Legacy Society...

For those with a passion for Pasadena!

The Legacy Society recognizes and gives appreciation to a special group of individuals and families who have named the Pasadena Community Foundation as a beneficiary in their estate plan or provided for perpetual support of our community through the establishment of an endowment fund. Members of the Legacy Society are honored each year at the Annual Legacy Luncheon and are also invited to special events which give tribute to the work of local non-profit organizations. In addition, they are recognized in the annual report and the PCF website.

Leave a Legacy through your Estate Planning:
To become a member of the Legacy Society, all you need to do is inform us of the provision you have made for the Foundation through your will or trust or other estate planning means such as a retirement account or life insurance policy. The amount is not a factor and does not have to be disclosed. You may remain anonymous if you wish.

shatto

Sandra Shatto w/
Merri and Lexie

lashley

Kelley Bannon Lashley

Sandra Shatto's estate plan includes bequest for PCF

Sandra Shatto worked with her attorney, Kelley Bannon Lashley, to create charitable endowments for the future.

Sandra Shatto was delighted when her attorney, Kelley Bannon Lashley referred her to the Pasadena Community Foundation. It turned out to be a great fit.

A portion of Sandra’s estate will go to charity. Sandra has been a long time Pasadena resident and loves this community. Things that are important to her include her beloved dogs. Sandra also enjoys music and attending concerts. Through her estate plan she will leave a bequest to the community foundation to create two funds: one to benefit dogs; another to support music. The community foundation will award grants to appropriate local organizations honoring Sandra’s intent in perpetuity.

Kelley Bannon Lashley is an estate planning attorney in Pasadena at Anglea & Bannon.

Kelley is a fan of community foundations. Her first boss and mentor was a founding member of the San Luis Obispo Community Foundation. She came to appreciate the flexibility they offered in serving the needs of her clients who wanted a charitable component in their estate plan.

According to Kelley, "Foundations are not only good stewards of charitable assets, they are stewards of the donor's charitable intent. PCF worked with Sandra to create a statement of purpose capturing the goals for her bequest. They kept me in the loop and I was able to then finalize Sandra's trust documents. If my clients don't have a particular charity in mind, PCF is one option I suggest they consider."

Establish a Permanent Endowment Fund:
Alternatively, you can consider the establishment of an Endowment Fund of $10,000 or more for perpetual unrestricted support or to permanently support a cause you care about. As an advisor to this fund, you can recommend grants from the earnings and income to charities. The fund can be created in such a way to provide perpetual support to specific charities or to a particular field of interest. You can also pass this legacy on to your children by naming them as successor advisors to the fund.

Please contact Jane Laudeman, Director of Development, at (626)441-3840 ext. 5 or jlaudeman@pasadenacf.org to learn more about the Legacy Society.

We thank these members of the Pasadena Community Foundation Legacy Society.

Legacy Society Members List:

We thank these members of the Pasadena Community Foundation Legacy Society:

Through Provision in Estate Plan:

Anonymous (1)*
Anonymous (3)
Margaret L. Amos*
Rebecca R. Anthony*
Ann Dobson Barrett
Joseph W. Barta*
Barbara Beckham
Rena J. Bruce*
John & Lucille Crumb*
John & Ginny Cushman
Orrin K. Earl*
Cornelia L. Eaton*
Thomas & Marcella Harris
Jean Hubbard*
Victor & Marion Jones *
Virginia Krueger*
Elizabeth Lent
Helen B. Lockett*
Katherine Mason*
John & Margaret McAustin
Loren G. Mills*
Ralph & Margaret Norrington*
Dorothy J. Phillips*
Ella C. Price*
William J. Prisk*
Gail Rolf
Lucille L. Roseman*
Dorothy I. Stewart*
Norman & Sossi Sarafian
Michael Schneickert & Karen Otamura
John Schug & Rick Nordin
Sandra Shatto
Philip V. & Sara Lee Swan
John & Shirley Thomas*
The Thorpe Family
Sid & Betsey Tyler
Jolly Urner
Louis & Marion Webb*
Helen L. Wilfong*

Through Permanent Endowment:

Family of Nancy Nash Beckham
Bob & Maureen Carlson
Carl & Lynn Cooper
Raymond & Charmayne Ealy
Fred & Jean Felberg
Friends of James N. Gamble
Family of Sarah Elizabeth Gilfillan
Thomas & Marcella Harris
Betty Chin Ho
Family of George & Maggie Jagels
Bernard & Mary Johnson
Friends & Family of Edward & Barbara Johnson
Family of William K. Lewis
Albert & Rose Marie Lowe
Friends and Family of Sina Massoumi
Wendy Munger & Leonard Gumport
Maria Antonia M. Niven
Carolyn Paxton
Peggy Phelps
Sterling Pile
Don & Gloria Pitzer
William Titus Reynolds
Friends and Family of Bobby Samuels
Michael Schneickert & Karen Otamura
H. Diane Scott
John & Linda Seiter
Philip V. and Sara Lee Swan
John & Shirley Thomas
Sid & Betsey Tyler

Endowment Partners:

Alumni of Schools of Nursing: Huntington Memorial Hospital and Pasadena City College
Fritz Huber Memorial Soccer Endowment for AYSO Region 214
Kiwanis Club of South Pasadena
Pasadena Altadena Community Endowment Fund
Pasadena Alumnae Chapter of Delta Theta Sigma Sorority
Pasadena Art Alliance
San Marino Woman’s Club
Saturday Conservatory of Music
Yes, Virginia Fund Committee

* indicates deceased