Issue Highlights
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This issue of AROHE Matters highlights surveys by retirement organizations documenting the value of retirees to campus and community life. Articles allow you to access the survey instruments and results.

President's Message

The AROHE General Business Meeting will be held virtually on November 16. Details about the meeting and nominees for 2023-24 Board of Directors are included below in this issue. I am looking forward to highlighting our accomplishments and introducing our initiatives.

January brings leadership to AROHE and we will be examining our strategy and plans for the next two years. The General Business Meeting allows us to collect your suggestions and ideas to help us chart AROHE’s future. Please plan to join us on November 16.

November (October for our Canadian colleagues) is also a time of Thanksgiving. Ten years ago the concept was expanded to include a day of giving to show your gratitude. This year “GivingTuesday” is November 29. Whether you give of your time, talent, expertise, or treasure, being generous is an investment in the future of our retirees, institutions, and communities.

Donate to AROHE


We have lots of opportunities and IDEAs to create Inclusive, Diverse, Equitable, Accessible organizations and communities. But we need your help.

Several AROHE members are on the nominee slate to become an officer or a board member, but there are additonal opportunities to volunteer to serve on a committee, present at one of our virtual events, and/or making a financial contribution to support AROHE’s work to transform retirement in higher education.

Best Wishes,

Bill Verdini

AROHE News

AROHE General Meeting

Wednesday, November 16, 2022

10-11:15 a.m. PST, 11 a.m.-12:15 p.m.MST,
12-1:15 p.m. CST, 1-2:15 p.m. EST

Last chance to register!

There is still time to register for AROHE's general meeting, which will include a brief summary of the organization's 2022 accomplishments, introductions of Board of Director candidates for the 2023-2024 term, an opportunity for you to give AROHE ideas for services that will help your retirement organization succeed, and an optional extended time to chat with friends and colleagues.

In the days following the meeting, an online election will take place for the 2023-2024 Board of Directors. The nominees are:

Officers

  • President - Roger Baldwin, Michigan State University
  • President-Elect - Cherie Hamilton, University of Minnesota
  • Secretary - Susan Kress, Skidmore College
  • Treasurer - Caroline Kane, UC Berkeley
  • Past-President - William (Bill) Verdini, Arizona State University

Directors-at-Large

  • Charles DeSantis, Georgetown University (currently in an appointed position)
  • Bernard Dobroski, Northwestern University
  • Tom Hart, Florida State University
  • Hoke Hill, Clemson University (nominated for a second term)
  • Eric Hockert, University of Minnesota
  • Kaye Jeter, Central State University
  • Judy Rethlefsen, Winona State University
  • Cary Sweeney, UC Berkeley (currently in an appointed position)
  • Joyce Szabo, University of New Mexico (nominated for a second term)
  • Emma Ward, University of Mississippi (nominated for a second term)

Click here to view the nominees’ profiles.

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Register for the General Meeting

Summit Fireside Chat Report 

by Sooz Klinkhamer, Kwantlen Polytechnic University Retirees Association

“I guess I’m an example of the fact that even somebody with modest talents can figure out a way to do new things”…What’s the old adage….about when you’re a hammer, every problem looks like a nail?” (Paul Irving)

Paul Irving stated that “the greatest challenge and potentially the greatest opportunity humankind faces, certainly in the 21st century (after climate change) is the challenge of population aging.” He wrote The Upside of Aging in response to his research, in part, ‘to change the narrative’. He shares that, of course, we must respect the realities and challenges of aging (such as chronic disease, dementia, loneliness, isolation and more); but aging also brings wisdom and judgements about the value of time, the value of life, the richness of experience….and that all of us can bring these attributes to challenges and problems.

Most of us in life’s later chapters recognize we have fewer years ahead of us than behind us. How do we want to make those years worthwhile, valued, productive…? Paul urges us to reconsider what the elders’ roles, responsibilities, and possibilities ‘have been’ and ‘could be’. With a demographic indicating lower birth rates, he suggests institutions that only ‘hustle’ teenagers will go broke. Why are they not leveraging and engaging their emeriti, retired faculty, and staff? Is the risk of ‘going broke’ not enough reason to expand diversity, equity, and inclusion (DEI) to include older adults? Paul suggests that ‘not many’ institutions are responding to the realities of our demographic age shift.

Paul’s challenge to each and all of us, and our retirement organizations, is to think ‘out 5, 10, 15, 20 years’ and ask ourselves what our universities will be experiencing as a result of shifting demography; what are the opportunities; what can we bring to the table as opportunities? Are YOU interested in doing something? Don’t wait to be invited! Begin with a new vocabulary…not ‘retirement’ - rather life’s next chapters. What do you want to do with these additional life chapters?

