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Planned Giving.

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Join the Samuel F.B. Morse Society

“Being at the Academy School has been transformative. The many and varied opportunities for study, wide-ranging interests of my colleagues, open-minded enthusiasm of the faculty, and steady support of the staff have made working here a joyous experience. My planned gift will help to ensure that future artists have the same opportunities that I am enjoying.”
—Melanie Hulse, Academy School Studio Intensive Student Artist
and Morse Society Member since 2014

A planned gift is any major gift, made in lifetime or at death as part of a donor’s overall financial and/or estate planning which can include donating securities/appreciated stock, life insurance, or a retirement plan or making a bequest in one’s will.

Make a difference in the life and future of the National Academy Museum and School by making your planned gift and joining the Samuel F.B. Morse Society. Named for the Academy’s founder and first president, Samuel F. B. Morse, the society is comprised of members committed to supporting the Academy’s financial well-being for generations to come.

The National Academy has evolved and thrived throughout its 190-year history, thanks in large part to the generosity of its Morse Society members. From the bequest of Eleanor Popper, a longtime student of the School, to the recent estate gift of the late Marion Roller, National Academician and her husband Gilbert Roller, generations of patrons of the arts have supported the National Academy’s future.

Join our distinguished group of benefactors by making your own planned gift today. For more information, please click here for our brochure and contact Dona Lee Kelly, Director of Development at dkelly@nationalacademy.org or (212) 369-4880 x202.


Ways to Give:

Give Securities/Appreciated Stock
The National Academy is able to accept donations of appreciated assets, such as publicly traded stocks or mutual funds. Please check with your financial advisor about details this planned gift and its significant tax saving benefits.

Include a Bequest to the Academy in your Will
A bequest made under your will is often the simplest way to make a meaningful gift to the National Academy Museum and School. You may write a new will or simply add a codicil to your existing will. Bequests may come in any form – cash, securities, and other personal property. Your charitable bequest is 100% deductible for estate tax purposes.

Name the Academy as a Beneficiary of your IRA or Retirement Plan
When you name children or other non-charitable heirs (other than your spouse) as beneficiaries of your retirement plan, they receive only a small fraction of the plan’s face value, since inherited assets of retirement plans are subject to both estate taxes and income taxes. You may wish to designate the National Academy as the beneficiary of all or part of your retirement plan assets and set aside other assets for family and friends. As a tax-exempt organization, the National Academy will generally receive the full amount of the plan’s value.

Donate a Paid-Up Life Insurance Policy for the Current Tax Savings
You may name the National Academy as a beneficiary of all or part of a new or existing life insurance policy. Depending on the type of policy donated, you may receive an immediate tax deduction and be able to deduct any future premium payments on the policy.


Morse Society Members:
Louis Blumengarten
Daniel P. Davison
Miriam Enders
Bruce Fowle, NA
M. Paul Friedberg, NA
Richard Haas, NA
Melanie Hulse
Wolf Kahn, NA
David Kapp, NA
Charles Platt, NA
P. Eric Souers
Tina Weintraub
Helen and Claus Hoie Charitable Foundation
The Estate of Geoffrey Wagner and Colleen Browning Wagner, NA
The Estate of Elaine S. Hayes
The Estate of Archer and Anne Hyatt Huntington
The Estate of Kathleen Zimmerman Iwamoto, NA and Ralph Iwamoto
The Estate of Eleanor Popper
The Estate of Marion Roller, NA and Gilbert Roller
The Estate of Helen Stoll Coes, NA

*List is current as of April 20, 2016