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Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

  1. You name The Menninger Clinic Foundation as beneficiary for part or all of your retirement-plan benefits
  2. Funds are transferred by plan administrator at your death

Benefits

  • No federal income tax is due on the funds that pass to The Menninger Clinic Foundation
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at Menninger

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.

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.