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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:

• Estate Planning
• Retirement Planning
• Financial Planning
• Business Succession Planning
• Charitable Gift Planning
• Legacy Planning		 • Asset Management
• Health Insurance Reform
• Social Security, Medicare & Medicaid
• Education Funding
• Investments
• Income Taxes

Meet UMHB’s Gift Planning Specialists:

Dr. Gene Kimes, Director, Gift Planning
gkimes@umhb.edu • 254-295-4608
Gene is in his 14th year in service to UMHB alumni and friends as a gift planning specialist. His 30 plus year background in higher education and 17 years as a financial advisor with Morgan Stanley provide Gene with a unique set of skills, knowledge and expertise in shaping thoughtful and meaningful planning arrangements. Gene has comprehensive proficiency in the areas of financial planning, retirement planning, and charitable gift planning.

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:

Jeff W. Smith, Vice President and General Counsel
Randy Dixon, Trust Attorney
Joseph E. Hancock, Trust Counsel

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

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.