Investment Giving

How does it work?

Her PLAN turns support into solutions.

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 build communities where life can thrive.

Empowered to Choose Life

We’ve chosen to build a culture of life. Through Her PLAN, strategic support meets real needs, addressing the resource gaps that drive 60% of abortions and creating pathways for women to choose life with confidence. We want every community to have a pro-life safety net of local resources that work together. Every woman needs to know that, yes, she can do this.

IRA Distributions

If you are 70 1/2 or older, you can donate up to $111,000 to Her PLAN 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: Susan B. Anthony List, Inc. Education Fund (dba Her PLAN)

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Donor Advised Funds

You can donate to Her PLAN from your Donor-Advised Fund. Her PLAN is a 501(c)(3) weaving together a robust pro-life safety net that empowers women to choose life and thrive with their babies. Her PLAN 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: Susan B. Anthony List, Inc. Education Fund (dba Her PLAN)

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. When making a gift of stock, please be sure to include your name and list Her PLAN in the transfer instructions or kindly let us know when you have instructed your broker.

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

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

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Get in Touch with Petrina Williams

Director of Planned Giving and Senior Advisor to the President

Have a question? Investment accounts like IRA’s, stocks, and donor advised funds allow you to make a gift today to build tailored solutions for life-affirming communities through Her PLAN while enjoying some favorable tax benefits.  We’re here to help. Feel free to contact me!

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Susan B. Anthony List, Inc. Education Fund, d/b/a Susan B. Anthony Pro-Life America Education Fund d/b/a Her PLAN, is the education and research arm of Susan B. Anthony List, and is a Section 501(c)(3) nonprofit public charity. Contributions to 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. Her PLAN 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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