Tony McIntyre, FOX '80

donor-tony-mcintrye.jpg

For Anthony McIntyre '81, Temple roots run deep.

His brother, Michael McIntyre '74, is an Owl who holds a degree in business administration from Temple's MBA program and has served as assistant director of admissions. His sister-in-law Patti McIntyre '74, another Owl, earned a bachelor's degree in psychology and a master's degree in counseling and psychology. She has served as assistant dean of student affairs.

And his wife, Christine '81, is an Owl who holds a degree in recreational therapy. Meeting her, he says, was the high point of his college experience.

And that's just family.

Temple Owls have also been instrumental to McIntyre's career. He earned a bachelor of science degree in business administration, played varsity football and lettered in track and field. After graduation, he proudly served a tour of duty in the U.S. Army and then joined Xerox Corporation, where he was instrumental in launching new products in Philadelphia and southern New Jersey.

After Xerox, he went on to The Graham Company, where he was not only a top producer but also responsible for recruiting the firm's current president, Ken Ewall '81. His success at Graham propelled him into establishing his own firm, the McIntyre Group, which has gone on to achieve a ranking in the top one percent among property and casualty insurance agencies in the nation.

"We are proud to have hired Owl Dan Klecko '03, who has three Super Bowl rings and was recently voted into Temple's Hall of Fame," says McIntyre, who played against Klecko's father during his own time on the gridiron. The McIntyre Group has gone on to employ Temple interns and Owls who have made their mark in the insurance industry.

In 2013, he merged his firm with one of the world's leading risk management companies, Arthur J. Gallagher & Co. Today, he is deeply involved in the integration of the two companies into Gallagher McIntyre.

The Owls remain close to his heart. McIntyre sits on the Temple Board of Trustees and has established an insurance policy that will benefit Temple. He gives generously to Owls athletics. "I strongly believe in giving back," he says. "I'd like to help current and future students by giving them the chance that I've been given."

Planned gifts help Owl alumni as well. "They are a good way to help Temple accomplish its mission cost effectively, and in a way that protects cash flow, offers liquidity, has significant tax advantages,” he says.

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 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.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.

eBrochure Request Form

Please provide the following information to view the brochure.