Legacy Gifts

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]

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.