Bequests

 

A bequest to Temple University is a way to make a lasting impact on
the university’s future. Many planning techniques are available, and there is likely a type of bequest that best suits your personal objectives.

            “When it came time to draw up a will, it was a foregone 
            conclusion: the education we received from Temple 
            University has served our livelihood. Now we have an 
            obligation to see that someone else gets that same

            chance.” 
                                            - Albert S. Kroser, D.O., CST ’52 and
                                            - ­ Lila Stein Kroser, M.D., CST ’53


Benefits to Donor
• Avoid estate tax and initial capital gains tax
• Maintain control of the assets during your lifetime
• Recognition in Temple’s
Acres of Diamonds Circle


Benefits to Temple
• Leave a lasting legacy for the university area of your choice
• Create or add to endowment funds


Income
• None


For donors who …
• want to control assets during their lifetime and support Temple in the future


Establish this arrangement with …
• Cash
• Appreciated securities
• Real property


Ways to include Temple in your estate plans …
• A percentage of your estate remaining after all costs and obligations to other legacies are filled can be designated for Temple
• A stated, fixed dollar amount can be designated for Temple
• Specific property can be designated to the university


For more information on planning your bequest to Temple University, please contact us and request our “Sample Language” publication.

 

 

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