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Members of the Estate Planning Council joined the Southwestern Medical Foundation team for a meet and greet at the Foundation offices.
Secure Act 2.0 introduces a legacy IRA option to plug into your retirement strategy. Here’s how it could impact your plans.
A bi-annual communication about planned giving from Southwestern Medical Foundation and UT Southwestern Medical Center.
Dr. Saad Omer is an internationally recognized epidemiologist, who previously directed the Yale Institute for Global Health.
With a gift from her estate, a UT Southwestern faculty member looks to pay it forward.
Secure Act 2.0 introduces several new provisions that could impact your retirement strategy. Here’s how it could impact your plans.
January 16, 2023
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.
May 24, 2022
Planned giving tools to help you maximize impact and create tax savings.
May 19, 2022