News Archive - The California Wellness Foundation https://www.calwellness.org/news/ Fri, 14 Nov 2025 00:26:40 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.calwellness.org/wp-content/uploads/2018/09/logo-e1537912085273-150x150.png News Archive - The California Wellness Foundation https://www.calwellness.org/news/ 32 32 Keeping Health—and Equity—at the Center of California’s Future https://www.calwellness.org/news/keeping-health-and-equity-at-the-center-of-californias-future/ Fri, 14 Nov 2025 00:26:40 +0000 https://www.calwellness.org/?post_type=news&p=9426 At UC Riverside on Nov. 7, four of California’s 2026 gubernatorial candidates joined hundreds of community and health leaders for the Health Matters forum, a statewide conversation about what it will take to make health and opportunity real for every Californian. Organized by 11 health-focused foundations, the forum explored how health is shaped by the […]

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At UC Riverside on Nov. 7, four of California’s 2026 gubernatorial candidates joined hundreds of community and health leaders for the Health Matters forum, a statewide conversation about what it will take to make health and opportunity real for every Californian.

Organized by 11 health-focused foundations, the forum explored how health is shaped by the full spectrum of our lives—from access to care and mental health to housing, caregiving, and the effects of climate change.

The candidates—Xavier Becerra, Tony Thurmond, Antonio Villaraigosa, and Betty Yee—spoke about how their experiences as children of immigrants shaped their paths and perspectives. Each reflected on the sacrifices their parents made to give them opportunities, and on the experience of caring for elders while supporting the next generation. They outlined their visions for expanding affordable, high-quality care; strengthening mental health services; improving support for family caregivers; and ensuring that housing and environmental policies promote stability, safety, and wellness for all Californians.

The Inland Empire was a fitting setting for this conversation. Home to some of the fastest-growing and most diverse communities in the state, the region reflects both California’s promise and its persistent disparities in health, wealth, and opportunity—making it the right place to talk about what it will take for every community to thrive. We appreciate the leadership of the Inland Empire Labor Institute and TruEvolution, who asked thoughtful questions of the candidates about California’s economy and mental health support in the I.E.

Those discussions underscored what community leaders already know: health equity isn’t a single issue—it’s the foundation for everything else. It’s about who gets care, who doesn’t, and who carries the burden when systems fall short.

The Health Matters forum wasn’t just a one-day conversation. It represented a new collaboration among eleven of California’s leading health-focused foundations—organizations committed to ensuring health equity is at the center of California’s next chapter.

We are deeply grateful to our philanthropic and media partners for their shared commitment to the well-being of all Californians: Archstone Foundation, Blue Shield of California Foundation, California Health Care Foundation, Inland Empire Community Foundation, Inland Empire Health Plan Foundation, LA84 Foundation, Metta Fund, Sierra Health Foundation, The California Endowment, The SCAN Foundation, CalMatters, The Inland Empire Journalism Hub, and NBC/Telemundo.

The Health Matters partners will continue to elevate community voices and ensure that health remains front and center in statewide policy debates leading up to the 2026 election.

As Cal Wellness President and CEO Richard Tate said in opening the forum:  “All of us stand ready to work with our next governor so that every Californian can thrive — with health, hope, and opportunity.”

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]]> New Poll Finds Californians Deeply Connected to Their Communities But Anxious About Healthcare and Affordability https://www.calwellness.org/news/new-poll-finds-californians-deeply-connected-to-their-communities-but-anxious-about-healthcare-and-affordability/ Fri, 31 Oct 2025 19:07:59 +0000 https://www.calwellness.org/?post_type=news&p=9409 FOR IMMEDIATE RELEASE October 23, 2025 Survey of 2,000 voters underscores growing concerns about California’s future ahead of the 2026 governor’s race and Health Matters gubernatorial forum on November 7th LOS ANGELES, CA – A new statewide poll of 2,000 likely voters, commissioned to inform an upcoming gubernatorial forum on health, finds that Californians are […]

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FOR IMMEDIATE RELEASE
October 23, 2025


Survey of 2,000 voters underscores growing concerns about California’s future ahead of the 2026 governor’s race and Health Matters gubernatorial forum on November 7th

LOS ANGELES, CA – A new statewide poll of 2,000 likely voters, commissioned to inform an upcoming gubernatorial forum on health, finds that Californians are increasingly anxious about the cost of living, especially the cost of health care.

Majorities say they love their state and feel connected to their communities, but many worry they can’t afford to build a good life here. The survey shows that voters want their next governor to focus on health care affordability, housing, and the everyday costs that make it harder for families to live and thrive in California.

“Californians believe in the promise of our state, but far too many are struggling to meet the basic needs of a healthy life,” said Richard Tate, President and CEO of The California Wellness Foundation.

“What voters want from the next governor is clear: affordable housing, health care that doesn’t break the bank, mental health support they can count on, and the ability to care for their loved ones with dignity and peace of mind.”

The poll was commissioned by The California Wellness Foundation to inform and shape the upcoming Health Matters gubernatorial forum on November 7th and was conducted by EVITARUS. The California Wellness Foundation is one of 11 foundations organizing the upcoming Health Matters Forum. Healthcare Concerns & Priorities Health care affordability remains a key concern statewide. Nearly 80% of voters are worried about the cost of care, and 72% believe capping out-of-pocket expenses should be a top priority for the next governor. Nearly 70% also view expanding access to affordable mental health care as extremely or very important. When it comes to caring for aging family members or friends, 66% of voters express concern about being able to do so.

Community and Affordability Beyond health care, voters worry about whether they can continue building strong communities and a good life in California amid rising costs. 70% agree that Californians step up for one another in times of crisis, reflecting a strong sense of community. Almost two-thirds (61%) feel respected and included in their communities, showing that shared values and belonging continue to endure.

