Planned Giving


A bequest is a gift from your estate, a transfer of cash or securities made through your estate plans. Your charitable bequest ensures that First Tee — San Francisco can continue to impact the lives of the next generations of young people by providing educational programs that build character, instill life-enhancing values and promote healthy choices through the game of golf. A bequest costs nothing now, yet gives you the satisfaction of being part of the work of First Tee for years to come. There is no higher honor than than to do the work of character education in your name through your a gift in your will. If you have included First Tee — San Francisco in your estate plans, please let us know. We would like to thank you for your generosity and make sure the purpose of your gift is understood.

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

Charitable Bequests

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

Beneficiary Designations

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

Charitable Remainder Trusts 

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

Charitable Lead Trusts

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

Legal Name: First Tee — San Francisco

Tax ID Number: 91-2169009

If you would like to learn more please contact Dan Burke at [email protected] or 415.731.4653 x. 3.

Sandy Tatum Legacy Society

The Sandy Tatum Legacy Society is a new Planned Giving program for our most loyal supporters. Individuals can include First Tee—San Francisco as part of their estate planning.

  • Source and amount of gift to remain confidential