Planned Giving

Since 1891, Historic Beverly has preserved Beverly history through the conservation and care of historical objects and documents, and our three extraordinary houses.

This would not be possible without the generosity of members and friends. There are a number of giving options that allow donors to fulfill their philanthropic goals while contributing to the richness of Historic Beverly’s collections and its financial stability.

These options are:
Bequests – A gift made through a will or trust, that takes effect upon the donor’s death.
Charitable Remainder Trusts – This type of trust has its own separately invested portfolio and a donor-specified payout rate. The income may be either for life of one or more beneficiaries, or for a specified number of years.
Charitable Lead Trusts – Similar to a charitable remainder trust, where the donor places certain assets in an irrevocable trust. While the trust is active, annual payments are made to the Society.
Retirement Plans – A plan such as a 401 (k), 403 (b), IRA, Keough, or other type of retirement account can be used to make a future gift to a beneficiary, while allowing tax benefits for heirs.
Outright Gifts – The simplest way to give, either cash, securities (stocks, bonds or mutual funds) or tangible personal property of historic significance.

Beverly Heritage Circle members are acknowledged in our Annual Reports and invited to special events.

Perhaps you have already included Historic Beverly, or one of its houses or collections, in your estate planning.  Please let us know so that we may acknowledge your generosity.

For more information on planned gifts, please email the director  or call her at 978-922-1186 x 204 or request more information here.