Despite this sense of belonging, 72% of voters say they love California but fear they may not be able to afford to stay long-term. Nearly half (44%) say they’ve had to move or downsize in the past five years just to make ends meet. Young adults are especially anxious about the future, with 83% of 18- to 24-year-olds worried about finding or keeping a stable, good-paying job.

Immigration Enforcement

The survey also reveals the wide ripple effects of increased federal immigration enforcement. More than half of Californians (57%) are concerned about stepped-up enforcement, and nearly 40% know someone whose mental health has suffered as a result.

60% of Latino voters in Los Angeles report knowing someone experiencing financial hardship linked to immigration actions, and 69% of voters statewide want the next governor to protect affected families and stand up to federal policies that harm communities.

Inland Empire

The survey oversampled voters in the Inland Empire where the Health Matters gubernatorial forum will be hosted. Voters in this region shared many of the same concerns and reflected statewide trends. In addition to healthcare affordability, 89% of voters identified mental health access as a top policy priority with 70% calling it extremely important.

Additionally, voters in the Inland Empire face some of the steepest challenges with affordability and stability. Nearly 50% said they have had to move or downsize in the past five years, and nine in ten believe it will be harder for the next generation to afford a good life in the region.

As a result, confidence in state leadership is low. 70% of non-college voters and 69% of Latino voters in the Inland Empire expressed little faith in government efforts to solve these issues.

Latino Voters

The survey also oversampled Latino voters. Among Latino voters, the top three policy priorities are lowering the cost of doing business, expanding access to mental health care, and capping out-of-pocket health costs. For Spanish-speaking voters in particular, health policies dominate: 91% say expanding access to mental health services is an extremely or very important priority, and 87% say the same when it comes to affordable health care. Latino voters believe in California, with 64% saying they feel respected and a valued member of the community in California.

Governor’s Race

The survey also offers a look at the 2026 governor’s race. Former Congresswoman Katie Porter, Riverside County Sheriff Chad Bianco, and U.S. Senator Alex Padilla, should he decide to run, emerged as early frontrunners. Porter leads with 21% of likely voters, followed by Bianco at 17% and Padilla at 15%. One in five voters remain undecided.

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About Cal Wellness
The California Wellness Foundation is an independent foundation working to advance health and racial justice for the people of California. We make grants to nonprofit organizations, speak out for social justice, build partnerships, and are committed to investing 100% of our $1 billion endowment toward creating healthier, more equitable communities.

 

About Health Matters Forum
The Health Matters forum is organized by 11 philanthropic foundations committed to ensuring every Californian has the chance to live healthy and well. Leading candidates for governor will respond to questions from communities often left out of policymaking because of geography, income, race and ethnicity, and systemic barriers. The nonpartisan forum will take place Nov 7 in the Inland Empire, and is supported by Archstone Foundation, Blue Shield of California Foundation, Sierra Health Foundation, The LA 84 Foundation, The Inland Empire Community Foundation, The Inland Empire Health Plan Foundation, The California Health Care Foundation, The California Endowment, The California Wellness Foundation, The Metta Fund, and the

SCAN Foundation.

 

Contact:

Jon Koriel, Bryson Gillette

jon@brysongillette.com

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]]> Cal Wellness Awards Sabbaticals for Eight Leaders Improving Community Health in California https://www.calwellness.org/news/cal-wellness-awards-sabbaticals-for-eight-leaders-improving-community-health-in-california/ Mon, 29 Sep 2025 16:10:25 +0000 https://www.calwellness.org/?post_type=news&p=9384 LOS ANGELES, Calif. (Sept. 29, 2025) – The California Wellness Foundation is awarding sabbaticals to eight senior leaders who have devoted decades to improving the health of immigrants, refugees, young people, working-class families, survivors of domestic violence, and the diverse communities they serve. Honorees for the Be Well, Lead Well sabbatical program were chosen from […]

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LOS ANGELES, Calif. (Sept. 29, 2025) – The California Wellness Foundation is awarding sabbaticals to eight senior leaders who have devoted decades to improving the health of immigrants, refugees, young people, working-class families, survivors of domestic violence, and the diverse communities they serve. Honorees for the Be Well, Lead Well sabbatical program were chosen from 140 applicants at nonprofits across the state advancing health and wellness in communities that historically have had less access to resources. The sabbaticals provide funds for leaders to rest, reflect and recharge, and to support their staff while they are away.

“The risk of burnout has always been high for mission-driven nonprofit leaders who serve communities they know and love,” said Richard Tate, Cal Wellness’ president and CEO. “In today’s environment, the risk is even greater. Rest is not a luxury, even in urgent times. It’s an essential investment in the long-term work of creating a California where all of us can be well.”

The sabbatical honorees are:

Each of these honorees’ organizations receives a grant of $60,000 for a personalized period of rest and recovery for the leader. Cal Wellness does not have specific requirements for how the honorees should use the time, but honorees have shared that they expect to use the sabbatical in 2026 to reconnect with family members in a deeper way, travel to other countries that may offer alternative models for supporting communities, and participate in leadership or wellness retreats. The grant also includes funds to keep the organizations strong during a leader’s absence. The honorees have identified next-generation leaders, coaches to support them, and staff development opportunities.

“We are so excited to care for people who have spent so much of their lives caring for others,” said Jenny Wright, Cal Wellness’ senior program officer who leads the development of the Be Well, Lead Well program for Cal Wellness. “They are modeling thoughtful, sustainable leadership and helping others in their movements grow. We are going to need fresh ideas and energy for the work ahead.”

Be Well, Lead Well is part of a broader Cal Wellness campaign known as Wellness Together, which aims to build resilience in California nonprofits that create opportunities for everyone to improve their health. The campaign also includes virtual and in-person events where participants can learn restorative practices that they can weave into their daily lives.

