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Defying all odds: coping with the challenges of volunteer caregiving for
patients with AIDS in South Africa
Olagoke Akintola
Correspondence to O. Akintola: AKINTOLA O. (2008) Defying all odds: coping with the challenges of volunteer
e-mail: akintolao@ukzn.ac.za caregiving for patients with AIDS in South Africa. Journal of Advanced Nursing
63(4), 357–365
Olagoke Akintola PhD MPH
doi: 10.1111/j.1365-2648.2008.04704.x
Senior Lecturer
School of Psychology, University of
KwaZuluNatal, Glenwood, Durban, Abstract
Kwazulu-Natal, South Africa Title. Defying all odds: coping with the challenges of volunteer caregiving for
patients with AIDS in South Africa.
Aim. This paper is a report of a study to explore the challenges experienced by
volunteer caregivers of people living with HIV/AIDS and the strategies employed in
coping with these challenges.
Background. Informal caregiving is associated with stresses that often results in
poor health outcomes for caregivers. In South Africa, volunteers play a major role in
the provision of care for people living with HIV/AIDS and have been shown to
experience burdens as a result of caring. However, little is known about stress and
coping among volunteer caregivers.
Methods. An ethnographic study was conducted, using observation and in-depth
interviews, to collect data with 20 volunteers and other stakeholders in two semi-
rural communities in South Africa over a 19-month period in 2002/2003.
Findings. ‘Defying all odds’ emerged as the central theme that encompassed the
various ways in which volunteer caregivers dealt with the many practical chal-
lenges confronting them. These challenges initially posed a threat to volunteering
work but were gradually appraised by volunteers as challenges that could be dealt
with using various strategies in order to continue providing care. Eight themes
highlighting these challenges and the coping strategies employed by volunteers
were identified.
Conclusion. A clear understanding of how volunteers deal with challenges of
caring for people living with HIV/AIDS can give insight into their weaknesses and
strengths and can inform the design of interventions aimed at providing support.
Studies are needed to facilitate better understanding of the processes of appraisal
of challenges by volunteers and the effectiveness of coping strategies, and to track
coping strategies over time.
2008 The Author. Journal compilation 2008 Blackwell Publishing Ltd 357
O. Akintola
358 2008 The Author. Journal compilation 2008 Blackwell Publishing Ltd
JAN: ORIGINAL RESEARCH Challenges of volunteer caregiving for patients with AIDS
efforts to regulate the emotional consequences of stressful or participants were volunteer caregivers working with a non-
potentially stressful life events. In coping with stressful governmental organization (NGO) that offers home-based
events, individuals carry out cognitive appraisal of the event: care services to these communities. They were recruited as
a process of evaluation that reflects the individual’s subjective part of a larger study investigating the impact of caregiving
interpretation of the event (Lazarus & Folkman 1984). on caregivers of PLWHAs. Interviews were also conducted
Individuals carry out primary appraisal to evaluate whether with key informants such as home-based care managers,
the stressful event is potentially beneficial or harmful, and coordinators of volunteer caregivers and community clinic
secondary appraisal to evaluate what, if anything, can be staff. A meeting of volunteer caregivers was convened - with
done to prevent harm or improve the prospects for benefit assistance from the manager of the NGO and local councilors
(Folkman et al. 1986). Both processes - cognitive appraisal - where the purpose of the study was discussed and those who
and coping - mediate between stressful events and well-being. consented to participate in the study were recruited. Volun-
Studies among informal caregivers have shown that the teers were included in the study if: they were enrolled and
adoption of appropriate coping strategies could lead to lower trained as caregivers with the NGO; were providing care to
burden and more positive health outcomes (Pakenham et al. someone with clinical AIDS; had been caring for at least three
1995, Pakenham 2001). For instance, Pakenham (2001) months; and were willing to respond to questions about their
found that the use of problem-focused coping strategies was experiences. Twenty-one volunteers were approached but
associated with lower levels of psychological distress. This only 20 agreed to take part in the study, and all responded
paradigm is useful for exploring stress and coping among freely to all questions.
volunteer caregivers.
Data collection
The study
Interviews
The interviews took place in offices provided by the local
Aim
councillor, community resource center or participants’
The aim of the study was to explore the challenges experi- homes, depending on participants’ preferences and logistics.
enced by volunteer caregivers of PLWHAs and the strategies Interview schedules consisting of topic guides and open-
employed in coping with these challenges. ended questions were used to conduct in-depth interviews
The main questions addressed were: What are the chal- with participants. The interview schedules were developed
lenges relating to caring that confronts volunteers? How do using information from an extensive review of the literature
volunteers interpret and make sense of these challenges? How on informal caregiving for PLWHAs and informal discussions
do these challenges impact on their lives and work? How do with stakeholders. They focused on socio-demographic vari-
volunteers cope with these challenges? ables, the nature and meanings of caring, challenges of caring
and how volunteers interpret and make sense of these chal-
lenges as well as coping strategies employed. All the inter-
Design
views were conducted by two trained interviewers, who were
This was an ethnographic study: the study of the culture also volunteers from the community, and took between 40
(shared system of meanings) of a group of people (Boyle 1994, and 90 minutes each. All interviews with volunteers were
Schensul et al. 1999, Henning et al. 2005). Ethnography was conducted in Zulu, the local language spoken in the com-
chosen because it is most suited to capturing the everyday munities, while interviews with stakeholders were conducted
realities of volunteers and for observing and documenting in English. All interviews were tape-recorded, transcribed and
volunteer caregiving activities (Axinn et al. 1991, Rossman & those conducted in Zulu were translated into English.
