The California Endowment’s grantmaking is broadly guided by our Building Healthy Communities (BHC) work and by the guidelines of each of our grant types. We award single and multi-year grants and Direct Charitable Activity (DCA) contracts. Through our Program-Related Investment (PRI) program we provide financing that advances our programmatic goals via loans and other financial products.

 

The California Endowment does not accept unsolicited letters of intent or proposals. Funding opportunities are by invitation only.

Overview


OVERVIEW

In collaboration with our grantees and partners, we seek to use our grantmaking to expand access to affordable, quality health care for underserved individuals and communities, and to promote fundamental improvements in the health status of all Californians.

OUR TYPES OF FUNDING

  • Project Grants
  • Program Support Grants
  • General Operating Support Grants
  • Direct Charitable Activity (DCA) Contracts
  • Program-Related Investments (PRI)

 

WHO WE FUND INCLUDES

  • 501(c)(3) nonprofit organizations that are not classified as private foundations
  • California state and local government entities
  • Faith-based organizations that welcome and serve all members of the community

 

WE DO NOT FUND

  • Individuals
  • Organizations that discriminate on the basis of race, color, religion, gender, gender identity and expression, national origin, citizenship status, age, disability, sexual orientation, or veteran status
  • Organizations that require membership in a certain religion or that advance a particular religious faith
  • Political campaigns, voter registration drives or lobbying for specific legislation

 

For more information, see the map below.

Application Process


GRANTS APPLICATION PROCESS

The California Endowment’s funding opportunities are by invitation only.

All solicited organizations are e-mailed a link to access our application system.

PROPOSAL REVIEW PROCESS

All requests for funding must include a completed application, any required supplementary documents, and a current GuideStar profile.

When your application has been successfully submitted, you will receive an e-mail confirmation.

All prospective grantees undergo a legal, financial, and programmatic review to ensure eligibility and financial health.  Typically, the application review process is completed within 6 to 8 weeks. If a request is approved, grantees will receive an e-mail notification and award documents via DocuSign, The California Endowment’s electronic signature tool.

HELPFUL LINKS

BUDGET

 

WORKPLAN

 

OTHER

 

CONTINUE APPLICATION

Grantee Reporting


GRANTEE PAYMENT AND REPORTING 

GRANT PAYMENT

Once a grant is approved, the authorized signer for the organization will receive the DocuSign email. This email will link to an Award Letter and/or Award Agreement, a Payment and/or Monitoring Form, and other grant-related information. The authorized signer should review, sign, and promptly return these documents via DocuSign.

Once executed award documents are received, The California Endowment will issue an electronic payment via an ACH credit directly to the grantee’s bank account.  Fees of $0.10-$0.20 may be imposed by the receiving bank for each ACH transaction. Grantees should contact their bank representative for details.

Upon request, The California Endowment will issue a paper check for a first payment that will be mailed via U.S. Postal Service. Subsequent grant payments are made via paper check.

GRANTEE REPORTING

Grantees should refer to their executed Award Agreements for details on their reporting schedules and requirements. It is the responsibility of the grantee to notify The California Endowment about any potential delays in reporting.

Grant reports typically include a narrative progress report and a project expenditure report, and are due at specific intervals during the grant period.

Please note that grantees must create online accounts to access grant and reporting information. Your account will be generated based on the Monitoring Form that goes out with the award documents.

To access your reporting portal:

  • Go to the Login page
  • Enter the email address previously provided on the Monitoring Form
  • Click ‘Forgot Password’ – the system will send a temporary password to the email address shown
  • Use the temporary password to Login

 

HELPFUL LINKS

 

If you have questions regarding online reporting, please contact gms@calendow.org or your grants analyst.

 

START REPORT

 

Direct Charitable Activities


DIRECT CHARITABLE ACTIVITIES

The California Endowment enters into Direct Charitable Activity (DCA) contracts with for-profit and non-profit entities by invitation only.

WHAT ARE DCAs? 

