to the mosaic of life and make significant contributions to their communities.”

The process isn’t over. It’s important to track progress, fine-tune ideas and implement those not funded through the process.

Hughes sees additional opportunities for use of human-centered design to problem-solve with both residents and staff and can be incorporated as part of UCH’s relentless pursuit of improvement at all levels of the organization.

Residents categorized ideas into three themes that were further developed into vision statements:

Musical Joy – Create a program that brings and spreads joy through the power of music. In collaboration with the resident committee and a music director, residents would be able to participate in a themed musical experience once a month. The $1,000 funding request included a karaoke machine and lap drums for group activities that can include all residents.

“The process was strengthened through the participation of a diverse group of residents,” Hughes said. “The structure of the workshops allowed all ideas to be heard, for non-judgmental feedback, and group visioning that recognized common intent behind individual ideas.”

“This process will help ensure that UCH programs and other offerings are based on residents’ needs and wants,” Hughes said.

The Power of Life

Michelle Faulkner, Director of Community Life at The Trinity Community at Beavercreek, has brought community programming to a whole new level since re-joining the United Church Homes (UCH) team in the Spring of 2021. It’s little wonder given her background in, and love of, theater.

Although she is the creative mind behind most of the community’s events, she is quick to point out that the secrets to her department’s success are the contributions of her team, Chef Ashley Warren, and staff working throughout the life plan community. She credits them all with the success of the many dynamic activities that always serve to bring smiles to the faces of both residents and staff.

Their performance brought joy and laughter to everyone in attendance.”

“Not just the obvious ones, but those you can discover through just a little bit of research. We’ve celebrated Disney’s anniversary, re-enacted a scene from the I Love Lucy show, hosted Willy Wonka- and Candyland-themed events, built activities around Broadway, and even recognized Mailman Appreciation Day. There are so many great ways to bring residents and staff together, and it’s so much fun for both.”

“One of my favorites is when Michelle and Ron (Wilson) re-enacted the hilarious scene from the I Love Lucy show in which Lucy and Ethel are working at a chocolate factory, trying desperately to avoid being fired by eating the candies and stuffing them into their clothes when they are unable to keep pace wrapping them,” UCH Director of Customer Experience Amy Kotterman said. “I’m sure I’m not the only one who will never forget it.

Kotterman and Faulkner agree that some of the triedand-true activities – like Bingo and key holiday celebrations – will always have a place in UCH communities. However, they also agree that it’s fun to shake things up a bit with the unexpected. Faulkner coordinates some holiday and other events on an annual basis but says she “likes to one-up herself” with more unexpected celebrations. The response from residents and staff alike has been positive, and both look forward to what Faulkner and her team will come up with next.

“I’m so grateful to Chef Ashley and every member of The Trinity Community at Beavercreek team for contributing to the success of our activities,” Faulkner said. “We go all out with it and aren’t afraid to be silly. We try to offer something for everyone!”

“I love to play off of holidays and themes,” Faulkner said.

Community

Faulkner has plenty of experience coordinating activities in senior communities, and previously worked for United Church Homes from 2008 to 2015. She says that she had always dreamed of working in a community like The Trinity Community at Beavercreek and was thrilled when she was asked to return in 2021 as group activities started again after being so limited through much of the COVID pandemic.

“We all contribute in unique ways,” Faulkner said. “In addition to events coordinated by the activities team, staff from individual neighborhoods within the community sometimes create their own special events and celebrations. Everyone puts their God-given talents into their work, and residents clearly enjoy seeing that.”

Faulkner and her team like to find ways to engage both staff and residents. A Broadway Day event featured staff performances and showcased the work of a resident who over the years made many costumes for theater productions. Events featuring displays and food on tables throughout the room serve to encourage conversation and sharing of life experiences.

“Chef Ashley’s creativity adds a lot to our events.” Faulkner said.

“When I bring an idea to her, she creates a collage of what she envisions. Then we get together and develop a plan and invite staff to join in the implementation.”

