Planned & Estate Gifts

Planned gifts or bequests are charitable gifts made from your estate after your death. Donors typically work with a financial advisor or estate planner to outline their wishes regarding planned gifts, identify the beneficiary organization or organizations, and determine an amount, which may be a specific dollar amount or asset, a percentage of your estate, or the balance or residue of your estate once other gifts are made.

Watch this trailer about the value of leaving a lasting legacy for the Pasadena community. For the full video click here.

Planned Gifts to PCF

You may make a provision in your estate plan for gifts to PCF or any of our component funds. Typically, a bequest made to PCF creates a named endowment fund that becomes a perpetual legacy for you or your loved ones. In partnership with your advisor, PCF helps you create a Statement of Purpose for the fund to be created in the future.

  • You may create a fund that supports PCF’s local grant making in the greater Pasadena area. This fund can be unrestricted or restricted to an area of personal interest such as Arts & Culture, Community & Economic Development, Environment & Animal Welfare,  Health & Safety, Human Services, or Youth & Education.
  • You may create a designated fund to support a specific charity. The endowment will be held by PCF and the annual distribution will support the charity in perpetuity.
  • You may create a fund in which your children become advisors to the charitable fund and recommend distributions from grants to charities anywhere in the U.S.—much like a family foundation but without the administrative burden.

Memo of Charitable Intent

PCF’s Memo of Charitable Intent (MOCI) is a tool to facilitate the distribution of planned charitable gifts through PCF. The donor includes directions in their will or trust to leave their entire charitable estate gift to PCF, and the MOCI on file with the Foundation outlines the specifics of the charitable distributions.

A MOCI eases the administrative burden on your estate’s executor and can be modified at any time without the time and fees of revising an entire estate plan or trust. It may include pass-through gifts directly to charitable organizations, gifts to existing funds at PCF, or directions to create a new fund. Please click here for more information.

PCF Legacy Society

Pasadena Community Foundation expresses our appreciation to the following group of individuals and families who have named PCF as a beneficiary in their estate plans.

Anonymous (7)
Ann Dobson Barrett
Geoff Baum & Lisa Galloway
Barbara Beckham
Karen Bizzini
Bill & Claire Bogaard
Robert Brehler & Orin Burgess
Patricia Cole
Carl & Lynn Cooper
Gilbert & Rebecca Corrales
John & Ginny Cushman
Drs. Ludlow & Ruth Creary
R-lene Mijares de Lang
Matthew & Jennifer DeVoll
Kimberly Ebner
Robert Floe
Judith Gain
Arlene Harder
Thomas & Marcella Harris
John J. Kennedy
Scott & Debi Kroman
Celia Lemon
Bill & Patti Loitz
Denise Mamishian
Richard & Ann Martinez
John & Margaret McAustin
James McDermott & Cynthia Kurtz
Don & Nancy McIntyre
Andrea Morseburg
Roger & Gloria Mullendore
Richard Nordin
Donald & Gloria Pitzer
John & Charlotte Reith
Johnny N. Rogers
Gail Rolf
David Ross
Norman & Sossi Sarafian
Sandra Shatto
Margaret A. Smith
Leslie E. & Pamela A. Stocker
Thorpe Family Trust
Betsey Tyler
Jolly Urner
Mary Weaver
Randolph & Judith Wilson

Click on the highlighted names to discover why these donors entrusted PCF with their legacy.

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