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:
Meet UMHB’s Gift Planning Specialists:
Dr. Gene Kimes, Director, Gift Planning
Brent Davison, Vice President, Development
Baptist Foundation of Texas Gift Planning Specialists:
Jeff W. Smith, Vice President and General Counsel
Contact our Office of Gift Planning at 254-295-4604 or email@example.com.
Notice: UMHB's gift planning specialists do not offer legal, investment or tax advice, and are not licensed in any state as insurance, investment or legal advisors. All information, analysis and counsel should be considered with consultation with licensed professional advisors.