The Heritage Society

A Legacy of Giving

The Heritage Society was established in 1995 by Southwestern Medical Foundation to recognize those who make planned gifts to benefit UT Southwestern Medical Center. Thanks to the generosity of visionary friends, UT Southwestern proudly celebrates a distinguished record of breakthrough scientific discoveries, outstanding medical education and training, and excellence in patient care. We invite you to join those who have created their legacies of giving through the Heritage Society.

Today, our vision is to continue to:

  • Improve health care in our community, Texas, our nation, and the world through innovation and education.
  • Educate the next generation of leaders in patient care, biomedical science and disease prevention.
  • Conduct high-impact, internationally recognized research.
  • Deliver patient care that brings UT Southwestern’s scientific advances to the bedside — focusing on quality, safety and service.

Join the Heritage Society to Create A Legacy of Giving

Ways You Can Make a Planned Gift to Benefit Southwestern Medical Foundation and UT Southwestern


After providing for your family and loved ones, you can include in your will a bequest for a specific dollar amount or a percentage or remainder of your estate.

Charitable Gift Annuity

In exchange for a gift, you and your spouse or another person will receive an income for life.

Charitable Remainder Trust

A charitable remainder trust provides income for life, for the lives of two or more people or a term of years.  Charitable remainder trusts may provide either fixed or variable income.

Life Insurance

You may transfer ownership of a new or existing policy.

Retirement Plan Assets

You may choose to designate all or a portion of your retirement assets, such as an IRA, 401(k) or 403(b) accounts.

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.

Retained Life Estate

You can deed your home or farm and keep the right to use the property for the rest of your life.

Endowing the Future of Medicine

As a member of the Heritage Society, your gift will support generations of physicians, researchers, students, and patients to come and will continue the discoveries and developments being made right here in our own laboratories, hospitals, and clinics.

You may designate your gift to a particular area of medicine that interests you most as well as create a permanent fund named for you, your loved ones, or anyone else you choose to honor.

Membership in the Heritage Society is open to anyone who makes a planned gift in support of UT Southwestern. To inform us of your plans or request information, you may use the enclosed card, or contact our Director of Planned Giving at 214-648-2344.

Our staff is available to explain giving options and assist you and your advisors with your gift planning. These services are confidential and are provided without obligation.

The wisdom and foresight of your planned gift will nurture the future of medicine today.

This brochure has been prepared as an informational guide only. The contents are not intended as legal advice to individuals on their personal gift and estate planning.



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