Resident and staff smiles are the best metric of success of the activities, events and celebrations throughout UCH communities. Like others who were forced to physically isolate during the worst of the COVID pandemic, UCH residents are happy and excited to return to a more engaged lifestyle.

The sharing of best practices at UCH isn’t limited to clinical services. Kotterman is reconvening the programming staff now that COVID is more under control. Some events can easily be replicated in other communities, while others may serve to inspire a different spin. The newly created position of joyologist – primarily focused on staff morale – will also likely spark ideas for joyful resident activities.

“I’m so proud of our teams,” Kotterman said. “Their love and commitment to our residents is so touching. They lift people’s spirits and contribute to abundant life, and they understand that quality of life is as important as quality of care.”

LeadingAge Ohio Awards Recognize Excellence in Workplace, Leadership and Caring

LeadingAge Ohio is an association serving nonprofit aging service providers throughout the state of Ohio. It sponsors an annual awards program aimed at recognizing the great work of organizations and individuals who demonstrate excellence in fulfilling their missions.

United Church Homes’ (UCH) Vice President of Human Resources Scott Slutz serves on the committee to honor and celebrate excellence in Ohio, but recused himself from three 2022 awards which bring him great pride: UCH earned the Excellence in the Workplace Award; Rev. Dr. Kenneth Daniel received the Visionary Leadership Award of Honor; and Lorelei Heineman was awarded the Emerging Leader Award.

“There are certain moments in an organization that reveal what it’s made of – most often in very challenging situations,” Slutz said. “For United Church Homes that ‘moment’ was the first year of the COVID pandemic. We came together as a team, at both the corporate and community levels, to face the most challenging of situations: understanding and complying with constantly changing safety protocols and supporting one another to preserve resident and staff morale. We succeeded in both.”

The Parkvue Community Director of Resident Services Shannon Graver nominated United Church Homes for the Excellence in the Workplace Award, citing the organization’s strong commitment to mission, vision and values.

“Our goal is to ensure everyone is treated with dignity and respect, not just our beloved residents but also our (1,500) employees,” she wrote in describing the organization. “We provide opportunities and encourage UCH employees and staff to grow in their leadership, skills and values. We pursue quality awards and participate in benchmarking programs to chart our progress toward creating abundant life for residents.”

With over a decade of service to UCH, Graver describes it as “a great place to work.” She cites the way in which leaders and staff at corporate headquarters rolled up their sleeves and pitched in to help boost morale and limit the spread of COVID among residents and staff. At every level of the organization there was a sense of heightened responsibility that continues today.

In her nomination of Rev. Dr. Ken Daniel for the Visionary Leadership Award of Honor, Reverend Beth Long-Higgins cites his transformational influence on UCH.

“He has effectively led UCH through significant organizational change following tough financial challenges that arose during the economic crisis over a decade ago,” she wrote.

“He was called as the CEO in 2011 to clarify the mission and rebuild the organization’s infrastructure in alignment with its business strategy. Since then, the organization has experienced significant growth. New service lines have been added and he has welcomed innovative leaders to drive the business strategies and explore creative solutions to the challenges facing our aging society.”

During the early years of his leadership at UCH, Reverend Daniel led the way in building new mission, vision and values statements. He has successfully unified teams that were once functioning in silos and created efficiencies through centralized policies, procedures and hiring. His firm commitment to diversity, equity and inclusion is an important part of his success in fulfilling UCH’s mission and is reflected in the organization’s strategic growth plan.

Under his leadership, UCH has moved the organization’s pay structure to more equitable levels, launched the Ruth Frost Parker Center for Abundant Aging and established a Clinical Pastoral Education Center. He led UCH through one of the most challenging situations imaginable: a global pandemic that impacted those who live and work in communal settings.

A comment by an executive staff member says quite a lot about Rev. Daniel’s leadership style:

“He continues to remind us to be centered on the ‘why’ because the ‘why’ is the essence of our work.”

UCH is also justifiably proud of Lorelei Heineman as recipient of LeadingAge Ohio’s 2022 Emerging Leader Award

“Lorelei came to UCH in June of 2020 at the beginning of the pandemic. Right away, her expertise as an RN and respiratory therapist made her a valuable asset to our organization,” wrote former UCH Executive Director of Compliance and Clinical Services, Dr. Patti Klingel in her nomination.

