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 The 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

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

Beneficiary Designations

The First Tee will accept a beneficiary designation or irrevocable trust, life insurance policy, 401k or other retirement plan.

Charitable Remainder Trusts

The First Tee will accept designation as a remainder beneficiary of a charitable remainder trust. The First Tee is not in a position to serve as Trustee.

Charitable Lead Trusts

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

Tribute gifts

Whether you are making a gift to honor a milestone or in memory of a loved one who has passed, The First Tee is honored to help you celebrate their lives. Planned gifts – large and small – are a lasting way to help our young people. For sample language, more information or to notify The First Tee of The Coachella Valley of a planned gift, please contact:

Steven Lorick, EdD, MBA, Executive Director          E-mail: slorick@drd.us.com
Lexi Ward, MA, Fund Development Coordinator      E-mail: lward@drd.us.com