AGING WELL FOR ALLJoin the Movement

We count individuals served by NCOA and our partners who:

l Realize a reduction in expenses and/or increase in income equaling at least $1,200 per year

l Complete an evidence-based program proven to deliver improve-ments to health and well-being

l Are able to remain in the community instead of being relocated to a nursing home

l Directly benefit (as defined above) from a policy change that would not have happened without NCOA’s leadership

HOW WE COUNT IMPACT

OUR VISIONA just and caring society in which

each of us, as we age, lives with dignity, purpose, and security

OUR MISSIONImprove the lives of millions of older adults,

especially those who are struggling

OUR STR ATEGY

We believe every person deserves to age well

OUR IMPACT We measure the lives we touch online

and in community

Since 1950, our passion and our mission has been improving the lives of older adults. We are the longest-serving national organization focused on aging.

2011

2017

2016

20152014

20132012

2019

2018

2030

40 million

10 million

8.8 million7.4 million

4.9 million

3 million1.7 million957,000

475,000

6.1million

WHO WE ARE

Scale Through Policy, Partners, and

Social Enterprise

Talk About and Measure

Aging Well

Innovate and Curate Proven

Solutions

IN COMMUNITY

ONLINE

2

11

3

2

3

ADVOCACY PARTNERSHIPS

PROGRAMS

Employment

Access to Benefits

Social Connections

Physical and Mental Health

Meaning and PurposeFinancial Well-Being

HEALTHY LIVING ECONOMIC SECURITY

WHY AGING WELL MAT TERSOur unprecedented gift of longevity comes with

both opportunities and challenges

WE’RE LIVING LONGER

The average 65-year-old today will live another

20+ years

THERE ARE MORE OF US

93 million Americans will be

60+ in 2030

HOW WILL WE STAY HEALTHY

AND INDEPENDENT?

80% of older adults have at least one

chronic health condition

HOW WILL WE AFFORD A LONGER LIFE?

80% of older adults are financially insecure today

or at risk

ACTION PLAN DISTRIBUTION

Every person has the knowledge and support to age with their best possible health and economic security

WHAT IT MEANS TO AGE WELL

HEALTHY LIVING

CHALLENGE The gift of longevity comes with a price tag. We must make our money last longer than ever before. Few older adults have saved enough, and most are living on a fixed income. The result is that 80% of older adults are financially insecure today, or at risk.

SOLUTION NCOA supports individuals on the path to financial well-being. We connect those who are eligible to benefits programs to help pay for food, medicine, and other daily expenses. We provide education, so people with Medicare can choose the best plan and make the most of their coverage. And we offer retraining and assistance to older adults who are struggling to re-enter the workforce.

PROGR AMS BenefitsCheckUp® My Medicare Matters® Center for Benefits Access Senior Community Service Employment Program

IMPACT 5.3 million individuals since 2011

CHALLENGE Meaning and purpose, physical and mental health, and social connections are key ingredients for aging well. But the statistics show these are a challenge for many. More than 80% of older adults have at least one chronic health condition and every 19 minutes, an older adult dies from a fall. Loneliness affects 1 in 3 of us as we age.

SOLUTION NCOA empowers individuals with the tools of healthy living. We promote proven programs where older adults discover how to prevent falls, manage chronic conditions, and create a playbook for aging well. We support and advance the nation’s senior centers, where older adults grow, learn, and engage. And as leader of the Aging Hub, we are measuring what matters and scaling what works.

PROGR AMS Center for Healthy Aging Aging Mastery Program® National Institute of Senior Centers Aging Hub

IMPACT 3.4 million individuals since 2011

ECONOMIC SECURITY

3

2

1

2

3

1

Employment

Access to Benefits

Financial Well-Being

Social Connections

Physical and Mental Health

Meaning and Purpose

3

2

1

2

3

1

Employment

Access to Benefits

Financial Well-Being

Social Connections

Physical and Mental Health

Meaning and Purpose

“The class offering was actually profound for me. I am 70 years old and if I’m lucky I may have 10 more good years. The classes offered ways to make the years happier, healthier, and more worry free.” —Hermi, Aging Mastery Program® graduate