“She has consoled them (UCH directors of nursing), counseled them, mentored them and encouraged them” – all while helping to care for the sickest of the sick.

Heineman is quick to give credit to those who have helped her develop strong leadership skills throughout her career. Working under the most difficult conditions, she recognized the need for UCH team members to support one another, and for leaders to be willing to join frontline staff in the trenches.

There is a clear parallel between Heineman’s work at UCH at the height of pandemic and her personal release: her love of horses. She competes in endurance rides and competitive trail riding with her horses. These endurance rides are from 25 to 100 miles a day at an average of six to ten miles per hour depending on trail conditions. She relates these rides to what the staff endure during their working hours – “Once the race begins, you’re in it for the long haul,” she said.

“What makes UCH and its leaders so special is their steadfast commitment to our mission, vision and values,” Slutz said. “We invest in our talent – employees are the engine that makes the organization go – and provide the tools they need to care for and support residents throughout UCH’s 80-plus communities. It’s fulfilling work that we’re all honored to be a part of and we’re extremely proud of the organization and our awardwinning leaders.”

UCH leaders gather around award winners in support.

Photo credit: Picture America

GOAL IN SIGHT: UCH NEARS $45 MILLION FOR CAMPAIGN FOR ABUNDANT LIFE

The 100th anniversary of United Church Homes in 2016 was the catalyst for the historic $20 million, 5-year Comprehensive Campaign for Abundant Life. The campaign will become historic as it is the largest fundraising effort that UCH has ever initiated. The idea for this ambitious goal was to grow funds for key priorities with all gifts to count over the 5-year campaign period:

• Affordable Housing Communities

• Endowment/deferred gifts

• Pastoral Care

• Residential Campuses and Healthcare Communities

• Ruth Frost Parker Center for Abundant Aging

• Unrestricted support, charitable care and quality of life

Early adopters of the effort included United Church Homes’ Board of Directors who led the way by establishing a robust goal of their own pledging to raise $500,000 from current and former board members. Key leadership of UCH joined the board and set out to raise

$300,000 from their leadership teams. Other volunteer leaders didn’t hesitate to raise their hand and made generous 5-year pledges and offered to help lead initiatives for the goals established for each key focus area of the campaign. This early adoption of support from many faithful volunteers, community partners and donors set the stage for a lasting momentum over the 5-year campaign.

Vital milestones were met along the way including increasing support from individuals, vendors, church

and community funders. Faithful annual donors were inspired to commit to a larger gift resulting in a substantial increase in major “impact” gifts to UCH. Investments by UCH in professional planned giving experts worked alongside advancement leadership to support strategic donors who were interested in making transformational legacy gifts. During these years, donor appreciation events blossomed, honoring many donors who gave their treasure, time and talent.

All of this has brought us to the brink of reaching our revised goal of $45 million by end of 2022—the new goal that was increased because of a generous, life estate gift of $17.5 million made from long-time friends of UCH in November of 2020. The year 2020, remembered as the year of the novel coronavirus—the global pandemic that changed the world as we knew it. That same year will also be remembered at UCH for the year of the largest gift ever received in UCH history—a transformational gift that provided new opportunities for growth for UCH in our new century of service.

Like so many, Jody and Beth had not reviewed their estate plans in some time. Both being in their mid 90s, they knew it was time. They had no children and no immediate heirs to their accumulated assets and had a history of donating to many local non-profits that served the community where they lived— organizations that supported programs and activities that were important to them.

The couple had both been challenged by a variety of complex health conditions that were motivating them to review their plans. Jody frequently would say how it would be terrible if they didn’t get their plans updated. Accordingly, they were committed to making sure their legacy included continued support of the organizations that represented their values throughout their lives. Time was of the essence!

