In this issue p2 A Dedicated Life p3 Special Needs Trusts p4 Eyes of Hope p6 The Buzz p7 In Memoriam volume 25/#3 • summer 2015 What’s Holding Us Back? By Nancy R. Weiss, Director National Leadership Consortium on Developmental Disabilities Today I had the pleasure of listening to Lynne Seagle speak to a group of young leaders in North Carolina. Hope House supports people who live in their own homes, have jobs and live rich, connected lives of meaning and impact. In the 1970s and early 1980s Hope House Foundation looked pretty much like most agencies that provided residential services back then. They had a solid reputation for providing quality group home services. Starting in 1984 the Hope House staff began to question whether living in group homes and going to day programs was really what the people they supported wanted. They asked people a couple of simple questions, “How would you like your life to be different? How do you want to live?” People said they wanted to have their own place, live alone or with someone who was special to them, get jobs, have a pet, be in charge of their own schedule, do things for fun that they chose, make money, have a girl- or boyfriend, get married…. in other words, they wanted the same kinds of lives all of us want. Some organizations back in the 1980s (and maybe even some now) might have filed away those “what-do-people-want” survey results in the back of a file drawer. They might have wished they’d never asked. Once Lynne and her staff knew that what they were providing wasn’t what the people they supported wanted, continuing to provide services in the same ways would have been unconscionable. Hope House Foundation began closing their group homes in 1984. The thing is, 22 years after Hope House Foundation closed its last group home, Lynne is still in great demand as a speaker. People still want to hear her recount how Hope House closed their group homes all those years ago. And people don’t come to hear about the history of the field; the lessons Lynne shares are absolutely relevant to her audience today. What keeps the shift to individualized supports mired in the mud at the water’s edge? Why has progress for people with disability crept so slowly when other kinds of progress have marched along as we would expect? After listening to Lynne today, I asked her how many people she thinks she speaks to in the course of a year as she travels the country doing presentations. She estimated she speaks to upwards of a thousand people a year, and she’s been doing this kind of training for more than 20 years. I asked Lynne whether she often has people contact her after one of her presentations to say, “Our organization is going to do what you did” and ask her to mentor them through the process. “No”, she sighed, “It’s not like that. People like the idea. They get excited about it. They know it’s what’s right and they understand it’s what should happen within their organizations, but I can think of only one or two people who made the decision to close their group homes and day programs and then really went ahead and did it. Cont’d on p.2 From the Executive Director A Dedicated Life “Find a job you love and you’ll never work a day in your life.”—Confucius When I was still in high school I am quite sure that had I seen this quote I would not have believed it. The adults I knew who had jobs did not illustrate their passion for their work in this way; in fact they behaved as if the job and its monetary rewards were more of a means to an end. The mantra communicated to me as a child was about working to have a life not having a life dedicated to work. I now understand what this statement means. Each year Hope House Foundation’s Board of Directors hosts an annual dinner. Attendees include our employees, people our organization supports, volunteers, donors and members of our wider community. We usually have 400+ in attendance, and this year was no different. The agenda tends to focus on the celebration of our achievements, most importantly the longevity of individual staff members. In most companies length of service is acknowledged and valued, but at Hope House Foundation it is truly honored. We take the bulk of the time within our agenda to ask those who have Lynne Seagle Time here equates to love, love of the mission, love of the job, love of civil rights and yes, love of self. worked with us for 3, 5, 10, 15, 20, 25 and 30 years to be acknowledged. I choke up every time. The emotions I feel are varied but by far the dominant one is gratitude. Grateful for the unflinching commitment but also for finding a place that creates love for the work we do in a manner that does not feel like work but more like a calling or covenant. After more than three decades at Hope House, I have gained a sense of what people with disabilities whom we support value. Certainly it starts with a life of freedom, freedom to live how you choose but also freedom from bigotry and segregation. Having friends and a sense of belonging is also a basic need, all things that most of us value. However when having those Dear Lynne, I am so amazed by all you do for Hope House, but also for anyone that asks. You have so much experience and advice to offer, and you do so freely. But what really stands out is the love and support you provide your staff. I often think “what would Lynne do” and try to