“My blood pressure and blood glucose levels are within the normal range. I was also able to eliminate the multiple medications I was taking because of the change in my eating habits. I don’t feel like damaged goods or that I’ve been diagnosed with a death sentence anymore.” —Stephen, Chronic Disease Self-Management Program participant

“Your benefits checker saved my mom! I had no idea there was additional assistance for Medicare Part D, as well as medicine providers directly. No one really tells you this… but you did. It will save her thousands. Thank you!” —Misty, BenefitsCheckUp® user

“I had 30 years of service in the school system, but I had also lost half of my retirement savings in the crash. I’m a true example of how services helped me get out of the hole I was in. I don’t think I’d be alive today without it.” —Patti, Senior Community Service Employment Program participant

The Aguileras were having trouble paying the bills. They had only one source of income —Mr. Aguilera’s Social Security. Mr. Aguilera has Parkinson’s disease, and his wife is his primary caregiver.

They wanted help, but they didn’t know where to turn.

“My English is very limited, and I always struggle with paperwork,” Mrs. Aguilera says. “I have applied for various services in the past, but my applications were always denied or returned because I completed them incorrectly.”

A neighbor told the Aguileras to call the Watts Labor Community Action Committee Bradley Multipurpose Senior Center in Los Angeles, a Benefits Enrollment Center supported by NCOA.

“Together with our case manager and counselor, we were able to apply for many benefits,” Mrs. Aguilera says. “They first helped us apply for PACE/HEAP, and we were recently approved and received $340 that will go towards our water and power bill. We applied for low-income telephone and internet services, for which we qualified.”

Today, Mrs. Aguilera is spreading the word to her neighbors that information and support is available.

REAL STORIES REAL IMPACT

CHALLENGEBy 2030, 93 million Americans will be aged 60 and over, compared to 69 million today. Yet, critical federal programs that all of us depend on as we age—especially the most vulnerable—continue to be threatened.

SOLUTIONNCOA has been the voice of older adults for more than 70 years. In the 1960s, we were a driving force to enact Medicare, Medicaid, and the Older Americans Act. Today, we work in a bipartisan manner to protect and improve these and other programs, including securing core federal funding for NCOA’s Center for Healthy Aging and Center for Benefits Access. Using direct knowledge from our community partners, we inform policymakers about what works—and what doesn’t—and how programs can be strengthened to better meet our needs as we age. We advocate for key safety net programs that allow those who are struggling to age with health, security, independence, and dignity.

IMPACT1.3 million individuals since 2011

PUBLIC POLICY

To Our Funders, Thank You

CORPOR ATIONSAbbott LabsAccessible Solutions Aetna/CoventryAGIS Network, Inc.Anthem, Inc. Aon Hewitt Navigators Audi/VW Bank of America Canary Health Capital One Services Carefree Insurance Services Cigna EPIC/Magellan Health Systems Extend Health LLC Eye Care America Fannie MaeGA Foods Humana Human Arc Corporation Kaiser Permanente/Kaiser Foundation Health Plan, Inc. Lewin Lyft Maximus Merck & Co., Inc.MySeniorCenterNationwideNewton Group TransfersNovartis Pharmaceuticals NowPowPfizer Inc.PhRMA Public Consulting GroupSanofi Pasteur Sanofi US Services-Biosurgery Silvernest, Inc.WalmartWellCare

GOVERNMENTCity of San Francisco U.S. Administration for Community Living U.S. Department of Housing & Urban Development U.S. Department of Labor U.S. Environmental Protection Agency

FOUNDATIONSAnthem Foundation Bristol Myers Squibb FoundationHealth Foundation of Central and Western New York Margaret A. Cargill Philanthropies May and Stanley Smith Charitable TrustNext50 Initiative Patterson Foundation Prudential Foundation The Harry and Jeanette Weinberg Foundation The Henry and Marilyn Taub Foundation The New York State Health Foundation The Retirement Research Foundation Walmart Foundation Wells Fargo Housing Foundation

OTHER SUPPORTING PARTNERSBaltimore City Health Department Aging and Care Services Benefits Data Trust Chicago Department of Family and Support Services Cuyahoga County Department of Senior and Adult ServicesGreenPath Heritage for the Blind Massachusetts Council on AgingNational Association of Area Agencies on Aging National Association of States United for Aging and Disabilities New York State Health Office on AgingUniversity of California/San Francisco University of Illinois University of Minnesota

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