Planned Giving

The Old Berwick Historical Society encourages its supporters and friends to provide for the future of the organization by including the society and the Counting House Museum in their philanthropic estate plans.

Planned gifts, which can also benefit your financial strategy, are now an essential part of the Old Berwick Historical Society’s long-term financial future. Please consider leaving a bequest.  

A simple bequest might read:  I devise and bequeath to the Old Berwick Historical Society, located in South Berwick, Maine, the sum of  $___ to be used for the museum’s general purposes .

You may name the Old Berwick Historical Society as a beneficiary of your will or revocable trust, IRA, retirement plan assets, or life insurance policy. Bequests may be made in the form of cash, securities, specific property, or by naming the society to receive a specific percentage of the estate.

Your planned gift to the Old Berwick Historical Society will accomplish:

  • A more secure future
  • Ability to offer educational outreach and programs for all ages.
  • Ability to attract and preserve historical collections from our community’s history.
  • Ability to maintain our historic building, the Counting House, as a community landmark and resource.

For more information about opportunities to support the Old Berwick Historical Society, please contact us.