Visionary Circle - the MHS Planned Giving Program

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Since its founding in 1791, the MHS has benefited from a tradition of giving in Boston and beyond. 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. Learn more.

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. Learn more

How a Charitable Gift Annuity Benefits All

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Other Planned Giving Assets and Vehicles

The MHS offers a wide range of planned giving options—charitable remainder trusts, charitable lead trusts, 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 VP of Development, Maureen Nguyen at 617-646-0517 or mnguyen@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.

Upcoming Events

Online Event

The First Reconstruction: Black Politics in America from the Revolution to the Civil War

17May 5:30PM 2021
This is an online program

It may be difficult to imagine that a consequential black electoral politics evolved in the United States before the Civil War, for as of 1860, the overwhelming majority ...

Online Event; Conversation; Racial Injustice Series

Confronting Racial Injustice: The War on Drugs in Massachusetts: The Racial Impact of the School ...

19May 6:00PM 2021
This is an online program

In the 1980s, Massachusetts embraced the War on Drugs, enacting harsh mandatory minimum sentences for nonviolent drug offenses. It took decades to confront the reality ...

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Of Thee I Sing: The Contested History of American Patriotism

26May 5:30PM 2021
This is an online program

When we talk about patriotism in America, we tend to mean one form: the version captured in shared celebrations like the national anthem and the Pledge of Allegiance. But ...

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Join us for a program this week! Here is a look at what is going on: - Tuesday, 29 January, 5:15 PM: Better Teaching through Technology, 1945-1969, with Victoria Cain, Northeastern ...

Founder to Founder

Like so many good stories here at the Historical Society, it began with a reference question. Jeremy Belknap, hunting through his sources, asked Vice President John Adams for some help. Belknap, the ...

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