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Planned Giving

Planned gifts create the opportunity to create a lasting legacy, improving health care for generations to come.
Person looking for tax savings
Planned Giving

Security Today, Income Tomorrow

Planned giving tools to help you maximize impact and create tax savings.
planning matters spring 2022
Planned Giving

Planning Matters Spring 2022

A bi-annual communication about planned giving from Southwestern Medical Foundation and UT Southwestern Medical Center.
Dorothy Cullum at Charity Event in Dallas
Donor Stories

Scholarship Endowments Continue Life of Impact

With a gift from her will, Dorothy Cullum continues to support generations of UT Southwestern students.
Rebalancing Philanthropic Portfolio in 2022
Planned Giving

Rebalancing Your Philanthropic Portfolio in 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.
Planned Giving

Estate Planning Council Luncheon – October 28 Photo Gallery

On October 28, 2021, the Estate Planning Council gathered at UT Southwestern to hear updates from Amanda Billings, Vice President for Development at UT Southwestern, and Kathleen M. Gibson, President and CEO of Southwestern Medical Foundation. Rachel Bailey, M.D. discussed the progress being made in novel gene therapies to treat neurodegenerative diseases like Alzheimer’s.
Planned Giving

Year-End Giving Considerations

As year-end approaches, there are several considerations affecting charitable giving that should be kept in mind.

October 1, 2021

Learn More: Charitable Bequests

Planned Giving

A charitable bequest is a gift left to charity when someone passes away. A bequest is one of the easiest ways to leave a legacy and support the causes you care about. You can leave a bequest by making a promise in your will, living trust, or codicil.

October 1, 2021

A Message from our CEO

Planned Giving

Read a special fall message from our President and CEO, Kathleen M. Gibson.

October 1, 2021

Planning Matters Fall 2021

Planned Giving

We are pleased to share with you a new issue of Planning Matters, a bi-annual communication by Southwestern Medical Foundation and UT Southwestern Medical Center which serves to highlight the benefits and lasting impact of planning giving alongside inspirational stories of legacy-building and love for community.

August 25, 2021

Complimentary Charitable Bequest Booklet

Planned Giving

Learn more about charitable bequests by requesting your free booklet today.
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