Partners in Care Foundation 23rd Annual Vision & Excellence Tribute Dinner Journal

Partners

addresses the social determinants of health by aligning social care and healthcare.

Honoring

Johnese Spisso, RN, MPA President, UCLA Health Chief Executive Officer, UCLA Hospital System Associate Vice Chancellor, UCLA Health Sciences

Vision & Excellence in Healthcare Leadership Award

Robert K. Ross, MD President and Chief Executive Officer, The California Endowment

Lifetime Achievement Award

Monday, June 12, 2023 6:00 –7:00 PM Reception 7:00 – 9:00 PM Dinner & Program

Welcome!

It is a pleasure having you with us tonight to honor two very impressive health care leaders and celebrate the Partners in Care Foundation.

Since 1997 Partners has been driving the new shape of care with a goal of improving the lives of people with complex social/health needs – people with disabilities, the chronically ill, the disadvantaged, and the elderly. During these years, we have served almost two million people needing social care services –be it for care coordination, care transition services, evidencebased health self-management programs, or other resources and information.

The agency was founded with one big idea in mind –that people should be able to safely enjoy living in the community and their home for as long as they can. That medical concerns alone should not drive people to medical care facilities too late – be it ER use, an extended hospital stay or a nursing home. Our Visiting Nurse roots reminded us that there were fixable things in people’s environments that made a dramatic difference in whether or not they were frequent visitors to the emergency room, challenging to discharge or ended up moving to a care facility.

Katherine A. Kirchhoff Board Chair

We saw how prescription medications interactions could make people dizzy and fall. We saw a lack of basic transportation preventing people from getting to medical appointments. We saw how fragmentation of families and social conditions – not to mention a complex health system –meant that many older folks ended up confused about how to navigate the system to access the services for which they were eligible. And we knew with the application of simple and inexpensive interventions, many of these symptoms could be mitigated, allowing individuals to safely stay in their home, usually both healthier and happier.

Little did we know 25 years ago we were observing social circumstances that in the past five years have now become universally known as the social determinants of health.

Partners is a change agent, not only addressing the needs of those here in our own backyard, but statewide by consulting on efforts

that improve people’s lives through CalAIM. We are actively engaged in conversations on the use of resources to best achieve state and local goals. This includes formulating and presenting solutions to health plans, state agencies, and funders. In this role, we are representing the views and needs of community-based organizations as eligibility, covered services, reimbursement rules, and regulations are reviewed and revised.

Nationally, we co-lead a major initiative, the Partnership to Align Social Care - partnering with major health plans, federal agencies, medical providers, and community-based organizations –to co-design a new and better coordinated social and health service delivery eco-system. We believe this effort will strongly align the roles of all stakeholders around the needs of people with disabilities, the chronically ill, the disadvantaged, and the elderly.

June Simmons President & CEO

Ensuring that service structures are in place and supported by policy and regulation is crucial, as is training the community health workers and other social care staff necessary to meet the needs of a growing aging population, which we are now doing through our Workforce Development Center.

As we reflect on 25 years of service and leadership, we see the change that is both possible and happening as providers, health plans, and community-based organizations work together. Even more encouraging is the recognition of our role in guiding this change.

Please join us in driving the new shape of care. Look at the wonderful things we can accomplish working together!

Thank you for being here tonight. Please enjoy the evening.

Katherine A. Kirchhoff Chair, Partners in Care Foundation Board of Directors

June Simmons President & CEO Partners in Care Foundation

2023 Award for Vision & Excellence in Healthcare Leadership

Johnese Spisso, RN, MPA President, UCLA Health Chief Executive Officer, UCLA Hospital System Associate Vice Chancellor, UCLA Health Sciences

Johnese Spisso assumed the position of President of UCLA Health, CEO of UCLA Hospital System and Associate Vice Chancellor of UCLA Health Sciences in 2016. She is a nationally recognized academic healthcare leader with more than 40 years of experience. As CEO, she leads UCLA’s hospital system consisting of the UCLA Ronald Reagan Medical Center, UCLA Mattel Children’s Hospital, Resnick Neuropsychiatric Hospital at UCLA, UCLA Santa Monica Medical Center, the expansive network of over 200 UCLA Health primary and specialty care clinics throughout Southern California, the UCLA Health Homeless Health care program and the Faculty Practice Group. She is responsible for all aspects of the health system and the regional outreach strategy in the local, state, national and international programs.

