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

Pauline Maier Early American History Seminar; Online Event

“The Horrid Deeds of our Enemies”

22Sep 5:15PM 2020
This is an online program

The American Revolution was waged not only on the battlefield, but in the realm of culture. American homes and the wartime violence within them—particularly ...

Online Event; Author Talk

Monument Man: The Life and Art of Daniel Chester French

23Sep 5:30PM 2020
This is an online program

Daniel Chester French is America's best-known sculptor of public monuments, having created the statue for the Lincoln Memorial, the John Harvard statue, and The Minute ...

Brown Bag; Online Event

“We Have Always Regarded the Question of Slavery, as Really and Essentially That of Labor”: The ...

24Sep 12:00PM 2020
This is an online program

In the years before the Civil War, Boston was at the forefront of numerous American radical and reform movements. At the same time, the city was also a site of ...

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