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We hope you will explore the many Patron Program benefits and take advantage of exceptional experiences to connect deeply to our mission and to each other.
Historic New England preserves thirty eight homes spanning more than three centuries, all filled with a unique history of people, stories, and artifacts. To better care for the unique features each site offers, consider donating to a particular site or an engaging fund.
The Otis Society honors individuals who have provided for Historic New England through their wills, life income arrangements, and other long-term provisions. Named for Sally Foster Otis and Harrison Gray Otis, whose 1796 home has been a Historic New England museum since 1916 and is home of the Library and Archives, this important group reflects the extraordinary impact of planned giving on the future of Historic New England. Otis Society benefits include invitations to a variety of events throughout the year and recognition in the Annual Report. If you have already made a provision for Historic New England in your will or estate plan, please let us know so that you will receive Otis Society benefits. Planned gifts are gifts in which the donor transfers assets to Historic New England or another legal entity (such as a trust) immediately, but the use of the gift by the organization is deferred to a later date.
Bequests: Historic New England encourages its supporters and friends to provide for the future of the organization by including Historic New England in their philanthropic estate plans. A donor may name Historic New England as a beneficiary of his or her will or revocable trust, IRA, retirement plan assets, or life insurance policy. Bequests may be made in the form of cash, securities, specific property, or by naming Historic New England to receive a specific percentage of the estate or the residue of the estate after the payment of all taxes, other bequests, and expenses.
Charitable Gift Annuities: A charitable gift annuity is an agreement between Historic New England and the donor in which the donor transfers cash, securities, or other assets to the organization and, in return, the organization agrees to pay the donor a fixed amount per year for the life of the beneficiary/ies. Upon the death of the income beneficiary/ies, the remaining balance is distributed to Historic New England. The minimum dollar amount which may be donated to create a charitable gift annuity is $10,000.
Deferred Gift Annuities: A deferred gift annuity is similar to a charitable gift annuity except that the donor defers commencement of the fixed income payment to a predetermined point in the future. The minimum dollar amount which may be donated to create a deferred gift annuity is $10,000.
Charitable Remainder Trusts: Charitable remainder trusts are planned giving vehicles that provide income to beneficiaries for life or for a term of years. They are personalized in that the donor and the organization agree upon the payout rate and term. Upon the death of the income beneficiary/ies or completion of the term of years, the remainder is distributed to Historic New England. Historic New England may agree to act as trustee for charitable remainder trusts.
Charitable Lead Trusts: A charitable lead trust is a planned giving instrument wherein the donor pays the “lead” interest to Historic New England and, after a number of years based on a term or a lifetime, the remainder is returned either to the grantor or to someone other than the grantor, such as the grantor’s heirs or other beneficiaries. Historic New England may agree to act as a trustee for a charitable lead trust where the organization is the irrevocable charitable beneficiary.
Real Estate: Historic New England accepts gifts of real estate, both improved and unimproved, including gifts subject to a retained life estate, only after a thorough review of the criteria for acceptance. The donor must submit a letter of intent regarding the gift of real estate before Historic New England will conduct its own due diligence and market analysis. The existence of any and all mortgages, prearranged sales agreements, deeds of trust, restrictions, reservations, easements, mechanic liens, and other encumbrances and limitations of record must be disclosed. No gift of real estate will be accepted unless and until all encumbrances have been discharged, except in very unusual cases. Should a retained life estate gift be accepted, the donor will continue to be responsible for taxes, insurance, and maintenance on the property. If the donor wishes to sell the property prior to death, the donor and Historic New England will jointly negotiate the terms of the sale. The split of sale proceeds will be divided between the donor and Historic New England.
Life Insurance: Historic New England accepts gifts of life insurance policies if the organization is made owner and irrevocable beneficiary of 100% of the policy. Individuals considering a planned gift are unique in their giving goals, financial means, and outstanding obligations. Please consult your estate planning attorney or financial advisor to determine which of these options is right for you.
To learn more or make a planned gift, please email [email protected] or call 617-994-5951.
Celebrate cherished friends and family by making a gift in their honor or memory. The honoree or the memorialized will appear in our Annual Report. Please provide contact information (mailing address and phone number or email address) and the mailing address of the honoree or the next of kin of the memorialized, if known, as well as how they should appear in print. For any questions, please email [email protected] or call 617-994-5951.