Making an Impact
Think about the values that have been important in your life. Who helped guide you to explore and instill these values? How do those values show up in everyday challenges you face? Charitable gift planning ensures that First Tee — Southeast Wisconsin can continue to impact the next generation by providing experiences that prepare kids and teens for life ahead.
Leave a Legacy
The following guidelines are available to assist you and your attorney, accountant or financial planner.
Planned gifts of any size are a lasting way to make a difference for our young people. First Tee — Southeast Wisconsin can accept legacy gifts in various ways, including:
Charitable Bequests
A gift in your will that is designated to First Tee — Southeast Wisconsin either as a percentage of your estate or a stated dollar amount.
Beneficiary Designations
The ability to name First Tee — Southeast Wisconsin as the beneficiary of funds from an irrevocable trust, life insurance policy, 401k or other retirement plan.
Charitable Lead Trusts
The opportunity to fund a trust that makes gifts to First Tee — Southeast Wisconsin for a designated number of years and provides a charitable income tax deduction for the amount of the gift. After a fixed term, the trust assets are paid to the donor or donor’s beneficiaries.
Charitable Remainder Trusts
The opportunity to transfer assets such as securities or real estate into a trust, which sells your asset tax free and provides you with fixed income for life or a term of years. When the trust period ends, the assets remaining pass to First Tee — Southeast Wisconsin.
IRA Charitable Rollover
Donors of a certain age are eligible to make charitable gifts directly from an IRA, with the charitable contribution deducted on your federal tax return.
More Information
Planned gifts – large and small – are a lasting way to help our young people. For sample language, more information or to notify First Tee — Southeast Wisconsin of a planned gift, please contact:
David Cohn
Executive Director
[email protected]
414-443-3575
Additional charitable gift planning options may be available to you. We recommend you consult with your trusted advisors regarding your legacy contributions.
Wisconsin Educational Youth Development Foundation, Inc., which operates First Tee — Southeast Wisconsin, is a nonprofit tax-exempt organization under IRC 501(c)(3). Our tax identification number is 46-4789828. Our mailing address is 11350 W. Theodore Trecker Way, West Allis, WI 53214.
First Tee — Southeast Wisconsin does not provide professional legal, tax or financial advice, so please consult with your legal, financial and tax advisors to learn more about how specific tax considerations may make it easier to help our First Tee kids.