Feedback on the California Early Wealth Accounts System (CEWAS) Plan

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Feedback on the California Early Wealth Accounts System (CEWAS) Plan

Introduction:
Thank you for reviewing the Preliminary California Early Wealth Accounts System (CEWAS) Plan. Your insights will help refine and strengthen this strategic plan, ensuring it effectively supports early wealth-building strategies for young Californians. Please share your feedback by April 30, 2025.

This form is structured in two parts:

Quick Pulse Feedback – A high-level assessment of the plan’s strengths and areas for improvement.
Detailed Input – An opportunity to provide more specific feedback on individual pillars and strategies for strengthening California’s Early Wealth Accounts System.

Whether you answer all questions or select sections, your feedback is valued. Feedback provided here before April 23rd will help inform the Final California Early Wealth Accounts System Plan, to be published in May 2025.

Link to the document: http://bit.ly/42ocqrM

1. Tell Us About You (Check all that apply.)

Policymaker or Government Official

Educator or School Administrator

Community-Based Organization Representative

Philanthropic Partner

Parent or Guardian

Student or Youth Advocate

Financial Institution Representative

Consultant

Other role

2. Quick Pulse Feedback

Overall, how well does the CEWAS Plan address early wealth-building strategies?

Extremely well

Somewhat well

Not at all well

Clear selection

2. Quick Pulse Feedback

How effective will the Strategies outlined in the CEWAS Plan be in increasing awareness and engagement?

Extremely effective

Somewhat effective

Not at all effective

Clear selection

2. Quick Pulse Feedback

What are your overall impressions of the preliminary CEWAS Plan? ?

2. Quick Pulse Feedback

If you have read the whole plan, which areas seem strongest? (Select up to 3)

Strategic Partnerships

Communications

Expand Accounts and Account Balances

Data Sharing

Technology

Implementation and Funding

3. Transition to Detailed Feedback

We appreciate your high-level thoughts, and we welcome more details in the next section if you have additional feedback on specific pillars and strategies.

What Matters Most?

Please review all our strategies. Select 8 of them that are the most important in your opinion.

I. Strategic PartnershipsOutreach & Engagement Grant Program:

I. Strategic Partnerships: Community(s) of Practice

I. Strategic Partnerships: Partnerships with Public Agencies

I. Strategic Partnerships: UCLA CalKIDS Institute

II. Communications: Marketing materials

II. Communications: Communications toolkit & technical assistance

II. Communications: Input from children, youth and families

II. Communications: Train the Trainer Program

II. Communications: Integrated into state-mandated financial education

II. Communications: Mail annual CalKIDS statements

III. Expand & Balances: CalKIDS Appeals process & new account funding

III. Expand & Balances: Fully fund CalKIDS foster care bonuses

III. Expand & Balances: Community Contributions Program

III. Expand & Balances: Explore migrating local CSA programs to CalKIDS

III. Expand & Balances: Open new CalKIDS accounts with outside funding

III. Expand & Balances: Enable cash deposits into Scholarshare 529

IV. Data: Publish aggregate CalKIDS data by school and district

IV. Data: C2C Data System and CSAC as vehicles for data sharing

IV. Data: Use local School District data for outreach

IV. Data: Improve Local Control Funding Formula (LCFF) data

IV. Data: Establish clear data sharing protocols

V. Technology: Direct links to all early wealth accounts

V. Technology: Integrate phone number verification

V. Technology: Mobile responsiveness

V. Technology: Improve text messaging capability

VI. Implementation & Funding: CEWAS management, fundraising, grantmaking & evaluation

VI. Implementation & Funding: Establish a Donor Advised Fund

VI. Implementation & Funding: Raise private funding

VI. Implementation & Funding: Implement a grantmaking program

VI. Implementation & Funding: Budget & Legislative advocacy

4. Detailed Input on CEWAS Plan Pillars & Strategies

Which pillar(s) would you like to provide feedback on? (Select all that apply.)

Strategic Partnerships

Communications

Expand Accounts and Balances

Data

Technology

Implementation and Funding

4. Detailed Input on A Specific Pillar (select from pull-down menu) #1

4. For The Pillar Selected Above, Answer This Question

#1 Did this pillar provide helpful insights and strategies?

Yes

Somewhat

Clear selection

4. For The Pillar Selected Above, Answer This Question

#1: What strengths do you see in this section? (Open-ended response)

5. For The Pillar Selected Above, Answer This Question

#1: What improvements would you suggest? (Open-ended response)

6. Detailed Input: Select A Second Specific Pillar (Choose from pull-down menu) #2

6. For The Second Pillar, Selected Above, Answer This Question

#2: Did this pillar provide helpful insights and strategies?

Yes

Somewhat

Clear selection

6. For The Second Pillar, Selected Above, Answer This Question

#2: What improvements would you suggest? (Open-ended response)

7. Final Thoughts & Next Steps

Do you have any additional feedback or ideas to share? (Optional open-ended response)

8. If you would like to be notified when the final plan is published (and you did NOT attend the CalKids Summit on April 9, 2025), please leave your name(first, last) and email here.

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