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Secure Act 2.0 introduces a legacy IRA option to plug into your retirement strategy. Here’s how it could impact your plans.
A bi-annual communication about planned giving from Southwestern Medical Foundation and UT Southwestern Medical Center.
Dr. Saad Omer is an internationally recognized epidemiologist, who previously directed the Yale Institute for Global Health.
Secure Act 2.0 introduces several new provisions that could impact your retirement strategy. Here’s how it could impact your plans.
A charitable plan helps you create the change you want to see in the world and writes future stories of compassion through philanthropy.
Charitable gift annuity rates increase in tandem with the Fed interest rate hikes. See how these increases can impact your planned giving.
May 24, 2022
Planned giving tools to help you maximize impact and create tax savings.
May 19, 2022
March 28, 2022
With a gift from her will, Dorothy Cullum continues to support generations of UT Southwestern students.
February 4, 2022
A new year brings an opportunity to review your financial and estate plans. A part of this review may include planned giving funds. Rebalancing your philanthropic portfolio in 2022 could help you make the most of your charitable investments.