Support from California nonprofits for AB 2936 (Wicks) – Page 1 of 14
July 6, 2020
The Honorable Hannah-Beth Jackson Chair, Senate Judiciary Committee State Capitol Sacramento, CA 95814
RE: Support for Assembly Bill 2936 – Supervision of Trustees and Fundraisers for Charitable Purposes Act: donor-advised funds (Wicks)
Dear Chair Jackson,
As nonprofit leaders in California, we write to express our organizational support for Assembly Bill 2936 (Wicks), which will establish a classification, under Govt. Code §12586, for sponsoring organizations that maintain donor-advised funds (DAFs). The bill also includes definitions for “donor-advised funds” and for “sponsoring organizations” and affirms the authority of the California Attorney General to require reports from DAF sponsoring organizations.
DAFs have grown significantly over the past several years. The national share of total individual charitable giving contributed to DAFs increased from 4.4 percent in 2010 to 10.2 percent in 2017, with DAF sponsoring organizations holding more than $110 billion in charitable assets. DAF sponsoring organizations affiliated with large Wall Street financial firms are now among the largest recipients of all charitable giving in the United States. Indeed, Fidelity Charitable receives more charitable contributions than any other “charity” and holds more than $31 billion in net assets.
California forgoes a conservatively estimated $340 million a year in General Fund revenue to provide charitable deductions for DAF contributions, without comparable benefit to the public. While DAF fundholders take an immediate tax deduction, DAF administrators can hold these funds indefinitely. Under existing California law, there is no guarantee that any DAF funds will reach charitable organizations.
It is difficult for California communities in need to see the billions of dollars being held in donor-advised funds without going to nonprofits. This result is particularly egregious given the COVID19 crisis and economic recession. Accountability for DAFs has never been more crucial than it is now.
We support AB 2936 because the bill is a good first step to increase DAF accountability so that California’s struggling communities and the nonprofits that serve them have greater access to the charitable funds that DAFs are holding.
For these reasons, we respectfully request that you support AB 2936. Thank you for your consideration.
Sincerely,
Jan Masaoka Bill Fuser CEO Board President CalNonprofits CASA El Dorado San Francisco, CA Placerville, CA 95667 Senate District 11 Senate District 1
Support from California nonprofits for AB 2936 (Wicks) – Page 2 of 14
Mary Mitchell Hillarie Beyer Co-Senior Minister and Board Vice President Executive Director Center for Spiritual Living McKinleyville Community Collaborative Redding, CA 96002 McKinleyville, CA 95519 Senate District 1 Senate District 2
Marni Marshall Jaqueline Dandeneau Executive Director Executive Director Grass Valley Downtown Association Playhouse Arts Grass Valley, CA 95945 Arcata, CA 95521 Senate District 1 Senate District 2
Jenny Hatch Linda Civitello Executive Director Executive Director Sierra Nevada Alliance Sebastopol Area Senior Center South Lake Tahoe, CA 96158 Sebastopol, CA 95472 Senate District 1 Senate District 2
Janet Sherwood Ellie Cohen Deputy Director Chief Executive Officer Advokids The Climate Center Corte Madera, CA 94925 Sebastopol, CA 95472 Senate District 2 Senate District 2
Joel Kirsch Libby Maynard President Executive Director American Sports Institute The Ink People Mill Valley, CA 94941 Eureka, CA 95501 Senate District 2 Senate District 2
Rose Gale-Zoellick Michele Grupe Executive Director Executive Director Breast and GYN Health Project Cope Family Center Arcata, CA 95521 Napa, CA 94559 Senate District 2 Senate District 3
