SCAN FOUNDATION
3800 KILROY AIRPORT WAY NO 400, LONG BEACH, CA 908065616 www.thescanfoundation.org

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Organizations Filed Purposes: THE SCAN FOUNDATION'S MISSION IS TO ADVANCE A COORDINATED AND EASILY NAVIGATED SYSTEM OF HIGH-QUALITY SERVICES FOR OLDER ADULTS THAT PRESERVE DIGNITY AND INDEPENDENCE.THE SCAN FOUNDATION'S MISSION IS TO ADVANCE A COORDINATED AND EASILY NAVIGATED SYSTEM OF HIGH-QUALITY SERVICES FOR OLDER ADULTS THAT PRESERVE DIGNITY AND INDEPENDENCE. DURING 2019, THE FOUNDATION DISBURSED $5,993,271 IN CASH GRANTS AND ASSISTANCE TO OTHER ORGANIZATIONS TO HELP ACHIEVE THEIR MISSION.

TO ADVANCE A COORDINATED AND EASILY NAVIGATED SYSTEM OF HIGH-QUALITY SERVICES FOR OLDER ADULTS THAT PRESERVE DIGNITY AND INDEPENDENCE. DURING 2019, THE FOUNDATION DISBURSED $5,993,271 IN CASH GRANTS AND ASSISTANCE TO OTHER ORGANIZATION'S TO HELP ACHIEVE THEIR MISSION.

IN OCTOBER 2018, THE BOARD APPROVED THE NEW STRATEGIC FRAMEWORK FOR 2019-2023. IN THIS REFRESHED FRAMEWORK, THE FORMER THEMATIC GOAL 1: MEDICARE-MEDICAID INTEGRATION, AND GOAL 2: PERSON-CENTERED CARE, WERE COMBINED INTO THE CURRENT GOAL 1. A NEW GOAL 2 WAS ADDED, AND GOAL 3 REMAINED LARGELY THE SAME, WITH UPDATED OBJECTIVES UNDERLYING IT:(1) ESTABLISH PERSON-CENTERED, INTEGRATED MODELS AS THE STANDARD OF CARE THAT ALL OLDER ADULTS WITH COMPLEX NEEDS COME TO EXPECT & RECEIVE.(2) BUILD RESILIENCE & CAPACITY IN OLDER ADULTS, FAMILIES, & COMMUNITIES.(3) DRIVE RESPONSIVE FEDERAL & STATE FINANCING POLICIES TO CREATE MEANINGFUL CARE CHOICES FOR OLDER ADULTS OF TODAY & TOMORROW.AS IN THE PAST, THE SCAN FOUNDATION'S GRANT-MAKING IS PRIMARILY FOR THE BENEFIT OF CALIFORNIANS. HOWEVER, SINCE CARE FOR CALIFORNIA SENIORS IS TO A LARGE EXTENT FINANCED BY THE FEDERAL GOVERNMENT (THROUGH MEDICARE AND MEDICAID), THE POLICY WORK OF THE FOUNDATION ALSO HAS A FEDERAL FOCUS. THE FOLLOWING HIGHLIGHTED PROJECTS SHAPED PROGRESS IN THE FOUNDATION'S THEMATIC GOALS IN 2019:THEMATIC GOAL 1: TRANSFORM CARE AND DELIVERY. ESTABLISH PERSON-CENTERED, INTEGRATED MODELS AS THE GOLD STANDARD OF CARE THAT ALL OLDER ADULTS COME TO EXPECT AND RECEIVE-REGARDLESS OF WHETHER THEY HAVE MEDICARE ONLY, OR ARE DUALLY ELIGIBLE FOR MEDICARE AND MEDICAID.OUR FIRST THEMATIC GOAL FOCUSES ON EFFORTS TO BEST INTEGRATE MEDICARE AND MEDICAID SERVICES AND FUNDING IN ORDER TO PROVIDE THE HIGHEST QUALITY OF CARE FOR PEOPLE WITH ACCESS TO BOTH OF THESE PROGRAMS. THE FOUNDATION'S LEADERSHIP AND COLLABORATIVE PARTNERSHIPS HAVE CHALLENGED LONGSTANDING MYTHS AND MARSHALLED KEY STAKEHOLDERS TO ADVANCE THE PROMISE OF COORDINATED CARE.GOAL 1 SUCCESSES:MY CARE, MY CHOICE: THE FOUNDATION CONTINUED ITS IMPORTANT EFFORTS TO PROVIDE INFORMATION TO CALIFORNIANS, DUALLY ELIGIBLE FOR MEDICAL AND MEDICARE, ON THEIR INTEGRATED CARE OPTIONS THROUGH ITS INNOVATIVE MY CARE, MY CHOICE WEB-BASED DECISION TOOL. THIS TOOL IS NOW AVAILABLE IN ENGLISH, SPANISH AND CHINESE. THROUGHOUT 