Spisso is active in community leadership and has served as the Los Angeles Community Chair for the Leukemia and Lymphoma Society Light the Night Walk as well as the Los Angeles Community Chair for the American Heart Association’s Go Red for Women Luncheon. She has received numerous awards and recognition throughout her career, recently being named to Modern Healthcare’s Top 25 Most Influential Women Leaders in 2019, LA Business Journal’s 500 Most Influential Leaders in Los Angeles in 2020, Modern Healthcare’s Top 50 Clinical Leaders of 2020 in the U.S., and the Los Angeles Business Journal Women of Influence Award for Health Care in 2021 and 2022.

2023 Lifetime Achievement Award

Robert K. Ross, MD President and Chief Executive Officer The California Endowment

Robert K. Ross, MD, is President and Chief Executive Officer for The California Endowment, a private, statewide health foundation established in 1996 to address the health needs of Californians. Prior to his appointment in September 2000, Dr. Ross has previous experience as Director of Health and Human Services Agency in San Diego County and as Commissioner of Public Health in the City of Philadelphia. During his tenure as President & CEO at The California Endowment, Dr. Ross has provided leadership in supporting the vision of underserved communities and grassroots leaders for a healthier California and a healthier America.

Dr. Ross has been actively involved in community and professional activities at both the local and national level. He served as a member of the President’s Advisory Commission on Educational Excellence for African Americans; Co-Chaired the national Diversity in Philanthropy Coalition; and has served as a member of the California Health Benefit Exchange Board, the Rockefeller Philanthropy Advisors Board, National Vaccine Advisory Committee, and on the boards of Grantmakers in Health, the San Diego United Way, and the Jackie Robinson YMCA. He is a Diplomate of the American Academy of Pediatrics, served on the President’s Summit for America’s Future and as chairman of the national Boost for Kids Initiative. He was honored by the Council on Foundations as the Distinguished Grantmaker of the Year for 2008 and received the American Public Health Association’s highest award in 2020. Most recently he has been invited to serve as Stanford University’s Distinguished Visiting Professor for the 2023 academic calendar.

Partners in Care Foundation

2023 Board of Directors

Officers

W. June Simmons

President & Chief Executive Officer

Partners in Care Foundation

Chair

Katherine A. Kirchhoff

Managing Director

Cain Brothers & Company, LLC

Vice-Chairs

Cathi Cunningham

Partner

Deloitte & Touche LLP

Jack Schlosser

Founder & Principal

Desert Vista Advisors

Treasurer

Edward Kim

Chief Administrative Officer

Adventist Health

Secretary

Jennifer L. Kozakowski, MN, MPH

Chief Mission Integration Officer –

South Bay

Providence Health

Past Chair

Marta Fernandez Partner

Jeffer Mangels Butler & Mitchell LLP

Members

Pete Brown

Communications Director

City of Los Angeles,

Office of Councilmember

Kevin de León

Terri Cammarano, JD, LLM, CHC

Senior Vice President of

Legal Affairs & General Counsel

Cedars-Sinai

Paul Craig, JD

Former Chief Administrative Officer

Keck Medicine of USC

Don Crane

Former President & Chief Executive Officer

America’s Physician Groups

Jamey B. Edwards

Chief Operating Officer

StartUp Health

Seth Ellis

Vice President, Clinical Integration

MemorialCare Health System

Amanda Flaum

Vice President CA & HI Medicaid

Kaiser Permanente

Jennifer Heenan Partner

Spencer Stuart

Gordon M. Johnson

President

KeyGroup

Jim Lott, PsyD, MBA

Healthcare Advocacy

Robert W. Lundy, Jr., JD

Partner

Hooper, Lundy & Bookman, PC

Peter Mackler Healthcare Advocacy

Manoj K. Mathew, MD, SFHM

Former National Medical Director

Agilon Health

Adriana M. Mendoza

Associate State Director

AARP California

Stephen T. O’Dell

Senior Vice President

Coordinated Regional Care

Prospect Medical Holdings

Al Poirier

Deputy Fire Chief

Beverly Hills Fire Department

Shawn Sheffield

Chief Strategy Officer

Keck Medicine of USC

Alexander Strachan, MD, MBA

SVP & CMO

National Inpatient Care Management

Gerald Sullivan Chairman

G. J. Sullivan Co., Reinsurance

Mari Zag Director

AArete, LLC

2023 Honorary Tribute Co-Chairs

Hector De La Torre Executive Director

Gasol Foundation US

Michael L. Steinberg, MD Professor & Chair

Department of Radiation Oncology, David Geffen School of Medicine at UCLA Chair

UCLA Medical Center

2023 Honorary Tribute Committee

Ron Brookmeyer, PhD

Dean & Distinguished Professor of Biostatistics

UCLA Fielding School of Public Health

David Feinberg, MD

President & Chief Executive Officer

Cerner Corporation

Tom Gordon

Chairman of the Board

DSL Construction Corp.

