Adding Charitable Intent to Your Estate Plan

Sample scenario…

Sample Scenario for adding Charitable Intent to your estate plan

Pasadena Community Foundation's Memorandum of Charitable Intent

Pasadena Community Foundation (PCF) works with you and your attorney to detail your charitable intentions via a Memorandum for Charitable Intent (MOCI). This “MOCI” specifies how you want PCF to handle your estate assets. Benefits include: 

  • Flexibility — The MOCI allows you to update your charitable intentions without amending your trust. It’s easy and fast,
    saving you time and expense.
  • Cause verses Charity — The MOCI allows you to designate a specific charity or cause(s) that align with your passions [education, the arts, animal welfare, etc.] as beneficiary.
Memorandum of Charitable Intent sample document
Memorandum of Charitable Intent sample document

Contact: Jennifer DeVoll at (626) 796-2097 ext. 101 or

PCF is a 501c3 public charity Tax ID# 20-0253310

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