Be Well, Lead Well, which expects to reopen applications next year for another cohort, builds upon a previous Cal Wellness sabbatical program last offered in 2018. The new program, co-designed with previous sabbatical honorees and AWA Consults, provided more technical assistance leading up to the application, added flexibility for centering the leader, and expanded the applicant pool to senior leaders beyond executive directors.

“We took special care to ensure that the program structure closely mirrored the needs of leaders working against the grain to advance equity,” said Amelia Williamson, founder of AWA Consults, which is also helping to launch the program. “We are honored to help leaders gain transformative rest so that they can return to their mission with renewed perspective and purpose, and lead the kind of crucial impact that benefits communities all across California.”

Contact: Jon Koriel, Bryson Gillette

jon@brysongillette.com

About The California Wellness Foundation

The California Wellness Foundation is a private, independent foundation with a mission to protect and improve the health and wellness of the people of California. The foundation has awarded over $1.4 billion in grants and program-related investments since its founding in 1992 and has committed 100% of its endowment assets to mission-related investments. Learn more at www.calwellness.org.

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]]> California Gubernatorial Candidates Convene in the IE for Forum on Health, Equity, and Opportunity https://www.calwellness.org/news/california-gubernatorial-candidates-convene-in-the-ie-for-forum-on-health-equity-and-opportunity/ Thu, 25 Sep 2025 15:37:19 +0000 https://www.calwellness.org/?post_type=news&p=9359 Forum on Health Costs, Access to Coverage, and Well-Being Will Be Livestreamed FOR IMMEDIATE RELEASE September 25, 2025 Los Angeles, CA — On Friday, November 7, 2025, candidates in California’s 2026 governor’s race will gather in the Inland Empire for Health Matters: A Conversation with Our Next Governor. This nonpartisan forum will focus on the […]

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Forum on Health Costs, Access to Coverage, and Well-Being Will Be Livestreamed


FOR IMMEDIATE RELEASE
September 25, 2025

Los Angeles, CA — On Friday, November 7, 2025, candidates in California’s 2026 governor’s race will gather in the Inland Empire for Health Matters: A Conversation with Our Next Governor. This nonpartisan forum will focus on the health and well-being of Californians. Confirmed participants include former U.S. Secretary of Health & Human Services Xavier Becerra, California Superintendent of Public Instruction Tony Thurmond, former Speaker of California State Assembly and 41st Mayor of Los Angeles Antonio Villaraigosa, and former California State Controller Betty T. Yee. 

The event is organized by eleven of California’s leading health-focused foundations and will be held in person in the Inland Empire, bringing together more than 300 community leaders, nonprofit partners, local residents, and elected officials.

By hosting the forum in the Inland Empire, the foundations are centering a region that reflects both California’s diversity and the challenges many communities face in accessing affordable, high-quality care and the foundational conditions needed for long-term health. In 2023, more than half of Californians (53%) reported skipping or delaying care because of cost, a number that jumps to 74% for those with low incomes. And 1 in 8 Californians with Medicare, mostly people of color, are just over income eligibility for Medi-Cal but cannot afford private care at home.

This conversation comes at a pivotal moment for California, where nearly 15 million residents rely on Medi-Cal, including over 40% of the population in Riverside and San Bernardino counties. As health care costs rise and disparities deepen, voters are looking to the next governor for bold, actionable solutions that can deliver meaningful change.

“Everyone in California deserves to enjoy good health and experience wellness,” said Richard Tate, President & Chief Executive Officer of The California Wellness Foundation. “We need a state leader with a vision and plan to bridge divides and engage partners in government, business, and philanthropy to protect and improve everyone's access to care and our collective well-being.”  

Candidates will address community-driven questions about the most pressing health and equity issues facing Californians today including access to care, housing, aging well, climate, safety and economic opportunity. 

"As a regional host of the Health Matters Gubernatorial Forum, we are proud to lift up the Inland Empire—California’s fastest-growing yet too often overlooked region,” said Michelle Decker, Chief Executive Officer of the Inland Empire Community Foundation. “Forums like these matter because they bring our priorities into dialogue with state leaders. We are grateful to our partners for recognizing the importance of placing a community foundation at the center—bridging philanthropy, policy, and community voice."

To ensure broad access, NBC4 and Telemundo 52 will be the livestream media partners for the forum, offering millions of Californians a unique opportunity to hear directly from gubernatorial candidates on the issues most vital to their well-being.  

The live event will stream on NBCLA.com, Telemundo52.com, on the free NBCLA and Telemundo 52 mobile apps, on the stations’ YouTube channels @NBCLA and @Telemundo52, and on the stations’ 24/7 local news streaming channels NBC Los Angeles News and Noticias Telemundo California which are accessible on the stations’ digital platforms and across leading streaming services and connect-TV devices. The event is also supported by our additional media partners, CalMatters and the Inland Empire Journalism Hub. 

The forum will begin at 1:00 p.m. PT, with the livestream starting at 1:30 p.m. Journalists can request press credentials here. Spanish-language access will be available for attendees and via livestream. For any on-site press needs, please contact jon@brysongillette.com. 

Health Matters is organized by 11 foundations committed to advancing health and equity across California, including Archstone Foundation, Blue Shield of California Foundation, California Health Care Foundation, Inland Empire Community Foundation, Inland Empire Health Plan Foundation, LA84 Foundation, Metta Fund, Sierra Health Foundation, The California Endowment, The California Wellness Foundation, and The SCAN Foundation. Collectively, these organizations invest billions in communities across the state each year to improve health outcomes and expand opportunity.  

