When Roger Roberts (M.S. '69) began thinking about his legacy, it didn't take long for him to decide that Florida State would be included in his plans.
Roger, a former Chairman and CEO at software giant Citrix Systems, grew up in a rural and impoverished area with little economic opportunity. He viewed education as his ticket to a better life.
"I realized early on that I would have to acquire and develop marketable skills if I wanted to participate in the broader and more robust community, and that education could provide that edge," he says.
In addition to holding degrees in computer science and business, Roger earned a Master of Science in Mathematics from Florida State and went on to apply his skills in successful stints as an executive at Citrix and at Texas Instruments. He now serves as President of RhoSquared, a management and technology consulting firm based in south Florida.
"I have always felt that I should contribute back to the institutions that opened so many doors for me, and I'm very fortunate to be in a position to make good on that commitment," he says.
"I hope that my contributions to the University will help attract top students from around the world and, most importantly, ensure that a deserving student doesn't have to forgo an education because they do not have access to the necessary financial resources."
A Gift That Gives Back In choosing the right type of gift to fulfill their philanthropic wishes, Roger and his wife, Mary, opted to fund a deferred charitable gift annuity, a simple contract that provides dependable fixed income for the couple for the rest of their lives, with the balance of the annuity benefiting Florida State.
"I wanted a gift vehicle that, after a period of time, would provide an income stream for me and, after my lifetime, for Mary," Roger says. "At the same time, this vehicle has the potential to grow in value and thereby leave a substantial portion to the University after both of our lifetimes. The deferred annuity offers all of these benefits and more."
The flexible deferment option offers Roger and Mary the freedom to choose when their income starts, potentially providing them with a higher annuity payout rate—an added advantage for donors who do not have an immediate income need.
"It is truly a rewarding experience to be able to give back," Roger says. "My contributions will be used to increase funding for undergraduate assistance in the College of Arts and Sciences. The thought of helping someone else get a jump start on life by having a great education gives me and my family a great deal of comfort.
"I encourage anyone considering a gift to Florida State to use the resources at the Office of Gift Planning to help you work through the various gift options and find the one that is right for you."
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.