You’ve been working with the elderly and aging Benjamin Ingram Garrison for years now. This perspective donor has become notorious in your organization for being indecisive about donating his materials to your organization. You’ve been on several visits to his home over the years and seen his personal and family collections, his manuscript materials, etc, etc. You know that this is a collection you desperately want for your archives, but you feel the need to tread carefully and slowly. You receive a call from Jonathan Smith the executor of the BIG estate that, Mr. Garrison has passed away and part of his final wishes were that his collection go to your organization along with an endowment for “programing” related to the work and loves of Mr. Garrison. You will need to draft an agreement with the estate. Mr. Garrison did not include his copyrights. Those he left to a charitable trust.

  • What will the agreement need to include to be effective? In the case of Mr. Garrison not having any family, is there anyone to protect? Does this change if he has family?
  • For the monetary gift, what information do you need to know and how can you ensure the money is utilized according to the deceased and their heir’s wishes?
  • How will you maintain a relationship with the deceased estate? Should you?

Approximately five minutes before you are heading out for lunch. You receive a phone call. On the line is a well know local amateur historian, who has the “Find of the Century”. This find happens, as emailed photos would show, to be a rather rough and worn looking spinning wheel. According to the historian, this spinning wheel features prominently in one of the towns legends that involve the town mother, a cannon, a sailor, and the spinning wheel in question. He has no recorded provenance, beyond oral history and geographic circumstances, meaning the location it was house fits roughly with the legends narrative, for this spinning wheel. You are not the first institution that has been offered this spinning wheel. After offering first offer the item to the town’s history museum, he was pointed toward the historic house museum as the best spot for this treasure. The historic house museum suggested that your archive would be the best place for this artifact. Keep in mind that this historian has been a friend to you institution over the years, and has alerted your organization to record collections in crisis and help on at least three occasions acquire small family collections. This historian is also on the board of a powerful grant organization in your region.

  • Do you take the spinning wheel?
  • If you don’t take the spinning wheel, how do you console the historian and maintain your professional relationship with them.
  • If you take the Spinning Wheel, how will you utilize in relation to your other collections? How do you justify taking this item?

During an appraisal visit to examine a small series of document and furniture related to Senator Nelson Beauregard Bullington III, aka the Colonel, the potential donor mentions that the early 20th century law books in their possession belonged to the Colonel but also Famous State Supreme Court Justice Buford Winston Samuelson, Jr. due to them being law partners for a time.

  • Do you take the law books?
  • How do you feel taking a small series of papers and a furniture?