The Office of Gift Planning at Baylor Scott & White Dallas Foundation welcomes the opportunity to work with you when clients consider making philanthropic investments in Baylor Scott & White Health. Whether outright gifts of complex assets, charitable trusts or estate gifts, our goal is to help visions become realities, while ensuring clients’ desires can be accomplished effectively by Baylor Scott & White Health.
Your relationships with clients are built on trust and respect. As the success of our gift planning program is also based on a tradition of trust, we strongly urge donors to consult their professional advisors before making a planned gift.
Contact Cynthia Krause, J.D. for a more complete discussion on our Foundation’s services to advisors.
LEGAL NAME
Baylor Scott & White Dallas Foundation, a Texas non-profit corporation
TAX I.D. NUMBER
75-1606705
IMPORTANT INFORMATION
Click here for stock transfer instructions
Click here for suggested bequest wording
If you have clients who have established estate gifts for the benefit of a BSW program or facility, we encourage you to inform them that there are benefits to notifying us of their gift. For example, our Boone Powell Sr. Society (BPSS) honors donors of planned gifts and offers a lifetime complementary valet and garage parking card for the Baylor University Medical Center campus as a thank you. We also host an annual BPSS luncheon on this campus.
We do not require donors divulge specific amounts or copies of documents to be part of this Society. Additionally, donors can remain anonymous and still receive this parking card. Our goals are to express our gratitude and ensure we will be able to fulfill the donor’s wishes.
We respect the fact that in some cases donors prefer to remain anonymous in all ways. If you are willing to serve as an intermediary, a client of yours can share information about his or her plans without divulging his or her identity.
We are pleased to be of assistance to you in any way we can as a health care system, including providing information about our Advisor Health Care Primer.
Thank you for the work you do on behalf of our donors.
Dodee Frost Crockett is a managing director and co-founder of the 11-member Merrill Lynch team, Crockett, McBride & Associates, assisting in the ma