Our Impact

Sustaining the Growth of Our Region

$1.5 Billion in Philanthropic Impact Over 30 Years

$11 Million
Campaign to build Zale Lipshy University Hospital
$30 Million
Campaign to endow, attract, and retain top faculty
$770+ Million
Campaign to expand research endowment and clinical care
$200 Million
Campaign for Clements University Hospital
$500+ Million
Campaign to fund the Peter O’Donnell Brain Institute

Generosity + Stewardship = Impact

Since our inception, we have attracted gifts of
We have funded
grants of
We have continued to maintain an endowment of

Incremental Growth of Grants
and Total Assets 1952–2022 (70 years)

of all grants awarded since 1939 have been given in the last
10 years

What Progress Will the Next 30 Years Require?

Using Endowment for Sustained Impact

Market Value of the Endowment

Investment Portfolio Performance

Performance As of 12/31/22 3 YR. 5 YR. 10 YR. Since Inception
Investment Portfolio -11.1% 7.4% 6.4% 7.3% 8.0%
Broad (Liquid) Policy Index* -11.2% 3.7% 4.4% 5.6% 7.1%

*The Broad Policy Benchmark is comprised of mutually exclusive liquid market asset class indices to measure policy decisions. It is intended to reflect the overall risk/return profile of the Foundation and comprises a fully investable liquid portfolio. The benchmark is used to evaluate strategic, tactical, and active manager decisions.

2022 Giving

Gifts and Donors

Background imageBackground image

Builders and Innovators

Our mission has been supported by exceptional individuals and businesses committed to building a medical center second to none, and driven to assure a sustainable future for medical progress. We are inspired by their generosity, which was an integral part of the impact we built together in 2022.

Nancy Cain Marcus and Sanford R. Robertson
Nancy Cain Marcus and Sanford R. Robertson
Supporting highest priority needs at UT Southwestern
The Eugene McDermott Foundation
The Eugene McDermott Foundation
Supporting the building of the TI Biomedical Engineering and Sciences Building
Crystal Charity Ball
The Crystal Charity Ball
Benefitting UT Southwestern’s NEuro Wellness in Brains of Infants (NEWBI) program
Kozmetsky Family Foundation
Kozmetsky Family Foundation
Youth Aware of Mental Health (YAM) Resilience Training Program
Estate of Jean D. Wilson, M.D.
Estate of Jean D. Wilson, M.D.
Jean D. Wilson Center for Biomedical Research at UT Southwestern
Planned Giving

A Vision for the Future

Bill Solomon

Throughout our history, it would be impossible to fathom where we would have been without significant philanthropy. We treasure, honor, and remain grateful for each of our family legacies and the continuing impact of lasting value they make.”

William T. Solomon
Founding Member, The Heritage Society
Past Chair, Southwestern Medical Foundation
Planned Gifts Make Up Nearly 20% of $1B pf the Foundation's Endowment

Today, nearly 20% of the Foundation’s endowment is the result of planned gifts. This intersection between generosity and vision creates an ever-growing source of support for our most critical initiatives in health care. We continue to see this exponential growth through those generous hearts who invest in tomorrow.

Dr. Jean Wilson

Remembering Dr. Jean Wilson

One of many leaders who not only led incredible progress during his lifetime but whose contributions continue supporting medicine today, was the late Jean Wilson, M.D., an internationally recognized endocrinologist and Professor Emeritus of Internal Medicine at UT Southwestern.

Dr. Wilson left his estate to benefit the Foundation, resulting in an astounding $2 million gift for the Jean D. Wilson Center for Biomedical Research at UT Southwestern.

Heritage Society renamed to The Wildenthal Society

Honoring a Legacy

In 2023, The Heritage Society will be renamed in honor of the legacy of Dr. Kern Wildenthal. For more than 20 years, Dr. Wildenthal served as UT Southwestern’s President. He then served as President of Southwestern Medical Foundation for another four years. During his tenure, Dr. Wildenthal’s tremendous leadership helped UT Southwestern continue its rise to the pinnacle of medical institutions worldwide.

A Highly Rated and Trusted Partner

Excellence in Operations

Charity Navigator Four-Star Badge

Charity Navigator evaluated the Foundation with a 100% score, earning it a Four-Star rating. This is the highest rating possible, guided by four key domains: Impact & Results, Accountability & Finance, Leadership & Adaptability, and Culture & Community.

Candid Platinum Transparency emblem

Candid (formerly GuideStar) classified the Foundation as a Platinum-level participant, indicating the highest level of commitment to transparency.

Thank You

Financial Partners
Bank of America
Fund Evaluation Group
Hilltop Securities
JP Morgan
Northern Trust

Hunton Andrews Kurth

Audit & Risk
Marsh McClellan
Whitley Penn

Human Resources
People Performance Resources

Information Technology & Cybersecurity
Cyber Defense Labs
NCC Data

Public Relations, Communications
& Creative Services

Casual Astronaut
O&H Brand Design