Donate to our mission with a planned gift
A planned gift is a meaningful way to support the Securities and Exchange Historical Society’s (SECHS) mission to share and preserve knowledge of the history of financial regulation by and through the Securities and Exchange Commission. Some planned gifts make an immediate impact, while others take effect after your lifetime, ensuring your legacy endures. We are sincerely grateful for your support.
Explore planned giving options that best suit your goals
Whichever type of planned gift you choose, you can be confident that it will accelerate the growth of our one-of-a-kind collection. Here are a a few suggestions:
Donor Advised Fund (DAF) – this is a simple, strategic, tax-advantaged way to make grants to SECHS. We are an eligible 501(c)(3) organization and our EIN number is 52-2213646. Review and share our 2025 990 and our website with your DAF manager when you make a grant request.
• or mail a check to SEC Historical Society, 1455 Pennsylvania Avenue NW, Suite 400, Washington, D.C. 20004.
Will or estate plan – designate a particular amount or percentage of your estate to SEC Historical Society by including a provision in your will or revocable trust. Name us as a primary or contingent beneficiary.
Life insurance policy – it’s easy to name SECHS as a primary or contingent beneficiary of a life insurance policy. Some donors like how this simple strategy can significantly increase their contribution and impact on charities they love.
Retirement plans – make SECHS the beneficiary of your IRA, 401(k) or other qualified retirement plan.
We encourage you to speak with your financial adviser or accountant to determine the type of planned gift that works best for you.