Investment Giving

IRA Distributions

If you are 70 1/2 or older, you can donate up to $108,000 to Susan B. Anthony Pro-Life America Education Fund 501(c)(3) directly from your individual retirement accounts (IRAs). Such a direct transfer will serve as a qualified charitable distribution (QCD) and can count towards your required minimum distribution (RMD) once you reach RMD age of 73.

Qualified charitable distributions (QCD’s), also known as IRA charitable rollover gifts, do not qualify for a charitable deduction. Although you will not receive an income tax deduction for this gift, the distribution will be excluded from your taxable income.

Contact your IRA custodian to complete the transfer. Please include your name or let us know of your plans, so we may express proper gratitude and acknowledge your gift.

Federal Tax Identification Number: 26-4788700

Stocks, Bonds, and Mutual Funds

This smarter way to give allows you to gain a charitable tax deduction for the value of the securities, and you may even be exempt from taxes on any gains from the time you acquired the securities.

Please provide your broker with the following account information:
Susan B. Anthony List Education Fund, 501(c)(3)
DTC #0221
UBS Financial, Inc.
Account #: JW46602
Account Name: Susan B. Anthony List Education Fund (our legal name)

When making a gift of stock, please be sure your name is included with the transfer instructions, or kindly let us know when you have instructed your broker. This ensures we can properly identify and acknowledge your generous gift as brokerage transfers often arrive without donor information.