 

Contact:
Jon Koriel
jon@brysongillette.com

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]]> Cal Wellness Commits a Record $67 Million To Support Health and Racial Justice https://www.calwellness.org/news/cal-wellness-commits-a-record-67-million-to-support-health-and-racial-justice/ Tue, 01 Jul 2025 15:10:33 +0000 https://www.calwellness.org/?post_type=news&p=9199 LOS ANGELES, Calif. (July 1, 2025) — The California Wellness Foundation is making $67 million in community investments in 2025—its largest-ever annual commitment. This increased funding includes an additional $15 million approved by the foundation’s Board of Directors in June to respond to urgent and emerging community needs. The move comes as communities across California […]

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LOS ANGELES, Calif. (July 1, 2025) — The California Wellness Foundation is making $67 million in community investments in 2025—its largest-ever annual commitment. This increased funding includes an additional $15 million approved by the foundation’s Board of Directors in June to respond to urgent and emerging community needs.

The move comes as communities across California face mounting challenges: federal and state budget cuts are threatening health care coverage for millions; funding for violence prevention programs has been slashed; immigrant families are being detained and deported without due process through military-style law enforcement; and nonprofits are being targeted for doing charitable work.

“We’re moving more money to partners than ever before because we understand what’s at stake—the health of our communities and the strength of our democracy,” said Terence Mulligan, Chair of the Cal Wellness Board of Directors. “We encourage foundation leaders to give more at this crucial moment in our history. We have a responsibility to act with purpose and resolve.”

Added President and CEO Richard Tate: “The people and organizations we support are facing unprecedented challenges —but they are not backing down, and neither are we. This is a time to be clear in our intentions, to stand firm in our beliefs, and to stay in the fight to advance health and wellness for all. We shall not be moved.”

These additional resources will support current foundation efforts this year to ensure access to essential health and social services, safeguard civil rights and democratic freedoms, and strengthen the capacity of communities to organize, advocate, and lead. Key priorities include:

  • Defending immigrant rights
  • Protecting access to health care
  • Civic engagement and power-building to elevate community voices and priorities
  • Strengthening nonprofit infrastructure, legal defense, and strategic communications
  • Providing flexible, rapid-response funding for emerging needs and opportunities

These investments are already proving critical as immigrant communities and service organizations across California have mobilized in defense of their rights and dignity, organizing against escalating federal threats. Cal Wellness believes its resources are intended for these moments – to help ensure that community-led efforts to protect and improve health and wellness remain visible, safe, and sustained.

The $67 million in 2025 community investments includes the foundation’s regular annual grantmaking budget of $47 million plus $20 million in special allocations ($5 million approved in December 2024 and $15 million approved in June). These resources are part of a total payout of 8.5% for the year, well above the IRS minimum of 5%.  Since 2020 the foundation has had an annual payout rate of 6% or more while maintaining an endowment of approximately $1 billion invested in alignment with its mission and values.


About The California Wellness Foundation

The California Wellness Foundation is a private, independent foundation with a mission to protect and improve the health and wellness of the people of California. Guided by a vision of racial and social justice, Cal Wellness supports organizations that advance health equity, promote inclusive democracy, and build power in historically underserved communities. Since its founding in 1992, the foundation has awarded over $1.3 billion in grants and program-related investments. Learn more at www.calwellness.org.

Contact:  Jon Koriel, Bryson Gillette
jon@brysongillette.com
(714) 686-4097

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]]> Lori Cox to Depart Cal Wellness for Alameda County Leadership Role https://www.calwellness.org/news/lori-cox-to-depart-cal-wellness-for-alameda-county-leadership-role/ Wed, 14 May 2025 15:32:05 +0000 https://www.calwellness.org/?post_type=news&p=9075 Honoring her leadership at Cal Wellness and announcing interim plans for the Programs team   It is with deep appreciation that we announce that Lori Cox, Vice President of Programs, will be leaving the foundation to become Chief Deputy County Administrator for Alameda County. After three years of dedicated service and outstanding leadership at Cal […]

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Honoring her leadership at Cal Wellness and announcing interim plans for the Programs team

 

It is with deep appreciation that we announce that Lori Cox, Vice President of Programs, will be leaving the foundation to become Chief Deputy County Administrator for Alameda County. After three years of dedicated service and outstanding leadership at Cal Wellness, her departure is a bittersweet moment—but one filled with gratitude and admiration.

In her new role, Cox returns to the county where she previously served for more than 25 years. Reporting to the County Administrator, she will lead strategic initiatives, countywide special projects, and multi-agency collaborations. At a time when strong, equity-focused public leadership is urgently needed, we are proud to see her continuing her service to community in this vital capacity.

Since joining Cal Wellness, Cox has been instrumental in advancing our mission to protect and improve the health and wellness of Californians—especially those whose well-being is most impacted by systemic inequities. Under her leadership, the Programs team expanded significantly, welcoming new talent with fresh perspectives and skills that have enriched our approach. She championed innovative grantees and partners, strengthened alignment between grant size and community needs, and prioritized greater efficiency and transparency in our grantmaking.

Cox has led with an eye to improving efficiency in our grantmaking process and a renewed focus on connecting directly with communities through in-person site visits and regional learning tours. She has championed innovative new grantees and partners, fostered cross-departmental collaboration between Programs, Grants Management, and Public Affairs, and led with clarity and compassion during times of crisis, including the Los Angeles County wildfires.

Through it all, she has helped ensure that Cal Wellness continues to be visible, responsive, and bold —unwavering in its commitment to equity and impact.

“I’m deeply grateful for my time at Cal Wellness. It’s been a privilege to be part of a foundation so firmly rooted in justice, and to work alongside colleagues and partners who are relentless in their pursuit of equity and wellness for all Californians,” Cox said. “I leave proud of what we’ve accomplished together—and inspired by what lies ahead for the foundation and the communities it serves. As I return to public service, I carry forward the values and lessons that this role has deepened in me.”

