Planned Giving

Building a Legacy of Progress for Future Generations

Each of us holds an opportunity to make an impact – during lifetime and thereafter. Planned giving allows us to build a legacy today, sometimes with no immediate financial impact, which grows into a lasting gift benefiting generations beyond our own. We are here to serve you with expertise and partnership as you explore the changes you wish to see in health care and medicine.

Planned Gift Options

Bequests

After providing for your family and loved ones, you can remember Southwestern Medical Foundation or UT Southwestern in your will for a specific dollar amount or a percentage or remainder of your estate.
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Sample Bequest Language

Oil and Gas Interests

We have the ability to accept and manage more challenging real estate planned gifts, such as oil and gas interests.
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Life Insurance

You may transfer ownership of an existing policy or designate Southwestern Medical Foundation as the owner and beneficiary of a new policy.
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Charitable Gift Annuity

In exchange for a gift, Southwestern Medical Foundation annuities will pay you, your spouse, or another person an income for life. Proceeds after lifetime will benefit the work you have designated.
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Annuity Calculator

Retirement Plan Assets

You may choose to designate Southwestern Medical Foundation as the beneficiary of all or a portion of your retirement assets, such as an IRA, 401(k), or 403(b) accounts.
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Charitable Remainder Trust

A charitable remainder trust provides income for life, lives, or a term of years. Charitable remainder trusts may provide either fixed or variable income.
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Charitable Lead Trust

A charitable lead trust provides a way to pass significant wealth to your heirs with minimal or no taxes while making an immediate gift.
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Retained Life Estate

With certain gift acceptance criteria satisfied, you can deed your home, farm, or vacation property and keep the right to use the property for the rest of your life.
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Planned Giving 101

What is The Heritage Society?

Types of Planned Gifts

How to Begin Your Estate Planning

How Can You Make an Impact?

Featured Articles

Planned Giving

Secure Act 2.0: How New Legislation Impacts Your Giving and Retirement Planning

Secure Act 2.0 introduces several new provisions that could impact your retirement strategy. Here’s how it could impact your plans.

Planned Giving

Charitable Gift Annuity Rates Increase

Charitable gift annuity rates increase in tandem with the Fed interest rate hikes. See how these increases can impact your planned giving.

Planned Giving

Creating Future Stories Through a Charitable Plan

A charitable plan helps you create the change you want to see in the world and writes future stories of compassion through philanthropy.

Planned Giving

Year-End Giving Ideas

As year-end approaches, there are several considerations affecting charitable giving that should be kept in mind.

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.

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.