Co-Trustee

Don Levin Trust

Rod Hanners

Chief Executive Officer

Keck Medicine of USC

President & Chief Executive Officer

USC Health System

Keith Hobbs, MBA, FACHE, CMPE

President

Torrance Memorial Medical Center

Yoshi Honkawa Consultant

Cedars-Sinai

Sachin H. Jain, MD

President & Chief Executive Officer

SCAN Group and SCAN Health Plan

Barsam Kasravi, MD, MBA, MPH President

Western Region Anthem Medicaid

Hyong (Ken) Kim, MD Chief Executive Officer

Giatros Health

Chad T. Lefteris Chief Executive Officer

UC Irvine Health

Robert Lundy, Jr., JD

Founding Partner

Hooper, Lundy & Bookman, PC

Robert Margolis, MD

Chief Executive Officer Emeritus

HealthCare Partners

Paul Markovich, MA

President & Chief Executive Officer Blue Shield of CA

John Mazziotta, MD

Vice Chancellor

UCLA Health Sciences

Chief Executive Officer

UCLA Health

Thomas Mone

Chief Executive Officer

OneLegacy

Deborah Prothrow-Stith, MD

Dean

College of Medicine, Charles Drew University of Medicine & Science

Martha Santana Chin, MBA

Medi-Cal President HealthNet

Miguel Santana

President & Chief Executive Officer

Weingart Foundation

Steven Shapiro, MD

Senior Vice President

Health Affairs, USC

Arthur M. Southam, MD

Former Executive Vice President

Health Plan Operations & Chief Growth Officer

Kaiser Permanente

Julie Sprengel

Division President

CommonSpirit Health Southern CA Division

Paul S. Viviano

President & Chief Executive Officer

Children’s Hospital Los Angeles

Erik G. Wexler

President, Operations & Strategy South, Providence

2023 Tribute Dinner Committee

Chair

Jennifer Heenan

Partner

Spencer Stuart

Members

Sajid Ahmed

Chief Executive Officer

WISE Healthcare

Paul Craig, JD

Former Chief Administrative Officer

Keck Medicine of USC

Amanda Flaum

Vice President CA & HI Medicaid

Kaiser Permanente

Judy Fortin

Chief of Communications

UCLA Health

Jennifer L. Kozakowski, MN, MPH

Chief Mission Integration Officer –

South Bay

Providence St. Joseph Health

Manoj K. Mathew, MD, SFHM

Former National Medical Director

Agilon Health

Francisco Oaxaca, BS, MBA

Chief, Communications & Community Relations

L.A. Care Health Plan

Jack Schlosser

Founder & Principal

Desert Vista Advisors

Shawn Sheffield

Chief Strategy Officer

Keck Medicine of USC

Gerald Sullivan Chairman

G. J. Sullivan Co., Reinsurance

Paul S. Viviano

President & Chief Executive Officer

Children’s Hospital Los Angeles

Thanks to Our 2023 Sponsors

Platinum Sponsors

Diamond Sponsor

Premier Event Sponsor

Ruby Sponsor

Gold Sponsors

MedPOINT

Silver Sponsors

Bronze Sponsors

We regret omission of logos not available at press time.

& Jamey Edwards

Cathi Cunningham &

MARTA FERNANDEZ

Dr. Eric A. Strom & Eileen Goodis Strom

Vision & Excellence in Healthcare Leadership Award Past Honorees

2022 Arthur M. Southam, MD

Arthur M. Southam, MD was honored as Executive Vice President Health Plan Operations and Chief Growth Officer of Kaiser Permanente. Dr. Southam is dedicated to delivering high-quality, affordable health care and coverage to more Americans. Dr. Southam joined Kaiser Permanente in 2001 and had national responsibility for Health Plan marketing, sales, service, and administrative activities that support growth and care.

2021 Paul S. Viviano

Paul S. Viviano was honored as President and CEO of Children’s Hospital Los Angeles. Mr. Viviano is recognized as both a major health care leader and prominent advocate of child health. For over three decades, he has directed academic, nonprofit, and for-profit health care organizations delivering excellence in clinical care. Mr. Viviano joined Children’s Hospital Los Angeles as President and CEO in 2015 and serves as a member of its Board of Directors and Board of Trustees.

2021 Lifetime Achievement Award Paul Torrens, MD, MPH

In Memoriam

Professor Emeritus of Health Policy and Management and Founder of the Paul Torrens Health Forum at UCLA

Paul Torrens, MD, was honored for over 40 years at the Fielding School, patiently guiding, mentoring and advising generations of students, helping shape many distinguished careers in public health. Equally important has been his long career in both healthcare management and policy development. As a healthcare executive, Dr. Torrens held numerous executive positions in hospitals and health care organizations and served on the governing boards of Blue Shield of California and PacifiCare Behavioral Health of California.

