Planned Giving

Planned gifts create the opportunity to create a lasting legacy, improving health care for generations to come.

The Charitable Stock Swap

Despite the benefits, many people are reluctant to give stock. Fortunately, there is a way to enjoy the tax benefits of giving stock and maintaining the stock in one’s portfolio. It is called the Charitable Stock Swap.

Planned Giving

Planning Matters Spring 2021

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.

Planned Giving

A Wife’s Memory Inspires a Legacy of Giving

Ray Calvert’s generosity to UT Southwestern continues to honor his wife by supporting pancreatic cancer research. In 2014, Mr. Calvert created a fund to support the research of Dr. Udit Verma, his wife’s doctor who compassionately cared for her during her battle with cancer.

Planned Giving

Complimentary Charitable Remainder Trust Booklet

With a Charitable Remainder Trust (CRT), you transfer cash, an appreciated asset, or other property to a special trust that is invested to generate income for you and any other beneficiaries you select. After all payments have been made, the balance of the trust passes to our organization. Learn more with our complimentary CRT booklet.

Planned Giving

A Simple Idea to Protect Your Loved Ones and Create Your Legacy

Are you looking for a way to help secure your family’s future while making a gift to charity? It’s possible to achieve these goals and enjoy valuable income and estate tax savings with a give-it-twice-trust, also known as a testamentary charitable remainder unitrust (TCRUT).

Picture of the Folz outside at Old Parkland

Advancing Brain Treatment

Folz Bequest Furthers Brain Science

Twenty years ago, Dave Folz joined the Estate Planning Council to help inspire and advance progress in medicine. After attending Council meetings and presentations where he learned about UT Southwestern’s exceptional care and world-class research, Dave and Lori became inspired to do more.

Elderly couple researching information online

February 18, 2021

A Good Way To Stretch Your IRA

Planned Giving

The SECURE Act took effect in 2020 and significantly impacted retirement and estate planning. Learn how you can pass your IRA to family through a Testamentary Charitable Remainder Unitrust.

January 19, 2021

Personalized Philanthropy

Planned Giving

Personalized philanthropy can help complete your life story. A gift given in the right way at the right time and to the right place will allow you to make a meaningful impact with the wealth you have.

January 14, 2021

Family and Legacy

Advancing Brain Treatment

On Nov. 10, 2020, we had the privilege of celebrating The Heritage Society’s 25th Anniversary with a special virtual event that included a special discussion with William T. (Bill) Solomon, a Charter Member of The Heritage Society and former Foundation Chairman, and William T. Dauer, M.D., the Inaugural Director of the Peter O’Donnell Jr. Brain Institute.

James Huffine snad Randal Daugherty photo collage with text

January 6, 2021

What You’ve Always Wanted to Know About Planned Giving

Planned Giving

James R. Huffines, Chairman of Southwestern Medical Foundation and Randal Daugherty, Director of Planned Giving at Southwestern Medical Foundation and UT Southwestern tackle a series of discussions about what you’ve always wanted to know about making a planned gift.