imitate you when I have difficult decisions to make with my own staff. And, I can proudly say I now have an incredible, hard-working team who feels supported but also is dedicated and engaged. Your mentorship helped me to get there.” —Kate Meechan, Executive Director Volunteer Hampton Roads 2 things involves relying on paid staff members, well then other things become equally important. Things like unwavering ethics, the strength of kindness and the ability see with wild, creative and imaginative vision. But the one item that consistently comes up from people we support is longevity of staff. It takes time to really know someone, it times time to build a trust that is unbreakable, and it takes time to make mistakes and learn from them. Time here equates to love, love of the mission, love of the job, love of civil rights and yes love of self. It makes you feel like it’s not work, it’s your life. That is one of our greatest achievements. Do the right thing. It will gratify some people and astonish the rest. —Mark Twain What’s Holding Us Back? Cont’d from p.2 It’s not an easy process, but it can be done.” Lynne stopped and thought a few seconds and then said, “The hardest part? The place I think people are stuck? It’s just deciding. ” What holds us back, keeps us from deciding? It’s not that we don’t know how to make the shift. It’s not that there are no models and mentors. We know that people with disabilities who are supported individually achieve better outcomes, are more socially connected and that people want to be in charge of their lives. All I can think is that to make a major shift like this in the way we support people forces us to come to grips with the fact that, with the best of intentions, and with every desire to do right by the people we support, we’ve been underestimating them, isolating them and holding them back. That’s an uncomfortable thought, but surely not so uncomfortable that it justifies our allowing the lives of the people we support to be stranded permanently in a time gone by. Pooled Special Needs Trusts By Brian Boys, Attorney with Atlantic Law PLC In a prior article, I highlighted the distinction between First Party and Third-Party Special Needs Trusts. Another distinction is that of Stand-Alone Special Needs Trusts versus Pooled Special Needs Trusts. A Stand-Alone Special Needs Trust is administered for the benefit of a single beneficiary by a trustee, as appointed in a trust agreement, which provides the rules of the trust. A Pooled Special Needs Trust, on the other hand, is administered by a non-profit organization for the benefit of many beneficiaries. Assets are “pooled” together for investment purposes, and a separate sub-account is maintained for each beneficiary. The pooled trust organization makes disbursements, selects the investment manager and fulfills reporting requirements. Because the pooled trust is managed by a non-profit organization, it provides the benefit of not having to find a capable trustee to administer the trust. Additionally, because assets are pooled for investment and management purposes, administrative expenses can be lower than those of a stand-alone trust. Pooled trust accounts can be established as either first party of third party. Like a Stand-Alone First Party Trust, a First Party Pooled Trust subaccount can be established by a parent, grandparent, guardian, or a court and has a Medicaid payback provision. Unlike a Stand-Alone First Party Special Needs Trust though, a First Party Pooled Trust subaccount can also be established by the beneficiary. Also, depending on the account balance and amount owed to Medicaid at the beneficiary’s death, remaining assets may be used instead for the charitable purpose of the non-profit organization. SPOTLIGHT Annual Dinner Honorees Professional commitment with a not-for-profit is becoming rare these days. We believe it is this very longevity that has been the foundation of our strength. The group below represents longevity to this organization and are the ones who help us fulfill our purpose. We are proud to recognize their service to Hope House Foundation and the people we support. 10 Years of Service • Kenyatta Corbett, Resource Coordinator • Verna Dickens, Support Assistant Lakewood • Arnette Gallop, Support Staff Harrington • Kathie Grady, Community Support Coordinator Bison • Rhonda Saunders, Support Staff Lakewood • Jennifer Serina, Support Staff Lakewood • Jacqueline Skinner, Thrift Shop Sales Associate • Christina Slater, Human Resource Manager • Taryn Subeh, Team Leader Pelham • Anita Washington, Support Assistant Princess Anne 15 years of Service • Elena Montello, Development Director • Pamela Rogers, Service Coordinator Princess Anne • Christy Super, Support Staff Marina Heights • Lonnie Sublett, Computer Network Administrator 25 Years of Service • Robin Haverty, Housing Director 30 Years of Service • Angela Stevens, Behavioral Consultant Community Award • Amanda Page Stephens Jeff Miller Award • Norfolk Southern Board Member of the Year • Janet Davis-Merlo “That old law about ‘an eye for an eye’ leaves everybody blind. The time is always right to do the right thing.” – Martin Luther King, Jr. 3 The Eyes of Hope Elena Montello and Ski. Our wonderful Hope House Foundation staff celebrates 10 years. Pam Katrancha presents Pamela Rogers with her 15 year award of service. Dr. Tom McCune presents Katie Fletcher, Executive Director of the Norfolk Southern Foundation, with the Jeff Miller Award. Rick Mapp presents Robin Haverty with 25 years of services award. 