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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
Planning for retirement and senior care is a very important activity. The activities of daily living for a senior person include eating, dressing, bathing and walking or...
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Washington News
Timothy Camus, Deputy Inspector General for Investigations at the Treasury Inspector General for Tax Administration, spoke on August 12 to the National Association of Tax...
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Donor Story
After working for decades as a pediatrician in a small rural town, Patricia was ready to retire. Patricia owned some stock but was concerned about leaving it in the market
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