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Charlotte Lozier Institute

Phone: 202-223-8073
Fax: 571-312-0544

2776 S. Arlington Mill Dr.
#803
Arlington, VA 22206

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Charlotte Lozier Institute

Phone: 202-223-8073
Fax: 571-312-0544

2776 S. Arlington Mill Dr.
#803
Arlington, VA 22206

Investment Giving

How Does It Work?

Charlotte Lozier Institute is the research arm of the Susan B. Anthony Pro-Life America Education Fund.

Whether you’re considering a gift from your IRA or a grant from your Donor-Advised Fund, there are many meaningful ways you can make a difference to educate Americans and save lives from abortion.

IRA Distributions

If you are 70 1/2 or older, you can donate up to $111,000 to Charlotte Lozier Institute 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.

Note: Recent law changes allow you to make a once-in-a-lifetime transfer of up to $55,000 directly from your IRA to fund a Charitable Gift Annuity– turning your assets into guaranteed income for you and a lasting gift for life. Consult with one of our charitable gift annuity partners or your IRA account custodian for details.

Federal Tax Identification Number: 26-4788700
Name: Charlotte Lozier Institute

Donor Advised Funds

You can donate to Charlotte Lozier Institute from your Donor-Advised Fund. Charlotte Lozier Institute is a 501(c)(3) advising and leading the pro-life movement with groundbreaking scientific, statistical, and medical research. Charlotte Lozier Institute is tax-exempt, and all donations are tax-deductible.

When completing your grant recommendation, please include your name as well.

Federal Tax Identification Number: 26-4788700
Name: Charlotte Lozier Institute

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 to include your name and list Charlotte Lozier Institute in the transfer instructions, or kindly let us know when you have instructed your broker.

Email [email protected] or call (202) 223-8073 for more information on giving stocks, bonds, and mutual funds.

Important Information for the SBA Pro-Life America Education Fund:
Full Legal Name: Susan B. Anthony List Education Fund (dba Charlotte Lozier Institute)
Mailing Address: Charlotte Lozier Institute, 2776 S. Arlington Mill Dr. #803, Arlington, VA 22206
Federal Tax Identification Number: 26-4788700
*Charlotte Lozier Institute, a non-profit 501(c)(3) organization.

Please contact [email protected] with any questions.

Susan B. Anthony List, Inc. Education Fund, d/b/a Susan B. Anthony Pro-Life America Education Fund, d/b/a Charlotte Lozier Institute (CLI), is the education and research arm of Susan B. Anthony List, Inc. d/b/a Susan B. Anthony Pro-Life America and is a non-profit Section 501(c)(3) public charity. Contributions to CLI are not required to be publicly disclosed and are deductible as charitable contributions for federal income tax purposes to the extent permitted by law. CLI is permitted to accept gifts of stock, receive certain gifts in-kind, and participate in corporate matching or payroll deduction gift programs. For more information about these contribution options, please email us at [email protected] or call 202-223-8073.

 

California: The Fund’s audited financial statement is available upon request to the Fund. 100 percent of your gift may be deducted under Federal and State income tax laws. Florida: A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL FREE WITHIN THE STATE, 1-800-435-7352. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. THE FUND’s registration number is CH37218. Georgia: Upon request, the Fund will provide a full and fair description of this and its other programs, and a financial statement or summary. Maryland: A copy of the Fund’s current financial statement is available on request to the Susan B. Anthony List Education Fund, 2776 S. Arlington Mill Dr. # 803, Arlington, VA 22206, (202) 223-8073. For the cost of copies and postage, documents and information submitted under the Maryland Solicitations Act are available from the Maryland Secretary of State. Minnesota: 100 percent of your gift may be deducted as a charitable contribution under Federal and state income tax laws. Mississippi: The official registration and financial information of the Fund may be obtained from the Mississippi Secretary of State’s office by calling 1-888-236-6167. Registration by the Secretary of State does not imply endorsement. New Jersey: INFORMATION FILED WITH THE ATTORNEY GENERAL CONCERNING THIS CHARITABLE SOLICITATION AND THE PERCENTAGE OF CONTRIBUTIONS RECEIVED BY THE CHARITY DURING THE LAST REPORTING PERIOD THAT WERE DEDICATED TO THE CHARITABLE PURPOSE MAY BE OBTAINED FROM THE ATTORNEY GENERAL OF THE STATE OF NEW JERSEY BY CALLING (973) 504-6215 AND IS AVAILABLE ON THE INTERNET AT http://www.njconsumeraffairs.gov/ocp/charities.htm. REGISTRATION WITH THE ATTORNEY GENERAL DOES NOT IMPLY ENDORSEMENT. New York: Upon request, a copy of the Fund’s last annual report filed with the Attorney General is available from the Fund or from the New York State Attorney General’s Charities Bureau, Attn: FOIL Officer, Department of State, 120 Broadway, New York, New York 10271. North Carolina: Financial information about this organization and a copy of its license are available from the State Solicitation Licensing Branch at (888) 830-4989. The license is not an Endorsement by the state. Pennsylvania: The official registration and financial information of the Fund may be obtained from the Pennsylvania Department of State by calling toll-free within Pennsylvania, 1-800-732-0999. Registration does not imply endorsement. Virginia: A financial statement is available from the State Division of Consumer Affairs in the Department of Agriculture and Consumer Services upon request. Washington: For additional information regarding the Fund’s activities or financial information, the Fund is registered with the Washington State Charities Program as required by law and information may be obtained by calling 800-332-4483 or 360-725- 0378. West Virginia: West Virginia residents may obtain a summary of the registration and financial documents from the Secretary of State, State Capitol, Charleston, West Virginia 25305. Registration does not imply endorsement.

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