Planned Giving

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

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.

Planned Giving

Learn More: Charitable Bequests

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.

Planned Giving

A Message from our CEO

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

Planned Giving

Planning Matters Fall 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

Complimentary Charitable Bequest Booklet

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

August 25, 2021

Lasting Impact: Birsner Bequest Supports Prominence in Neurological Surgery

Philanthropy

When UT Southwestern alumnus Dr. Harvey Birsner established the Harvey A. Birsner 2005 Trust benefiting Southwestern Medical Foundation, he created long-lasting benefits to UT Southwestern Medical Center for future generations.

July 1, 2021

The Charitable Stock Swap

Planned Giving

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.

June 30, 2021

Planning Matters Spring 2021

Planned Giving

June 15, 2021

A Wife’s Memory Inspires a Legacy of Giving

Planned 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.