In the health policy arena, he served in a wide variety of advisory and consulting capacities to governmental and nongovernmental organizations both in the United States and additionally in 18 foreign countries. Thanks to his vision and leadership, the Paul Torrens Health Forum is a premier source of discovery and conversation about the prevailing public health issues of the day.

2019 Elaine Batchlor, MD, MPH

Elaine Batchlor, MD, MPH, was honored as the CEO of Martin Luther King, Jr. Community Hospital, a state-of-the-art, community-oriented safety net hospital that provides compassionate, quality care to the South Los Angeles Community. Throughout her career, Dr. Batchlor’s number one priority has been to improve access and quality of care for underserved communities utilizing innovative and collaborative approaches. Her work to increase access for underserved populations has been recognized as an example of leading best practices and adopted throughout California.

2018 Diana S. Dooley

Diana S. Dooley was honored as the Secretary of the California Health and Human Services Agency by Governor Jerry Brown at the beginning of his term in 2011. She used federal law, together with state legislative and administrative actions, to make improvements in the quality of healthcare delivery, increase transparency and consumer engagement, and promote the integration and coordination of medical, behavioral, and social services in the furtherance of whole-person care.

2017 Rod Hochman, MD

Rod Hochman, MD, was honored as President and CEO of Providence St. Joseph Health. With his leadership and health system expertise, Dr. Hochman oversees Providence Health & Services across five states. He is transforming health care through digital innovation, genomics and scientific wellness, population health, and outreach to the poor and vulnerable.

2016 Don Crane

Don Crane was honored as President and CEO of America’s Physician Groups, the nation’s only professional association exclusively representing capitated, coordinated care organizations. He was honored for his role at the forefront of national public policy advocacy on behalf of accountable care organizations across the country as they transitioned from volume to value and moved into risk-based alternative payment models.

2015 Robert Margolis, MD

Robert Margolis, MD, was honored as Co-Chairman of the Board, DaVita HealthCare Partners and CEO Emeritus of HealthCare Partners, LLC. He is a much sought-after spokesperson because of his vast experience in integrated delivery systems and physician practice management.

2014 Leeba Lessin In Memoriam

Leeba Lessin was honored for her role as Senior Vice President of WellPoint and President of its affiliated Medicare businesses, serving more than two million members through Medicare Advantage (MA), Medicare Supplement, and Prescription Drug Plans.

2013 Barry Arbuckle, Ph.D.

Partners honored Barry Arbuckle, Ph.D. as President and CEO of MemorialCare Health System, a leading not-for-profit integrated health care delivery system with almost $2 billion in annual revenues .

2012 David T. Feinberg, MD, MBA

As President of UCLA Health System, Dr. David Feinberg oversaw all aspects of the prestigious operation, including Ronald Reagan UCLA Medical Center, Resnick Neuropsychiatric Hospital, Mattel Children’s Hospital UCLA, and UCLA Medical, Santa Monica.

2011 Howard A. Kahn

Howard Kahn was honored as the CEO of L.A. Care Health Plan, the largest public health plan in America. Mr. Kahn has served in leadership positions creating initiatives, coalitions, and policies.

2010

Lloyd A. Bookman, JD

Co-founder of Hooper, Lundy and Bookman, P.C., Lloyd Bookman represents health care providers in complex regulatory, reimbursement, and transactional matters.

2010

Robert W. Lundy, Jr., JD

Partners honored Robert Lundy as co-founder and managing partner of Hooper, Lundy and Bookman, P.C., the largest law firm in the country dedicated solely to the representation of health care providers and suppliers.

2009

Richard A. Norling

Partners honored Richard Norling because of his work as a Senior Fellow at the Institute for Healthcare Improvement.

2008

George C. Halvorson

As Chairman and CEO of Kaiser Permanente, George C. Halvorson headed the nation’s largest non-profit health plan and hospital system, serving more than 9 million members and generating about $50 billion in annual revenue.

2007

Lloyd H. Dean

Lloyd H. Dean was honored for his work as President/CEO of CommonSpirit Health (formerly known as Dignity Health and Catholic Healthcare West), an integrated not-for-profit health care system in three western states.

2006

Francine Kaufman, MD

Partners honored Francine Kaufman, MD, as a Distinguished Professor Emerita of Pediatrics at the Keck School of Medicine and the Annenberg School of Communications at USC.

2005 Thomas M. Priselac

Thomas Priselac was honored as President and CEO of Cedars-Sinai Health System. Mr. Priselac is an author and invited speaker on a variety of contemporary issues facing the health care field today.