Douglas Brown Jody Lorns Board Chair Executive Director Buckelew Programs Diablo Valley Foundation for the Aging Novato, CA 94920 Pleasant Hill, CA 94523 Senate District 2 Senate District 3
Len Marabella Dan Dorsett Chief Executive Officer Co-Founder Catholic Charities of the Diocese of Santa Rosa Feet First Foundation Santa Rosa, CA 95403 Martinez, CA 94553 Senate District 2 Senate District 3
Diane Olson Laura Ghiron Executive Director President Hope Counseling Services Partners in Expanding Health Quality and Petaluma, CA 94952 Access Senate District 2 Davis, CA 95618 Senate District 3
Support from California nonprofits for AB 2936 (Wicks) – Page 3 of 14
Margaret Farman Claire Curley CEO Executive Director United Cerebral Palsy of the North Bay Broad Room Creative Collective Petaluma, CA 94954 Sacramento, CA 95815 Senate District 3 Senate District 6
Thomas Tenorio Julie Baker Chief Executive Officer Executive Director Community Action Agency of Butte County, Inc. Californians for the Arts Chico, CA 95973 Sacramento, CA 95814 Senate District 4 Senate District 6
Danielle Downey Judy Thomas, JD Executive Director Chief Executive Officer Project Apis m. Coalition for Compassionate Care of California Orland, CA 95963 Sacramento, CA 95833 Senate District 4 Senate District 6
Raquel Mangone Jarnell Harper Commander VFW Post 1487 Director Roseville VFW Post 1487 Hope Family Services Roseville, CA 95678 Sacramento, CA 95838 Senate District 4 Senate District 6
Esther Rosas David Heitstuman Executive Director CEO Community Housing and Shelter Services of Sacramento LGBT Community Center Stanislaus County Sacramento, CA 95811 Modesto, CA 95353 Senate District 6 Senate District 5 Anna Hasselblad Shelby Young Director of Public Policy Executive Director United Ways of California Lodi House Sacramento, CA 95814 Lodi, CA 95240 Senate District 6 Senate District 5 Evan Minton Amy Portello-Nelson California State Policy & Programmatic Manager Nonprofit Consultant Voices for Progress Substratum Systems Sacramento, CA 95814 Stockton, CA 95219 Senate District 6 Senate District 5 Mary Tressel Patrick Koepele Executive Director Executive Director Armanino Foundation Tuolumne River Trust San Ramon, CA 94519 Modesto, CA 95354 Senate District 7 Senate District 5 Dee Dee Robillard Amanda Nelson Community Projects Manager - Media, Grants, Executive Director and Development Albie Aware Breast Cancer Foundation Contra Costa Crisis Center Sacramento, CA 95815 Walnut Creek, CA 94598 Senate District 6 Senate District 7
Support from California nonprofits for AB 2936 (Wicks) – Page 4 of 14
Neil McGovern Pamela Pascual Executive Director Founding Partner GNOME Foundation Inc Amber Initiative Foundation Orinda, CA 94563 Oakland, CA 94610 Senate District 7 Senate District 9
Kate Trevelyan-Hall Andy Gaines Director of Grants and Stewardship Executive Director Junior Achievement of Northern California Ashby Village Walnut Creek, CA 94597 Berkeley, CA 94707 Senate District 7 Senate District 9
Pam Clemmons Cynthia Burke Donor Relations/Fundraising President/Founder Lazarex Cancer Foundation Bee Holistic Cat Rescue and Care Danville, CA 94526 Richmond, CA 94805 Senate District 7 Senate District 9
Heather Greaux Erica Mohan, PhD Executive Director Executive Director Open Heart Kitchen Community Education Partnerships Pleasanton, CA 94566 Berkeley, CA 94705 Senate District 7 Senate District 9
Edie Nehls Steve Lew Executive Director Project Director Sunflower Hill CompasPoint Livermore, CA 94588 Oakland, CA 94607 Senate District 7 Senate District 9
Ann King Adar Schneider Executive Director Associate Tri-Valley Haven Hatchuel Tabernik and Associates Livermore, CA 94550 Berkeley, CA 94710 Senate District 7 Senate District 9
Matthew Ari Jendian PhD Sahar Petri Professor Project Manager Humanics@FresnoState HTA Consulting Fresno, CA 93740 Berkeley, CA 94710 Senate District 8 Senate District 9