“Lori’s leadership and vision have been instrumental in shaping Cal Wellness during a critical time. I am extremely grateful for her many contributions and her steadfast partnership, said Richard Tate, President and CEO. "On behalf of our entire staff and board, I say thank you and wish you success as you step into this next chapter.”

We are grateful for her leadership and look forward to celebrating her continued contributions to public service.

Cox's final day with Cal Wellness will be July 10, 2025.

Interim Leadership Update

During this transition, Alex Johnson, Vice President of Public Affairs, will assume interim leadership of both the Programs and Public Affairs departments. He brings extensive institutional experience to the role, having previously served as Interim Vice President of Programs, Chief of Staff, and Program Director at Cal Wellness.

Johnson's leadership reflects a deep understanding of our grantmaking priorities and a strong commitment to equity-centered philanthropy, collaborative team leadership, and aligning strategy across departments. With this interim structure in place, we are confident in a seamless transition that will preserve momentum and continue delivering on our mission with clarity and purpose in these challenging times.

 

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]]> Be Well, Lead Well: A New Sabbatical Award Program https://www.calwellness.org/news/be-well-lead-well-a-new-sabbatical-award-program/ Fri, 25 Apr 2025 20:43:56 +0000 https://www.calwellness.org/?post_type=news&p=9028 In this video, Cal Wellness Senior Program Officer Jennifer Wright introduces "Be Well, Lead Well," a new sabbatical award program. Nonprofit leaders are carrying a heavy load. The last few years have brought a global pandemic, economic turbulence, societal polarization and increasingly poor health outcomes across our state. In a time where chaos is the […]

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In this video, Cal Wellness Senior Program Officer Jennifer Wright introduces "Be Well, Lead Well," a new sabbatical award program.

Nonprofit leaders are carrying a heavy load. The last few years have brought a global pandemic, economic turbulence, societal polarization and increasingly poor health outcomes across our state. In a time where chaos is the new normal, worries about burnout – and its effect on an organization’s mission – are increasing, with 95 percent of nonprofit leaders in a recent survey citing burnout as a concern. The workload can take a serious toll on the personal health and wellness of the people who work at mission-driven organizations. 

That’s why Cal Wellness is introducing Be Well, Lead Well, a new sabbatical award program that is designed to create space for senior leaders (members of leadership teams) at health equity nonprofits to partake in restorative rest while ensuring their team maintains high performance and operational standards. Strong, effective, creative leaders are rested leaders. The sabbatical aims to inspire funders and nonprofits to make rest and recovery a common practice.

This program is one part of our Wellness Together campaign, which builds resilience for mission-driven organizations by sharing resources for rest and recovery.  The Be Well, Lead Well component has been designed in collaboration with partners who bring valuable nonprofit leadership experience, ensuring that this program is responsive, inclusive, and effectively supports the well-being and development of leaders and their organizations. The sabbatical is flexible so that the recipients can take the rest that is most meaningful to them.

We will award up to eight $60,000 grants to nonprofit organizations based in California that  advance health equity and wellness in historically underserved communities. Grant funding must center the leader; the organization must use at least $45,000 of the award to pay for the leader’s salaries and expenses during the sabbatical period. The remaining funds (up to $15,000) are to go toward professional development for staff and interim leadership. Only one application per organization will be considered.

The application will be available on Monday, April 28, 2025.  All applications must be received by June 20, 2025 at 11:59 p.m. Pacific Time. Recipients of the 2025 Be Well, Lead Well Sabbatical Program Award will be notified by September 2025.

 

Key Eligibility Requirements

  • Senior leader
    • Be a current member of the organization’s leadership team (including, but not limited to the executive director), having served in a senior-level position for 5 years in the nonprofit sector. A senior position is one with significant responsibility for the strategic direction, operations or programmatic vision of the organization. For more on this definition, visit the Frequently Asked Questions section.
    • Be full-time at the applicant organization.
    • Be committed to staying at the organization for at least the next two to three years.
    • Be willing to participate in the debrief and share reflections from the sabbatical following completion.
  • Organization
    • Be a nonprofit health organization exempt under Internal Revenue Code Section 501(c)(3).
    • Be based in California.
    • Address the particular community health needs of historically underserved populations, such as low-income individuals, people of color, youth, and residents of rural areas (with a preference given to organizations with long-standing track record of serving these communities).
    • Be able to sustain regular operations during the candidate’s absence.


Additional Criteria for a Successful Application

Successful applicants will demonstrate:

  • A priority for using the sabbatical as an opportunity for rest and rejuvenation.
  • A thoughtful plan for how the sabbatical will be utilized, including a strong interim management plan for the organization.
  • A clear structure of how funds will be allocated, clearly centering the leader’s sabbatical 
  • Enthusiastic support from the organization’s board and favorable agreement from staff
  • A long-standing commitment to advancing equity, diversity, and inclusion, and serving historically underserved communities, with a verifiable track record of impact

Required Documents for the Application

  • Sabbatical program award narrative (up to four pages)
  • Budget form
  • Budget narrative
  • Annual report or description of the organization (up to two pages)
  • List of board of directors
  • Candidate’s resume that covers, at a minimum, the last 10 years
  • Organizational chart
  • Letter of support from your executive director (this is only required if applicant is not the executive director).

Timeline

  • The application opens Monday, April 28, 2025 and closes June 20, 2025 at 11:59 p.m. PDT. 
  • After applications are reviewed, finalists will be contacted for an interview by August 2025. 
  • Recipients of the Be Well, Lead Well Sabbatical will be notified by September 2025.

Where to Apply


Contact

If you have questions that are not addressed here, please email BeWellSabbatical(at)calwellness.org.

Frequently Asked Questions

How can I learn more before applying?

