We don't have a separate policy for bequests and they are considered
in the same way as other donations. However we have an unwritten agreement
with our development department:
If any one offers to leave us objects in their will the Development
Department refer the matter to the Registrar's Team and we assess whether we are
likely to want to accept the objects. We advise the person making the will
that circumstances may change by the time they die so we cannot guarantee that
we will accept their bequest, we also advise them that we will not accept
bequests with conditions attached.
When we are left objects in a will our Development Department contact
the Registrar's Team to see whether we want to accept them. If it is
something we are already aware of then we check to see if there has been any
change in circumstances. If it is something we were not aware of we carry
our our normal procedures for assessing whether we want to accept a
donation.
If we decide not to accept a bequest then our Development Department
will write to the Estate declining the bequest and setting out some possible
options that they may wish to consider including donating the objects to another
institution or selling the objects and donating the proceeds to us.
It is of course for the Executors to decide what course of action best meets the
wishes of the deceased and their legal obligations. If we are offered
objects which we would accept if they didn't have conditions attached we explain
that to the Estate and it is for them to decide whether it best meets the wishes
of the deceased to remove the conditions and proceed with the bequest or to not
go ahead.
Trevor Reynolds
Collections Registrar, English
Heritage
tel: +44 (0) 1904 601905. 37 Tanner Row,
York, YO1 6WP
Dear Museum-L Members,
My museum is located on a university campus and we receive
all our funding from the institution. Our collection is made up completely of
donations. We are privileged to have received some fantastic work that is used
for exhibitions, research, scholarship, and teaching. The museum staff has
generated a donation policy which has been approved by a museum committee made
up of museum staff, as well as staff and faculty from the university. This
policy however, does not cover items donated to the collection from bequests or
estates that are given to the university. In the past, objects have been
accepted by the university Development department because the pieces have been
part of a donor’s estate. Not having full control over what is added to the
collection can become a problem as there are limited storage and funds to safely
preserve the collection. Does your institution have a policy regarding objects
from bequests or estates that you would mind sharing? Staff at our museum would
like to generate a statement or suggestions that we could provide to the
university Development team. Our aim is to better communicate the challenges and
needs of the museum and have some ability to control donations from
bequests/estates.
Any help you can give would be greatly appreciated. Please
feel free to email me off the listserv at [log in to unmask]
Thank you for your assistance.
Best regards,
Leslie Walfish
Gallery and Collection Manager
Wriston Art Galleries
Lawrence University
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