We are pleased to share with you Planning Matters – Spring 2021, 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.

David and Lori Folz share their donor story for Planning Matters Spring 2021.

Lori and Dave Folz Reflect on Their Legacy of Impact

David Folz and his wife, Lori, have embraced the mission of Southwestern Medical Foundation and
UT Southwestern wholeheartedly by joining The Heritage Society, leaving a generous bequest to the Foundation that will be used to further brain science at
UT Southwestern’s Peter O’Donnell Jr. Brain Institute.
Read More

Couple working with a financial planner discussing a testamentary charitable remainder unitrust as part of the Planning Matters Spring 2021 issue.

A Simple Idea to Protect Your Loved Ones and Create Your Legacy

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). Read More

Q&A with W.P. Andrew Lee, M.D. for Planning Matters Spring 2021.

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. Read More

Booklet cover for 'What is a Charitable Remainder Trust' booklet as part of the Planning Matters Spring 2021 issue.

Complimentary Charitable Remainder Trust Booklet

To request this booklet, please contact Randal Daugherty at (214) 648-3069 or randal.daugherty@utsouthwestern.edu or click below to fill out a brief form.

Request Your Booklet