Phoebe Seaton Nancy Ng Co-Executive Director Executive Director, Creativity & Policy Leadership Counsel for Justice and Luna Dance Institute Accountability Berkeley, CA 94710 Fresno, CA 93721 Senate District 9 Senate District 8 Chuck Brown Christina Tran Founder Community Outreach Specialist Orion Advising Resources for Independence Central Valley Oakland, CA 94612 Fresno, CA 93726 Senate District 9 Senate District 8
Support from California nonprofits for AB 2936 (Wicks) – Page 5 of 14
Leah Spelman Stephen Knight Executive Director Executive Director Partnerships for Trauma Recovery Worksafe Berkeley, CA 94704 Oakland, CA 94612 Senate District 9 Senate District 9
Devi Peacock Brandi White Artistic and Executive Director President Peacock Rebellion Destiny and Beyond Inc Oakland, CA 94606 Fremont, CA 94538 Senate District 9 Senate District 10
Heather Frank Esther Peralez-Dieckmann Executive Director Executive Director Piedmont Education Foundation Next Door Solutions to Domestic Violence Piedmont, CA 94601 San Jose, CA 95112 Senate District 9 Senate District 10
Corey Newhouse Emilia Carrara Founder and Principal Development Coordinator Public Profit AIDA Oakland, CA 94612 San Francisco, CA 94111 Senate District 9 Senate District 11
Michael Scott Anita Engles Individual Philanthropy Manager Executive Director Seacology American Bookbinders Musem Berkeley, CA 94707 San Francisco, CA 94103 Senate District 9 Senate District 11
Diane Del Signore Tim Wolfred Executive Director Board Vice-President Simpson Literary Project Art With Elders Oakland, CA 94619 San Francisco, CA 94127 Senate District 9 Senate District 11
Melissa Hellums Kristen Wolslegel Executive Director Executive Director Sister to Sister 2, Inc. BABEC Oakland, CA 94612 San Francisco, CA 94080 Senate District 9 Senate District 11
Greg Baldwin David Schleifer-Lee President Director of Institutional Giving VolunteerMatch.org Boys & Girls Clubs of San Francisco Oakland, CA 94612 San Francisco, CA 94102 Senate District 9 Senate District 11
Surina Khan Jayla Burton CEO Program Officer Women's Foundation California Breast Cancer Action Oakland, CA 94612 San Francisco, CA 94118 Senate District 9 Senate District 11
Support from California nonprofits for AB 2936 (Wicks) – Page 6 of 14
Bianca Wolff Dara Zandanel Interim Executive Director Litigation Counsel California Collaborative for Immigrant Justice GuideOne San Francisco, CA 94117 San Francisco, CA 94104 Senate District 11 Senate District 11
Heidi Pickman Brad Becker VP, Programs and Policy President CAMEO - California Assn for Micro Enterprise LGBT National Help Center Opportunity San Francisco, CA 94114 San Francisco, CA 94102 Senate District 11 Senate District 11 Jodi Schwartz Patricia Smith Executive Director Executive Director LYRIC (Lavender Youth Recreation and Environmental Federation of California Information Center) San Francisco, CA 94102 San Francisco, CA 94114 Senate District 11 Senate District 11
Amy Cohen Ashley C. McCumber Executive Director CEO Exhibit Envoy, Inc. Meals On Wheels of San Francisco San Francisco, CA 94119 San Francisco, CA 94124 Senate District 11 Senate District 11
Leslie Marks Tracy Rosenberg Director, Individual Giving Executive Director Exploratorium Media Alliance San Francisco, CA 94111 San Francisco, CA 94110 Senate District 11 Senate District 11
Marily Mondejar Joan Levison CEO Executive Director Filipina Women's Network Menorah Park San Francisco, CA 94104 San Francisco, CA 94118 Senate District 11 Senate District 11
J. Mark Jenkins Shamus Roller Vice President, Finance & Analytics Executive Director Golden Gate National Parks Conservancy National Housing Law Project San Francisco, CA 94123 San Francisco, CA 94103 Senate District 11 Senate District 11
Cade Frost David Dubinsky Founder CEO Good Ground Innovation LLC. Pomeroy Recreation and Rehabilitation Center San Francisco, CA 94117 San Francisco, CA 94132 Senate District 11 Senate District 11
