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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.
Planned giving tools to help you maximize impact and create tax savings.
A bi-annual communication about planned giving from Southwestern Medical Foundation and UT Southwestern Medical Center.
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.
November 3, 2021
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.
October 21, 2021
As year-end approaches, there are several considerations affecting charitable giving that should be kept in mind.
October 1, 2021
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.
