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Welcome to The University of Louisiana
at Monroe Planned Giving Web Site

Thank you for your interest in Planned Giving. My goal is to provide you and your family with helpful and beneficial information.

Planned Giving 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.

You're invited to click on the pictures below to read about the most common gift plans utilized by our alumni and friends. Feel free to hear more by clicking on my video link on the right side on this Web page.

If you are interested in the available gift plans, click here to view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift presentation.

If you have any questions or want more information, please contact me at (318) 342-5426 or by email at lockhart@ulm.edu.

Thank you for taking the time to explore the benefits of gift planning.

Anne Lockhart, Director of Development

Anne Lockhart
Director of Development
(Click Here)

Benefits For Family and The University of Louisiana at Monroe

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.

Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.

The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.

Part Gift and Part Sale
Sue and Jim Wilson 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 store. More on Part Gift and Part Sale >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

	Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
Anne Lockhart Director of Development

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact lockhart@ulm.edu.

If you are a professional advisor, you may take the following steps on this site.