ULM logo Planned Giving

Your Legacy, Our Future

Impact our future through planned giving:

With estate and gift planning, you can provide long-lasting support for The University of Louisiana Monroe Foundation while enjoying financial benefits for yourself.

Text Resize

Donor Stories

Donor Stories

Hugh and Kay McDonald Gift Annuity - After a successful career and many years of community and civic service, Hugh G. McDonald, Jr. wanted to provide for his wife, Kay, and the University of Louisiana Monroe through his estate. With that mindset, he established gift annuities with the ULM Foundation which will provide the security of a fixed, reliable income for life.

Donor Stories

Suzzon Jackson established and contributed to the Sherman/Jackson Endowed Scholarship while she was still living — she also encouraged family and friends to make annual contributions. She then named the ULM Foundation as a beneficiary of an annuity and included her bequest to the Foundation in her Living Trust. These actions have ensured that her scholarship will help deserving students pursue their dreams for years to come.

Donor Stories

ULM alumni, Charles and Kay McDonald, gifted a $250,000 life insurance policy to the ULM Foundation designated to benefit several programs in perpetuity.

Donor Stories

A ULM alumnus included the ULM Foundation in her will to establish a $1,000,000 endowed scholarship in Education.

Learn how others have made an impact through their acts of giving to our organization and others.

  • Bequests
    Joe and Anna have been faithful supporters of our organization. They believe it is important to help further our mission.
    More
  • Tax-Free Sale
    Howard and Lynn were both age 55 when they purchased some vacant land a few miles outside of town. They thought real estate would be a good investment that could be sold later for a profit.
    More
  • Fixed Income for Retirement
    After working for decades as a pediatrician in a small town, Patricia is ready to retire.
    More
  • Peace of Mind Gift Annuity
    Many years ago, Clara bought a home. Since she was very pleased with her home, she bought stock in the company that built the home.
    More
  • Sale and Unitrust
    Gene and Carol purchased stock in a small medical service company several years ago. The company has done well.
    More
  • The Retirement Unitrust
    Mary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm.
    More
  • Part Gift and Part Sale
    Susan and Kevin bought a vacant lot along Lake Michigan many years ago. They had planned to build a second home so that their family could spend their summers along the lake.
    More
  • Current Gifts
    As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
    More
  • Deferred Gift Annuity
    Several years ago, Larry and Allison invested $30,000 in what they believed to be an attractive stock.
    More
  • Leading for the Future
    Luke and Cynthia spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
    More
  • Flexible Deferred Gift Annuity
    Luis 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 substantially in value.
    More
scriptsknown