Stocks, Bequests & Securities

In addition to online donations and checks, we accept Donor Advised Funds (DAFs), bequests, gifts of stocks, and IRA contributions. If you are age 70½ or older and contribute directly from your traditional IRA to a qualified charity like First Tee - Greater Houston (FTGH), you can donate up to $100,000 without it being considered a taxable distribution. You can contribute gifts of stock through our Fidelity account using DTC#0226 by your broker. Our account name is Houston Golf Association (HGA), and your broker can complete a DTC transfer to Fidelity’s DTC# 0226 using account Z40116906 for gifts to FTGH.

Bequests, living trusts, or a codicil to your will can be an excellent way to support our mission. A benefit of making a gift by bequest is that it allows you to continue to use the property you will leave to charity during your life, and it creates a legacy. Please consult your attorney to help include a bequest to First Tee – Greater Houston in your estate plan. Here is some basic bequest language to assist you and your attorney.

I hereby give, devise, and bequeath _________ and X% or $DOLLARS to Houston Golf Association Youth Program, Inc., a nonprofit organization located at 7000 Capitol St., Houston, TX 77011, Federal Tax ID # 27-3071348, for First Tee – Greater Houston’s general use and purpose.

For more information about how to make a tax-deductible charitable donation or planned gift, please contact Diana Duque at [email protected] or (281) 404-5098.