Tragically, just as they were nearing the finish line to execute their estate plans, Jody unexpectedly passed away. This situation turned dire because Beth not only was grieving the loss of her caregiver and husband

WAITING IS NOT A STRATEGY

This time was tumultuous for all involved, but due to the values-driven work by all individuals, the planning was finished and the resident is safe and sound and being cared for as she deserves and as Jody desired.

of over 60 years, she also struggled with her own health. The leadership of the community immediately committed their time to help Beth work through her grief, work with her healthcare representative and transition her to a new care setting –making sure appropriate care teams were in place to keep this resident safe and sound.

Following that, the advancement team focused on reaching out to Beth’s professional advisors to help them understand the work they had been doing with this couple and communicate the values they had expressed for their estate plans as they worked with the Beth to finalize their wishes.

It is for these reasons that United Church Homes is proud to partner with the nations premier valuesbase estate planning firm to provide complimentary and confidential estate planning reviews to our friends and supporters.

It’s never too early to begin planning the impact you want to make through your estate, and waiting is not a strategy.

CREATE YOUR LEGACY PART 2

This is the second installment of a three part series on What is our legacy and how do we discover it.

PLANNING YOUR LEGACY

This is the process of creating a formal plan for your net worth through your estate. It’s important to start with your values and objectives. Ask yourself: “Do I want to perpetuate the values that I’ve held dear during my lifetime? How do I want to be remembered? What impact have I made, either with my family, other loved ones, friends, my business or philanthropically? Can I continue to make an impact through my estate plan?”

In planning your legacy for children, think about what your goals and objectives are for them. Do you want them to enjoy their inheritance, and yet still be productive? Often times, parents pass assets to their children over time through a trust to assure professional asset management. Is there a family tradition you want to continue after you are gone? One donor wanted to create a trust to fund a cruise every year for her children and grandchildren, because she had done that annually for them for many years. One left a fund for a family reunion each year to ensure the entire family never lost touch. These were traditions they wanted to perpetuate.

Do you want your estate to impact not only your children’s lives, but also social causes that are important to you? A gift through your estate plan is one of the most affordable (when you don’t need the money and you can’t take it with you!) anyone can make. Many individuals will leave a gift of approximately twenty times an annual gift to permanently endow that gift. A bequest of $20,000, at an annual distribution rate of 5%, could permanently fund an annual gift of $1,000 after your lifetime. Your gift can “live forever” and create a lasting legacy.

To get a copy of part one of this series, please contact Gloria Hurwitz, Vice President of Advancement at ghurwitz@uchinc.org or 740.751.8702. In the next edition of Spirit Magazine, we will conclude this series with a discussion on how to implement your legacy.

Gloria Hurwitz

United Church Homes is making available to its friends and stakeholders a complimentary valuesbased estate planning process designed to help individuals and couples think through their legacy to create a comprehensive estate plan. For more information, contact Gloria Hurwitz, Vice President of Advancement , at ghurwitz@uchinc.org or 740.751.8702.

WISHING WELL WINNERS ANNOUNCED at Affordable Housing Conference

After canceling due to the COVID pandemic and meeting virtually, affordable housing managers and service coordinators were excited to convene in July for an in-person meeting in Nashville, Tennessee at the United Church Homes annual Housing Conference.

The three-day event featured general sessions for all participants. Members of UCH’s senior leadership team acknowledged the hard work and dedication of employees through the most challenging of times.

“We wanted to bring staff together to talk about some of the softer skills that are so important in their day-to-day work,” said Executive Director of Housing and Services Dan Fagan. “The first day featured sessions on active and reflective listening in the morning and a holistic approach to fostering dynamic team relationships yielding inclusive communities of respect in the afternoon.”

“Another important component of the annual event, which is funded in part by the U.S. Department of Housing and Urban Development, is a refresher on HUD requirements and preparation for inspections,” he continued. “We also focused on financial management, budgeting, purchasing and marketing for managers, and exceptional caring and community engagement with service coordinators.”

One of the highlights of the annual event is recognizing Wishing Well funding recipients, a tradition that dates back many years.

