Roundtable Discussion 2014: Improving Services for Elderly

ZeShan Foundation, Hong Kong

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To better understand the growing needs brought about by Hong Kong’s ageing population, ZeShan Foundation held a roundtable discussion on April 4, 2014, which was attended by philanthropists and representatives of private foundations, service organizations, research institutions and social enterprises. Ms. Annie Chen, a second generation member of the Thomas Chen family and member of ZeShan Foundation’s Grants Committee, hosted the event.

Hong Kong is experiencing a rapidly ageing population. In 2012, 14% (1.02 million people) of the population was aged 65 or older; by 2041, that number will shoot up to 30% (2.56 million people) according to a projection by the government. Comprehensive services for the elderly rank high on the list of concerns for both the community and the government of Hong Kong.

The featured speaker of the event, Prof Alfred Chan, Chair of the Elderly Commission and Director of the Asia-Pacific Institute of Ageing Studies at Lingnan University began by emphasizing how support from private foundations for pilot projects can be instrumental for developing innovative service models and formulating enlightened policy agenda through effective advocacy. Prof. CHAN suggested forging a strong public-private partnership among government entities, private and corporate funders, service providers, and concerned groups in order to effectively leverage resources and create synergy between these different stakeholders.

Among the participants, Mrs. Mabel Lee, Board member of Simon K.Y. Lee Foundation, and Ms. Bella Luk, Executive Director of Helping Hand, shared their experience in developing and scaling innovative projects to enhance elderly services in selected communities. Ms. Doris Leung, Chief Executive Officer of Diamond Cab, an award-winning social enterprise, shared her company’s lessons in creating impact through social innovation.

Moderated by Mr. Timothy Ma, Executive Director of Project Flame at the City University of Hong Kong, participants examined catalytic roles the philanthropic sector could play in creating impact in the development of elderly services. Emerging from the roundtable discussion, the general consensus was that there are great opportunities for collaboration across sectors in the field of elderly services.

Building on the momentum of the roundtable discussion, an ad-hoc working group was formed to follow-up on ideas brought up during this event and develop suggestions into actionable efforts.

圓桌討論會:改善長者服務 [2014]

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擇善基金會於2014年4月4日舉辦圓桌討論會,目的是探討目前長者服務的改善空間及促進該方面的公私營合作,為日後龐大的長者人口提供更完善的服務配套。陳氏家族成員兼擇善基金會董事陳恩怡女士代表擇善基金會,歡迎28位來自私人基金會、非牟利機構、教研組織,社會企業的代表和獨立慈善家參加會議,就議題分享經驗和交流意見。

根據政府統計數字,本地65歲及以上的長者人口將由2012年的102萬人(佔人口的14%),大幅上升至2041年的256萬人(佔當時人口的30%)。香港正逐步趨向老齡化,如何提升長者服務成為當前重要的社會議題。

討論會邀得香港安老事務委員會主席及嶺南大學亞太老年學研究中心總監陳章明教授、李國賢基金會董事局成員李黃眉波女士、伸手助人協會總幹事陸寶珠女士作主講嘉賓。陳教授指出私人資金對開拓各項試點計劃十分重要,可使具創新性的項目得以被政府吸納及擴展。李女士及陸女士均分享在推廣地區老人服務方面的實踐經驗。 社會企業「鑽的」行政總裁梁淑儀女士則分享其以經營社會企業模式提供服務的經驗。

會議由香港城市大學「火焰計劃-社會創新及企業精神在城大」執行總監馬錦華先生主持。馬先生建議加強私人資助者、企業、非政府機構及關注團體之間的合作夥伴關係,產生協同效應,有效地拓展服務範疇及加深工作成效。與會者認同跨界別的合作對長者服務的發展有十分正面的作用。

討論會在熱烈的氣氛下總結成果,大部分與會者同意成立緊密溝通的工作小組,以積極地推動本地長者服務的發展。

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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.

