Personalized Philanthropy +
Personalized medicine has transformed health care. Physicians can now tailor an individual management plan of…
Reimagining Estate Planning +
In a 2018 Wall Street Journal article entitled, “It’s Time to Rethink the Meaning of…
Family and Legacy +
The Heritage Society honors and recognizes donors who have included Southwestern Medical Foundation or UT…
What the Secure Act Means for Your Estate Plan +
On December 20, 2019, the President signed into law the “Setting Every Community Up for…
Diversify Your Portfolio with a Charitable Gift Annuity +
A well-diversified portfolio can limit investment risk. Owning a variety of assets, such as stocks,…
Charitable IRA Rollover: A Gift of Convenience +
In 2016, Congress made permanent a temporary provision started in 2006, which opened up a…
Inspiring the Next Generation of Physicians +
Family continues longtime legacy of advancing education and research.
Stock Market at Record Highs +
At the writing of this article, the S&P and NASDAQ indexes are at an all-time…
CARES Act: What it Means for Your Year-End Giving +
On March 27, 2020 the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law. …