2004 and 2018 Lifetime Achievement Award C. Duane Dauner

In Memoriam

C. Duane Dauner was honored as President and CEO of the California Hospital Association. A nationally known leader on health issues, he was a popular lecturer and authored numerous articles.

2003 Robert E. Tranquada, MD

In Memoriam

Dr. Tranquada’s leadership initiated and shaped many health care organizations. He served on many local and national health care charitable, higher education, and civic boards, and authored numerous medical and policy articles.

2002 James E. Ludlam, JD

In Memoriam

Mr. Ludlam was recognized as one of the founders of healthcare law who helped shape California’s healthcare environment.

2001 Yoshi Honkawa

Mr. Honkawa served for many years as Vice President, Government and Industry Relations, Cedars-Sinai Medical Center, following a long and distinguished career in health care administration.

2000 Dr. Allen Mathies In Memoriam and Weta Mathies

The Mathies Award was named in honor of this couple’s distinguished careers and Dr. Mathies’ remarkable leadership of the Visiting Nurse Association of Los Angeles (VNA-LA) and the founding Board of Partners in Care Foundation.

Champion for Health Past Honorees

2022 Sachin H. Jain, MD

Sachin H. Jain, MD was honored as President and CEO of SCAN Group and Health Plan, where he is charged with leading the organization’s growth, diversification, and emerging efforts to reduce healthcare disparities. Under Dr. Jain’s leadership, SCAN’s revenues topped $3.4B and the organization now serves 220,000 patients.

2014 James R. West

James R. West was honored as the President and Chief Executive Officer of PIH Health, an integrated delivery system comprised of two hospitals, 22 medical offices, home health services, a medical foundation, and an independent physician association.

2011

Molina Family & Molina Family Healthcare, Inc.

Molina Healthcare began in 1980 as an small medical clinic in Long Beach, California. As an emergency room physician, C. David Molina, MD saw the need for an alternative to going to the ER.

2010 Patrick Soon-Shiong, MD

Dr. Patrick Soon-Shiong was honored as a physician, surgeon, and scientist. He pioneered treatments for both diabetes and cancer, publishing over 100 scientific papers, and holds 50 US patents on groundbreaking advancements across a myriad of fields.

2006 Kathleen Brown

Kathleen Brown was honored as the former Treasurer of the State of California and Board member of the Los Angeles Unified School District.

Innovating Effective Social Care Solutions

For the past 25 years, Partners in Care Foundation has been innovating effective solutions addressing problems associated with social care. Today, our talented team leads the way in designing effective strategies to serve the most vulnerable populations among us as they navigate the complexities of today’s health care systems.

We know that once people leave a medical facility they are often on their own. An example of this is 23-year-old Steve. Recently discharged from a nursing facility following a stroke, he is now unable to perform the basic activities of daily living. Partners ’ Social Care Transitions Programs addresses non-medical threats that hinder successful transitions to home and ensures that recovering individuals like Steve have access to appropriate social care they need at home.

Just identifying who needs help isn’t enough. Those most in need of social care are often also the hardest to reach. They need to be found, enrolled, and fully served.

Our Engagement Center exceeds industry outreach success standards. This talented team achieves exceptional success in contacting and enrolling participants into a variety of social care services supporting their medical care and ongoing health.

Our team and technology successfully close the gaps that threaten the alignment of social and health care. Their skill has made them a sought-after supplier for health plans and providers throughout the United States.

Alignment Leads to Healthier Lives

Our programs align social care and health care, allowing people to lead happier and healthier lives.

A good example of this is Danielle. She takes seventeen different medications for health conditions related to congestive heart failure. She reported shortness of breath, extreme weakness in her legs, and had trouble standing for longer than five minutes. After a HomeMeds assessment, it was discovered that one of her medications was known to make symptoms of congested heart failure worse!

HomeMeds is Partner’s medication inventory and assessment tool that is invaluable in identifying medication problems that could lead to falls, drugs that affect mental state, harmful drug interactions, drug duplication (generic vs. brand name), and other issues that put older people at risk. When issues are identified, HomeMeds works with a pharmacist to suggest modifications to prevent medication related hazards and hospitalizations.

Services That Save More Than Their Cost

Partners paved the way in developing the innovative Community Care Hub Model. Organizations nationwide look to us based on our Partners at Home experience and success. The Community Care Hub model is a means of engaging valuable social patient-care services with a demonstrated cost benefit that saves more than their cost.

• Covers only the geography needed – local, regional, or statewide.

• Supports best-practice recommendations for chronic disease management.

• Supports patient populations beyond the clinic into the community, advancing population health management goals and Whole-Person Care objectives.