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Cross-sector Task Force on Elderly Services 2014

ZeShan Foundation, Hong Kong

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Subsequent to the roundtable discussion convened by ZeShan Foundation in April 2014, a cross-sector working group has been formed with a focus around Hong Kong elderly services. The group was comprised of three task forces to take lead on forum organization, policy and advocacy, and dementia, respectively, which collectively work toward addressing issues raised during said roundtable discussion. 

In the face of a rapidly ageing population in Hong Kong, the working group believes that an effective public-private partnership is required to mobilize the community and the government to work in concert towards the needs of this shifting demographic. Only in coupling policy change with innovative solutions can Hong Kong be made an exemplar of quality elderly services for the region. 

In line with the group’s goal of encouraging cross-sector collaboration, the twenty members themselves are representatives of different sectors, such as grant-making foundations, academia and service providers, so as to join forces and work in synergy towards the common goal of improving elderly services.

Task Force 1: Conference Organization

The first task force organized a 2-day forum with a focus on building sustainable public-private partnership in elderly services, which was held in Hong Kong in mid-November 2015 just ahead of Hong Kong’s Senior Citizens’ Day. The goal behind this forum was to bring together private foundations, policy-makers, academics and service providers in a platform to develop private-public partnerships, as well as to demonstrate the importance of creating sustainable partnerships detailed through case studies.

Task Force 2: Policy & Advocacy

Convenor: Mr Patrick Cheung, Managing Director, The Jade Club

The second task force reviews elderly-related policies and advocates for greater cross-sector collaboration. In meetings convened with Miss Annie Tam, JP, Permanent Secretary for Labour and Welfare, and Dr. C. K. Law, Principal Investigator of the Consultant Team for the Elderly Commission’s Working Group on Elderly Services Program Plan (ESPP), members of this task force introduced the work and future plans of their respective organizations, discussed policy developments, and expressed views on the role and involvement of private foundations in the development of elderly services in Hong Kong.

Task Force 3: Dementia and Caregiver Support

Convenor: Ms Florence Ho, General Manager of the Jockey Club Centre for Positive Ageing & Jockey Club CADENZA Hub

The third task force looks specifically at dementia, diving into the policy and institutional support given to caregivers of dementia patients in Hong Kong. There are some 18,000 new cases of dementia every year in Hong Kong, and with the city’s ageing population, this neurological condition is expected to affect some 280,000, or 4% of the local population, by 2036.

 

跨界別安老服務專責小組 [2014]

擇善基金會於2014年4月召開探討本港安老服務的圓桌討論會,與會者其後成立跨界別工作小組,推行後續工作及保持緊密聯繫。工作小組設有三個專責小組,分別負責籌辦論壇、政策及倡議、腦退化症方面的工作。

工作小組認為,香港面對人口急劇老化所帶來的各種挑戰,必須透過有效的公私營合作,才能促使政府與社區攜手解決難題。香港若要推動優質安老服務,並在區內起牽頭作用,必須具有推動政策的決心和創新的解決方案。

工作小組的20位成員來自慈善基金會、學術界及服務提供者等界別,貫徹小組鼓勵跨界別合作的宗旨。小組為不同界別人士提供了協作平台,以共同實現提升安老服務質素的願景。


專責小組(一):籌備會議
第一個專責小組負責籌辦有關發展可持續公私營合作的研討會,於2015年11月香港長者日前夕於本港舉行。研討會為私人基金會、政策制定者、學者以及服務提供者等提供平台,一方面催化公私營合作機會,另一方面透過案例來探討可持續公私營合作模式的建立。

專責小組(二):政策及倡議
召集人:尊賢會創辦人 張瑞霖先生

第二個專責小組負責研究長者政策及倡議跨界別合作。專責小組先後約見了勞工及福利局常任秘書長譚贛蘭小姐JP, 以及安老事務委員會轄下「長期護理服務模式」工作小組顧問團隊首席研究員羅致光博士。小組成員在會上介紹了各自組織目前及計劃中的工作,就長者政策的發展方向進行了討論,以及就私人基金會在本港安老服務發展過程中可以擔當的角色提供了意見。

