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Robert G. Brown, Ph.D., '81

When Bob Brown first attended UT in 1979, he already had a B.S. under his belt from the U.S. Military Academy at West Point, had completed a stint in the Army and was employed in the Tampa Bay area as a civil engineer. Though he was a part of successful public works projects across two counties, Bob felt something was missing from his education.

"When I started my career as an engineer, I saw how woefully underprepared I was for the business side of engineering, so I decided to fill in my education with an MBA. I picked UT for its small class size and learning environment, which was much like what I had experienced at West Point. I was not disappointed with UT's top notch instruction."

Bob credits professors Mickey Perlow, Gene Dunham and Cary Singletary (UT '68) for the impact they had on his education, and still thinks of their insight in his day-to-day practice. "The lessons learned in my MBA allowed me to do a lot of interesting things in addition to engineering, like rate studies for utilities. For a project I worked on in Pasadena, Fla., I not only designed their city-wide reclaimed water system, but also determined how the city would pay for the project by deciding what rates they needed to charge to pay for the construction costs and loans."

Soon after graduating, Bob became only the third employee of the newly formed Tampa Bay Engineering. In this new role, he was able to use his engineering expertise to help design systems to improve the environment in the Tampa Bay region, as well as his business savvy to set up the financial structures needed to run the company. Twenty-five years later, the company still uses the same financial construct that Bob established, though he admits much of the process is now paperless.

Bob recently joined the Legacy Society at UT by including the University in his estate plans. When asked what motivated him to take this important step, Bob said, "I support education for the same reason I recently completed my Ph.D.—I have a love for lifelong learning."

Bob continued, "UT's mission statement says that the University hopes to create productive and responsible citizens, and I feel that it is my responsibility to pay back UT for the role the University played in supporting my education. I knew when I went to UT my tuition didn't cover all the costs, so I feel I have a moral obligation to support my alma mater."

You Can Help, Too!
Contact The Office of Planned Giving at 813-258-7373 or to learn how you can make a difference at UT by including us in your estate plans.

A charitable bequest is one or two sentences in your will or living trust that leave to The University of Tampa 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

Bequest Language

The official legal bequest language for The University of Tampa is: "I, [name], of [city, state, ZIP], give, devise and bequeath to The University of Tampa [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 The University of Tampa 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 The University of Tampa 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 The University of Tampa 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 The University of Tampa where you agree to make a gift to The University of Tampa 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.