Charitable Gift Annuities

Establishing a gift annuity through the Massachusetts Historical Society is a popular way to receive annuity payments while making a charitable donation. In this respect, a gift annuity issued by the Society is different from a commercial annuity; however, the fact that you are making a charitable gift may provide you with tax benefits, including a current federal income tax charitable deduction, annuity payments that are partially tax-free, and future estate tax savings.

A charitable gift annuity is a simple contract between you and the Society.  In exchange for your irrevocable contribution, the MHS promises to make fixed, guaranteed payments for life to you and/or another beneficiary. The amount paid is based on the age of the annuitant, in accordance with the Society’s rate schedule. Generally, the rates paid by the MHS are those suggested by the American Council on Gift Annuities, a nonprofit organization that promotes responsible philanthropy through actuarially sound gift annuity rate recommendations. These rates are calculated so as to provide attractive payments to the beneficiary and to result in a significant portion of the contribution remaining to support the Society. 

To request more information on charitable gift annuities, please contact the Development department at 617-646-0543 or development@masshist.org.

Upcoming Events

African American History Seminar; Online Event

Emancipation In America, Seen Through One Man's Dreadlocks

3Dec 5:15PM 2020
This is an online program

1864. A ship leaves its New England port carrying a USCT regiment to fight Confederates on the Louisiana front. But on the way, a showdown takes place when Pvt. John ...

Author Talk; Online Event

Bank Notes and Shinplasters: The Rage for Paper Money in the Early Republic

7Dec 5:30PM 2020
This is an online program

Before Civil War greenbacks and a national bank network established a uniform federal currency in the United States, loosely regulated banks saturated the early American ...

History of Women, Gender and Sexuality Seminar; Online Event

“To Make Her Own Bargains with Boats:” Gender, Labor, and Freedom in the Western Steamboat ...

8Dec 5:15PM 2020
This is an online program

Free and enslaved Black women have been rendered nearly invisible in the historical andpopular imagination of the antebellum steamboat world. This essay examines how ...

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