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Contact Anne for more info!

Anne Lockhart

Anne Lockhart
Development Director
(318) 342-5426
lockhart@ulm.edu

Estate and Gift Planning

Thank you for your interest in Estate and Gift Planning. Our goal is to provide you and your family with helpful and beneficial information.
Estate and Gift Planning is a way an ever increasing number of ULM alumni and friends are benefiting from life income gifts, gift annuities and other estate plans, which provide wonderful benefits from generous tax savings to increased income. As a caring benefactor, you'll have the satisfaction of knowing you've helped secure a brighter future for generations of ULM students to come.

Plan Your Will The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.
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Gift Annuities Are you looking for a secure source of fixed income for now or your future? Consider giving through a Gift Annuity.
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Donor Story Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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Personal Planner
If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's,...
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Washington News
Speaking to the National Society of Accountants (NSA) in Baltimore on August 21, IRS Commissioner John Koskinen warned of future IRS problems. The two primary challenges for...
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Donor Story
Susan and Kevin bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement
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