Planned Gifts and Bequests

There are a number of planned giving options that can help you realize your own philanthropic goals while ensuring the future financial stability of the Massachusetts Historical Society. The benefits of making a planned gift may range from a steady stream of life income to a charitable income tax deduction and lower capital gains, estate, and other taxes.

Bequests

A bequest is a gift made through a will or trust and is an easy, practical way to make a meaningful financial contribution to the Society without affecting your current finances. A bequest may be made for a specific dollar amount or piece of property, for a percentage of your estate, or for part or all of what remains of the estate after other bequests are carried out.

Charitable Gift Annuity

Establishing a gift annuity with the MHS is a way to receive income for life as well as potential tax benefits—such as a federal income tax charitable deduction, annuity payments which are partially tax-free, and future estate tax savings—while supporting the Society's mission. 

Other Planned Giving Assets and Vehicles

The MHS offers a wide range of planned giving options —charitable remainder trusts, chartiable lead trusts, gifts of real estate or tangible personal property, and gifts from retirement plans or life insurance policies—that can be tailored to your needs and interests. For more information on how to make a planned gift to the MHS or to inform us of your existing plans that name the Society as a beneficiary, please contact the Development department at 617-646-0543 or development@masshist.org. Please note that the information above is not intended as legal advice, and you should consult with your attorney before making a planned gift.

James Sullivan Society

Since its founding in 1791, the MHS has benefited from a tradition of giving in Boston and beyond. The James Sullivan Society honors this legacy by recognizing those who have included the MHS in their long-term plans through bequests, life-income gifts, or other deferred-giving arrangements. 

The Hon. James Sullivan had the distinction of being the Society’s founding president, first recorded donor, and early legator through a generous bequest of important historical documents and artifacts. In addition to his service to the MHS, Sullivan was one of the first justices appointed to the Superior Court of Judicature and a governor of Massachusetts.

Members of the Sullivan Society continue the tradition of giving by naming the MHS as a beneficiary in their estate plans. Their gifts help the Society preserve our history for the scholars of tomorrow. In return, they are invited to special events and recognized in the Society’s Annual Report. To learn more about the Sullivan Society or to inform us that you have included the MHS in your estate plans, please contact the Development department at 617-646-0543 or development@masshist.org.

Upcoming Events

Author Talk

John Quincy Adams and the Politics of Slavery: Selections from the Diary

26Apr 6:00PM 2017
There will be a pre-talk reception at 5:30pm.

In the final years of his political career, President John Quincy Adams was known for his objections to slavery. As a young statesman, however, he supported slavery. What ...

Cooking Boston

Cooking Boston: Eating Other People's Food

27Apr 6:00PM 2017
There will be a pre-talk reception at 5:30pm.

Program 2: Eating Other People's FoodIn the second half of the 20th century, Americans were re-introduced to the food of the world. Most famously, Julia Child in ...

Teacher Workshop

Civil Rights in America

29Apr 9:00AM 2017
This program is SOLD OUT.

The Civil Rights Movement in America has endured a difficult and tumultuous path. The Emancipation Proclamation ended the institution of slavery. The Fourteenth ...

From our Blog

“Legible only to myself”: John Quincy Adams’s Shorthand

A line in John Quincy Adams’s 1788 diary is the earliest example of his use of English poet John Byrom’s shorthand system. The system replaces words with symbols to make writing faster and ...

This Week @ MHS

PLEASE NOTE THAT THE LIBRARY IS CLOSED ON WEDNESDAY, 26 APRIL, FOR A STAFF EVENT.  This week's program schedule is heavy in the middle, with a seminar and a pair of public programs. Here are the ...

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