Cal Wellness and AWA Consults, the philanthropic consultancy we developed the sabbatical program with, are holding virtual info sessions on May 8 and 16, 2025.(Register for the May 8 webinar here and the May 16 webinar here.) These webinars serve as office hours to go through key questions and dive more into how to prepare a strong application and prepare your team for sabbatical.

Do I need to be a current grantee of Cal Wellness to apply?

No. Be Well, Lead Well is open to senior-level leaders of all nonprofit organizations based in California that are dedicated to advancing health equity and wellness in their communities. Priority will be given to Cal Wellness grantees.

How do I know if I am considered a “senior leader”?

You qualify if you are currently a member of the organization’s leadership team and have significant responsibility for the strategic direction, operations, or programmatic vision of the organization. This includes, but is not limited to, executive directors, co-executive directors, deputy directors, and other senior leaders who are part of the top management team—regardless of title—whose work influences organizational decisions and outcomes.

We recognize that leadership structures vary across organizations and welcome applications from individuals who may not carry a traditional title but serve as a key decision-maker or hold executive-level responsibilities.

What does this sabbatical look like?

Cal Wellness understands that true restorative rest and recovery look different for each person. We do not have prescriptive requirements for how the time will be used and we hope every sabbatical recipient can be free from any expectations during their time away. As a thought starter, we encourage using the time to focus on cultivating personal wellness, re-engaging with your own leadership ethics, and documenting any reflections to share with Cal Wellness and other recipients during the post-sabbatical group debrief. Past recipients of similar programs have used the time to simply rest, work on personal creative projects, or provide care for a family member.

If I get the sabbatical, what can I expect?

Once you are notified of the award, you have 18 months to complete the sabbatical. The program will include a pre-sabbatical orientation for the nonprofit leader and board, and a post-sabbatical debrief and reflection with fellow grant recipients. Cal Wellness recommends a three-month minimum for the sabbatical duration to ensure true rest is achieved. Stay tuned for a forthcoming roadmap that provides more details on the sabbatical experience.

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]]> Cal Wellness Welcomes Jia-Rui Cook as Senior Communications Officer https://www.calwellness.org/news/cal-wellness-welcomes-jia-rui-cook-as-senior-communications-officer/ Wed, 02 Apr 2025 20:43:55 +0000 https://www.calwellness.org/?post_type=news&p=8859 Cal Wellness is pleased to welcome Jia-Rui Cook as Senior Communications Officer on the foundation’s Public Affairs team. In this newly created position, Cook will amplify the work of Cal Wellness and its partners through communications strategies that center the importance of health and racial equity for all Californians. “We’re thrilled to welcome Jia-Rui to […]

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Cal Wellness is pleased to welcome Jia-Rui Cook as Senior Communications Officer on the foundation’s Public Affairs team.

In this newly created position, Cook will amplify the work of Cal Wellness and its partners through communications strategies that center the importance of health and racial equity for all Californians.

“We’re thrilled to welcome Jia-Rui to Cal Wellness,” said Director of Communications Mary Lou Fulton. “She is a gifted storyteller whose diverse experiences as a writer, multimedia team leader and imaginative content creator will bring powerful new perspectives to our work.”

Cook joins Cal Wellness from NASA’s Jet Propulsion Laboratory where she most recently served as Supervisor of News Events & Projects overseeing campaigns to tell the stories of some of the space agency’s biggest missions. With more than 20 years of experience in communications and journalism, Cook has also served as a staff writer at The Los Angeles Times and as Editor-in-Chief at Zócalo Public Square, a Cal Wellness grantee partner.

Cook received a master's of philosophy in English literature from Oxford University and a bachelor’s in American history and literature from Harvard University.  She will be based in Cal Wellness' Los Angeles office.

 

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]]> Cal Wellness Names Rochelle Witharana Chief Financial and Investment Officer https://www.calwellness.org/news/cal-wellness-names-rochelle-witharana-chief-financial-and-investment-officer/ Thu, 27 Mar 2025 17:59:27 +0000 https://www.calwellness.org/?post_type=news&p=8896   LOS ANGELES, CA — March 27, 2025 — The California Wellness Foundation is pleased to announce that Rochelle Witharana has been named as the foundation’s first Chief Financial and Investment Officer, effective immediately. She joined Cal Wellness in 2015 as Director of Finance and Controller and was promoted to Chief Financial Officer in 2019.    […]

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LOS ANGELES, CA — March 27, 2025 — The California Wellness Foundation is pleased to announce that Rochelle Witharana has been named as the foundation’s first Chief Financial and Investment Officer, effective immediately. She joined Cal Wellness in 2015 as Director of Finance and Controller and was promoted to Chief Financial Officer in 2019.   

Over the past 10 years, Witharana has played a central role in aligning the foundation’s financial strategy with its commitment to health equity and racial justice. As CFO she has led transformative initiatives that have positioned Cal Wellness as a national leader in mission-aligned investing—an approach that ensures the foundation’s investments are consistent with its values and contribute to positive social and environmental outcomes.

Her accomplishments include:

  • Investing the foundation’s entire $1 billion endowment in alignment with the foundation’s mission while generating market-rate returns.  
  • Expanding the foundation’s Program-Related Investments (PRI) portfolio to fund affordable housing, community development, and other social impact initiatives.
  • Developing a mission alignment framework that evaluates prospective investments based on alignment with Cal Wellness’ mission, particularly investments that advance racial equity, environmental sustainability, economic justice, and access to health care.  
  • Advocating for racial and gender equity in the investment field—efforts rooted in the belief that greater diversity, inclusion, transparency, and accountability in the sector will benefit everyone.

