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. Â You’ll also enjoy valuable tax benefits. Â A portion of your payments are income tax-free. Â After your lifetime(s), the remaining balance will support Charlotte Lozier Institute.
If you’re not retiring for a while, you can take advantage of a deferred Charitable Gift Annuity. Â This allows you to defer your payments to a later date such as your retirement and receive an income tax charitable deduction immediately.
As of January 1, 2023, the SECURE Act 2.0 allows traditional IRA account holders a one-time option to donate directly from their IRA to fund a life-income gift. This Qualified Charitable Distribution (QCD) comes tax-free directly from your IRA administrator and can fund a Charitable Gift Annuity (CGA) for up to $55,000 (indexed for 2026) if you are 70 1/2 and older.
Your Next Steps:
- Review information on charitable gift annuities through our strategic partners (see below).
- Contact one of our Strategic Partners to discuss ways to establish a Charitable Gift Annuity that will benefit you and your life’s passion to serve women and save babies.
- Seek the advice of your financial or legal advisor.
- If you include Charlotte Lozier Institute in your estate plans, use its name and Federal Tax ID.
Name: Charlotte Lozier Institute
Address: 2776 S. Arlington Mill Dr. #803, Arlington, VA 22206
Federal Tax ID: 26-4788700
Susan B. Anthony List Education Fund, d/b/a Susan B. Anthony Pro-Life America Education Fund, d/b/a Charlotte Lozier Institute (CLI), d/b/a Her Pregnancy and Life Assistance Network (PLAN) is the education and research arm of Susan B. Anthony List, Inc. d/b/a Susan B. Anthony Pro-Life America (SBA PLA). SBA Education Fund, CLI, and Her PLAN are non-profit Section 501(c)(3) public charities. Contributions to SBA Education Fund, CLI, and Her PLAN are not required to be publicly disclosed and are deductible as charitable contributions for federal income tax purposes to the extent permitted by law. SBA Education Fund, CLI, and Her PLAN are 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.
