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A Guide for Donating Materials to
Over the years, the holdings of The Morrison Foundation for Musical Research collection have grown as the result of generous donations of rare and unique materials. The Morrison Foundation continues to welcome such gifts in order to enhance the research value of its collections. This can be best accomplished by ensuring that materials offered to the Library represent a good match with the Library's collecting focuses, as described below. What the The Morrison Foundation for Musical Research, Inc. collects:The Morrison Foundation for Musical Research, Inc. seeks materials about, authored, composed, published, recorded, owned, inscribed, or signed by a musician. Such material may be in any of the following formats:Art/Painting/Sculpture
Office Files For more information on the gift process, please see the Society of American Archivists brochures "A Guide to Donating Your Personal or Family Papers to a Repository (located at http://www.archivists.org/catalog/donating-familyrecs.html), and "A Guide to Donating Your Organizational Records to a Repository" (available at http://www.archivists.org/catalog/donating-orgrecs.html). The American Library Association brochure "Your Old Books: Frequently Asked Questions About Rare Books and Book Values" (available at http://www.princeton.edu/~ferguson/ yob.html) can provide guidance on making donations of printed materials. Making a Gift: Initial Contact If you are interested in making a gift of material to The Morrison Foundation for Musical Research, please first contact by telephone, U.S. mail, or electronic mail the Curator. Providing a description and/or listing of the item or collection under consideration is very helpful. Information on quantity and condition of material is useful. For printed items, providing the author, title, date, publisher or printer, and place of publication is also helpful. The Curator will work with you to determine whether your proposed gift is a good fit for the The Morrison Foundation for Musical Research collections. This process may involve an examination of the materials offered. Physical Transfer of Materials and Transfer of Ownership If you and the Curator determine that the Morrison Foundation for Musical Research is the best place for your item(s) or collection, the Morrison Foundation will arrange for delivery of the material. The Curator may pack and pick up the material, or request that you pack and send it by U.S. Mail, FedEx, or UPS. If possible, please include a brief inventory of the materials being sent, and notify us before making a shipment so that we may be prepared to receive it. Shipments should be made to the following addresses, as appropriate: For U.S. Mail: The Morrison Foundation for Musical Research, Inc. For FedEx, UPS, or other Delivery Services: The Morrison Foundation for Musical Research, Inc. In many cases, a gift agreement outlining the terms and conditions of the donation will be drafted and sent to you for your approval and signature. A sample gift agreement, which can be customized to suit donors' needs, is available for viewing. Upon the receipt of material by The Morrison Foundation for Musical Research, a letter acknowledging your gift will be sent. The acknowledgement letter or the signed gift agreement is the instrument by which legal ownership is transferred from you to The Morrison Foundation for Musical Research. Materials normally will not be accepted on deposit or on loan. For more on gift agreements in general, see the Society of American Archivists brochure "A Guide to Deeds of Gift," located at http://www.archivists.org/catalog/deed_of_gift.html . Other Considerations Monetary Appraisals for Tax Purposes Donors may be entitled to take an income tax deduction by claiming their gift of rare or manuscript materials as a charitable donation. While the Curator cannot serve as a tax advisor, it is the The Morrison Foundation for Musical Research’s understanding that to claim a deduction for non-cash gifts in excess of $500 within a calendar year, a donor must file IRS Form 8283 (see Instructions for guidance). A formal appraisal, performed no more that sixty days before the date of the gift, is required if deductions are sought for any gift valued at over $5,000. Professional standards, University policy, and IRS regulations prohibit the Curator from making such a monetary appraisal. Instead, a qualified independent appraiser should be consulted. Contact the following organizations to obtain names and contact information for qualified appraisers:
The donor is responsible for arranging for and paying the cost of such an appraisal, which may be tax deductible. To complete the appraisal process, the Curator, on behalf of The Morrison Foundation for Musical Research will sign the necessary form and send the formal IRS receipt to the donor. See IRS publication 561, "Determining the Value of Donated Property," and consult your tax advisor or attorney for further information on tax deductions for gifts of printed or manuscript materials. Copyright Copyright belongs to the creator, or his or her heirs, of writings or other original material (such as photographs or music) within a collection, but may be legally transferred. Although maintaining copyright permits individuals to maintain control over and/or receive commercial benefits from a work, The Morrison Foundation for Musical Research encourages donors to consider transferring copyright for donated materials to the Library, so that researchers can more easily obtain permission to use quotations from these gift materials. The transfer of copyright applies only to those materials created by the donor, as an individual or organization. If your gift contains materials created by other parties (such as correspondence received from others), copyright interests are held by those creators, though you have the right to transfer the physical object. An agreement to transfer copyright to The Morrison Foundation for Musical Research, therefore, applies only to materials for which you are the actual creator. Restrictions on User Access to Gift Materials The Morrison Foundation for Musical Research seeks to make donated manuscript materials freely available to the public for research and therefore discourages the placement of restrictions on collections. Because collections donated to The Morrison Foundation for Musical Research may contain sensitive material, however, temporary limits on user access may be warranted to protect the privacy of the donor or individuals represented within the collection. The Curator will be happy to discuss possible restrictions with donors. Care of Materials When The Morrison Foundation for Musical Research adds gift materials to its holdings, it takes care to ensure their long-term preservation and to make them accessible to researchers. Materials are housed in closed, environmentally controlled conditions, are protected by an electronic security system, and do not circulate outside The Morrison Foundation for Musical Research. Acid-free boxes, folders, and other containers are employed to house materials, and item-level conservation steps are taken when appropriate. To permit research use of materials, items and collections are arranged, described, and cataloged on its own website. Sample Gift Agreement Options and details can be customized to suit the donor's particular needs.
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