Three nicely dressed Black adults pose together at an event. The two younger adults crouch down a bit to a gentleman sitting in the middle - he is wearing a dapper gold hat.

Cynthia Kurtz & James McDermott pose at Pasadena Community Foundation's 2018 Local Heroes Breakfast

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.

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 grantmaking 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 adding charitable intent to your estate plan 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.

Learn more: Adding Charitable Intent to Your Estate Plan

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

Anonymous (13)
Christle Balvin
Ann Dobson Barrett
Geoff Baum & Lisa Galloway
Barbara Beckham
Karen Bizzini
Bill & Claire Bogaard
Caroline Boles
Carole & Jim Bradley
Orin Burgess
Patricia Cole
Lynn & Carl W. Cooper
Noel Corngold
Gilbert & Rebecca Corrales
Ruth Creary
John & Ginny Cushman
Matthew & Jennifer DeVoll
Raymond & Charmayne Ealy
Kimberly Ebner
Scott Feldman
Robert Floe
Judith Gain
Glenn Gruber
Frederick R. Harris OD
Anne & Peter Kennedy
Jane Kolb
Scott & Debi Kroman
Linda Lasley
Celia Lemon
Bill & Patti Loitz
Denise Mamishian
Gwendolyn & Michael Marino
Ann Martinez
John & Margaret McAustin
James McDermott, Jr. & Cynthia Kurtz
Donald & Nancy McIntyre
R-lene Mijares de Lang
Roger & Gloria Mullendore
Wendy Munger & Leonard Gumport
Richard Nordin
Sterling Pile
Donald & Gloria Pitzer
John & Charlotte Reith
James Rider
Johnny N. Rogers
Gail Rolf
Marsha Rood
Janet Rose
David Ross
Annette Serrurier
Sandra Shatto
Mona & Randy Shulman
Frank & Tracy Simmons
Christine Sisley
Earlyn Spector
Leslie E. & Pamela A. Stocker
Lynne Sullivan & Dennis McNamara
Thorpe Family Trust Funds
Betsey Tyler
Virginia Uribe Trust
Todd Van Donge
Lee Wallace
Mary Weaver
Fred Wesley & Alison Snow
Randolph & Judith Wilson

For more information about Planned Giving, please contact Director of Development Liz Algermissen at (626) 796-2097 ext. 105 or ealgermissen@pasadenacf.org