There is a way to contribute assets to UT Southwestern while continuing to earn income. This type of charitable donation is applicable to the asset owner, a spouse or designated individual. These instruments, such as charitable unitrusts or annuity trusts, can be established via a bank, through the Southwestern Medical Foundation or The University of Texas System. There are benefits, depending upon personal circumstances, which may provide a lifetime income.

• A portion of the gift’s value can be used as a federal income tax deduction
• By converting to a higher yielding asset, income can be derived from the contributed asset
• Gifts of real estate or securities that have appreciated in value could mean no capital gains tax at the time the gift is made.

 Please call the Office of Development at UT Southwestern Medical Center 214-648-2344 to discuss these options.

For information about donating to UT Southwestern Medical Center or giving options, call or write the:

Southwestern Medical Foundation
Cedar Maple Plaza, Suite 150
2305 Cedar Springs Rd
Dallas, Texas 75201
214-351-6143