Bequest Language for Temple University

Gifts from the wills of Temple donors have transformed the lives of countless students by helping to pave the way to a college degree without burdensome debt following them into young adulthood.

By naming the University as a beneficiary of your will, trust, retirement account, life insurance policy, or donor advised fund, you can join the growing number of forward looking individuals who have invested in future generations of Temple students.

For information about how to document a bequest with Temple that honors someone who helped transform your own life, such as a parent or grandparent, please contact Tom Yates in the Office of Gift Planning at (215) 926-2545 or tyates@temple.edu.

Here is suggested language to leave a legacy gift to Temple:

Residual Gift Language

A residual bequest comes to us after your estate expenses and specific bequests are paid:

"I give and devise to Temple University - Of the Commonwealth System of Higher Education, Philadelphia, Pennsylvania (Tax ID #23-1365971), located in Philadelphia, PA, all (or state a percentage) of the rest, residue, and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program)."

Specific Gift Language

Naming Temple as a beneficiary of a specific amount from your estate is easy:

"I give and devise to Temple University - Of the Commonwealth System of Higher Education, Philadelphia, Pennsylvania (Tax ID #23-1365971), located in Philadelphia, PA, the sum of $___________ to be used for its general support (or for the support of a specific fund or program)."

Contingent Gift Language

Temple can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:

"If (insert name) is not living at the time of my demise, I give and devise to Temple University - Of the Commonwealth System of Higher Education, Philadelphia, Pennsylvania (Tax ID #23-1365971), located in Philadelphia, PA, the sum of $ _______ (or all or a percentage of the residue of my estate) to be used for its general support (or for the support of a specific fund or program)."

Retirement Plan Beneficiary Language

I hereby designate $__________ to the __________ Fund at Temple University - Of The Commonwealth System of Higher Education, Philadelphia, Pennsylvania, a qualified 501(c)(3) charitable organization having an address of Sullivan Hall, Suite 100, 1330 Pollet Walk, Philadelphia, PA 19122, and having an EIN of 23-1365971.  The benefit distribution shall be held, administered, and distributed in accordance with the terms and conditions of the ________ Fund Agreement dated [dd/mm/yyyy]."