Join & Support
The Preservation Society
of Newport County

Gifts of appreciated securities (stocks, bonds, or mutual funds held for more than one year) are an excellent way to support The Preservation Society of Newport County.

For more information on how to make a stock gift, please contact Director of Institutional Advancement Sarah Iwanski at siwanski@newportmansions.org or (401) 847-1000, ext. 167.

Multiply the impact of your support for the Preservation Society by matching your contribution. Please check with your employer’s Human Resources department for details.

Donor-Advised Fund (DAF) donations are an easy, flexible, and efficient way to support the Preservation Society.

You may recommend a gift through your DAF provider or sponsoring organization using the following information:

Name: The Preservation Society of Newport County

EIN/ Tax ID: 05-0252708

Address: 424 Bellevue Ave, Newport, RI 02840

*Please note when giving through a DAF, your gift to the Preservation Society must be fully tax-deductible.

A conservator is one who preserves. When a donor provides for The Preservation Society of Newport County in an estate plan, they act as a Conservator of our organization, ensuring that future generations can learn from and enjoy our historic properties.

If you have made a provision for the Preservation Society in through a will, charitable trust, or life insurance policy, kindly let us know so that we may enroll you in the Conservator’s Circle, a growing network of dedicated friends.

To learn more about specific planned gifts, click here (link to PDF with gift types that will replace the list of Bequests, Charitable Trusts, etc.)

One of the most popular and easiest planned gifts is the bequest. Many donors choose to make their ultimate gift through their will. If you already have a will, it is not necessary to rewrite your entire will to make a bequest to the Preservation Society. You can simply instruct your attorney to prepare a codicil – an amendment – to your current will. A bequest can specify how the gift is to be used, such as for general purposes, for the collections, for the gardens, or for a specific property.

A Charitable Remainder Trust is a gift plan that provides a life income to the donor or other beneficiary. Under this arrangement, a donor irrevocably transfers assets to a trust for a designated period of time, during which payments are made to the donor or to a designated beneficiary. At the end of the trust period, the remaining assets are transferred to the Preservation Society to be used for whatever purposes the donor determined. Tax advantages to the donor are substantial, including the avoidance of any capital gains tax in the appreciated property and the generation of a substantial charitable deduction. Donors may choose to have either a fixed payment (Charity Annuity Trust) or a percentage of the trust assets, re-valued annually (Charitable Unitrust).

The Charitable Lead Trust is often used by families who wish to pass family assets, such as a business or real property, intact to the next generation at substantially reduced estate taxes. Often described as being the opposite of a charitable remainder trust, a lead trust provides the Preservation Society with income for a stated period of time, after which the assets are distributed to family members as stated in the trust agreement.

A gift of a whole life insurance policy may be made by naming the Preservation Society as irrevocable owner and beneficiary of a new or existing policy.

From the Newport Flower Show to the Newport Symposium, the Preservation Society hosts signature events throughout the year that engage a wide range of audiences. Sponsorship opportunities vary in scope and investment, and each partnership is thoughtfully designed to provide meaningful visibility and value while advancing our mission.

Signature events include: The Newport Flower Show, Newport Mansions Wine & Food Festival, Sparkling Lights at The Breakers, Newport Symposium, and the Summer and Holiday Dinner Dances.

To learn more about sponsoring the Preservation Society, please contact Director of Institutional Advancement Sarah Iwanski at siwanski@newportmansions.org.

Stewards of Preservation are local businesses whose support of our Annual Fund advances accessible programming, ongoing research, and the maintenance of our properties’ historical integrity for future generations. To learn more about the program and its benefits, contact Senior Advancement Administrator Emily Parrow at eparrow@newportmansions.org.

We are proud to recognize our current Stewards of Preservation, who make a meaningful difference in supporting our mission:

Anonymous

Adler Pollock & Sheehan P.C.

America’s Cup Inn

Aquidneck Services

Behan Brothers, Inc.

Brenton Hotel, LLC

Charter Books

Corcoran, Peckham, Hayes, Leys & Olaynack, P.C.

CUSP Gallery & Lifestyle

Grasshopper Lawn & Landscape Services, LLC

Jessica Hagen Fine Art + Design Inc.

McMillen Yachts, Inc.

Newport Window Restoration

Peak Event Services

Primavera Newport

Rhea’s Inn by the Sea

Sayer, Regan & Thayer, LLP

Thrive Studio

Viking Tours of Newport