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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.
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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Roundtable Discussion 2014: Improving Services for Elderly
ZeShan Foundation, Hong Kong
圓桌討論會：改善長者服務 [2014]
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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.
Cross-sector Task Force on Elderly Services 2014
ZeShan Foundation, Hong Kong
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 2012 2013 2015
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 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 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
Family Philanthropy
ZeShan Foundation, Hong Kong
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.
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”.
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.
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.
``Family Philanthropy: Values and Strategy`` Forum
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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)
Constructive Discourse
• 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)