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Welcome to UMHB Gift Planning

We are excited to bring you this new platform for providing information and key planning tools as you consider various planning options and opportunities in fulfilling your financial and philanthropic goals.

There is a lot of information here to consider. However, we are here to assist you with personal guidance and counsel in shaping the best course of action for you. Our team will work with you and your other financial advisors to bring about a planning solution that meets your personal goals. In addition, through our partnership with the Baptist Foundation of Texas, we have an extended team of professional advisors to assist you along the way. Please do not hesitate to call or email us to arrange a meeting with one of our planning specialists.

Planning areas and topics where we can assist you with information, insight & analysis, and counsel:

  • Asset Management
  • Health Insurance Reform
  • Social Security, Medicare & Medicaid
  • Education Funding
  • Investments
  • Income Taxes
  • Meet UMHB’s Gift Planning Specialists:

    Dr. Gene

    Melissa Tyroch Bragg, J.D. • Director, Gift Planning
    mbragg@umhb.edu • 254-295-4604
    Melissa, a licensed attorney in Texas, has worked in higher education for several years and brings a unique set of skills, knowledge and expertise to the Gift Planning Office. Melissa is proficient in the areas of estate planning, probate, and charitable gift planning.  Melissa helps donors and friends understand charitable gift and estate planning issues as they consider gifts to the university.

    Brent Davison

    Brent Davison, Vice President, Development
    bdavison@umhb.edu • 254-295-5044
    Brent has over 22 years of experience working with individuals in pursuit of personal planning goals. With 13 years in higher education and 9 plus years in insurance and financial services, Brent has acquired practical knowledge, skills and expertise in the areas of estate planning, retirement planning, business succession planning and charitable gift planning. Brent’s comprehensive planning approach brings about a rewarding and satisfying experience.

    Baptist Foundation of Texas Gift Planning Specialists:

    Joseph E. Hancock, General Counsel
    Randy Dixon, Trust Attorney
    Marion Armstrong, Trust Attorney

    Contact our Office of Gift Planning at 254-295-4604 or giving@umhb.edu.

    Notice: Although UMHB's gift planning specialists may be licensed professionals, they cannot offer legal, investment or tax advice. Individuals should discuss all information and analysis with licensed professional advisors outside of UMHB.