“What started as a small grant program has evolved into distribution of $72,000 in funds this year for improvements in our affordable housing communities,” explained Cheryl Wickersham, who serves as UCH’s Vice President of Asset Management and Capital Preservation. “Wishing Well contributions help fund some of the extras not covered by HUD.”

Employees and other generous donors provide the funds that support Wishing Well projects, with the amount matched by UCH. Affordable housing managers are encouraged to seek input from residents and apply for up to $10,000 to help purchase wish list items for their communities. Because funds are limited, communities are not eligible to receiving Wishing Well funds in consecutive years. Funds available for distribution are the total gifts received from January 1 to December 31 of the previous year.

A committee including President and Chief Executive Officer, Rev. Dr. Kenneth Daniel review the applications and score them using a common rubric. Committee members then meet to discuss the various proposals.

CONGRATULATIONS TO THE 13 COMMUNITIES RECEIVING FUNDS IN 2022:

Biimaadiiziiwiin, Ogema, MN $7,500 for fencing around the building

Brookside Community, Olean, NY $10,000 for lighted ceiling fans in each apartment

Canal Village, Canal Winchester, OH $3,572.50 for an automatic door opener

Cedar Heights, Cedartown, GA $4,688.23 to update the gazebo and back patio area

David’s Way, Canal Winchester, OH $6,245 for a water softening system

Gateway Commons, Columbus, MS $4,637.84 for new flooring for the office, hallway, community room and kitchen, and new furniture

Ken Mar Apartments, Martinsville, IN $5,000 to update the camera system

Morning Star Housing, Moline, IL $4,930.38 for security cameras

Morning Star Residences, Moline, IL $4,993.05 for security cameras

Oakhaven Community, Bremen, IN $1,606.87 for outdoor patio furniture

Tahoma Vista Village, Tacoma, WA $5,000 for an outdoor shelter and benches

The Villas, Rome, GA $5,426.68 to revamp the patio area

Wesley Park, Moundsville, WV $5,000 for new deadbolts and levers for all units

Community Briefs

UCH Welcomes New Hires, Congratulates Those Earning Promotions

Jason Asp joined UCH as Corporate Director of Marketing and Program Innovation with more than 22 years’ experience in marketing. Jason hopes to come alongside UCH’s great leaders to bring fresh ideas and better systems, so customers find it easier and more delightful to do business with us. Fun fact: Jason doesn’t like talking about himself but would love to hear fun facts about you.

Lisa Berkemeier came on board as Executive Director of Christian Concern Communities and UCH Management With more than 35 years’ experience, Berkemeier was attracted to UCH through its known success in housing and felt it aligned with her own vision and goals. Fun fact: Lisa attended college for Music Performance as a Bassoonist at the Cincinnati College Conservatory of Music.

Ashley Bills was promoted to Director of Corporate Communications and Media Relations. Ashley brings nearly 17 years’ experience to the role and is eager to work collaboratively across all facets of the organization to ensure consistency of tone, alignment of brand and reinforce the UCH mission. Fun fact: Ashley leads worship at her church and was formally the lead singer of a bluegrass band.

James Boyd was hired as Director of Facilities. He has more than 14 years’ experience and enjoys supporting, coaching, and encouraging team members to grow, achieve goals and continue learning. Boyd hopes to create an open atmosphere for sharing ideas, and processes and procedures that work. Fun fact: James is a huge fan of the Washington Commanders football team.

Aaron Casto joined the team as Housing Regional Director with more than 10 years’ in affordable housing. Casto gives credit to his grandparents, who raised him, for his passion in helping older adults live meaningful lives. Fun fact: Aaron is a self-proclaimed die-hard Browns fan.

Mackenzie Dever is Administrator in Training at The Fairhaven Community. Dever finished her internship with UCH and began her Administrator in Training (AIT) internship in October. “I am thankful for the opportunities UCH has given me and I’m glad my career starts here.” Fun fact: Mackenzie has a twin sister who is only six minutes older than she is.

Debra Durbin was selected as Executive Director of Clinical Operations. Debbie has served within UCH for more than nine years. She has a long career balanced both clinically and operationally suiting her for this new role. Debbie says she desires to improve outcomes by enhancing quality improvement processes. Fun fact: Debbie is a naturalized American citizen, born in Canada.

