Skip to content

A Lasting Legacy

Img_01

ABOVE LEFT  Alma Duckworth (1899-2003) left this house and its contents to SPNEA to be sold to benefit SPNEA endowments. Her house, the c.1792 Daniel Carr House, will be sold with preservation restrictions administered by SPNEA's Stewardship Program.
ABOVE RIGHT  The sale of Mrs. Duckworth's extensive collection of antiques, including these Chinese ceramics, raised more than $200,000 for the Alma Duckworth Fund for Collections.

William Sumner Appleton founded SPNEA in 1910, acquired the institution's first house museum in 1911, and brought in its first planned gift in 1915-his friend Helen Collamore left a $5,000 bequest without restrictions so it could be used where most needed. The trustees decided to place this gift in reserve and thus began an endowment that has since been added to by many other donors. Through such bequests and other planned gifts, SPNEA has received many of its house museums, thousands of objects for the collection, and essential funds to build the endowment and support operations.

Those who declare an intention to make a planned gift to SPNEA become members of the Otis Society, a group established to recognize donors and the lasting impact their planned gifts continue to have on SPNEA. Otis Society members are invited to special events and, if they wish, are listed in the annual report. Through bequests, charitable gift annuities, trusts, and other such vehicles, SPNEA's dedicated members help sustain SPNEA's legacy into the future.

Bequests are the simplest form of planned giving. A donor adds language to his or her will, or to a codicil, and can leave a specific asset, a percentage of the estate, or a remainder interest after other obligations are met. If you have left a bequest or are interested in including SPNEA in your estate plans, please call the development office at (617) 227-3957 ext. 273. Staff will provide information about the benefits and vehicles of planned giving to enable you to speak in greater detail with your attorney about your particular goals. Inquiries are treated confidentially. Your gift will help SPNEA succeed into the future and will continue a tradition established by one of SPNEA's first members.

A Lasting Legacy