專責小組(三):認知障礙症及護老者支援
召集人:賽馬會耆智園 賽馬會流金匯總經理 何貴英女士

第三個專責小組負責研究腦退化症,以及本港在政策及製度上對護老者所提供的支援。香港每年新增約1.8萬宗老退化症個案,而隨著人口老化,預計2036年,老退化症患者將達28萬人,佔全港人口4%。

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When an unknown printer took a galley of type and scrambled it to make a type specimen book. It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using ‘Content here, content here’, making it look like readable English. Many desktop publishing packages and web page editors now use Lorem Ipsum as their default model text, and a search for ‘lorem ipsum’ will uncover many web sites still in their infancy. Various versions have evolved over the years, sometimes by accident, sometimes on purpose (injected humour and the like).

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It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using ‘Content here, content here’, making it look like readable English. Many desktop publishing packages and web page editors now use Lorem Ipsum as their default model text, and a search for ‘lorem ipsum’ will uncover many web sites still in their infancy. Various versions have evolved over the years, sometimes by accident, sometimes on purpose (injected humour and the like).

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.

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Family Philanthropy

ZeShan Foundation, Hong Kong

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The ZeShan Philanthropy Forum Series is part of ZeShan’s mandate of promoting philanthropy and an extension and continuation of its “Family Philanthropy: Values and Strategy” Forum in 2009. The series, taking place periodically throughout the year, creates a unique platform for like-minded donors to exchange ideas, share experiences, stimulate thinking and network in a peer setting. Past events include:

2011

  • January 18: Ms. Melissa Berman (President and CEO of the Rockefeller Philanthropy Advisors)
  • September 2: Mr. Bernard Chan and Ms. Christine Fang – Consultation on Charity Law for Hong Kong
  • December 22: Recent Developments in Philanthropy in Mainland China

2012

  • February 14: Dr. Peggy Dulany (Co-founder of Global Philanthropists Circle)
  • June 19: Meeting with American philanthropists
  • July 11: Dr. Zhuang Ailing (CEO of Shanghai Rende Foundation)

2013

  • November 19: Dr. Melissa Berman (President & CEO of Rockefeller Philanthropy Advisors) – The Theory of the Foundation Project

2015

  • April 20: Ms. Samantha Gilbert (Vice President of Talent and Human Resources at the Ford Foundation)
  • July 15: Prof. Anthony J. Spires (Centre for Civil Society Studies, Chinese University of Hong Kong)
  • September 25: Dr. Mary Ann Tsao (Chairman of the Tsao Foundation) – Philanthropy as Catalyst in Improving Elderly Services [ See more below]

Singaporean Perspectives on Elderly Care

Dr. Mary Ann Tsao, chair and founding director of Singapore’s Tsao Foundation, shared her family foundation’s pioneering work and insights on advancing elderly care at a ZeShan Philanthropy Forum Series luncheon on September 25, 2015.

The luncheon aimed to bring in overseas experience on elderly service innovation and partnership, and was chaired by Ms. Annie Chen, director of ZeShan Foundation. Participants included 26 family principals and executives of private foundations as well as ZeShan’s key NGO and academic partners in ageing initiatives, and is a prelude to ZeShan’s upcoming conference on public-private partnerships for ageing population in November 12-13, 2015.

Tsao Foundation
The Tsao Foundation, a Singapore-based but regionally-oriented operating non-profit family foundation, was founded by Dr. Tsao’s grandmother in 1993 to enhance the quality of life for the elderly. The foundation has been under the leadership of Dr. Tsao – a US-trained pediatrician born and raised in Hong Kong – who was until June 2007 also the foundation’s CEO.

The foundation has been at the forefront in developing innovative and duplicable community-based elderly care models, which have been demonstratively successful and adopted by the Singaporean government.

