As a nonprofit organization, Old Sturbridge Village depends on donors like you to keep history alive for thousands of visitors each year. There are many ways in which you can give to the Village, and many employers will even match your generous gift.
Where Needed Most: Spring Appeal
Old Sturbridge Village is more than a museum. We are the single best place to celebrate the spirit of American history. Your gift helps us share our important story, not just now, but for years to come.
Field of Flags
As a Blue Star Museum, Old Sturbridge Village offers free admission to active duty military, National Guard, Reserve military, disabled veterans, and career-retired military members and their families. We are able to provide this because of the support of our generous donors. Every $25 that you donate provides complimentary daytime admission to military members and their families year-round. Give today!
The Cabinetmaking Shop currently located in the former Hands-On Craft Center is part of a larger effort to establish an active cabinetmaking program as part of the daily historic interpretation at the Village. Long-term, staff and Trustees are working to design and build a Cabinetmaking Shop on the Common, with plans to open in 2021 as part of the celebration of the Village’s 75th anniversary. If you are interested in supporting this exciting initiative, you can donate here or contact our Development Office at firstname.lastname@example.org to learn more information.
Other Ways to Support Us
For more information about any of the various ways you can support Old Sturbridge Village, please contact the Development Department at 508-347-0300 or by email.
Annual Fund and Special Campaigns
Make a gift of cash securely online and choose where you want your donation to be applied.
The Federalist Society consists of annual donors at the $1,000 plus level. Appreciation events for Federalists allow donors to partner with others with similar interests and receive exclusive benefits.
Appreciated Securities, Mutual Funds and 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.
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. See instructions below.
Provide your broker with the following information:
OSV Broker: George P. Leasca
Morgan Stanley Smith Barney
100 Front Street, 15th Floor
Worcester, MA 01608
OSV Broker Phone Number: 508-791-2311
Morgan Stanley DTC Number: 0015
Account Name: Old Sturbridge Village
Account Number: 357901522-208
Once you have spoken to your broker please contact the Development Department at 508-347-0210 or via email with the details so that we can properly credit your gift.
Remember Old Sturbridge Village in your will by joining the George Washington Wells Society. The George Washington Wells Society honors those people who have told us of their plans to leave a legacy through Old Sturbridge Village.
George Washington Wells was a founding partner in 1869 of the American Optical Company in neighboring Southbridge, Massachusetts, which through his innovation and leadership became a world leader in the manufacture and sale of eyeglasses. George’s three sons followed him into the business and became successful owners-executives with a passion for collecting. They founded Old Sturbridge Village and bequeathed to the museum their collection of artifacts of material culture documenting the everyday life of early 19th-century New Englanders.
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 below or call the Development Office at 508-347-0300 to talk about options.
You may have planned your estate through a revocable trust instead of a will. A transfer to Old Sturbridge Village from your trust will bring you the same tax and planning benefits as a bequest from a will.
Your bequest or trust distribution to us will reduce the value of your estate for federal estate tax purposes. It will also be exempt from state inheritance taxes.
Some Options for Your Bequest
Specific Bequest: “I bequeath Twenty Thousand ($20,000) Dollars [or: all my xxxx stock] to Old Sturbridge Village, a Massachusetts non-profit organization located in Sturbridge, MA.”
Residuary Bequest: “I bequeath Ten Percent (10%) of the residue of my estate to Old Sturbridge Village, a Massachusetts non-profit organization located in Sturbridge, MA”
Contingent Bequest: “If my nephew does not survive me or is unable to inherit this bequest, I direct that it be paid to Old Sturbridge Village, a Massachusetts non-profit organization located in Sturbridge, MA”
Please speak with your financial planner to learn which option is right for you. And, let us know if we may include you in the George Washington Wells Society!
Suggested wording to Make a Bequest to Old Sturbridge Village
The unconditional bequest . . .
“I hereby give, devise, and bequeath to Old Sturbridge Village, 1 Old Sturbridge Village Road, Sturbridge, MA 01566 __________ percent of the rest, residue and remainder of my property, real and personal, (or the sum of $ ________ or other appropriately described property to be paid out of the real of personal property) owned by me at my death to be used for the historic preservation and education purposes of Old Sturbridge Village.”
The contingent bequest . . .
“. . . If any other the above-named beneficiaries should predecease me, then I give, devise, and bequeath the property, real or personal, which said beneficiary of beneficiaries would have received if they had survived me, to Old Sturbridge Village, 1 Old Sturbridge Village Road, Sturbridge, MA 01566 to be used for the historical preservation and education purposes of Old Sturbridge Village.”
The bequest of residue . . .
“I give, devise, and bequeath to Old Sturbridge Village, 1 Old Sturbridge Village Road, Sturbridge, MA 01566 all the rest of my property, real and personal, to be used for the historic preservation and education purposes of Old Sturbridge Village.”
The specific purpose bequest . . .
“I give and bequeath to Old Sturbridge Village, 1 Old Sturbridge Village Road, Sturbridge, MA 01566 the sum of $__________ to establish the ______________ Fund, the net income of which is to be used for _________. If at some future date, in the opinion of the Board of Trustees of Old Sturbridge Village, the income from this fund is no longer needed for the aforementioned purposes, then the Board is authorized to use said income and principal for the historic preservation and education purposes of Old Sturbridge Village.”
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.
Donor Advised Fund
If you have a Donor Advised Fund, or DAF, please consider recommending grants to OSV. Some companies such as Fidelity Charitable allow automatic transfers.
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 these accounts through a payable-on-death provision. OSV would receive the remaining balance of the funds.
IRAs and Other Retirement Funds
Lessen the impact of income 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.
You may select Old Sturbridge Village as the beneficiary of all or part of the policy’s proceeds. Or, you may donate the policy to OSV now; we will either cash it in or hold it until a later date.
You can often double your gift if you, your spouse or your partner work for a company with a matching gift program. Simply check with your company’s HR representative or check here to see if your employer has a matching gift program and get instructions for submitting your matching gift request.
Real Estate or Personal Property
A gift of real estate can provide the perfect opportunity to make a substantial gift. Gifts of valuable items like jewelry, antiques, or art can also create significant legacies.
For information regarding gifts of objects, antiques, or other items to the Museum Collection and Library click here.
Corporate & Business Partner Program
Old Sturbridge Village’s Corporate & Business Partner Program provides a variety of opportunities for regional and local businesses to support the Village while also receiving important benefits such as brand and marketing exposure and complimentary tickets and memberships to the museum. Check out the list of our current business partners.