Phil Hartje was hired in Advancement as the Campaign Coordinator for The Longfellow Commons Project. He has more than 30 years’ experience prior to joining the team at UCH. Hartje said, “It’s a pleasure to work in an organization that is forward thinking, inclusive and values their constituents and staff.” Fun fact: In November, Phil hopes to compete in his second New York City Marathon.

Josh Kerr was promoted to Administrator of The Chapel Hill Community, where he has been the Assistant Administrator for two years. Kerr said he likes his role because each day is different and brings a new set of challenges. Fun fact: Josh loves to ride his motorcycle.

Eric Klenzman was promoted to Director of Finance. Klenzman says he enjoys removing barriers for others to become successful. “I hope through financial reporting, we can help UCH move forward and grow everyone in the organization with the information we provide.” Fun fact: Eric loves to play softball and coach his kids in sports.

Kristy Tocknell is the Executive Director of Ohio’s Hospice at United Church Homes. She has been working at Ohio’s Hospice for more than 12 years. She was attracted to working with the joint venture of OHI and UCH because of the organizations shared mission and values. Fun fact: Kristy loves outdoor activities and has run many ultra-marathons. Her longest race was a 100k.

Community Briefs

Uplands Village Resident Writing and Teaching at 85

Uplands Village resident Dr. Ed Olson is a prolific writer at the age of 85. With the ink barely dry on his most recently published book – Become Conscious of Wholeness: Humanity’s Only Future – he’s already working on another.

The book seeks to answer a question on the minds of people throughout the country and the world: How can we transcend our tribal, philosophical and religious differences?

Become Conscious of Wholeness: Humanity’s Only Future explores how connecting human consciousness with universal consciousness will give individuals and societies a sense of being complete. Accessing universal consciousness – the fundamental wisdom, intelligence and love in the Universe – aligns individuals’ sense of identity and purpose. This frees them from limiting beliefs and fears.

The book promotes the belief that when consciousness is understood from multiple scientific, spiritual, psychological and mystical perspectives, that which is of ultimate importance becomes clear: our relationships with each other and the Earth – our essential wholeness.

~ Dr. Ed Olson

Dr. Olson and Judith, his wife of 62 years, live abundant lives in the Tennessee community managed by United Church Homes (UCH). They swim at the Uplands Village aquatic center almost every day, enjoy the community’s lovely campus, watch television, listen to music and engage with other residents who Dr. Olson describes as simpatico people.

“Uplands Village is so important,” Dr. Olson said. “I have people I can talk to and share with. I can test my ideas with other residents who, as seniors, are wise elders. It’s a community that serves to promote listening and ultimately, understanding.”

Dr. Olson’s engagement extends beyond Uplands Village. He teaches a course offered through the University of Maryland’s Global Campus M.B.A. program. His network of professional colleagues extends around the world, staying connected via Zoom.

“Beyond being a useful professional resource, Zoom helps Judith and I stay connected to our four adult children and eight grandchildren who are scattered all over.”

Become Conscious of Wholeness: Humanity’s Only Future is available on Amazon and at Barnes & Noble.

“There is a consciousness that we’re all connected to. Writing this book is my way of seeking common ground. It’s an attempt to break down the ‘us versus them’ mentality that creates cultural division.”

Resident Artwork Featured in Exhibit

The Parkersburg Art Center, located a few miles downriver from The Harmar Place Community in Marietta, Ohio, featured the skilled nursing community’s resident artwork in a special exhibit in April.

The exhibit highlighted artwork created entirely by residents through Opening Minds Through Art (OMA), a program which provides opportunities for creative self-expression and social engagement for individuals with dementia or other forms of neurocognitive disorders.

The Harmar Place Community OMA program offers residents ongoing painting classes where their artwork is displayed in an art show on campus twice yearly. This was the first show held at The Parkersburg Art Center.