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Virtual Summit Fireside Chat Resources: Engaging Retirees to Transform Retirement in Higher Education

For those who were unable to attend the virtual Summit on September 22 or who would like to review the Fireside Chat with Paul Irving and Helen Dennis, the recording, written transcript and reading list from Helen are now available to AROHE members on our past webinars webpage.

Paul Irving is a senior fellow and past president at the Milken Institute and founding chair of its Center for the Future of Aging, a distinguished scholar-in-residence at the University Of Southern California Leonard Davis School Of Gerontology, a member of the National Academy of Medicine Global Commission for Healthy Longevity, and chair emeritus at Encore.org.

Helen Dennis has been named one of the Top 50 Influencers in the field of Aging by Next Avenue and is the co-founder of Project Renewment, a movement of career women defining their next chapters in life and co-author of the Los Angeles Times bestseller, Project Renewment: The First Retirement Model for Career Women.

Some member organizations are planning to show the Fireside Chat recording at a board or committee meeting, followed by a discussion of the questions posed by Paul and Helen. This is highly recommended as an effective way to maximize the value of the Summit for your organization and engage your boards to continue the conversation around the important topics raised during the event.

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Retirement Organization News

Retirement Organizations (RO):
Documenting Retiree Contributions

University of California Emeriti Survey

Every three years the Council of University of California Emeriti Associations (CUCEA) conducts a survey of the activities of emeriti faculty from its10 campuses. The 10th triennial survey, conducted in Fall 2021, covered academic years 2018-2021. The results were released in a report aptly titled “A Virtual Eleventh Campus,” emphasizing that the volume and breadth of work contributed by emeriti faculty are similar to that of an entire campus.

The online survey is created by the CUCEA survey coordinator (a volunteer emerita professor), and each campus emeriti office distributes the link to its emeriti. The results of the survey are distributed to leadership at the ten UC campuses, the UC Office of the President, and members of the UC Regents.

The 2021 survey included 22 questions covering teaching, mentoring, research and publications, creative work, awards, community and professional service, health care practice, and the impact of Covid-19 on emeriti’s work. There were 2,087 respondents, most of whom are still actively engaged in professional work. Almost a third (629) taught courses for UC, with a total of more than 1,600 courses. About half (1,032) served as an informal advisor, and 23% supervised at least one PhD student. Emeriti respondents produced almost 11,000 publications, including journal articles, books, book chapters and other publications. More than ¾ were active in professional organizations, with many in leadership roles. Emeriti provided service in myriad ways, including about 900 who used their expertise in pro bono work. The report is available at https://www.cucea.org/surveys.html. For more information, contact Professor Emerita Jessica Utts, Dept. of Statistics, University of California, Irvine, at jutts@uci.edu.

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University of California Retirees Survey

The first comprehensive survey of University of California (UC) retired staff and non-Senate academics was conducted by the University of California Council of Retiree Associations (CUCRA) in the fall of 2016 and a repeat survey was conducted in 2020. The organization plans to repeat the survey every four years.

The primary purpose of the survey is to produce data showing that retired staff are valuable contributors to UC and their communities. The survey asked more than 16,000 UC retirees about their volunteer endeavors, professional commitments, awards, and other accomplishments and activities.

The survey report is shared with administrators and stakeholders at each campus, the UC Office of the President, and UC Regents, and has been instrumental in advocating for retiree benefits including free or discounted parking and continued use of campus email. The survey reports can be found on the CUCRA website, AROHE members can access a webinar and an AROHE Brief focused on the 2016 survey.

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Documenting Retiree Value:
Winona State University Retiree Center
 

The Winona State University Retiree Center uses several indicators and metrics of the value that is added to the university by its retirees. First, every three years a comprehensive assessment survey is conducted of retirees regarding the center's programming, staffing, and communication. The survey also asks about the amount of time retirees estimate they volunteer on campus and in the local community. A dollar value is assigned based on the estimated average value of volunteer time within the state, which is provided by organizations such as Independent Sector.

Second, WSU retirees have been generous philanthropists to the university by establishing numerous academic and athletic scholarships, and financial support to special university projects. The Retiree Center Endowed Scholarship, for example, helps non-traditional students fund their education. Data on retiree giving clearly demonstrate the value that is added by retirees to many areas of the university.

Third, the popular Senior University Program, sponsored by the center, offers courses which enroll both retirees and community members in four-to-six-week classes (once per week). Paid current and retired faculty and community experts provide a rich variety of courses that help fulfill part of the university's mission to provide outreach education within the region. Enrollment and revenue data provide useful metrics of the value of this program.

There are several other indicators not discussed here that reveal the value-added by retirees to the university. Please contact the WSU Retiree Center Director, Jessica Kauphusman, jkauphusman@winona.edu, for more information.

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2021 Member Survey:
University of British Columbia Emeritus College

The University of British Columbia (UBC) Senate approved the UBC Emeritus College as a University unit in 2018. The college principal reports to the provost on college activities aimed to facilitate faculty transitions into retirement, promote intellectual and social programs for emeriti, and enable emeriti to continue their vital contributions to the university.