• Access additional social care management resources.

• Extend disease self-management and lifestyle change opportunities.

• Target and improve MACRA and other quality measures affecting reimbursement (Star Ratings, HEDIS).

Our Community Care

Hub streamlines

access across California to a network of community-based and healthcare organizations and fosters cross-sector collaboration in order to achieve better population health outcomes.

Integration Key to Successful Alignment

It isn’t enough for people to have a doctor, a medical plan, and access to social care. All those pieces need to work as an integrated clinical and social care collaboration. Partners is pioneering an approach that brings together medical practices, social care service providers, and health plans to assure that a person gets the precise and specific social care they need in a supportive and coordinated manner.

Partners’ Workforce Development Center is expanding the social care workforce in California and developing Community Health Worker training programs that bridge community-wide healthcare gaps.

For 25 years, Partners has been a forerunner in aligning social care and healthcare to address the social determinants of health.

In all these ways and more, Partners continues to lead the way today for healthier outcomes tomorrow!

Our vision is a world where every person has equitable access to affordable, high-quality health and social care. We’ve made great strides in our time, and, with your help, we look forward to even greater successes and innovations in the decades to come.

We are grateful to so many donors who have already created legacy gifts for the benefit of Partners in Care Foundation in honor of our 25th anniversary. Designating a planned gift makes you a member of the Partners in Legacy Society. Members of Partners in Legacy will receive immediate recognition on our organization’s website and in our publications and receive invitations to special events.

A planned gift is easy to make and can provide tax and income benefits to the donor, as well as current and long-term benefits to Partners

Whether it is naming Partners in Care Foundation in your will or trust for any amount of money or giving a gift of a house, other real property, stock, or an investment or retirement account, there is an easy option that is right for your giving situation. To ensure that a full range of the community’s needs are met today and into the future, we invite caring donors like you to join our Partners in Legacy giving society by creating your own legacy with a planned gift to Partners in honor of our 25th anniversary.

Please consult with your legal and financial advisors about making a planned gift to Partners in Care Foundation. For more information about how you can support our work and create a lasting legacy for you and your family, please contact Allyson Simpson, Senior Director of Development, at asimpson@picf.org or visit our planned giving website at www.partners-legacy.org.

Please join us as an inaugural member of Partners in Legacy to celebrate Partners in Care Foundation’s 25th Anniversary!

Gifts at a Glance

Donor Profile How It Works Benefits to Donors Suggested Gift Type

Donors of any age or income level

Gift of any amount or asset type through a will, trust, life insurance policy, or IRA beneficiary designation

Estate tax benefits Bequest

Donors of any age, most often middle-aged or older

Good for complex or appreciated assets

A gift of cash or appreciated assets in return for variable payments (% of trust principal annually)

Upon death or termination of trust, remainder is distributed to the charitable beneficiary(ies)

Annual income that can adjust over time; acts as hedge against inflation

May avoid or defer capital gains taxes on appreciated assets. Income tax charitable deduction in year of gift. Income payments are favorably taxed

Charitable Remainder Unitrust

Donors aged 70 ½ and older who have an IRA account and want to help a charity currently with annual gifts

A cash distribution directly from the donor’s IRA account to the charity up to $100,000 per year Spouses or domestic partners with separate IRA accounts can each make these gifts up to $100,000 per year

Charitable IRA Distributions can be set off against Required Minimum Distributions (RMDs) to reduce or eliminate income taxes on those RMDs

Charitable IRA Distributions are not included in the donor’s gross income and are not tax deductible

Charitable IRA Distribution

Older donors who own their own homes

A gift of primary residence, vacation home, or farm

Donor can continue to live in or use property gifted to charitable organization. When donor passes away or moves from property, charity takes full ownership of property

Income tax charitable deduction in year of gift

Retained Life Estate

Donors of any age who have a Donor Advised Fund (DAF)

The donor directs a cash grant from his/ her DAF to a charity

Allows donor flexibility in timing, amount, and recipient(s) of grants

Grant to charity is not tax deductible as tax deductible gift was made in funding of DAF

Donor Advised Fund

Consider a Gift to Partners’ Urgent Needs Fund and Change a Life

Partners maintains an Urgent Needs Fund to meet the critical and immediate needs of the very low-income people we serve. When funding is unavailable from any other public or private source, our Urgent Needs Fund contributes to the health and safety of our participants by making one-time purchases such as emergency housing support, adaptive equipment, home ramps, and other modifications essential to continued safe community living. These one-time investments change the course of lives by addressing basic human needs of safety and comfort and can be key to dramatic life changes.

One meaningful way to contribute to our Urgent Needs Fund is by donating “In Memory” or “In Honor” of someone special in your life.