Its key initiatives include the Hua Mei Center for Successful Ageing (community-based care for ageing in place), Hua Mei Training Academy (capacity building in ageing care provision and self-care), and International Longevity Center (policy advocacy, research and promotion of interagency collaboration). The foundation’s latest initiative is Community for Successful Ageing (ComSA), a community-wide, systems approach demonstration project

Philanthropy as Catalyst
Dr. Tsao shared with the luncheon participants her foundation’s governance, core values (innovation, excellence, catalyst for constructive change), key principles, as well as shifting strategic focus in response to evolving social needs – which is reflected by changes in the foundation’s taglines, from “ageing with grace and dignity” to “for successful ageing” to “longevity is opportunity”.

She also shared the development process and challenges of the foundation’s projects, such as engaging and convincing policymakers, the importance of documentation, low literacy rates and prevalent use of dialects among older people, and how to truly understand the elderly’s feelings and motivations. She spoke of the importance of persistence and boldness in using philanthropy to push for mindset and systematic change. After her sharing, attendees raised questions on such issues as the strategic role of family foundations and engagement of private sector in a community-wide effort for social change.

ZeShan Philanthropy Forum Series
The ZeShan Philanthropy Forum Series is part of ZeShan’s mandate of promoting philanthropy and an extension and continuation of its Family Philanthropy: Values and Strategy Forum in 2009. The series, taking place periodically throughout the year, creates a unique platform for like-minded donors to exchange ideas, share experiences, stimulate thinking and network in a peer setting.

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“Family Philanthropy: Values and Strategy“ Forum

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The “Family Philanthropy: Values and Strategy” forum, held on September 17-18, 2009, attracted an enthusiastic turnout of about 100 donors and family foundation staff. The event provided a platform for family members to candidly discuss issues that concerned them and challenges that confronted them in relations to family philanthropy, and to share their experiences with one another.

The occasion started with a welcome note by ZeShan’s Executive Chair Ms. Laura Chen, followed by a speech by Dr. Thomas Chen, patriarch of the family and chairman of Si Yuan Foundation, in which he shared his view on success in terms of happiness and contribution to society. Ms. Chen then addressed the participants, delineating the meaning of Family, Philanthropy, Values and Strategy, and sharing the family’s philanthropic journey with the participants. Other members of the Chen Family, including Mr. Minoru Chen, Ms. Annie Chen and Mr. Roy Chen, as well as Dr. Gerald Chan from the extended family, all spoke at the event.

The conference consisted of breakout sessions on topics relevant to individual donors and family foundations, including the importance of proper due diligence, evaluation and accountability, strategic giving, synergy and leveraging, as well as global trends. Several issues especially struck a chord with the participants, such as how to involve the next generation in family philanthropy, family dynamics and conflict resolution mechanisms, and due diligence, monitoring and evaluation methodologies.

ZeShan invited Emmy Award-winning musician Peter Buffett to play on the piano and share his experience in philanthropy with forum participants. The audience swooned with delight as Mr. Buffett performed, told stories about his life experiences and showed moving videos of his philanthropic initiatives.

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Constructive Discourse

In early days of ZeShan, our former Executive Chair Laura Chen spoke extensively on family and strategic philanthropy, generously sharing our experiences and collaborations with other donors and foundation professionals.  She was a frequent speaker and facilitator at both global and local philanthropy conferences, including:

• The Asia Pacific Family Office Conference in Hong Kong (October, 2008)
• The 9th Annual Global Philanthropy Forum in San Francisco (April, 2010)
• UBS Philanthropy Forum in Singapore (April, 2010)
• Creative Capitalism Forum in Hong Kong (May, 2010)
• 2010 Joint World Conference on Social Work and Social Development in Hong Kong (June, 2010)
• CUHK Family Business Speaker Series 2010 (July, 2010)
• Philanthropy Symposium in Singapore (September, 2010)
• The 10th Annual Global Philanthropy Forum in San Francisco (April, 2011)

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When an unknown printer took a galley of type and scrambled it to make a type specimen book. It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using ‘Content here, content here’, making it look like readable English. Many desktop publishing packages and web page editors now use Lorem Ipsum as their default model text, and a search for ‘lorem ipsum’ will uncover many web sites still in their infancy. Various versions have evolved over the years, sometimes by accident, sometimes on purpose (injected humour and the like).

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