“Rochelle’s new title reflects the true scope of her work to ensure all Cal Wellness resources, not just our grantmaking dollars, work toward our mission,” said Richard Tate, President and CEO of Cal Wellness. “Her bold leadership, strategic vision and deep commitment to equity have reshaped how we use our endowment to drive positive change.”

Added Cal Wellness Board Chair Terence Mulligan, “Rochelle brings both discipline and imagination to how we steward our endowment. She has earned the trust of the Board through her deep expertise, integrity, and unwavering commitment to using every financial lever available to advance our mission.”

Beyond her work at Cal Wellness, Witharana is a respected thought leader in the impact investing and foundation finance communities. She has shared her expertise at events hosted by Confluence Philanthropy, Mission Investors Exchange (MIE), and the Foundation Finance Officers Group, among others. She currently serves on the boards of Asian Americans and Pacific Islanders in Philanthropy (AAPIP) and Confluence Philanthropy.

As CFIO, Witharana will continue to oversee the foundation’s accounting, audit, and tax functions, while leading innovation and deepening impact through mission-aligned investment strategies.

“I’m honored to help steward Cal Wellness’ financial resources in ways that drive our mission,” said Witharana. “I’m proud of what we’ve accomplished with our investments, and I look forward to continuing to push the boundaries of what’s possible when we align our money with our values.”


About The California Wellness Foundation

The California Wellness Foundation is dedicated to improving the health of the people of California by increasing access to health care, quality education, good jobs, and safe neighborhoods.  For more information, visit www.calwellness.org.

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]]> Frequently Asked Questions Regarding Our Strategic Planning Process https://www.calwellness.org/news/frequently-asked-questions-regarding-our-strategic-planning-process/ Wed, 05 Feb 2025 21:50:02 +0000 https://www.calwellness.org/?post_type=news&p=8775 Why update your strategy? Why a "strategic framework"? How are you developing the strategic framework? What is the timeline? Will you pause grantmaking during planning? Will you accept new letters of interest? What will not change? Will you be providing updates? Why update your strategy? It’s time. Our current Advancing Wellness grantmaking strategy was launched […]

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Why update your strategy?

It’s time. Our current Advancing Wellness grantmaking strategy was launched in 2014, and a lot has changed in California and the world since then. Advancing Wellness was designed as a 10-year plan rooted in the social determinants of health – research showing that wellness is based on not only access to health care but also where we live, our access to jobs and education, and other social and environmental factors. That research will continue to guide our work, and we’ve learned a lot about the importance of adapting our strategies to the changing needs, ideas, and opportunities in the communities we serve. Our mission to protect and improve the health and wellness of the people of California remains the same, and our strategic planning process will incorporate insights from Advancing Wellness to set a new framework for our future work.

Why a “strategic framework”?

A strategic framework, rather than a fixed plan, will serve as a compass as we navigate the changing needs and opportunities in California communities. This framework will spell out our goals and priorities as well as an approach to adapting and responding to shifts in the environment. The strategic framework also will integrate work across the foundation to meet our goals. We aim to use our grantmaking, endowment investments, our voice, and our influence – all our resources – to advance our mission.

How are you developing the strategic framework?

Cal Wellness president and CEO Richard Tate will chair an advisory committee with equal representation of community partners, foundation staff, and board members. This committee will develop and recommend a strategic framework to the foundation’s board of directors. Here’s who will be at the table:

To ensure the work of this committee is deeply informed by community perspectives, we'll be reviewing insights from focus groups with 94 grantee organizations across the state gathered in our recent assessment of our Advancing Wellness strategy and results from grantee and declined applicant surveys conducted by the Center for Effective Philanthropy. We’ll also be conducting additional interviews with grantee partners, people with expertise on issues impacting health and wellness in California, and other funders to inform the development of our strategic framework.

Supporting the process will be advisors from the Constellation Consulting Group, Cal Wellness Director of Learning and Innovation Tina Eshaghpour and Vice President of Programs Lori Cox.

What’s the timeline?

The process to develop the strategic framework will be completed in 2025. The Strategic Planning Advisory Committee began work in January and will make a recommendation to the Cal Wellness board of directors midyear. We expect to begin operating under the new strategic framework in 2026.

Will you pause grantmaking during planning?

No – we are committed to continuing our core work in 2025, including grant-making, mission-aligned investing, strategic communications, community engagement activities and advocacy efforts.

Will you accept new letters of interest?

Yes, grant-seekers may continue to submit letters of interest in these program areas.

What will not change?

Our mission as a health foundation committed to racial justice and responsiveness will continue. We’re committed to being a statewide foundation that makes grants across California and leverages all our assets to advance health for all. In our grantmaking, we will continue to prioritize core operating support and multi-year funding, and in all our work we will look to collaborate with community leaders, foundations and cross-sector partners to meet our goals.

Will you be providing updates?

Yes, we will be communicating our planning process through the Building the Power to Be Well campaign. Follow Cal Wellness on LinkedIn, Facebook and Bluesky for the latest updates. Sign up for our e-newsletter here to stay informed.

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]]> With Gratitude: David Littlefield, Public Affairs Manager https://www.calwellness.org/news/with-gratitude-david-littlefield-public-affairs-manager/ Tue, 10 Dec 2024 15:38:23 +0000 https://www.calwellness.org/?post_type=news&p=8673   We bid a heartfelt farewell to David Littlefield, Public Affairs Manager, as he retires after 22 years of communications leadership at Cal Wellness. David has played a pivotal role in shaping how the foundation communicates, engages with partners, and amplifies the voices of those working toward health and wellness for all Californians. During David’s […]

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We bid a heartfelt farewell to David Littlefield, Public Affairs Manager, as he retires after 22 years of communications leadership at Cal Wellness.

David has played a pivotal role in shaping how the foundation communicates, engages with partners, and amplifies the voices of those working toward health and wellness for all Californians. During David’s tenure he provided expert guidance in writing, editing and thought leadership to colleagues across the foundation, including five Cal Wellness CEOs.

