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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
Joe and June started Children's Clothing Company 30 years ago. They are now both age 65 and are interested in retiring. Their daughter Susan is currently the company president...
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Washington News
Each April the nonpartisan Tax Foundation publishes the Tax Freedom Day.  For 2014, Tax Freedom Day will be April 21.  This is three days later than the April 18...
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Donor Story
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown
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