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

Leave a Legacy – Planned gifts of any size are a lasting way to make a difference for our young people. First Tee – Sarasota/Manatee can accept legacy gifts in various ways, including:

• Charitable Bequests – A gift that is designated to our chapter either as a percentage of your estate or a stated dollar amount.
• Beneficiary Designations – The ability to name our chapter as the beneficiary of funds from a irrevocable trust, life insurance policy, 401k or other retirement plan.
• Charitable Lead Trusts – The opportunity to fund a trust that makes gifts to our chapter 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 ends, the assets remaining pass to First Tee – Sarasota/Manatee.
• 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.