Have you thought about leaving a Legacy Bequest to First Tee – Orange County?
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 on to others?
Charitable gift planning ensures that First Tee – Orange County will 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.
A Charitable Bequest – a gift in your will – as either a percentage of your estate or a stated amount designated to First Tee – Orange County. There are many ways you can do this. Contact your Financial Advisor or Estate Attorney. You can contact us for ideas.
The following guidelines are available to assist you and your attorney, accountant or financial planner.
First Tee – Orange County will accept a charitable bequest in a will or testamentary trust.
The First Tee – Orange County will accept a beneficiary designation or irrevocable trust, life insurance policy, 401k or other retirement plan.
CHARITABLE REMAINDER TRUSTS
The First Tee – Orange County will accept designation as a remainder beneficiary of a charitable remainder trust. First Tee – Orange County is not in a position to serve as Trustee.
CHARITABLE LEAD TRUSTS
The First Tee – Orange County will accept designation as an income beneficiary of charitable lead trusts. The First Tee – Orange County is not in a position to serve as Trustee.
Planned gifts – large and small – are a lasting way to help our young people. The exact wording of any such gift or bequest should be: “To Golf Fore Life Skills, a California not for profit organization, also known as First Tee – Orange County.” For sample language, more information or to notify First Tee – Orange County of a planned gift, please contact:
Golf Fore Life Skills
dba First Tee – Orange County
Tax ID # 27-4581056, non-profit 501(c)(3) Organization
430 N. Gilbert St. Anaheim, CA 92801