2019, THE FOUNDATION ENGAGED A NUMBER OF PARTNERS, INCLUDING UNIVISION, TO REACH OUT TO DUALLY ELIGIBLE CALIFORNIANS AND MAKE THEM AWARE OF THIS RESOURCE. OVER 100,000 DUALS WERE REACHED AND THE FOUNDATION IS CURRENTLY STRATEGIZING HOW TO MAKE THIS TOOL AVAILABLE TO DUALS IN OTHER STATES.CALIFORNIA MASTER PLAN FOR AGING: GIVEN THE STEADILY INCREASING NUMBER OF OLDER ADULTS IN CALIFORNIA, AND THE WOEFULLY UNDER-RESOURCED AGING SERVICES, THE FOUNDATION HAS FOR SEVERAL YEARS CALLED ON THE STATE TO DEVELOP A MASTER PLAN FOR AGING TO PREPARE AND EQUIP THE STATE FOR THE NEEDS OF ITS POPULATION. IN GREAT PARTS DUE TO THE FOUNDATION'S EFFORTS, CALIFORNIA GOVERNOR NEWSOM ISSUED AN EXECUTIVE ORDER IN JUNE 2019 FOR THE STATE TO DEVELOP A MASTER PLAN FOR AGING BY OCTOBER 2020. THE FOUNDATION QUICKLY SUPPORTED STATE EFFORTS BY PROVIDING FINANCIAL SUPPORT FOR THE ADMINISTRATION TO HAVE ACCESS TO POLICY ADVISORS, LOGISTICAL PARTNERS FOR THE VARIOUS STAKEHOLDER AND WORK GROUP MEETINGS, AS WELL AS THE DEVELOPMENT OF A COMMUNICATIONS PLAN TO ENGAGE ALL CALIFORNIANS IN THIS EFFORT. ADDITIONALLY, TO ENSURE THE VOICES OF OLDER CALIFORNIANS WERE HEARD AND THEIR NEEDS AND IDEAS ARE INCLUDED IN THE MASTER PLAN, THE FOUNDATION ENGAGED GREATER GOOD STUDIO TO ELICIT THESE VOICES BY SPENDING TIME WITH OLDER CALIFORNIANS THROUGHOUT THE STATE, AND COALESCE THEIR FINDINGS IN A REPORT DELIVERED TO THE STATE. THE FOUNDATION'S ANNUAL LONG-TERM SERVICES AND SUPPORT SUMMIT, HELD IN OCTOBER IN SACRAMENTO, WAS EXCLUSIVELY DEDICATED TO THE MASTER PLAN EFFORTS, AND INCLUDED A PANEL DISCUSSION OF A SELECT GROUP OF OLDER ADULTS WHO PARTICIPATED IN THE GREATER GOOD STUDIO RESEARCH. ADVOCACY NETWORK: AS IN PREVIOUS YEARS, THE FOUNDATION SUPPORTED A STATEWIDE ADVOCACY NETWORK, CONSISTING OF 21 REGIONAL AGING AND DISABILITY COALITIONS AND A SACRAMENTO-BASED COLLABORATIVE OF STATE ADVOCATES. MANY OF THE REGIONAL COALITIONS ACTIVELY PARTICIPATED IN ENGAGING WITH OLDER ADULTS IN RESPECT TO PROVIDING MASTER PLAN INPUT. MOST COALITIONS ADDITIONALLY HELD INFORMATIONAL CONFERENCES TO INFORM LOCAL ELECTED OFFICIALS, AS WELL AS THE GENERAL PUBLIC, OF THE MASTER PLAN DEVELOPMENT EFFORTS AND THEIR OPPORTUNITY TO PROVIDE INPUT ON THE STATE'S "ENGAGE" WEBSITE.PERSON-CENTERED CARE: REGARDLESS WHETHER A PERSON RECEIVES ONLY MEDICARE BENEFITS OR IS A DUALLY ELIGIBLE PERSON, PROVIDING PERSON-CENTERED CARE TO HIGH-NEED, HIGH-COST PERSONS IMPROVES THE QUALITY OF CARE AND LIFE AND MAY PROVIDE COST SAVINGS. THE FOUNDATION CONTINUED ITS EFFORTS TO SCALE PERSON-CENTERED CARE IN CALIFORNIA THROUGH A DEEPER ANALYSIS OF WHAT IT TAKES FOR A HEALTH CARE ORGANIZATION TO IMPLEMENT A PERSON-CENTERED CARE PROGRAM. ADDITIONALLY, IT CONTINUED ITS ENGAGEMENT AND FUNDING PARTNERSHIP WITH SIX OTHER FOUNDATIONS TO ACHIEVE NATIONWIDE SCALING THROUGH VARIOUS INITIATIVES, INCLUDING THE PLAYBOOK FOR BETTER CARE, AND A LEARNING COLLABORATIVE OF ACCOUNTABLE CARE ORGANIZATIONS. THE WORK OF