Robert Roberts, EDU '54


If you ask him about including Temple in your estate plans, Robert M. Roberts '54 will answer with enthusiasm. "Go ahead and do it," he says. "It's really important!"

For Roberts, a graduate of the College of Education who lives in Pasadena, Calif., a bequest is a way to give back to the university that treated him so well as a student.

"I was well looked after by the staff and faculty," he says. "I had trouble adjusting to college initially, and they offered good guidance and especially career counseling to help me determine my strengths."

That good guidance led to a major in secondary math education and a bachelor of science degree in education. After graduation and a stint as a substitute chemistry teacher at Philadelphia's Central High School, Roberts was drafted into the U.S. Army. After that, he moved to Pasadena, where he taught for several years more before traveling to Morocco on a Fulbright Scholarship to teach math and science. He has since remained active in the Fulbright Program at home, helping young scholars become acclimated to life in Los Angeles.

Roberts returned to Pasadena and earned master degrees in educational administration and in counseling and guidance from the University of Southern California. For nearly 24 years, until his retirement from the Pasadena Unified School District, he offered guidance to students of his own.

Roberts remains proud of his undergraduate education at Temple. "It left me well prepared to be in the classroom," he says. His wide-ranging experiences while at Temple took him from a trip to a one-room schoolhouse to making the arts part of the program in a South Philadelphia classroom to leading tour groups at the Franklin Institute.

With his bequest, Roberts has come full circle. While he may choose to designate a portion to meet Temple's top priorities, Roberts hopes that his legacy will reflect his own undergraduate experience, one that led to a deeply satisfying career. He will establish an endowed scholarship for the College of Education to benefit students who plan to teach math and science.

Make a Big Impact

You can include a gift to Temple in your estate plan to support future students. Contact Tom Yates at 215-926-2545 or to learn more.

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 give to Temple University, a nonprofit corporation currently located at 1801 N. Broad Street Philadelphia, PA 19122, or its successor thereto, ______________* [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 potential 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 may qualify for a federal income tax charitable deduction when you itemize. 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 may qualify for a federal income tax charitable deduction when you itemize. 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.

Personal Estate Planning Kit Request Form

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eBrochure Request Form

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