Think about the values that have been important in your life. Who instilled these values in you? Do you want to ensure those same values are passed along to others?
Charitable gift planning ensures that The First Tee can continue to impact the next generation of young people by providing educational programs that build character, instill life-enhancing values and promote healthy choices through the game of golf.
-Jack Nicklaus, chair of The First Tee Legacy Society
The following guidelines are available to assist you and your attorney, accountant or financial planner.
The First Tee will accept a charitable bequest in a will or testamentary trust.
The First Tee will accept a beneficiary designation or irrevocable trust, life insurance policy, 401k or other retirement plan.
IRA CHARITABLE ROLLOVER
Congress recently reinstated a law that allows you to make a tax-free gift from your IRA, known as the IRA charitable rollover. Individuals age 70 ½ and older can donate up to $100,000 from their IRAs tax-free.
Charitable Remainder Trusts
The First Tee will accept designation as a remainder beneficiary of a charitable remainder trust. The First Tee is not in a position to serve as Trustee.
Charitable Lead Trusts
The First Tee will accept designation as an income beneficiary of charitable lead trusts. The First Tee is not in a position to serve as Trustee.
Planned gifts – large and small – are a lasting way to help our young people. For sample language, more information or to notify The First Tee of a planned gift, please contact:
Vice President, Philanthropy, Outreach