The Heritage Society

The Heritage Society recognizes supporters who have committed to advancing the future of mental health care by remembering The Menninger Clinic Foundation in their wills or estate plans. Members of the society include grateful patients and family members, trustees, clinical alumni, staff and faculty, and other benefactors. Together, these donors will transform lives for generations to come by ensuring Menninger’s continued excellence in mental health care, research, and clinical education.

How to Join

If you’ve already included The Menninger Clinic Foundation in your estate plan, please let us know by calling Kirsten C. Schachter, director of philanthropy, at 713-275-5270 or by completing this confidential membership form and e-mailing it to giving@menninger.edu. The following types of planned gifts will qualify you for membership in the Heritage Society:

• A charitable bequest in your will
• A charitable lead trust
• Naming The Menninger Clinic Foundation as a beneficiary of a life-income gift, such as a charitable remainder trust
• Naming The Menninger Clinic Foundation as a beneficiary in a life insurance policy or retirement plan, such as an IRA, 401(k), or 403(b)

If Menninger isn’t yet included in your estate plan and you would like to learn more about planned giving options for you and your family, please do not hesitate to contact us at 713-275-5270. Staff members are available to work with you and your advisors to develop a personally rewarding gift that will further Menninger’s mission to heal and prevent mental illnesses.

Member Benefits

As a member of the Heritage Society, you will join a special group of philanthropists who are committed to improving mental health. Benefits of membership include:

• Leaving a legacy to a cause you care about
• Invitations to special events, such as our annual luncheon
• A biannual newsletter with planned giving tips and Menninger news
• Recognition as a Heritage Society member in our Annual Report on Giving