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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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Your donation helps us continue to provide world-class research in defense of life.

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Charlotte Lozier Institute

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

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

Legacy Giving

How Does It Work?

Their Future, Your Legacy. Planned Gifts serve as the bedrock of furthering the science and statistics of life. These gifts cost you nothing now, allowing you the freedom to choose what options are best for you and your loved ones today while establishing your lasting legacy as a pro-life champion.

Join Our Legacy of Life Society

The Legacy of Life Society honors individuals who have made a lasting commitment to defend life by including the Charlotte Lozier Institute in their estate plans. By joining, you are helping ensure that the pro-life movement is equipped with unassailable data, ethical clarity, and the vital research needed to transform the national conversation and advance the cause of life. As a valued member of this community, you stand united with others who believe that the right to life is the most fundamental human right, and that our work must endure far beyond today.

We invite you to hear directly from a member of our Legacy of Life Society. In this short video, she shares her heart behind leaving a legacy and why this commitment means so much to her.

A Gift in Your Will or Living Trust

You can use your will or living trust to support Charlotte Lozier Institute and a pro-life future by bequest in the following ways:

  • You may leave a specific amount of money or designated property to Charlotte Lozier Institute.
  • You may leave a specified percentage of your estate to Charlotte Lozier Institute.
  • You may designate that the remainder (residuary) of your estate go to Charlotte Lozier Institute after all of your specific bequests are fulfilled to family and loved ones.

Sample Bequest Language for Your Will:

I give, devise and bequeath the sum of $_______ (or _____% of my estate; or ______% of my residuary estate) to Charlotte Lozier Institute, EIN: 26-4788700), 2776 S. Arlington Mill Dr. # 803, Arlington, VA 22206.

Create Your Will for Free in as Little as 15 Minutes

We’ve partnered with MyLegacyWill.com and MyCatholicWill.com to offer a simple and FREE solution to write a will using our code SBAPROLIFE!!  We would be honored to welcome you as a member of our Legacy of Life Society.

Select one of the buttons to help you legally outline your wishes in as little as 15 minutes:

My Legacy Will My Catholic Will

Your legacy can reflect your life’s passions.

Beneficiary designations: you are only a signature away. Include us as a beneficiary of any of these types of accounts:

  • Retirement Accounts
  • Life Insurance Policies
  • Bank and Brokerage Accounts
  • Certificate of Deposits
  • Donor Advised Funds

Questions? Contact us by using the form at the bottom of this page, or by calling (202) 223-8073 for assistance.

It’s easy to do:

  1. Check your account statement for the phone number and website of your account administrator.
  2. Request or download a beneficiary designation form.
  3. Designate us as a partial, contingent, or sole beneficiary of your account.
  4. Then, simply sign and return the form to your plan administrator, inform us, and keep a copy for your files.
  5. Charlotte Lozier Institute, 501(c)(3) Federal Tax Identification Number: 26-4788700

Gifts That Give Back

Charitable gift annuities are gifts that give back. When you use cash or stock to establish a charitable gift annuity through one of our strategic partners, you’ll receive secure, fixed payments for life for you and/or someone you choose. After your lifetime(s), the remaining balance will support Charlotte Lozier Institute.

Learn More

Gift Notification Form

If you decide to leave a gift to Charlotte Lozier Institute in your estate plans, please let us know by returning this gift notification form so we can welcome you as a member of our Legacy of Life Society. On behalf of everyone at CLI, thank you.

Download Form

Legacy Donors are Saying...

“We have taken the stewardship of our resources very seriously over the years, as does SBA Pro-Life America and the Charlotte Lozier Institute. Naming these excellent organizations in our Estate Plan allows us to continue to steward our resources into the future, continuing our support, so they can continue their important work.” - Cathy and Larry Wendt

“When we thought about the legacy we wanted to leave, we knew it needed to reflect our faith and values. We want future generations to live in a culture that cherishes every life. Over the years, we’ve seen how SBA Pro-Life America and the SBA Pro-Life America Education Fund have stood courageously for mothers and their unborn children—and we want to help ensure that mission continues for years to come. To that end, we’ve named SBA Pro-Life America Education Fund as a beneficiary of our IRAs. It’s an easy way to make sure that what we’ve worked for continues to defend life and promote truth.” - Chris and Kristin Joss

“As a matter of moral conviction, I understand why we stand for life. But many people aren't aware of the deeper scientific and research-based foundations behind this issue. That's why credible data is so essential in educating the public and lawmakers. Charlotte Lozier Institute does a brilliant job leading this effort.” - Mary Paula Zaytoun Steele

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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world-class research in defense of life.

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