AHS Endowment Fund

What is the AHS Endowment Fund?

The AHS Endowment Fund holds original gifts in perpetuity, allowing for interest generated from those funds to be allocated to support the ongoing and vital programs of the AHS.   The endowment fund is managed by the members of the Financial Investment Advisory Committee in partnership with professional fund advisors and with the oversight of the AHS Executive Committee.  AHS policies adopted by the Board of Directors guide both the investment in and expenditures from the AHS endowment fund.

Making an immediate impact

One-time gifts, annual gifts, or a long term gift pledge help build the AHS Endowment principal. 

Click on the link to make your gift online.

To make a gift by mail, please download the Endowment Contribution Form, complete and mail to:

American Harp Society, Inc. Endowment Fund
Jan Bishop, Fund Comptroller
PO Box 260
Bellingham, MA 02019-0260

The AHS Endowment also houses the Ruth Wickersham Papalia Scholarship Fund.  Contributions to this Fund may be made in honor of Ruth.      

Planned Giving

A legacy gift is a contribution that is arranged in the present and allocated at a future date.  Most often granted once the donor has passed away, planned gifts are usually donated through a will or trust:

  • Bequest*

    • 90% of legacy gifts take the form of bequests.  Leaving a gift to the AHS Endowment Fund via your trust, will, or estate plan has potential estate tax advantages. Your will can include residuary, percentage, and contingent bequests to the Fund.

  • Charitable Remainder Trust or Charitable Lead Trust*

    • With a remainder trust, you can retain investment income for life while assuring a charitable donation to the AHS Endowment Fund. Lead trusts provide income to AHS during your lifetime, with the principal being passed on to your heirs in the future.  With either, you will enjoy both income tax and estate tax advantages. 

  • Gift of Life Insurance*

    • You may designate the AHS Endowment Fund as the beneficiary of a life insurance policy.

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Questions about the AHS Endowment Fund and ways of giving?  Contact AHS Executive Director Kathryn McManus.

* It will be essential to consult your attorney and/or tax advisor for assistance with bequests, trusts, and life insurance.  Please also notify AHS of your plans so we can adequately recognize your commitment during your lifetime.