Ann Robinson, CHPSW '58

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During an illustrious career that included stints as an Ivy League Field Hockey head coach and the Vice President of Consumer Affairs for the U.S. Postal Service, Ann McKernan Robinson '58 continuously found ways to contribute leadership and positively transform the culture of her profession. And in the nearly 25 years that have followed since her crowning achievement (developing and implementing an independent measurement of customer service for the Postal Service), Ann has continued to make a profound impact and inspire leadership in the philanthropic world at Temple University.

Crediting the influence of many — such as former Director of Athletics Bill Bradshaw, former Field Hockey Head Coach Anne Volp, Professor and Department Chair of Voice and Opera, Christine Anderson, as well as her trusted financial advisor — Ann and late husband Armand chose to generously fund the Armand I. and Ann McKernan Robinson Opera Scholarship Fund, as well as the Ann McKernan Robinson Endowed Field Hockey Fund. After living away from Philadelphia for quite some time prior to the gift, Ann's move to The Watermark in Philadelphia signaled a “fun re—association” with Temple, opening countless doors for meaningful, personalized engagement. Such opportunities included Conwell Society and Acres of Diamonds events, volunteer leadership roles in the Owl Club Executive Board and the Center for the Arts Board of Visitors, as well as attending football, basketball and field hockey home games and the biannual opera productions at the Boyer College of Music and Dance.

"I have pride in knowing I have done something good that will have lasting ramifications even after I'm gone," remarked Ann of her dual philanthropy to Temple University. "Our kids and the following generations of Owls are an important part of our future, so supporting them today and planning for tomorrow is crucial."

A charitable bequest is one or two sentences in your will or living trust that leave to Temple University a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to Temple University [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Temple University or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Temple University as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Temple University as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Temple University where you agree to make a gift to Temple University and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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