Among his many contributions has been elevating the stories of underrepresented communities through journalism grant-making. David’s leadership in the field was recognized by Ethnic Media Services, which honored him this year with a Communications Champion award for his decades of work to advance diverse and inclusive media.

Beyond his professional accomplishments, David’s warmth, wit, and ability to put everyone at ease have made him a cherished member of the Cal Wellness family.  He has been a source of sage advice, historical perspective, and much-needed laughter for many of us over the years.

“During his remarkable tenure, David has helped shape our voice and strengthen our connections with communities across California,” said Alex Johnson, Vice President of Public Affairs. “On behalf of all of us at Cal Wellness, I extend our deepest appreciation to David for his dedicated service and wish him all the best in the next chapter of his journey.”

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]]> Announcing New Cal Wellness Hires and Staff Promotions https://www.calwellness.org/news/announcing-new-cal-wellness-hires-and-staff-promotions/ Tue, 19 Nov 2024 17:51:33 +0000 https://www.calwellness.org/?post_type=news&p=8612 We are excited to welcome five new staff members and look forward to collaborating with them to advance wellness and health equity in California.  We also are thrilled to celebrate the promotions of two valued colleagues taking on new roles at Cal Wellness.  Alexa Alarcón, Executive Assistant and Communications Coordinator Alarcón is committed to leveraging […]

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We are excited to welcome five new staff members and look forward to collaborating with them to advance wellness and health equity in California.  We also are thrilled to celebrate the promotions of two valued colleagues taking on new roles at Cal Wellness.

 Alexa Alarcón, Executive Assistant and Communications Coordinator

Alarcón is committed to leveraging communications to amplify community voices and shed light on economic and social disparities through compelling digital storytelling. Prior to joining Cal Wellness, she worked at Pacoima Beautiful, an environmental justice nonprofit in the San Fernando Valley, where she served as communications manager. She has also worked with Los Angeles Football Club, Angel City Football Club, and the LA City Employees’ Retirement System. Alarcón holds a bachelor of science degree in sports management with a concentration in media studies from New York University. She is part of the Cal Wellness public affairs team and is based in our Los Angeles office.

Ceci Sanchez, Administrative Assistant

Sanchez brings more than ten years of administrative experience, having worked for  various nonprofits including Art With Impact, YWCA, and the American Red Cross. Most recently, she supported the CalFresh Nutrition Education Program team, serving low-income families across Los Angeles County. Sanchez is a certified yoga instructor and regularly volunteers at schools to introduce young children to yoga and mindfulness practices to promote their physical and mental well-being. Sanchez is based at Cal Wellness’ Los Angeles office.

Flor Flores, Human Resources Coordinator

Flores has more than five years of experience in human resources, operations and employee engagement. Prior to joining Cal Wellness, she worked at Proyecto Pastoral, a Los Angeles-based nonprofit with a mission to empower the Boyle Heights community. There, she served as senior human resources and operations coordinator, helping to establish an HR team and ensuring smooth daily HR operations, from recruitment and onboarding to benefits and leave administration. She is also a teaching artist at Self-Help Graphics. She holds a bachelor of arts degree in global studies from the University of California, Riverside, and is certified by the Society of Human Resource Management (SHRM-CP). Flores is based at Cal Wellness’ Los Angeles office.

Gail Yen, Program Officer

Yen brings experience in policy research, development and implementation, coalition building, community organizing and strategic communications. A child of immigrant parents and a former foster youth, Yen is committed to systems change by working hand-in-hand with community-based organizations and people most impacted by inequity. Previously, she served as the California Policy Director at Root & Rebound, the Senior Policy and Research Analyst at California Competes, the Health Policy Associate at Children Now, and a fellow for Assemblymember Rich Gordon. Yen is based at Cal Wellness’ Oakland office.

Theresa Esparrago Lieu, Senior Learning Officer

Lieu brings over 10 years of experience in designing learning agendas and informing strategy refinement, execution, and reflection. Prior to joining Cal Wellness, she worked at College Futures Foundation, where she served as strategic learning officer and established a strategic learning infrastructure. She also has a background in consulting, learning, and philanthropy, having worked at Informing Change and ConnectED: The National Center for College and Career. Lieu is passionate about cultivating a culture of continuous learning, driving organizational improvement through data, and promoting collaboration across teams. She holds a master’s degree in sociology of education from the New York University Steinhardt School of Culture, Education, and Human Development and a bachelor of arts degree in sociology with a minor in Asian American studies from the University of California, Berkeley. Lieu is based at Cal Wellness’ Oakland office.

Brooke Atherton El-Amine, Manager of the Executive
Office

Atherton El-Amine previously served as executive assistant to the CEO and before that, assistant to the executive vice president at Cal Wellness. Prior to joining Cal Wellness in 2021, she worked as a senior-level assistant and as a project and program manager, primarily in higher education and community development. She holds a bachelor of arts degree in urban studies with a concentration in community organizations from Stanford University and is currently completing her master’s degree in educational administration and policy studies from the American University of Beirut in Lebanon. Atherton El-Amine is based at Cal Wellness’ Oakland office.

Stephanie Gomez, Community Engagement and Strategic Partnerships Officer

Gomez previously served as public policy officer at Cal Wellness, where she helped build our government relations capacity and strengthen our policy-focused work. Before joining Cal Wellness in 2017, Gomez was a program associate at the Los Angeles Food Policy Council, a program coordinator for Families In Schools in Los Angeles, and a policy consultant for the California State Treasurer’s Office. She earned her master’s degree in public policy from the University of Southern California and her bachelor’s degree in sociology from UCLA. Gomez is based at Cal Wellness’ Los Angeles office.

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