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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.

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Donor Stories

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 for Scholarships
    The importance of education was instilled in our mother, Suzzon Jackson, by her grandfather, William F. Sherman. They both firmly...
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  • Tax-Free Sale
    Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell.
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  • Fixed Income for Retirement
    After a successful career and many years of community and civic service, Hugh G. McDonald, Jr. wanted to provide for his wife, Kay, and...
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  • 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 built it. Over the years, the stock has increased in value many times, but the value has been volatile.
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  • Sale and Unitrust
    Kim and Robert 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. Kim and Robert are looking for a way to save taxes.
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  • The Retirement Unitrust
    Mary 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.
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  • Part Gift and Part Sale
    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 store.
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  • Current Gifts
    As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones.
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  • Deferred Gift Annuity
    Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later.
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  • Leading for the Future
    Luke and Candice spent many years volunteering and supporting ULM. They wanted to give back in a way that would help our organization fulfill its mission.
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  • Flexible Deferred Gift Annuity
    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 substantially.
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