Planned Giving

Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram. Description of image is listed below.

How It Works

  1. You make a gift to Menninger
  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 Menninger without diminishing the amount your family will receive
  • Your tax savings finance this life insurance policy

Contact Us

Ashleigh Hughes, CFRE
Vice President of Philanthropy & Chief Development Officer 
713-275-5123
ahughes@menninger.edu

The Menninger Clinic
12301 Main Street
Houston, Texas 77035

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