Critical to coordinating care for older adults, data exchange sits cornerstone to connecting health care and social services sectors to ensure both the health and well-being of older adults. A report, prepared by Manatt, showcases Archstone Foundation’s prioritization of grantmaking along three dimensions: Teams, Training, and Technology strategies (the Three Ts), with justice, diversity, equity, and inclusion interwoven throughout. In this report, CIE San Diego is highlighted as one of California’s established CIEs for its decade-long work creating longitudinal clients records, and providing closed-loop referrals to improve whole person care.