David Matchett Krista Smith Controller Development Consultant Good Samaritan Family Resource Center of San Queer Cultural Center Francisco San Francisco, CA 94102 San Francisco, CA 94110 Senate District 11 Senate District 11
Support from California nonprofits for AB 2936 (Wicks) – Page 7 of 14
Wendy Rein Jan Cohen Co-Artistic Director Interim Executive Director RAWdance NAMI San Mateo County San Francisco, CA 94102 San Mateo, CA 94402 Senate District 11 Senate District 13
Sharon Miller Heather Cleary CEO CEO Renaissance Entrepreneurship Center Peninsula Family Service San Francisco, CA 94103 San Mateo, CA 94401 Senate District 11 Senate District 13
Margaret McCarthy Nicholas Daher Daher Executive and Co-Director Development Assistant Southern Exposure Peninsula Open Space Trust San Francisco, CA 94110 Palo Alto, CA 95401 Senate District 11 Senate District 13
Donald S Falk Kathy Parmer-Lohan Chief Executive Officer Executive Director Tenderloin Neighborhood Development San Carlos Education Foundation Corporation San Carlos, CA 94070 San Francisco, CA 94102 Senate District 13 Senate District 11 Cindy Abbott Emilie Cortes Executive Director CFO Sanchez Art Center Toniic Institute Pacifica, CA 94044 San Francisco, CA 94108 Senate District 13 Senate District 11 June Thompson, PhD Patrick Santana Executive Director Consultant The California Association of Student Councils Traverso Santana Design Portola Valley, CA 94028 San Francisco, CA 94114 Senate District 13 Senate District 11 Jason Su Julia Foster Executive Director Executive Director Guadalupe River Park Conservancy Foundation For Monterey County Free Libraries San Jose, CA 95110 Salinas, CA 93901 Senate District 15 Senate District 12 Kathy Cordova Bonnie Silverman Executive Director Director Development and Human Resources Recovery Cafe San Jose Arbor Bay School San Jose, CA 95112 San Carlos, CA 94070 Senate District 15 Senate District 13 Marcus Plutowski Jim Santucci President & Executive Director Executive Director Valkyrie Robotics Kara San Jose, CA 95125 Palo Alto, CA 94301 Senate District 15 Senate District 13
Support from California nonprofits for AB 2936 (Wicks) – Page 8 of 14
Temnee Wright Ed Malley WVCS Advocacy Committee Chair & Board Treasurer Member Lotus Outreach West Valley Community Services Aptos, CA 95003 Cupertino, CA 95014 Senate District 17 Senate District 15 Brise Tencer Sondra Ryan Executive Director Director Organic Farming Research Foundation Alpha House "A Place for New Beginnings" Santa Cruz, CA 95060 Taft, CA 93268 Senate District 17 Senate District 16 Cherise Charleswell Dottie Hennacy Executive Director President/Director Boundless Brilliance The Center for Healthy Generations Van Nuys, CA 91409 Yucca Valley, CA 92284 Senate District 18 Senate District 16 Janet Marinaccio Robin Gabriel President & CEO Operations Coordinator MEND-Meet Each Need with Dignity BirchBark Foundation Pacoima, CA 91331 Santa Cruz, CA 95060 Senate District 18 Senate District 17 Melanie Winter Nancy Loshkajian Founder & Director President, Board of Trustees The River Project Center for Spiritual Living Santa Cruz Studio City, CA 91604 Santa Cruz, CA 95062 Senate District 18 Senate District 17 Debbie Jackson Erik Lua Consultant Housing Navigator/Fund Development Brokaw Jackson Consulting Coordinator Santa Paula, CA 93061 Families In Transition Senate District 19 Watsonville, CA 95076 Senate District 17 Maricela Morales Executive Director Chenda Lor Central Coast Alliance United for a Sustainable Executive Director Economy (CAUSE) Friends of the San Luis Obispo Botantical Ventura, CA 93003 Garden Senate District 19 San Luis Obispo, CA 93405 Senate District 17 Monica White President/CEO Siobhan Greene Food Share of Ventura County President/CEO Oxnard, CA 93036 Hospice Giving Foundation Senate District 19 Monterey, CA 93940 Senate District 17 Marcos Vargas Executive Director Fund for Santa Barbara Santa Barbara, CA 93101 Senate District 19