4 Hope House Foundation– proud to be a partner. 2015 Annual Awards Dinner Janet Davis-Merlo presents Elena Montello with 15 years of service award. Grey Persons, immediate past president, leads the 2015 annual dinner program. Board president Josh Harris and board member Dorothy Clark presents Angela Stevens with 30 years of service award. Linder “Hollywood” Lawrence presents Amanda Page Stevens with the 2015 Community Award. “I follow three rules: Do the right thing, do the best you can, and always show people you care.” Lou Holtz Board member Jon Gray the 2014 Board Member of the Year presents Janet Davis- Merlo with the 2015 Board Member of the Year award. 5 The Spring and Fall Stockley Gardens Arts Festival builds community through the arts. More than 25,000 people attend each festival, and they raise $120,000 to support Hope House Foundation. Making a Change in 2015 By James Burney As an experienced advocate, I never feel the need to stop what I am doing. The more I get involved, the more I feel rewarded from helping others. Set high goals for yourself this year. As your journey through this year striving to reach those goals, you will be surprised how far you get. The more you accomplish in reaching those goals, your determination will increase and you will feel good about yourself. As I continue to inspire others, they continue to inspire me back. This inspiration is what encourages me to carry on with advocacy. I hope my dedication motivates you all to advocate The Buzz is produced by people supported by Hope for yourself. HAVE YOU HEARD THE BUZZ? 6 House Foundation and is coordinated by Kim Enesey. With sadness we honor the passing of John Smith John came to public notice in 1984 when he was shot by Norfolk police in a game of Russian roulette that they termed “horse play.” When told that her only son had been shot, his mother incurred severe medical distress and died within a couple weeks. After a year in Norfolk General Hospital, John was back in the community without support. Burke Margulies was appointed John’s limited guardian to manage the settlement with the City of Norfolk, but he realized that John needed services he could not provide. Kathryn Byler, another attorney with Pender & Coward, brought the matter before the courts resulting in the appointment of Jewish Family Service as his legal guardian in 2007, but the problem of funding for services persisted. John was homeless and destitute. Moments of joy and a sense of belonging were offered by Channing Pfeiffer and a small group aware of John’s plight. They solicited the help of former Councilman Randy Wright and Hope House executive director Lynne Seagle ultimately gaining entry to the Medicaid Waiver system in 2011. At long last, John found a home at Hope House where he received the services and support he needed. Thanks to Hope House, the last three years of John’s life were the best he ever knew. Kathryn Byler, Channing Pfeiffer and John Smith “Sometimes it is better to lose and do the right thing than to win and do the wrong thing.” Thank you, Board of Directors – Tony Blair Hope House Foundation Board of Directors 20% off any purchase with this ad—Thru 9/30/15 1800 Monticello Avenue • Norfolk 1100 N. George Washington Hwy • Chesapeake Open Monday through Sunday 10am–6pm Joshua Harris, President Anne Standing, Vice President Janet Davis-Merlo, Secretary Jonathan Gray, Treasurer Dorothy Clark Matthew Fine Pam Katrancha Pete Leddy Richard C. Mapp III Tom McCune, M.D. Peggy Meder Thomas Moss III Jeff Parker Grey Persons Jacqueline Schillereff DiAna White Lynne Seagle, Executive Director 7 Nonprofit Org. U.S. Postage PAID Norfolk, VA Permit #535 801 Boush Street Suite 302 Norfolk, VA 23510 www.hope-house.org 757-625-6161 757-625-7775 fax Hope House is a certified United Way of Hampton Roads agency. Designation #5070 summer 2015 events BE OUR FRIEND! August 29Open House for NEW Hope House Thrift Shop. 1100 N. George Washington Highway, Chesapeake. 11 a.m. to 3 p.m. Enjoy snacks, face painting and deals at our newest location. October 3Chelsea West Fest. Noon to 6 p.m. Experience the best of Hampton Roads with local crafters, talented local musicians, local beers and delicious vendors in Historic West Ghent. October 17–18TowneBank presents the 2015 Stockley Gardens Fall Arts Festival. Enjoy the works of over 125 artists in a variety of mediums such as painting, ceramics, sculpture, photography, and jewelry. The after-hours party and artists’ reception will take place on Saturday at 5 pm. There will be live music and kids’ activities all weekend long. This event is free and open to the public. Volunteers are also needed. Visit www.stockleygardens.com for more information, or call (757) 625-6161. October 25Jake’s Place Men’s Spa presents the 2015 Beards, Bands and Brews. To benefit Hope House Foundation. 2 to 6 p.m. at O’Connor’s Brewery. This event features two local bands, oysters, pig and great beer. Tickets are $30/advance or $35/door. Contact Keeley Fenning at 757-625-6161, X 509. Visit Hope-House-Thrift-Store.com to find out about the Thrift Shop’s daily and biweekly deals.
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