“We understand the benefits of art-making as a means of building relationships, therapy and non-verbal expression,” said Jessie Siefert, managing director of The Parkersburg Art Center. “One of our goals is to enhance the lives of those living in our area. The goals of OMA align well with ours.”

Vargas said she has seen the impact art and creative expression has on residents and partners through the OMA program. “It is amazing to hear the stories behind the art and hear residents share the connection to their own life experiences. I am happy the art center gave our residents a bigger stage to share those experiences with the Mid-Ohio Valley and shine a positive light on aging.”

The resident artwork welcomed guests who visited the

during its time on the display at The Parkersburg Art Center in Parkersburg, WV.

exhibit

“Our residents are honored their work will be featured at the art center. We believe this will be a positive experience for them and their families and shine a light on the great work we are doing to enrich the lives of older adults,” said Chaplain Patricia Vargas, who serves The Harmar Place Community and facilitates the OMA program.

Community Briefs

Supporting Staff Personally and Professionally

United Church Homes (UCH) is proud of its ongoing investment in its most valuable asset: its people. Staff members touch the lives of residents and are symbols of the organization’s unwavering commitment to those it serves.

The UCH Ruth Frost Parker Foundation Scholarship, established in 2004, is one of the ways the organization invests in its people. It provides funding to support staff education in all areas of UCH from clinical studies for direct caregivers, to staff in all areas of operations. Since inception, more than 150 staff and family members have benefited from the program.

Among the most recent recipients of UCH’s support is Jessica Moss who assumed a new position focused on infection prevention and wound care at The Fairhaven Community in April.

“I first came to work for UCH in 2017 as a licensed practical nurse through an agency,” Moss said. “UCH approached me about joining the team as an employee and I agreed. I started on nights and later transitioned to days.”

Appreciating Moss’ work ethic, skills and compassion, UCH leaders encouraged her to pursue her dream and take the next professional step to become a registered nurse.

Thanks to several scholarship opportunities – the Educational Foundation of Ohio Health Care Association, the Fairhaven Volunteer Service Group and UCH’s Ruth Foster Parker Foundation Scholarship – Moss enrolled in the Tri-Rivers School of Nursing August of 2021. In June, she graduated at the top of her class, earning several academic awards.

“It was a dream come true,” Moss said. “It was tough, but I received such strong support – beyond the scholarship – throughout my time in the program.”

“In some ways, the encouragement and support I received from UCH staff and leaders meant even more to me than the scholarship funding, which helped me reach my goals without assuming crippling debt,” she continued. “I was able to reduce my hours but remain full time. I felt supported every step of the way.”

UCH had such confidence in Moss that they approached her about assuming a new position as infection prevention and wound care nurse. In April, she assumed the new role.

UCH’s support extends to Moss’ family members. Her grandfather, grandmother and father-in-law were all residents and received care at The Fairhaven Community – chosen because of its commitment to quality. Her daughter worked at UCH after high school, is now pursuing a career in healthcare and is also a UCH Ruth Frost Parker Foundation Scholarship recipient, receiving funding for four years of her education.

“We’re proud of our investment in staff,” said Scott Slutz, who serves as UCH’s Vice President of Human Resources. “We’re proud of their accomplishments and the impact on those we are honored to serve.”

“I’d tried twice over the course of 15 years to advance my education and career to the next level,” Moss said. “But each time life circumstances prevented me from doing so. This time it felt different.”

Supporting Residents Through Community Partnerships

As the service coordinator for the Canal Village and David’s Way affordable housing communities in Canal Winchester, Ohio, Avonne Bennett is committed to supporting residents’ needs and seeks out individuals and organizations that share United Church Homes’ (UCH) drive to helping others.

“Having access to nutritious food is so important to the health and well-being of our residents,” Bennett said. “We’re fortunate to have several local supporters who understand that and are willing to partner with UCH in service to our residents.”

Bennett works with individual residents to determine their needs and eligibility for various benefits, including the Senior Farmers Market Nutrition Program (SFMNP). Funded by the U.S. Department of Agriculture and administered by states, the program provides low-income seniors (60-plus years of age) with access to locally grown fruits, vegetables, honey and herbs.

