Gift Planning

Monday March 27, 2023


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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.
Gifts of Land
Personal Planner
Many friends of charities have benefited from a gift of land or a gift of land with a building or other structure. There are two main benefits for...
Top Tax Season Scams
Washington News
On March 21, 2023, the Internal Revenue Service (IRS) published a warning to taxpayers to watch out for scammers using email or text messages. With...
Financial Help for Family Caregivers
Savvy Living
I have been taking care of my elderly parent for over a year and it is affecting my finances since I can only work part-time. Are there any resources...

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