GuideStar

2023 Platinum Seal of Transparency

Highest Rating for Nonprofits

It is a thoughtful way to pay tribute to people and events that are important to you while also giving back to others! Your generous gift will be applied towards our Urgent Needs Fund to pay for essential transformative solutions for people enrolled in our safety net programs.

Giving is safe and easy! Use this link to make your secure online gift and select ”Urgent Needs Fund” in the “Designation” drop down menu: www.picf.org/support-us/make-a-donation/

We congratulate Johnese Spisso, RN, MPA President, UCLA Health, Chief Executive Officer, UCLA Hospital System, and Associate Vice Chancellor, UCLA Health Sciences, on being the recipient of the Vision and Excellence in Healthcare Leadership Award.

It is our pleasure to support Robert K. Ross, MD President and Chief Executive Officer, The California Endowment on being the recipient of the Champion for Health Award.

Thank you for your many contributions to health care.

www.deloitte.com

Partners in Care Foundation

sincerely thanks our 2022/2023 supporters

Supporters $5,000

and above

AARP

Afya Global & HubMD

Alfred E. Mann Charities

The Ahmanson Foundation

AltaMed

American Hospital Association

America’s Physician Groups

Ann Peppers Foundation

Anonymous

Anthem Blue Cross

Archstone Foundation

Arent Fox Schiff

Barry & Taffy Berger

Blue Shield of California

Cain Brothers & Company, LLC

The California Endowment

California Hospital Association and Hospital Association of Southern California

The California Wellness Foundation

Cedars-Sinai

Children’s Hospital Los Angeles

Cigna CommonSpirit Health

Cathi Cunningham and Deloitte

Dignity Health

First 5 LA

Jamey B. Edwards

Marta Fernandez & Jeffer Mangels Butler & Mitchell LLP

Steven J. Fishman

Richard & Nancy Flores

G.J. Sullivan Co. Reinsurance & Jerry & Wendy Sullivan

Frances Hanckel, Sc.D.

Henry Mayo Hospital

Homeliving Health Providers, Inc.

Hooper, Lundy, Bookman, P.C.

Independent Living Systems

Jewish Community Foundation of Los Angeles

Kaiser Permanente

Keck Medicine of USC & Keck School of Medicine of USC

KeyGroup & Gordon & Barbara Johnson

Eve Kurtin-Steinberg Memorial Fund

L.A. Care Health Plan

Los Angeles Water & Power Employee Association, Inc.

Martin Luther King, Jr. Community Healthcare

MedPOINT Management & Health Care LA IPA

MemorialCare

Michael & Lourdes Collins Charitable Remainder Trust

Michael L. Steinberg, MD

Molina HealthCare

MonteCedro

Stephen T. O’Dell

Al & Dawn Poirier

Preferred IPA of California

Prospect Medical Holdings

Providence

Ruby Family Foundation

SCAN Group & SCAN Health Plan

Jack & Carissa Schlosser

Shay Family Foundation

John M. Simmons

June Simmons & Jody Dunn

Spencer Stuart & Jennifer Heenan

Startup Health & Jamey Edwards

Dr. Eric A. Strom & Eileen Goodis Strom

SuperCare Health

UCLA Health

UnitedHealthcare

Whittier Trust

WISE Healthcare

Partners in Legacy Inaugural Members

Michael* and Lourdes* Collins

Paul Craig, JD & Mary Jo Webb

Frances Hanckel, Sc.D.

Leeba Lessin*

June Simmons & Jody Dunn *In

Partners in Care Foundation Leading to Align Social Care and Health Care

Co-Designing a Social Care Delivery System

Currently in its second year, the Partnership to Align Social Care (“Partnership”) is a national learning and action network whose purpose is to advance the alignment of healthcare and social care service delivery. Consisting of leaders from across the social care and healthcare industries, this collaboration is leveraging the potential of cross-sector efforts to co-design scalable, sustainable, and equitable partnerships between healthcare entities and social care providers that are organized into community care networks led by community care hubs.

Partners in Care Foundation President & CEO, June Simmons, has served as Co-Chair of this innovative coalition since its inception in late 2021. In coordination with Co-Chair, Tim McNeill, COO of Freedmen’s Health, the Partnership to Align Social Care includes health plans, health systems, providers, community-based organizations, and government.

During its first year, this co-design initiative developed a suite of resources for healthcare and social care stakeholders. Informed by leading practices and focused on fostering infrastructure development, contracting, and payment standards, these tools aim to accelerate long-term system transformation and alignment between the social and health care ecosystems.

