Since its founding in 1845, NEHGS has been the beneficiary of charitable support from thousands of members and friends who have included the Society in their financial planning. Planned gifts are directed to the Society through financial instruments such as charitable gift annuities, a will or a trust.
The simplest planned gift is a bequest in a will. In estate planning, there are a variety of giving programs that provide donors and benefactors with long- and short-term income streams and protect estates from complex tax and legal regulations. Donors who have invested in the future of NEHGS through their estate plans are recognized as members of the Dr. Henry Bond Heritage Society. Dr. Henry Bond left the Society its first bequest in 1859.
Many planned gifts can provide additional income and significant tax savings while ensuring that your eventual estate will provide support for NEHGS. These selected examples and their descriptions provide general guidelines; in each case, we recommend that you work with an attorney or planned giving professional to achieve your estate planning objectives.
- Bequests: the simplest form is an outright bequest in which you designate a specific asset or sum of money.
- Charitable Gift Annuities: a simple, irrevocable contract between you and NEHGS in which you, or whomever you designate, receive a fixed sum each year for life in return for a tax-deductible contribution to the Society.
- Charitable Remainder Unitrust: a charitable remainder unitrust provides a variable income (5% minimum) for you or others while making a generous gift to NEHGS.
“The NEHGS Charitable Gift Annuity Program was the perfect means for me to save income taxes, rely on a fixed and increased annual income for life, and, what’s most important, to be able to support NEHGS in a way I wouldn’t have been able to do otherwise.” — Judith Halseth, NEHGS Council member
For more information, please contact Ted MacMahon, Vice President of Development and Member Services ( firstname.lastname@example.org, 617-226-1218), or Steven L. Solomon, Manager of Gift Planning ( email@example.com, 617-226-1238).
NEHGS is a tax exempt 501 (c)(3) non-profit organization (tax ID #04-2104757), and gifts are tax-deductible to the full extent of the law.