Preserve the Past
Plan for the Future
Your thoughtfulness will help us to preserve and protect local history for generations to come.
Gifts/Donations will be recorded in our Annual Donor Report and may be made anonymously if desired, and given In Memory or
In Honor of someone special.
For further information on any of the options below, please contact museum director Johanna McBrien (781) 326-1385 or at [email protected].
Dedham Museum & Archive advises that you consult with your financial/tax advisor(s) when making financial decisions.
Types of Bequests:
Make a Bequest to Dedham Museum & Archive in your estate plans.
With legacy gift planning, you can help ensure that Dedham Museum & Archive will continue to be able to preserve and share local history into the future.
A Gift in Your Will—or Bequest—is the easiest and most popular form of Planned Giving. You simply name Dedham Museum & Archive as a beneficiary by will, trust, or designation form and your charitable act will leave a needed gift and an important legacy to the institution.
A Bequest may enable you to make a major gift that might not otherwise be possible and receive an estate tax charitable deducation. In addition, leaving a Bequest may also reduce the federal estate tax burden on your family due at death.
An unrestricted bequest will allow DM&A the flexibility to use your funding where it is needed most. The bequest may be made in honor or memory of an individual or family.
Dedham Museum & Archive advises that you consult with your attorney prior to creating a new will or amending an existing will.
Your Bequest to Dedham Museum & Archive will help us preserve and share Dedham’s history in perpetuity. Thank you for your generosity and consideration of our future.
Charitable gifts of Securities include
donating shares of stocks, bonds, or mutual funds.
When you donate some of your appreciated stock to Dedham Museum & Archive, you will receive tax benefits—including claiming an income-tax charitable deduction—and your donated stock will continue to grow and benefit the museum.
If you would like to donate securities, please reach out to our investment firm, RBC Wealth Management.
Contact: Sandy Leith (617) 725-2288, Rob Taylor (617) 725-2366, or John Turco (617) 725-1799.
Put your required IRA distribution toward helping save history for the future!
If you are 70 ½ or older, you can make a donation to one or more charities directly from your taxable IRA instead of taking the Required Minimum Distribution.
To learn about the tax benefits and the process of transferring IRA funds directly to Dedham Museum & Archive—while making a difference to the museum—please contact your financial advisor.
There are also additional Ways to Give to Dedham Museum & Archive. They include, but are not exclusive of, the following options:
All financial decisions should be discussed with your financial/tax advisor(s).