Skip to main content

Eddie Lowery Planned Giving Brochure

Page 1


Earning the Francis Ouimet Scholarship is my way of beating the odds and studying in college without debt weighing me down.

The Ouimet Scholarship is my path to success and making the world a better place. I am so grateful for this support.

Dayaun Taylor ‘28 UMass Amherst

George Wright Golf Course

Scan the QR code for more information, or contact us to learn more about our programs.

774-430-9094, kelliec@ouimet.org

EDDIE LOWERY PLANNED GIVING

FUTURES EMPOWERING

Planned giving provides a meaningful way to make an impact on the Francis Ouimet Scholarship Fund. These forward-looking gifts support future generations of Ouimet Scholars while offering you potential tax advantages and, in some cases, income opportunities. Many options are simple, flexible, and can be tailored to your personal goals. Your legacy will advance the Ouimet Fund’s mission and create enduring opportunities for young people who work in golf.

Will or Trust Provisions

When you make or update your will or trust, you may gift a specific amount or leave a percentage of your estate. We would be happy to provide suggested bequest language as you work with your attorney.

Gifts of Appreciated Securities

Stocks, bonds, and mutual funds that have increased in value and have been held for more than one year are one of the most popular assets our donors use when making a gift to the Ouimet Fund.

IRA Qualified Charitable Distribution

If you are 70½ years of age or older, you can give directly to the Ouimet Fund from a traditional IRA completely free of federal income tax (up to $111,000 per person for the 2026 tax year).

Other Retirement Plan Assets

By making the Ouimet Fund the beneficiary of your IRA or 401(k), you may reduce or eliminate federal estate and income taxes related to your retirement account at your passing, all without a requirement to change your will.

Insurance Policies

You may have purchased a policy that is no longer needed for its original purpose, such as for the payment of estate taxes that may no longer be due, to protect children who are now grown, or to fund now-completed educational plans. The Ouimet Fund may benefit from these policies if adjusted.

Charitable Remainder Trusts

A charitable remainder trust (CRT) provides an immediate income tax deduction. It also provides you or other named individuals income each year from assets you give to the trust. The remainder is distributed to the Ouimet Fund at the end of the income period.

Charitable Lead Trusts

Works in reverse fashion from CRT above, where the Ouimet Fund receives a fixed amount of income from the trust, and at the end of the income period the remainder is distributed to your estate or individuals named.

10-year-old Eddie Lowery shown in the foreground after the crowd lifts Francis Ouimet to celebrate his victory at the 1913 U.S. Open. The two remained lifelong friends, and Lowery was one of the pallbearers when Ouimet passed away in 1967.

Turn static files into dynamic content formats.

Create a flipbook