Planned Giving

Complimentary Charitable Remainder Trust Booklet

April 29, 2021

To request this booklet, please contact
Randal Daugherty at (214) 648-3069 or
randal.daugherty@utsouthwestern.edu
or complete the form below.

Request Your Complimentary Charitable Remainder Trust Booklet

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Are you a Heritage Society Member?

I have remembered Southwestern Medical Foundation or UT Southwestern Medical Center in my will.

Planning Matters Spring 2021

Advancing Public Health

Q&A With UT Southwestern’s W. P. Andrew Lee, M.D.

We recently had the opportunity to sit down with W. P. Andrew Lee, M.D., Executive Vice President for Academic Affairs and Provost, and Dean, University of Texas Southwestern Medical School to learn more about how he is driving excellence in medical education.

Picture of the Folz outside at Old Parkland

Donor Stories

Lori and Dave Folz Estate Planning Help Support Brain Science through Bequest

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.

Planned Giving

Testamentary Charitable Remainder Unitrust: Known as the Give-it-Twice-Trust

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).