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  • Planned Giving

  • It’s your future. And it’s our future.

    Henry Bond sized 100The future of organizations such as NEHGS traditionally rely on its friends and members to provide a solid base of financial support, through membership and annual support and through gifts made in perpetuity through bequests and life income programs. Many of these programs may provide donors with significant income tax savings and a higher rate of return on your investments than they may be currently receiving.    If you would like to discuss including NEHGS in your estate plans and any of the following (or other opportunities), please contact Ted MacMahon or Steven L. Solomon, Manager of Gift Planning.

    Donors who have informed the Society of their gift intentions are invited to join The Dr. Henry Bond Heritage Society which recognizes those friends of NEHGS who have invested in its future through their estate plans. Dr. Henry Bond, a pre-eminent genealogist, left the Society its first bequest in 1859.

    Bequests

    One of the simplest ways to support the future of NEHGS is through a bequest included in your will. The simplest form is an Outright Bequest in which you designate the specific asset or amount of money you wish to bequeath.

    • The Specific Bequest

    I give and bequeath to the New England Historic Genealogical Society, an educational corporation existing under and by virtue of a charter granted by the Commonwealth of Massachusetts and located in Boston in the County of Suffolk and Commonwealth of Massachusetts, the sum of $___________, absolutely, and for its sole use and benefit. The said sum is to be used for the general purposes of the Society.

    • The Residuary Bequest

    I give and bequeath to the New England Historic Genealogical Society, an educational corporation existing under and by virtue of a charter granted by the Commonwealth of Massachusetts and located in Boston in the County of Suffolk and Commonwealth of Massachusetts, ______ percent of my residuary estate, absolutely and for its sole use and benefit.  The said sum is to be used for the general purposes of the Society.

    • Charitable Gift Annuity

    A charitable gift annuity is a simple financial contract between you as donor and New England Historic Genealogical Society.  In exchange for your irrevocable gift of cash, securities, or other disposable assets, NEHGS agrees to pay you or whomever you assign a fixed sum each year for life. In most cases, a charitable income-tax deduction can be made at the time the gift is made. The older the recipient, the greater the fixed income NEHGS can agree to pay.  Part of each payment is tax-free, increasing each payment’s after-tax value. Payments can be made annually, semi-annually or quarterly. There are no management fees associated with this gift or many other life income gifts.

    • Deferred Gift Annuity

    Similar to a Charitable Gift Annuity, a Deferred Gift Annuity begins to pay benefits to the recipient at least one year after the gift is made. The longer the payments are deferred, the greater the fixed income to be paid to the recipient.

    • Charitable Remainder Annuity Trust or Unitrust

    A charitable remainder trust is a gift plan that enables you to make a generous gift to NEHGS while at the same time providing income to yourself or others for life or a fix term of years. As a unitrust or annuity trust donor, you transfer assets to a trustee of your choice who manages the trust’s assets. Valued annually, a unitrust annually pays a percentage of the trust assets to you or your designated beneficiary or beneficiaries, while an annuity trust annually pays a fixed amount based on gift tables established by the National Committee on Gift Annuities.

    • Gifts of real estate, life insurance, retirement accounts and other forms of personal property.

    The Society welcomes gifts of real estate and other forms of personal property such as antiques, works of art, coins and stamp collections, many of which can be liquidated to fund bequests or other forms of life income programs for the donor or his or her beneficiary.

    The eventual income from many of these planned gifts to NEHGS may be used to establish time specific or permanent endowment funds to underwrite staff positions, education, research and conservation programs and collections as well as physical spaces within the Society’s historic headquarters on Newbury Street.

    The Society would be happy to discuss these and other gift opportunities with you and your financial advisors.

New England Historic Genealogical Society
99 - 101 Newbury Street
Boston, Massachusetts 02116, USA
888-296-3447

© 2010 - 2014 New England Historic Genealogical Society