What is planned giving? How exactly does a planned gift differ from a normal donation? What types of planned gifts can one make? What types of benefits come from making a planned gift? These are the types of questions that James R. Huffines, Chairman of Southwestern Medical Foundation, tackles in this series of discussions with Randal Daugherty, Director of Planned Giving at Southwestern Medical Foundation and UT Southwestern.
What is Planned Giving – Video Series
What is the CARES Act?
What is the SECURE Act?
What Does Planned Giving Mean?
What are the Benefits of Making a Planned Gift?
How Can You Make an Impact?
How to Begin Your Estate Planning
What Type of Planned Gift is Right for Me?
Why do Retirement Plan Assets Make Great Gifts?
What is the Heritage Society?
Who to Contact if You Want to Make a Planned Gift?
About the Author
Since 2000, Randy has served as Director of Planned Giving for Southwestern Medical Foundation and UT Southwestern Medical Center. He works with donors to suggest bequest language to share with attorneys, establish charitable gift annuities and charitable remainder trusts, utilize beneficiary designations for retirement plan accounts and explore gifts of other non-cash assets like real estate and life insurance. After receiving a Masters of Divinity degree from Vanderbilt University, Randy began a career in development, working in higher education, the arts and in academic medicine. He received the Chartered Advisor in Philanthropy designation (CAP) through the American College of Financial Services.
To contact Randy Daugherty, please call (214) 648-3069 or email him at randal.daugherty@utsouthwestern.edu.