Rallis 1998). Data were collected in 2002/2003, during which
period the author and interviewers participated in daily Observation
briefing sessions, home visits, meetings, assisting with logistics, The researcher and interviewers also accompanied volunteers
record-keeping, and other routine activities of the volunteers. on their rounds while visiting patients’ homes to observe and
document caregiving experiences. Field notes were used to
document these observations. Invaluable data obtained from
Participants
observation were used primarily to illuminate data collected
The study was carried out in two semi-rural communities from interviews and give a better understanding of stress and
located on the outskirts of Durban, South Africa. The coping among volunteers.
2008 The Author. Journal compilation 2008 Blackwell Publishing Ltd 359
O. Akintola
360 2008 The Author. Journal compilation 2008 Blackwell Publishing Ltd
JAN: ORIGINAL RESEARCH Challenges of volunteer caregiving for patients with AIDS
Initially I was scared because sometimes I feel like crying. I saw that if
Struggling to maintain confidentiality
I keep on crying I will be worrying myself; then I started learning to
give the sick person love. Patients trusted their volunteers and therefore shared confi-
dential information with them, including disclosing their HIV
status. While volunteers did not have problems keeping
Becoming a competent caregiver
secrets or confidential information, it was stressful for them
Patients had special care needs which might repulse caregivers to maintain confidentiality about patients’ HIV status:
and they doubted whether the volunteers were providing care
If a person discloses to you…. and you ask them if they want to tell
willingly and ‘from their hearts’. This was a source of stress for
the relatives, they say, ‘No’. And if you keep on pestering them, they
volunteers, but made them learn fast on the job by paying
do not want you anymore.
attention to the objective and subjective needs of patients in
order to become competent. Competence helped them cope This put volunteers in a difficult situation, as they were
with the behaviour of patients and meet their care needs: usually seen by families as betraying their trust:
Every time if you are talking to a sick person (AIDS patient) you must I saw that his sister in-law was devastated and angry (with both
look at his face, because sometimes he feels that you are not doing it patient and volunteer) because this man died and the family did not
(caring) from your heart that may be you are forced to do it. You know what was wrong with him. His sister in-law was very sad
must first give him love and embrace him, because those people feel because the results of the tests … were not out then. When the paper
that nobody loves them anymore. (results) came back from the hospital, nobody knew what was
written on it. The patient did not want the sister in-law to know what
If you are doing this home-based care job you have to be brave, must was written on the paper. I also did not know what to say ... or do.
have hope and volunteer with love. And you must always carry the He (the patient) was the only one who saw it and did not tell anybody
needs of the patients because sometimes the patients dirty (defaecate the results before he died.
on) themselves.
Although volunteers repeatedly assured patients about con-
fidentiality, they still insisted on looking at their files to be
Pushing ahead with caring work sure that their HIV status was not recorded, fearing that the
files might fall into wrong hands. Volunteers therefore had to
Volunteers soon found that their competence was not good
use ‘private signs to indicate when someone is HIV-positive
enough to significantly alleviate the pain and suffering of the
which no one else can understand’.
patients. Their training in basic nursing care had limited
effects, and they had to watch many of their patients die
without being able to administer any pain-relieving or life- Managing attitudes and behaviours
saving medication. One lamented: ‘The main problem was this
Volunteers also deal with patients’ emotional and behavio-
continuous running stomach; I tried to help using my (care) kit,
ural issues, such as moodiness and anger:
but was finding it difficult to make a difference with the little I
could do’. Another said, ‘He exhausted the 10 disposable Sometimes we go to a house (to give care) and a person (patient or
nappies in no time and his eyes were turning white. We called family member) becomes rude to us and we have to calm them down.
the ambulance… the paramedics knew he won’t make it And also we teach the family caregivers that they have to love and
though he was still warm… the second day I heard he was dead. look after the sick person because s/he belongs to their family
As a consequence, volunteers became discouraged, emo- whether or not s/he is rude.
tionally drained and found it difficult to continue with their
In addition, patients and their families made unreasonable
work to the extent that some considered quitting. They used a
demands of volunteers. One volunteer explained:
variety of coping strategies: keeping their minds off the
situation and focusing on other things; talking to their If you don’t come for one day, they threaten to report you at your
colleagues or a religious professional about it; and going to work place… although you tell them that you only volunteer in your
church to pray and sing in an attempt to forget their spare time, they still do not understand. You come in the morning,
problems. Volunteers had little time to deal with their give them a bath and do every work in the house... and leave late in
problems. They also did not have any professional help, the afternoon, but they still don’t appreciate it. They take it as if we
and had little choice but to push ahead with their work are doing a paid job and that it is compulsory for us to come
because of the large number of patients who needed care. everyday.
