Monday–Friday 8 am–5 pm CT

“IRA Rollover” Gifts for Donors Aged 70½ or Older

Gifts from Retirement Plans During Life Age 70½+ Diagram

How It Works

  1. You are 70½ or older and instruct your plan administrator to make a direct transfer of up to $100,000 to The Menninger Clinic Foundation
  2. Plan administrator makes transfer as directed to The Menninger Clinic Foundation

Benefits

  • Your gift is transferred directly to The Menninger Clinic Foundation; since you do not receive the funds, they are not included in your gross income*
  • Your gift will count towards your minimum distribution requirement
  • You support the programs that are important to you at Menninger

*No income-tax deduction is allowed for the transfer.

More Information

Contact Us

Michele Arnold
Annual and Planned Giving Manager
mlarnold@menninger.edu
713-275-5174

 

The Menninger Clinic
12301 Main Street
Houston, Texas 77035

Back

© Pentera, Inc. Planned giving content. All rights reserved.

bbb-seal-horizontal-black-smallest
 
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.