1. Closing a House Museum: From Lemons to Lemonade American Association for State and Local History Richmond, Virginia September 14/15, 2011 Thompson Mayes Deputy General Counsel National Trust

2. Speakers James Vaughan, Historic Site Consultant Tom Mayes, Deputy General Counsel, National Trust Cindy Boyer, Director of Museums and Education, Landmark Society of Western New York Ken Turino, Manager of Community Engagement and Exhibitions, Historic New England

3. Preservation Success

4. Lemons

5. Robert E. Lee Boyhood Home

6. Lemons

7. Carter’s Grove Plantation

9. Lemonade

10. Society for the Preservation of New England Antiquities

11. Historic House Closedown Checklist Introduction. This Historic House Closedown Checklist was developed by the National Trust for Historic Preservation as a quick tool for organizations to use when considering the future of a historic site that has been open to the public. The intent is to provide a summary of the considerations that an organization may need to assess before, during and after making a decision to close a historic house. In all cases, consultation with qualified legal, accounting and site professionals is strongly encouraged as the organization considers the future of a historic house. I. Site Assessment A. Finances 1. Endowment Restricted/Board Designated Closedown Checklist

12. ASSESSMENT Closedown Checklist

13. Strengthen/Continue Operations Mothball or Stabilize the Site Transfer to Another Institution/Keep Open to the Public Close to the Public but Retain Site for Different Purpose Close to the Public/Transfer the Site to Private Ownership Assessment of Options

14. Legal Considerations – Casa Amesti

15. Legal Considerations A.Gather information about legal status of assets 1.Is real estate restricted or held in trust 2.Are objects in the collection restricted or held in trust 3.Are funds restricted or held in trust B.Legal Standards 1.What will state/local law require in the disposition of assets? 2.What Process is Required?

16. Ethical Standards

17. www.aaslh.org/ethics

18. . Ethical Standards What do applicable ethical standards require for the organization in treatment of assets? 1.American Association of Museums 2.American Association for State and Local History 3.Land Trust Alliance

19. Transparency and Consultation

20. " Colonial Williamsburg officials announced today that historic Carter’s Grove Plantation will be put up for sale, but not until federal and state agencies agree on how to protect the 18th century mansion from commercial and residential development. The home, built in the mid- 1700s, sits on 400 acres fronting on the James River. It has 35 rooms. The property is about eight miles from Williamsburg on U.S. 60. Colonial Williamsburg officials will work with the National Trust for Historic Preservation and the state Department of Historic Resources to assure that the property will be fully protected when offered for sale." Full story: pilotonline.com Contributed by: eCultural Resourcespilotonline.com Consultation

21. Transfer to organizations with shared/related mission a.Museum collections to other museums b.Real Estate to be kept open to the public c.Transfer for other related purposes, such as land conservation Consideration of Easements/Protective Covenants for Significant Real Estate Protections for Assets that Should be Protected

22. Protecting Assets

23. Appropriate Disposition of Financial Assets/Proceeds a.Expenses of Close-down/Transfer b.Easement endowment c.Other Mission Driven Purposes d.Other Public Purposes (other organization) Endowment/Proceeds

24. Preservation Success