Your Legacy to Old Sturbridge Village

A gift to Old Sturbridge Village in your will or revocable trust demonstrates your confidence that we will continue to preserve history and educate our visitors and schoolchildren.

A bequest is easy to arrange! Often, a quick phone call to your estate planner is all it takes.

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.”

Return to Many Ways to Give.

For further information contact Anne McBride, Development Director for Individual Giving, at (508) 347-0300 or by email