Planned Giving

Planned Giving

How you can help Old Sturbridge Village preserve the past for the future.

Bequest Gifts

Remember Old Sturbridge Village in your will by joining the George Washington Wells Society.

One of the simplest ways to support the preservation of history long after you're gone is to include a provision in your will that a share of your estate will be distributed to Old Sturbridge Village. Review bequest options and sample bequest language or call the Development Office at 508-347-0300 to discuss options that are available to you.

Appreciated Securities/Mutual Fund/Closely Held Stock

A gift of appreciated stock is a popular alternative to a cash gift because it avoids capital gains tax on securities held long-term and provides an income tax deduction equal to the fair market value on the date of transfer. Gifts of closely held stock enjoy the same tax benefits as publicly traded stock. Stock Transfer Instructions

Depreciated Securities

You may consider selling depreciated securities, declaring the capital loss, and donating the sale proceeds. The gift of cash is then deductible and the capital loss can help offset capital gains in the current year or be carried over into future years.

Life Insurance

You may select OSV as the beneficiary of all or part of the your policy's proceeds, or you may donate the policy to OSV now.

IRAs & Other Retirement Funds

Lessen the impact of estate and generation-skipping taxes on a family's inheritance by naming Old Sturbridge Village as the beneficiary, thereby removing the asset from the donor's taxable estate. Simply contact your plan administrator for a change in beneficiary form.

Real Estate or Personal Property

A gift of real estate can provide the perfect opportunity to make a substantial gift to the Village. Gifts of valuable items like antiques, art or even jewelry can also create significant legacies.

Financial Service Products

If you have certificates of deposit or other accounts at a bank or other financial institution, you can select OSV as the beneficiary of those accounts through a payable-on-death provision. OSV would receive the remaining balance of the funds.

Donor Advised Fund

If you have a Donor Advised Fund (DAF), please consider recommending grants to OSV. Some companies, such as Fidelity Charitable, allow automatic transfers.

For more information about any of these options, please contact the Development Department for a confidential meeting at 508-347-0300 or by e-mail.