Support from California nonprofits for AB 2936 (Wicks) – Page 9 of 14
Donna Wyatt Pat Bell Executive Director Executive Director Get Focused Stay Focused House of Ruth, Inc. Santa Barbara, CA 93109 Pomona, CA 91768 Senate District 19 Senate District 20
Ellen Brokaw Regina Weatherspoon-Bell Treasurer Founder House Farm Workers! Dreamers, Visionaries & Leaders Project Santa Paula, CA 93060 Apple Valley, CA 92307 Senate District 19 Senate District 21
Marjorie Erickson Matthew Weber President Administrative Director Infinite Compassion Foundation USA Lost Angels Children's Project Santa Barbara, CA 93105 Lancaster, CA 93534 Senate District 19 Senate District 21
Harry Bruell Zac Woonsam CEO Executive Director PathPoint Youth Inspiration Nation Inc Santa Barbara, CA 93101 West Covina, CA 91790 Senate District 19 Senate District 22
Margie Yahyavi P.T. McEwen Executive Director President & Chief Executive Officer Santa Barbara Education Foundation Boys & Girls Clubs of Greater Redlands- Santa Barbara, CA 93101 Riverside Senate District 19 Redlands, CA 92374 Senate District 23 Jennifer Heighton Executive Director Helen Adams Santa Paula Art Museum Executive Director Santa Paula, CA 93060 DOVES of Big Bear Valley, Inc. Senate District 19 Big Bear Lake, CA 92315 Senate District 23 Mary Maranville CEO Susan Gomez Students for Eco-Education and Agriculture, Inc. President Ojai, CA 93024 Inland Empire Community Collaborative (IECC) Senate District 19 San Bernardino, CA 92404 Senate District 23 Barbara Wishingrad Executive Director Shirli Driz Sweetwater Collaborative Interim President & CEO Santa Barbara, CA 93101 Inland Empire United Way Senate District 19 Rancho Cucamonga, CA 91730 Senate District 23 Roseann Lovato President Oscar McPeake Generations Rise trustee Fontana, CA 92335 VFW Post 8680 Senate District 20 Rancho Cucamonga, CA 91730 Senate District 23
Support from California nonprofits for AB 2936 (Wicks) – Page 10 of 14
John Epps, Jr. Linda Akutagawa Retired President & CEO We Are One United LEAP Highland, CA 92346 Los Angeles, CA 90012 Senate District 23 Senate District 24
Carol Bauer John Maceri CFO Chief Executive Officer Youth Action Project, Inc. The People Concern San Bernardino, CA 92408 Los Angeles, CA 90018 Senate District 23 Senate District 24
Ken Martinet Lisa Brooks President/CEO Executive Director Catholic Big Brothers Big Sisters of Los Angeles Glendale College Foundation County Glendale, CA 91208 Los Angeles, CA 90015 Senate District 25 Senate District 24 Les Mccabe Gayle Whittemore President and CEO CFO Junior Achievement of Southern California Children's Bureau of Southern California Los Angeles, CA 90069 Los Angeles, CA 90007 Senate District 25 Senate District 24 Raj Dhillon Kiran Gupta Manager of Advocacy & Public Policy Philanthropy BREATHE California of Los Angeles County Coalition to Abolish Slavery and Trafficking Los Angeles, CA 90036 (Cast) Senate District 26 Los Angeles, CA 90010 Senate District 24 Tara Nierenhausen Executive Director David Factor Community's Child, Inc. President and CEO Lomita, CA 90717 Executive Service Corps of Southern California Senate District 26 Los Angeles, CA 90012 Senate District 24 Marc Carrel President & CEO Barnaby Murff Emphysema Foundation of America Chief Executive Officer Los Angeles, CA 90036 Extraordinary Families Senate District 26 Los Angeles, CA 90004 Senate District 24 Candace Yoder Executive Director Kimberly Britts Matthew Silverman Memorial Foundation Communications Assistant Bevery Hills, CA 90212 Harriett Buhai Center for Family Law Senate District 26 Los Angeles, CA 90010 Senate District 24 Ani Zonneveld President, founder Wendy Butts Muslims for Progressive Values Chief Executive Officer Los Angeles, CA 90028 LA Conservation Corps Senate District 26 Los Angeles, CA 90012 Senate District 24
