1989
Campaign to build Zale Lipshy University Hospital
Sustaining
Our Impact
Sustaining the Growth of Our Region
$1.5 Billion in Philanthropic Impact Over 30 Years
1990
Campaign to endow, attract, and retain top faculty
2007
Campaign to expand research endowment and clinical care
2014
Campaign for Clements University Hospital
2021
Campaign to fund the Peter O’Donnell Brain Institute
Generosity + Stewardship = Impact
Since our inception, we have attracted gifts of
$973M
We have funded
grants of
grants of
$854M
We have continued to maintain an endowment of
$1B
Incremental Growth of Grants
and Total Assets 1952–2022 (70 years)
What Progress Will the Next 30 Years Require?
Using Endowment for Sustained Impact
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
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.
Planned Giving
A Vision for the Future
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
Past Chair, Southwestern Medical Foundation
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.
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.
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 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 (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
Comerica
Fund Evaluation Group
Hilltop Securities
JP Morgan
Northern Trust
Legal
Hunton Andrews Kurth
Audit & Risk
Marsh McClellan
Whitley Penn
Human Resources
People Performance Resources
Information Technology & Cybersecurity
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