Create a Legacy
Donors who include Historic New England in their estate plans are recognized as members of the Otis Society. Named for Harrison Gray Otis and Sally Foster Otis, whose 1796 home is a Historic New England museum in Boston, this treasured group reflects the extraordinary impact of planned giving on the future of the organization. We would be delighted to welcome you to this special group of members and invite you to their annual gathering. If you have already included Historic New England in your estate plans, please let us know so we can say thank you.
Talk to us. Many donors develop personal, practical, and transformational planned gifts. For a confidential discussion, please contact the Development Office at [email protected] or (617) 994-5951.
Bequests are flexible gifts that allow you to invest in the future of Historic New England. Types of gifts commonly included in bequests are cash or other assets, such as stocks, real estate, or donations to the collections and archives. Bequests of any size can be a lasting and powerful contribution.
One of the simplest ways to give is by naming Historic New England as a beneficiary of your estate plan. In some cases it can be as easy as completing a change-of-beneficiary form, and it may help you reduce taxes.
A charitable gift annuity (CGA) is a simple contract between you and Historic New England, in which Historic New England pays a fixed amount per year for one or two people for life, in exchange for a gift. Establishing a CGA allows you to take a partial income tax charitable deduction in the year of your gift. Any remaining balance of your gift becomes available to Historic New England.
Real estate bequests are a cornerstone of Historic New England’s preservation work and a meaningful way to turn your home into a gift. Additionally, donations of appreciated property may qualify for tax benefits. Although Historic New England rarely keeps donated property for our own use, proceeds from the sale of donated properties provide critical support for our mission and properties that qualify for our easement program allow us to protect properties even after they transfer new owners.
This information is not intended to provide legal, tax, or financial advice. We encourage you to discuss these options with your own qualified advisors.
At Historic New England, we are investing in the future by preserving the rich history, amazing places, and vital communities we all know and call home. We are boldly embracing the full New England experience through innovative and authentic experiences, programs, and exhibitions.
When you make a planned gift to Historic New England, your generosity can make an extraordinary impact and it may enable you to meet your financial goals while achieving your charitable aspirations. With multiple planned giving vehicles available, there are many ways you can invest in our future and help us make history together.
If you are currently making estate plans, your attorney may need the organization’s tax ID number and legal name and address.
Legal name and address:
Society for the Preservation of New England Antiquities
d/b/a Historic New England
141 Cambridge St
Boston, MA 02114-2702
Tax ID: 04-2104937
Mailing address:
Historic New England
Attn: Development Office
151 Essex Street
Haverhill, MA 01832
About Historic New England
Historic New England, founded as the Society for the Preservation of New England Antiquities in 1910, is the oldest, largest and most comprehensive independent preservation organization in the United States, and welcomes the public to thirty-eight exceptional museums and landscapes, including several coastal farms. The organization operates a major collections and archives center in Haverhill, Massachusetts, and has the world’s largest collection of New England artifacts, comprising more than 125,000 decorative arts and objects, and 1.5 million archival documents including photographs, architectural drawings, manuscripts, and ephemera. Engaging education programs for youth, adults, and preservation professionals, and award-winning exhibitions and publications are offered in person and virtually. The Historic New England Preservation Easement program is a national leader and protects more than 128 privately owned historic properties throughout the region.
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