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.
Eddie Lowery Planned Giving Program
Empowering Futures
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.
About Eddie Lowery
In the history of golf, Eddie Lowery is best known as the 10-year-old caddie of Francis Ouimet during the 1913 U.S. Open, which Ouimet won in a playoff over Harry Vardon and Ted Ray. An iconic photograph of Lowery and Ouimet striding down the fairway together is one of the most memorable in American golf history. Over the next 50 years, Lowery and Ouimet remained dear friends, often playing golf together. When Francis Ouimet died in 1967, Lowery was one of the pallbearers.
In his personal life, Eddie lived much of his life in California, and was himself an avid and champion amateur golfer. He was also well known for championing the amateur careers of Ken Venturi, Harvie Ward and Tony Lema, among others. Eddie was an astute businessman and became a multi-millionaire as an auto dealer in San Francisco.
How to Get Involved
If you have any questions about Planned Giving, please contact Colin McGuire, Executive Director via email at colinm@ouimet.org or by phone at 774.430.9097