After the farm that supported SFMNP locally for several years left the state, Bennett found a new partner for the two communities. She discovered that Schultz Valley Farms located in nearby Lancaster accepts SFMNP coupons. They were willing to partner with UCH and now delivers food to Canal Village and the adjacent David’s Way communities.

Resident and community volunteers pick up coupons for eligible residents at Lifecare Alliance in neighboring Columbus which are used to purchase food from Shultz Family Farms. They visit the communities every other Wednesday throughout Summer and early Fall.

Residents stock up on fresh fruit and vegetables as they make their way through the market.

“Schultz Family Farms is such a great partner,” Bennett said. “They already accepted SFMNP coupons but were unaware of the need in our affordable communities. Their willingness to deliver food here to our residents is of great help and particularly convenient for residents who don’t own a vehicle.”

“Our residents are always excited to see what’s being offered,” she continued.

“They bring a big selection and all the produce is really fresh. Our residents are very happy with our new partner.”

Programs offered by UCH’s Ruth Frost Parker Center for Abundant Aging

Enliven

Enliven is a program of courses designed to nourish abundant spirits for aging individuals. Taught by clergy and spiritual directors with personal and professional experience working with adults in the second half of life.

NEXT STEPS

COURSE OFFERINGS INCLUDE:

GRIEF CARE FOR THE HOLIDAYS with Rev. Kristen Orion Four weekly sessions where grief will be spoken and honored and mourning loss of any kind will be supported.

THE DEEPER PATH: THE CALL OF AGING with Rev. Lois Mueller Is this all there is? Discover how your “third age” can be a sacred journey.

MAKING GOD REAL IN YOUR LIFE with Rev. Bobbie McKay Don’t think you’ve ever had a real God experience? Come and discover God’s very real presence in your life.

• All courses are on Zoom, requiring the participants to join with a computer, tablet or smart phone.

• All are offered free of charge thanks to the support of United Church Homes and a grant from the Heartland Conference of the United Church of Christ.

You can find more details at: UnitedChurchHomes.org/enliven

LEARN MORE AT eden.edu/nextsteps

Reimagining your Elderhood

WINTER 2023 class is for clergy FALL 2023 class is open to all

“Growing whole rather than growing older—that captured so much and spoke most clearly. It is much better than thinking of retirement or change of directions or even a new beginning. The whole idea that this is a continuation of my growth resonated a lot in my thinking.” — Participant, fall 2021

The 14-week course leads the participants in a process of selfdiscovery through readings, presentations, small group discussions and discernment about the next chapter of life following your primary career. It is a collaboration with the Walker Leadership Institute at Eden Seminary and the Parker Center for Abundant Aging.

ABUNDANT AGING BLOG

Looking at aging through the lens of faith community leaders who seek to age abundantly.

“Everything I talked about doing after I retired, I realized I don’t really want to do! I wouldn’t have gotten there without this class. I would not have been ready if I had jumped in right after retirement, but waiting a year was the ‘right’ time. I experienced a change in personhood.” — Participant, Fall 2021

REGISTER for upcoming courses at UnitedChurchHomes.org/enliven SUBSCRIBE TODAY AT blog.UnitedChurchHomes.org

RECENT TOPICS INCLUDE:

• Becoming a modest “techie” in my 90’s!

• Technology & Creation’s Majesty

• Selfies with the Dalai Lama

This is how we LIVE IT!

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Our mission is to transform aging by building a culture of community, wholeness and peace.

NATIONAL AND STATE AFFILIATIONS:

American Health Care Association: ahca.org

Council for Health and Human Service Ministries (CHHSM): chhsm.org

LeadingAge: leadingage.org

LeadingAge Ohio: leadingageohio.org

Midwest Affordable Housing Management Association (MAHMA): mahma.com Ohio Association of Area Agencies on Aging: ohioaging.org

Ohio Healthcare Association: ohca.org

Southeastern Affordable Housing Management Association (SAHMA): sahma.org UCC Coalition for LGBT Concerns: ucccoalition.org

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