Planned Giving

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 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.

The following guidelines are available to assist you and your attorney, accountant, or financial planner:

Charitable Bequests

• First Tee will accept a charitable bequest in a will or testamentary trust.

Beneficiary Designations

• 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 Lead Trusts

• First Tee will accept designation as an income beneficiary of charitable lead trusts. First Tee is not in a position to serve as Trustee.

Charitable Remainder Trusts 

• First Tee will accept designation as a remainder beneficiary of a charitable remainder trust. 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 First Tee of a planned gift, please contact:

Angie Dixon
Chief Executive Officer
[email protected]
(916) 486-6220

Click here for First Tee — Greater Sacramento's Bequest Pledge Form

Legal Name: Sacramento Area Youth Golf Association
dba First Tee — Greater Sacramento

Tax ID Number #68-0023502, non-profit 501(c)(3) organization