Support from California nonprofits for AB 2936 (Wicks) – Page 11 of 14
Ann Lynch Andrea Anthony Director Founder and President South Bay Wildlife Rehab Guarded Wings Project Rancho Palos Verdes, CA 90275 Los Angeles, CA 90047 Senate District 26 Senate District 30
Akuyoe Charlotte Graham Fran Jemmott Founder/CEO Principal & CEO Spirit Awakening Foundation Jemmott Rollins Group, Inc. Marina Del Ray, CA 90295 Los Angeles, CA 90043 Senate District 26 Senate District 30
Lauren Costa Luetricia Johnson-Brisco Executive Director Executive Director The Academy Project Keeperz Corporation Los Angeles, CA 90046 Downey, CA 90242 Senate District 26 Senate District 32
Javier Lopez John Mooney Director of Community Relations Chief Financial Officer Coachella Valley Housing Coalition Liberty in North Korea Indio, CA 92201 Long Beach, CA 90802 Senate District 28 Senate District 33
Jasmine Dixon Zayda Garcia Founder & CEO, Greater Good LA Executive Director Greater Good LA The Rudolph J. and Daphne A. Munzer Murrieta, CA 92563 Foundation Senate District 28 Long Beach, CA 90806 Senate District 33 Jax Kelly President Pamela Estes Let's Kick ASS (AIDS Survivor Syndrome) Palm CEO Springs Boys & Girls Club of Laguna Beach Palm Springs, CA 92263 Garden Grove, CA 92651 Senate District 28 Senate District 34
Annette Johnson Tracey Hill Owner Chief Executive Officer AM Johnson Consulting Child Creativity Lab Rowland Heights, CA 91748 Santa Ana, CA 92705 Senate District 29 Senate District 34
Pat Alvarez Jessica Ellis Secretary-Treasurer Executive Director American Legion Auxiliary Unit 277 Centinela Youth Services, Inc. Placentia, CA 92870 Hawthorne, CA 90250 Senate District 29 Senate District 35
Sarah Weber Mac Shorty Executive Diretor Founder Association of California Symphony Orchestras Community RePower Movement Los Angeles, CA 90071 Watts, CA 90002 Senate District 30 Senate District 35
Support from California nonprofits for AB 2936 (Wicks) – Page 12 of 14
Amy Belen Grat Erin McPherson Nielsen Chief Executive Officer Executive Director EXP Tustin Community Foundation Carson, CA 90810 Tustin, CA 92781 Senate District 35 Senate District 37
Lloyd Lehrer Guadalupe Marquez Member of the Board. Officer of the Corp. Independent Living Operator/owner Los Angeless Model Railroad Society Community Research Foundation Hawthorne, CA 90250 San Diego, CA 92110 Senate District 35 Senate District 39
Paulette Hunter Danae Davis Executive Manager Human Resources & Risk Executive Director Watts Labor Community Action Committee FACE Foundation Los Angeles, CA 90059 San Diego, CA 92121 Senate District 35 Senate District 39
Jodi Diamond Desiree Pavlik CEO Program Manager Boys & Girls Clubs of Oceanside Natural High Oceanside, CA 92054 La Jolla, CA 92037 Senate District 36 Senate District 39
Allison Hieger Tina Atherall, PhD Executive Director CEO Orange County Women's Chorus PsychArmor Institute Laguna Hills, CA 92653 San Diego, CA 92121 Senate District 36 Senate District 39
Renee Bodie Sue Carter Kahl General Manager President Soka Performing Arts Center Sue Carter Kahl Consulting Aliso Viejo, CA 92656 San Diego, CA 92119 Senate District 36 Senate District 39
Rick Stein Tim Shields President & CEO Managing Director Arts Orange County The Old Globe Irvine, CA 92614 San Diego, CA 92112 Senate District 37 Senate District 39
Sharon Updike Jennifer Gilmore Treasurer CEO Laguna Woods Cat Club Kitchens for Good Laguna Woods, CA 92637 San Diego, CA 92114 Senate District 37 Senate District 40
John Forsyte Elisa Sabatini President and CEO President Pacific Symphony Via International Irvine, CA 92614 San Diego, CA 92113 Senate District 37 Senate District 40
Support from California nonprofits for AB 2936 (Wicks) – Page 13 of 14
Ashit B K President Young Professional Development Society Nepal (YPDSN) Kathmandu, 44600 Senate District
Support from California nonprofits for AB 2936 (Wicks) – Page 14 of 14