ELICITING A PERSON'S CARE GOALS ALSO CONTINUED THROUGH THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE PROJECT ON TESTING PERSON REPORTED OUTCOME MEASURES IN VARIOUS HEALTH CARE SETTINGS, WITH THE GOAL TO ROUTINELY IMPLEMENT PERSON-CENTERED MEASURES IN THE NATIONAL QUALITY MEASUREMENT SET.OTHER PROJECTS: THE FOUNDATION CONTINUED SUPPORTING A LEARNING COLLABORATIVE OF CALIFORNIAN HEALTH PLANS PARTICIPATING IN THE FINANCIAL ALIGNMENT PROJECT FOR DUALLY ELIGIBLE PERSONS. THE FOUNDATION ALSO CO-FUNDED A REPORT OF THE NATIONAL ACADEMY OF SCIENCES ON INTEGRATING SOCIAL CARE INTO THE DELIVERY OF HEALTH CARE, AND SUPPORTED THE NATIONAL AGING AND DISABILITY BUSINESS INSTITUTE.THEMATIC GOAL 2: BUILD RESILIENCE AND CAPACITYINSPIRE AND ENABLE ENTREPRENEURS AND INNOVATORS TO DESIGN WITH OLDER ADULTS NOT JUST FOR THEM AND CREATE NEW OFFERINGS THAT EMBRACE THE BEAUTY OF LIFE AS WE AGE. GOAL 2 SUCCESSES:SINCE 2019 WAS THE FIRST YEAR FOR THIS EXCITING BUT ALSO CHALLENGING NEW STRATEGIC GOAL, THE ACTIVITIES SURROUNDING THIS GOAL WERE TO LEARN AND PREPARE FOR THE IMPLEMENTATION OF A VENTURE STUDIO IN 2020. TO ACHIEVE OUR GOAL, WE SEE THE NEED TO ENGAGE AND CONNECT THREE DISTINCT COMMUNITIES: OLDER ADULTS, ENTREPRENEURS AND INVESTORS.WITH BIRSEL+SECK, A REPUTABLE DESIGN FIRM, WE LAUNCHED 16 CO-DESIGN SESSIONS WITH OLDER ADULTS IN URBAN, SUBURBAN AND RURAL AREAS OF THE COUNTRY, WITH THE THEME DESIGN THE AGING YOU LOVE. THIS ALLOWED US TO LEARN ABOUT THE NEEDS AND ALSO WANTS OF OLDER ADULTS, WHICH WILL INFORM THE ENTREPRENEURS WHO TO THIS DATE LARGELY DESIGN FOR THE CARE GIVERS (INCLUDING THE HEALTH CARE SECTOR) RATHER THAN OLDER ADULTS THEMSELVES.WE FURTHER LAUNCHED FOUR PILOT WORKSHOPS THROUGH A PROJECT WITH THE INNOVATION DEVELOPMENT INSTITUTE, TO DIRECTLY LEARN FROM ENTREPRENEURS WHY THERE CURRENTLY IS SUCH LIMITED DESIGN FOR SUCH A LARGE AND GROWING POPULATION, AND WHAT INFORMATION WOULD FOSTER AN INCREASE IN DESIGNING FOR OLDER ADULTS. FINALLY, WE ALSO COMMISSIONED A MARKET ASSESSMENT OF THE CURRENT VENTURE ECOSYSTEM OF FOR-PROFIT STARTUP COMPANIES IN THE UNITED STATES, WHOSE CUSTOMER, END USER, OR BENEFICIARY IS AN OLDER ADULT.THEMATIC GOAL 3: DRIVE RESPONSIVE FINANCING POLICIESSUPPORT AND ENCOURAGE RESPONSIVE FEDERAL AND STATE FINANCING POLICIES TO CREATE MEANINGFUL CARE CHOICES FOR OLDER ADULTS OF TODAY AND TOMORROW.OUR THIRD THEMATIC GOAL ACKNOWLEDGES THAT THE VAST MAJORITY OF OLDER ADULTS WILL NEED SOME DAILY LIVING SUPPORT AS THEY AGE. THE LIKELIHOOD THAT ANY INDIVIDUAL MIGHT NEED LONG-TERM SERVICES AND SUPPORT (LTSS) IS QUITE VARIABLE, WITH APPROXIMATELY 20 PERCENT OF OLDER ADULTS NEVER REQUIRING SUPPORT WHILE A SLIGHTLY LOWER PERCENTAGE WILL NEED HIGH LEVELS OF CARE FOR FIVE OR MORE YEARS. THESE COSTS CAN BE QUITE SUBSTANTIAL, AND FOR MANY OLDER ADULTS LIVING ON FIXED INCOMES, THEY CAN EASILY OVERWHELM REMAINING SAVINGS AND OTHER AVAILABLE RESOURCES

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