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being the Society’s founding president, first recorded donor, and early legator through a generous bequest of important historical documents and artifacts.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

Under the Starry Flag: How a Band of Irish Americans Joined the Fenian Revolt and Sparked a Crisis ...

24Sep 6:00PM 2018
There will be a pre-talk reception at 5:30.

In 1867 forty Irish-American freedom fighters, outfitted with guns and ammunition, sailed to Ireland to join the effort to end British rule. Yet they never got a chance ...

Modern American Society and Culture Seminar

Radical Nonviolence and Interracial Utopias in the Early Civil Rights Movement

25Sep 5:15PM 2018

This paper examines how radical pacifists refined nonviolent direct action to challenge racial segregation and inequality in the United States. These activists adopted ...

Author Talk

Race Over Party: Black Politics and Partisanship in Late Nineteenth-Century Boston

27Sep 6:00PM 2018
There will be a pre-talk reception at 5:30.

In late 19th-century Boston, battles over black party loyalty were fights over the place of African Americans in the post–Civil War nation. Party politics became ...

From our Blog

Of Adamses & Ancestry

John A. Grace, Memoranda Respecting the Families of Quincy and Adams, 1841 For historian Henry Adams, the morning mail meant a fresh round of research questions. “Here comes your troublesome ...

Rachel Wall's Confession, the words of a Pirate?

For Talk Like a Pirate Day we bring you the words of a Pirate! The MHS holds an interesting broadside featuring Massachusetts' only female Pirate: Life, last words and dying confession, of ...

Read more from our blog

Have you seen?