"Temple did right by me and my son. Establishing an endowment is one way I have been able to say thank you. It also gives me an opportunity to increase its value once a year or more often as I see fit." William M. Rinck, SBM '51

Endowments are critical to the mission of Temple University and have supported a wide array of needs since Temple was founded. An endowment at Temple is a designated account that is invested to produce income to fund the donor's wishes. Only the income from this fund is used while the principal of the account is preserved.

You can establish an endowment at Temple University as a legacy for the benefit of future students through a variety of means. For example, you may enter into a formal agreement with Temple that will stipulate the fund's name, objectives and specific provisions for income distributions.

An endowment at Temple University has the following features:

• The minimum size gift to establish an endowment is $25,000. This can be paid over a period of years.
• You can establish an endowment in your own name, in the name of your family business, or in honor of someone important to you.
• You can specify how the endowment income will be used. You can direct the income to a particular school, college, department or program. If you so desire, you may limit the use of funds to a specific purpose such as scholarships, research, programs, maintenance, or equipment or library purchases. Additionally, you can suggest who within the university will manage the endowment's distributions.

Endowments can be funded through a variety or combination of means, including:

• Cash
• Securities, Real Estate
• Antiques, Collectibles
• Will Bequest
• Testamentary Trust Provision
• Life Insurance
• Charitable Trust
• Gift Annuity
• Pooled Income Fund

With your permission, Temple will recognize your endowment through membership in the University's Acres of Diamonds Circle, a distinctive group of fellow alumni/ae, faculty and friends who have made a planned gift to the University.

Illustrations of how an endowment could work for you:

Temple will invest endowments in low-risk income producing instruments that allow for potential growth of principal. Such investments are managed by expert personnel in the University's Financial Affairs Office and are carefully monitored in accordance with a rigorous investment policy established by the Investment Committee of the Board of Trustees. Gifts for endowment purposes are coordinated through Temple's Office of Planned Giving. For more information, please contact Jerry Rohrbach, Director of Planned Giving, at 215-204-5741 or 800-822-6957 or e-mail jerry.rohrbach@temple.edu.

---

• The Charitable Gift Annuity
• Establishing an Endowment at Temple
• Pooled Income Fund
• The Charitable Remainder Trust
• The Deferred Payment Charitable Gift Annuity
• The Charitable Lead Trust
• Bequests
• Life Insurance
• Retirement Plan
• How the Repeal of Estate Tax Will Affect You
• Request more information