2008 The Author. Journal compilation 2008 Blackwell Publishing Ltd 361
O. Akintola
Another volunteer, who could not visit one of her patients experiences of volunteers working in other home-based care
due to other work commitments, said: organizations or settings were not captured. An exploration
of the experiences of volunteers in other settings might offer
Most of them (the patients) are emotional. Some of them lose their
more insight into volunteers’ coping strategies. Second, only
minds and say all sorts of things. Most of them expect you to come
experiences relating to stress and coping among volunteers
with something. They will ask questions like, ‘What did you bring for
are explored in this paper. Third, the effectiveness of
me?’ - things that you can’t afford. Some will say, ‘Can you buy me
volunteer caregivers’ coping strategies was not explored.
Kentucky Fried Chicken’?
The study extends knowledge on care-related stressors
Volunteers coped by attributing patients’ behaviours to the among AIDS caregivers in general, and also provides new
terminal nature of their illness and their mental ill-health. knowledge on stress and coping among volunteer caregivers
They also clarified their roles and educated family caregivers for PLWHAs in Africa. Consistent with Lazarus and
about how to cope with these issues. Folkman’s (1984) theory, volunteers carry out both primary
and secondary cognitive appraisal of stresses confronting
them and gradually develop strategies to cope. In doing this,
Confronting poverty
they appraise stressors first as threats but later as challenges
Volunteers confronted, first-hand, the poverty and needs of which they could master by employing a mix of problem-
the affected families. Poverty was so serious that it was a focused and emotion-focused coping strategies. This is
major issue raised by all the participants. Volunteers’ consistent with Folkman and Lazarus (1985) assertion that
closeness to patients made them feel obliged to assist those people use both forms of coping in almost every stressful
who could not feed themselves or pay children’s school fees. encounter.
Caregivers reported the frustrating experience of trying to The findings on disclosure and fear of stigma are consistent
access for their patients the welfare grants provided by the with those of previous studies among family caregivers (Nnko
state. The problems of accessing grants therefore became a et al. 2000; UNAIDS 2000, Lindsey et al. 2003). PLWHAs
stressor for family caregivers, volunteers and the NGO. refrain from disclosing their status to family caregivers for
Through the NGO, volunteers were able to network with fear of discrimination, but this isolates them from sources of
social welfare officers/social workers to whom they referred support (Nnko et al. 2000, Akintola 2004a, 2006) and
social welfare issues. While many of the volunteers were creates stresses that affect the emotional and physical well-
successful in assisting patients to access grants, there were being of the family caregivers (Nnko et al. 2000, Lindsey
still scores of patients who were not successful. et al. 2003).
This study gives insight into how stigma affects volunteers
in the context of home-based care. They experience stigma
Developing a thick skin
and discrimination similar to and, at the same time uniquely
The fact that volunteers did not receive any remuneration different from, those experienced by patients and their
sometimes drew the ire of their friends and acquaintances, families. Because volunteers care for stigmatized patients on
who insulted them. Although they were demotivated, none of a daily basis, stigma and related issues constitute stressors in
them quit as a consequence. Instead, this reaction presented a variety of ways. First, stigma hinders volunteer care work
an opportunity for them to reappraise their commitment to because it makes it difficult to access patients. Second,
volunteering and to become immune to criticism: volunteers have to serve as advocates for stigmatized patients.
Third, in keeping their ethical commitment to maintain
My friends always tell me I cannot go and clean people’s faeces or
confidential information, volunteers have to put up with
work for nothing [without remuneration], but I told them I am a
constant stress from family members. Taken together, stigma
volunteer - I cannot insist on being paid. Because of love, I still
and discrimination can make the home a hostile place for
continue.
patients and volunteers, thereby undermining one of the
major potential benefits of home care, which is to improve
Discussion the experience of illness, dying and death (Nsutebu et al.
2001, Uys 2003, Akintola 2006).
The data give insights into stress and coping associated with
Volunteers used mainly active problem-focused coping
volunteer AIDS care. However, the study was not without
strategies to address the issue of stigma (Viney &
limitations. First, the fact that volunteers were recruited from
Westbrook 1982, Lazarus & Folkman 1984), and this
one NGO affiliated to a healthcare facility means that the
362 2008 The Author. Journal compilation 2008 Blackwell Publishing Ltd
JAN: ORIGINAL RESEARCH Challenges of volunteer caregiving for patients with AIDS
2008 The Author. Journal compilation 2008 Blackwell Publishing Ltd 363
O. Akintola
It is disturbing that affected families abused volunteers, fellowship grant from the Research Office, University of
thereby creating stress for them. The resilience of volunteers KwaZuluNatal, Durban, South Africa.
could be explained by a mix of several factors: strong
altruistic and humanitarian motivations and the lack of
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