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Grantor Lead Trust

Grantor Lead Trust Diagram

How It Works

  1. Create trust agreement stating terms of the trust (usually for a term of years), transfer cash or other property to trustee, and receive an income-tax deduction
  2. Trustee invests and manages trust assets and makes annual payments to The Menninger Clinic Foundation
  3. Remainder transferred back to you

Benefits

  • Annual gift to Menninger
  • Property returned to donor at end of trust term
  • Professional management of assets during term of trust
  • Charitable income-tax deduction, but you are taxed on trust's annual income

More Information

Contact Us

Kevin Harwerth
Senior Director of Development
kharwerth@menninger.edu
713-275-5180

 

The Menninger Clinic
12301 Main Street
Houston, Texas 77035

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The Menninger Clinic is a 501(c)3 nonprofit, charitable organization. Our Form 990 is available on GuideStar. Our Statement of Operations is available hereOur philanthropy Privacy Policy is available here.