Frequently Asked Questions
- What is a planned gift?
A planned gift is a charitable gift arranged now that benefits Menninger in the future. Planned gifts are often made through a will, living trust, beneficiary designation, retirement plan, life insurance policy, charitable trust, or other estate-planning tool. Some planned gifts cost nothing during your lifetime. Others may provide income or tax benefits.
- Do I have to be wealthy to make a planned gift?
No. Planned giving is not only for people with large estates. Many meaningful legacy gifts are made by people who simply choose to leave a percentage of their estate, name Menninger as a partial beneficiary of an account, or include a modest gift in their will. Every gift matters because every legacy helps support the future of mental health care.
- Can I support Menninger without making a gift today?
Yes. One of the simplest ways to support Menninger in the future is to include The Menninger Clinic Foundation in your will or living trust. This type of gift costs nothing during your lifetime, allows you to maintain control of your assets, and can be changed if your circumstances change.
- Can my gift honor or remember someone I love?
Yes. Many donors make planned gifts in honor or memory of a loved one. Your gift can reflect a personal connection, family experience, gratitude for care, or a desire to help others facing mental health challenges.
- Can I decide how my future gift will be used?
Yes. Some donors choose to make an unrestricted gift, allowing Menninger to use the funds where they are needed most. Others prefer to support a specific area such as patient care, research, education, or another priority.
- Should I tell Menninger that I have included the organization in my estate plan?
Yes, we hope you will. Sharing your plans allows us to thank you, welcome you to The Heritage Society, and understand how you would like your future gift to be used. Your information will remain confidential, and we understand that your plans may change over time.
- Who should I talk to before making a planned gift?
We recommend speaking with your attorney, financial advisor, or tax advisor before finalizing any planned gift. Our philanthropy team can provide information about Menninger, gift options, sample language, and ways your gift can support the mission.
Still Have Questions?
You do not need to have all the answers before reaching out. We are here to help you explore your options and think through what kind of legacy feels right for you.
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