Federal agency leaders are also engaged as liaisons to the Partnership. According to Simmons, “This group offers a unique

collective commitment to ant the opportunity to effect meaningful, equitable, and system alignment. The synergy of this collaborative will ultimately impact positive health outcomes for the most underserved in communities across the country.”

Leading the Way on Aligning Health and Social Care

Throughout its second year, the Partnership to Align Social Care is focused on enabling and scaling efforts to ensure that community voices share in the design and governance of equitable health and social care ecosystems. Additionally, the Partnership will identify and elevate sustainable financing models, multi-stakeholder accountability efforts, and supportive policy changes at the federal, state, and local levels.

As McNeill observes, “The shift to value-based care will not be achieved unless sustainable models of SDOH delivery are implemented. The work of the Partnership to Align Social Care is an important initiative toward achieving Health Equity for all vulnerable populations.”

This work echoes the core of Partners’ mission for more than 25 years. Today, the importance of addressing the social determinants of health as a pathway to improve health outcomes is taking hold across California and nationally.

The work of the Partnership aims to support the growth of CBO networks and community care hubs that can act as equal partners to health care organizations and create a social care system that ensures the holistic needs of beneficiaries are met.

Partners in Care Foundation 2023 Board

of Councilors

Co-Chairs

Lloyd Bookman, JD

Founding Partner

Hooper, Lundy & Bookman, PC

Robert W. Lundy, Jr., JD

Founding Partner

Hooper, Lundy & Bookman, PC

Members

Barry Arbuckle, PhD

President & Chief Executive Officer

MemorialCare Health System

John Baackes

Chief Executive Officer

L.A. Care Health Plan

Elaine Batchlor, MD, MPH

Chief Executive Officer

MLK Community Healthcare & MLK Community Hospital

Kathleen Brown, JD

Partner

Manatt, Phelps & Phillips, LLP

Carmela Coyle

President & Chief Executive Officer

California Hospital Association

Donald Crane

Former President & Chief Executive Officer

America’s Physician Groups

Cástulo de la Rocha

President & Chief Executive Officer

AltaMed Health Services Corporation

Lloyd H. Dean

Former Chief Executive Officer

CommonSpirit Health

Diana Dooley

Retired

David Feinberg, MD, MBA President & Chief Executive Officer Cerner Corporation

George Halvorson President & Chief Executive Officer

Institute for InterGroup Understanding

Rod Hochman, MD President & Chief Executive Officer

Providence St. Joseph Health

Yoshi Honkawa Consultant

Cedars-Sinai

Thomas Jackiewicz, MPH President

University of Chicago Medical Center

Sachin H. Jain, MD, MBA, FACP

President & Chief Executive Officer

SCAN Group & SCAN Health Plan

Howard Kahn Chair

Physicians for a Healthy California

Francine Kaufman, MD Chief Medical Officer

Senseonics

Hyong (Ken) Kim, MD Chief Executive Officer

Giatros Health

Robert Margolis, MD

Chief Executive Officer Emeritus

HealthCare Partners

J. Mario Molina, MD

Board Chair & Co-Founder

United States of Care

Laura Mosqueda, MD

Professor of Family Medicine, Geriatrics, & Gerontology

Keck School of Medicine of the University of Southern California (USC)

USC Leonard Davis School of Gerontology

Richard Norling Senior Fellow

Institute for Healthcare Improvement (IHI)

Thomas Priselac

President & Chief Executive Officer

Cedars-Sinai

Robert K. Ross, MD

President & Chief Executive Officer

The California Endowment

Martha Santana-Chin

Medi-Cal President Health Net

Arthur Southam, MD, MBA, MPH

Former Executive Vice President Health Plan Operations & Chief Growth Officer

Kaiser Permanente

Johnese Spisso, RN, MPA

President

UCLA Health

Chief Executive Officer

UCLA Hospital System

Associate Vice Chancellor

UCLA Health Sciences

Steve Valentine President

Valentine Health Advisers

Partner

Guidehouse Consulting

Chris D. Van Gorder, FACHE

President & Chief Executive Officer

Scripps Health

Paul S. Viviano

President & Chief Executive Officer

Children’s Hospital Los Angeles

James R. West

System President & Chief Executive Officer

PIH Health

In Memoriam

C. Duane Dauner

Special Adviser, Former President/ Chief Executive Officer California Hospital Association

Leeba Lessin Former President CareMore

James E. Ludlam, JD Of Counsel

Musick, Peeler & Garrett

Allen Mathies, MD Former Chief Executive Officer & President Emeritus

Huntington Hospital

Paul Torrens, MD, MPH Professor Emeritus

UCLA Fielding School of Public Health

Robert Tranquada, MD

Professor Emeritus

University of Southern California

Please plan to join us at our 25th Anniversary celebration.