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HomeInsightNews and MediaHelping California Modernize Charity Registration, Oversight, and Public Access

Helping California Modernize Charity Registration, Oversight, and Public Access

Updated on: September 10, 2026

Published on: September 15, 2026

For public agencies, successful modernization is more than replacing outdated technology. It is about building systems that help teams work more effectively, improve access to information, and support the people and organizations that rely on public services every day.

The California Registry of Charities and Fundraisers (RCF) Business Modernization Project, delivered in partnership with the California Department of Justice (DOJ), Public Consulting Group LLC (PCG), and System Automation (SA), marks an important step forward in how the Registry manages registration, compliance, enforcement, case management, and public access to information.

Delivered in two major phases, the project introduced the Evoke licensing platform for charitable organization registrants in September 2025 and completed the Registry’s transition from the legacy MyLicense Office system in August 2026. Together, these milestones created a unified, cloud-based platform designed to support the Registry’s current operations while providing a more scalable foundation for future needs.

Key accomplishments of Part 1 (September 2025) included:

  • Introduced the Evoke platform for charitable organization registrants
  • Modernized processes for initial registrations, annual renewals, related filings and forms, platform charity registrations, and annual reports
  • Implemented deficiency, delinquency, revocation, and dissolution workflows
  • Launched the Public Lookup Portal to improve transparency and access to information

Key accomplishments of Part 2 (August 2026) included:

  • Expanded Evoke to support all remaining registration programs and business functions
  • Transitioned existing MyLicense Office (MLO) registrants to the new platform
  • Successfully converted more than 8 million legacy records through multiple data conversion and validation cycles while maintaining exceptional data quality and integrity
  • Migrated metadata for more than 4.1 million legacy documents, preserving critical historical records and enabling seamless access to information within the new platform

 

The project’s success reflects a significant multi-year effort across business, technical, and project management teams. PCG team members Kaitlyn Agnew (Lead Implementation Specialist), Tierney Lotz (Lead Business Analyst), Cat Allen (Business Analyst), Kaitlin Paine (Project Manager), Joe Frasca (Project Manager), Yvonne De La Rosa (Regional Executive), and Gwyn Jackson (Engagement Manager), stayed focused on a shared goal: delivering a modern platform that supports the Registry’s mission and improves the experience for the organizations and residents of the State of California.

As the project moves into post-implementation support, PCG will continue working closely with DOJ and RCF stakeholders to support adoption, monitor performance, address critical issues, and advance future enhancements that help the Registry continue realizing the value of the Evoke platform.

Why it matters

This milestone represents more than the successful implementation of a new system – it demonstrates the power of collaboration, perseverance, and innovation in support of the Registry and California residents. Through these collective efforts, the Registry now has a modern, scalable licensing platform positioned to support its mission and stakeholders for years to come.

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