Planned Giving

Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

  1. You make a gift to The Menninger Clinic Foundation
  2. You give the tax savings from the charitable deduction to your children
  3. Your children purchase an insurance policy on your life with the tax savings
  4. Your children will receive the proceeds upon your death

Benefits

  • You can make a significant gift to The Menninger Clinic Foundation without diminishing the amount your family will receive
  • Your tax savings finance this life insurance policy

More Information

Contact Us

Kirsten C. Schachter
Director of Philanthropy
713-275-5270
kschachter@menninger.edu

 

The Menninger Clinic
12301 Main Street
Houston, Texas 77035

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