Direct Charitable Activities are those activities that are consistent with The California Endowment’s mission, but are conducted by The California Endowment (or its contractors) and whose primary and significant purpose is to achieve The California Endowment’s charitable purpose, though the activities may produce an incidental, shared or mutual benefit to a third party.

DCA REQUEST AND REVIEW PROCESS

The California Endowment’s Program Managers are engaged with their respective campaigns and are responsible for identifying prospective contractors who could provide services and assistance to achieve or advance The California Endowment’s charitable purpose.  Prospective contractors selected to apply will receive an email that contains a link for submitting their contract application and supplemental documents for review.

Our Program, Finance, and Legal teams will review the submitted application and documents to determine the prospective contractor’s capacity and eligibility to complete the proposed contract deliverables.

In addition to an internal review, The California Endowment also conducts an external review of the prospective contractor. As such, the prospective contractor may be asked to provide additional documents and information to establish the organization’s legal name and/or independent contractor status and budget information as it relates to the proposed project.

If The California Endowment elects to enter into an agreement, contractors will receive an e-mail notification and contract documents via DocuSign, The California Endowment’s electronic signature tool.

HELPFUL LINKS

Matching Gifts


MATCHING GIFTS

The Matching Gifts program reinforces The California Endowment’s mission by encouraging members of the Board of Directors and employees to contribute to qualifying charitable organizations.

PROGRAM OVERVIEW

The California Endowment matches individual contributions of $25 or more by donating three dollars for every one dollar contributed by participants to eligible charitable organizations.  An eligible organization’s mission statement must include “health” or have a specific program related to health in California that is consistent with The California Endowment’s mission.

The California Endowment’s mission is to expand access to affordable, quality health care for underserved individuals and communities, and to promote fundamental improvements in the health status of all Californians.

For more information on The California Endowment’s Matching Gifts program, select the appropriate link below:

 

 

PARTICIPANTS   ORGANIZATIONS

 

ELIGIBILITY

UNDER THE PROGRAM, THE FOLLOWING INDIVIDUALS QUALIFY AS ELIGIBLE: 
  • Members of The California Endowment’s Board of Directors
  • Employees of The California Endowment
  • Non-Directors Committee Members

 

UNDER THE PROGRAM, ELIGIBLE ORGANIZATIONS MUST MEET ALL OF THE FOLLOWING:
  • Charitable organizations whose mission statement includes “health” or has a specific program related to health, whose purpose is consistent with The California Endowment’s mission—to expand access to affordable, quality health care for underserved individuals and communities and to promote fundamental improvements in the health status of all Californians
  • Must be recognized by the United States I.R.S. as a 501(c)(3) charitable organization, and a specific impact to California must exist.

 

The organization’s mission statement shall be verified by the eligible Participant prior to applying for the Matching Gifts.

GIFT AMOUNT 

The California Endowment will match tax-deductible contributions made by an eligible participant in cash, check, or credit card to an Eligible Organization ranging from a minimum of $25 to a maximum of $25,000. Three dollars will be matched to every dollar contributed.

The “minimum” refers to a contribution to a single eligible Organization within The California Endowment’s fiscal year, and the “maximum” refers to the aggregate contribution to one or more eligible Organizations within The California Endowment’s fiscal year. Any non-deductible portion of a contribution will not be matched.

FUNDING RESTRICTIONS

The California Endowment’s funds may not be used:

  • To carry on propaganda, or otherwise attempt to influence any legislation (within the meaning of Code Section 4945(d)(1);
  • To influence the outcome of any specific public election or to carry on, directly or indirectly, any voter registration drive (within the meaning of Code Section 4945(d)(2);
  • To make any grant which does not comply with the requirements of Code Section 4945(d)(3) or (4);
  • For any purpose other than one specified in Code Section 170(c)(2)(B); and
  • For fees for any services resulting in substantial personal benefit including membership, alumni dues, subscriptions or tickets to events or dinners.

 

For questions or comments on the Matching Gifts program, please contact:

Erin Botto
Phone: 1-800-449-4149 x 4305
Email: ebotto@calendow.org