The UBC 2021 Member Survey, with a 37% response rate, 456/1270, showed that 179 emeriti continuing research with 83 teaching. Emeriti supervise graduate students, mentor colleagues, bring expertise to community/business organizations, and sit on provincial, and national and international scientific, professional, and government committees.

UBC’s president uses this information when he speaks to the ongoing achievements of emeriti enhancing the global impact of the university, mentioning the hundreds of talks and conference presentations, thousands of papers, books and book chapters by emeriti. The president and the university development office note that emeriti have given over $50M to UBC and are important volunteers in UBC fundraising campaigns. The growth of the prior emeritus associa6on and transition to a college (which included—gradually over eight years—an equipped office, staff, a letter of understanding with the provost, a budget, funds to partially reimburse emeritus research, and transition to college status) crucially hinged on regular meetings with UBC administrators, supported by a list of emeritus contributions and honors supplied by earlier surveys.

For more detail on UBC emeriti contributions, click here.

For more information, contact Carolyn Gilbert, PhD, assistant professor emerita, Audiology and Speech Sciences, and programs coordinator, UBC Emeritus College, at carolyn.gilbert@ubc.ca.

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Clemson Emeritus Faculty Give Back to the University

The Clemson University Emeritus College has many active emeriti faculty who are involved in the university and in their communities. We strive to report annually to the university administration the roles the emeriti faculty play.

We collect data in two formats. First, we ask emeriti faculty to submit an update of their activities for our annual report. The level of detail is impressive. Many of our faculty are continuing their research and teaching and continuing to publish and present at national and international conferences. Second, because our emeriti remain in the university’s human resources database after retirement, we can use the services of the university’s Office of Institutional Research to collect and analyze data maintained at the university level. When we report on teaching (paid and nonpaid), research grants, and thesis/dissertation committee service, it is based on this data.

These two data sets enable us to understand our members, from their department and college to their age. Each year we improve our requests for information to understand better who our faculty are and how and where they contribute. The information collected is included in our annual report to the provost’s office. Click here to review the 2020-2021 report.

To learn more, contact Joel Greenstein, Clemson University Emeritus College AROHE liaison, at iejsg@clemson.edu.

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Trends

National Poll on Healthy Aging: University of Michigan (UM)

The National Poll on Healthy Aging (NPHA) is a recurring, nationally representative household survey. By tapping into the perspectives of older adults, the NPHA helps inform the public, health care providers, policymakers, and advocates on issues related to health, health care and health policy affecting U.S. adults age 50-80 and their families. The poll receives support from AARP and Michigan Medicine, UM's academic medical center. To learn more, go to About the Poll | National Poll on Healthy Aging (healthyagingpoll.org).

Resources

Personal Estate Planning Kit

In the last issue of AROHE Matters, we focused on estate planning. Since then, AARP released a free Personal Estate Planning Kit. To access the kit, go to Personal Estate Planning Kit | AARP Foundation.

Reflective Corner

“In spite of illness, in spite of the archenemy sorrow, one can remain alive long past the usual date of disintegration if one is unafraid of change, insatiable in intellectual curiosity, interested in big things, and happy in small ways.”

Edith Wharton         

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Come Join Us in Transforming Retirement

Since 2002 AROHE has supported both institutions and individuals by transforming the experience of retirement – the preparation, the transition, and post-retirement programming – into a smooth and productive life-course change.

To renew, join or learn more, visit arohe.org or contact AROHE by emailing info@arohe.org or calling (213) 740-5037.

Tell Us Your Story

AROHE members are encouraged to submit stories that reflect activities, news and events from your retirement organization and campus that highlight the value retirees bring to their colleges and universities, including assisting active faculty and staff prepare for and transition well to next chapter lives. Articles are limited to 250 words. A relevant picture and web links are valued additions to any article.

The January issue of AROHE Matters will focus on retirement organization succession planning. How do you recruit new board members and volunteers? What preparation, materals, and support do you provide to new board and committee members? Your successes can help others. Submit articles by December 19 to editor Patrick Cullinane at pcullinane@berkeley.edu.

About AROHE

AROHE's mantra is "Transforming Retirement."

AROHE is a nonprofit association that champions transformative practices to support all stages of faculty and staff retirement, their mutually beneficial engagement, and continuing contributions to their academic institutions. By sharing research, innovative ideas, and successful practices, AROHE emphasizes the development and enhancement of campus-based retiree organizations and programs which support this continuing engagement in higher education.

Copyright © 2020 AROHE. All rights reserved.
Contact email: info@arohe.org
Contact phone: (213) 740-5037

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Thank You to our Sponsors

AROHE is grateful to these companies. Their generosity allows us to continue fulfilling our mission of transforming retirement in higher education.