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.
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Trusts To Protect Children
Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. More ... |
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.

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.
 | Tax-Free Sale Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>. |
 | Fixed Income for Retirement After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>. |
 | 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 >>. |
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
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Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
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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.