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Welcome to Southwestern Medical Foundation Planned Giving

Thank you for your interest in Southwestern Medical Foundation. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at SWMF who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.





IRA Rollover Video Option 1

IRA Rollover Gifts

If you are over age 70½, you may rollover up to $100,000 annually from your IRA to our organization. To learn more about IRA Rollover Gifts, click the Launch button to watch a brief video.

Launch Video 1


Benefits For Family and Southwestern Medical Foundation

There are several types of gift plans. Many of these have wonderful benefits for donors, including increased income and generous tax savings. You might start by viewing these donor stories. Although not actual Southwestern Medical Foundation donors, the individuals in these stories express the goals and aspirations of many who consider planned gifts.


Double My CD Return
Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Double My CD Return >>.


Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Southwestern Medical Foundation. More on Easy IRA Gift >>.


Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.


Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.


Randy Daugherty
Planned Giving Director
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.


Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact rdaugherty@swmedical.org.

If you are a professional advisor, you may take the following steps on this site.






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