Your gift sustains 39 years of nonpartisan social research.
The Halverson Institute is an independent 501(c)(3) research organization. We accept no funding from political campaigns, party committees, or organizations whose primary purpose is electoral advocacy. Roughly 38% of our annual operating budget comes from private gifts, with the remainder supplied by program-restricted grants from a small number of foundation and federal funders.
Contributions support our long-running longitudinal studies — including the Upper Midwest Cohort Study, now in its sixth wave — as well as the early-career research fellowships and open methodological resources that the institute makes freely available to the wider scholarly community.
The Halverson Institute is recognized as a public charity under Section 501(c)(3) of the Internal Revenue Code. EIN 36-3548119. Gifts are tax-deductible to the fullest extent permitted by law.
Contribute online by secure credit card or ACH transfer.
Gifts may also be made by check (payable to the Halverson Institute, 1718 Sheridan Road, Suite 410, Evanston, IL 60201), by wire transfer, or through appreciated securities. For gifts of $10,000 or more, please contact the Office of Development directly.
Giving levels
Donors at every level are recognized in the institute's annual report. Benefits accrue cumulatively across the fiscal year (July 1–June 30).
- ·Acknowledgment in the institute's annual report
- ·Quarterly research digest (print and digital)
- ·Advance notice of working paper releases
- ·All Friend benefits
- ·Invitation to the annual Halverson Lecture in Evanston
- ·Two complimentary copies of any institute monograph
- ·All Fellow's Circle benefits
- ·Private quarterly briefings with senior researchers
- ·Named acknowledgment in a working paper of the donor's choice
- ·All Director's Council benefits
- ·Annual dinner with the Director and rotating principal investigators
- ·Recognition on the donor wall at the Evanston offices
Planned and non-cash gifts.
Appreciated securities. The institute accepts gifts of publicly traded securities through its account at Northern Trust. Donors may avoid capital gains tax on appreciated shares while claiming a deduction for the fair market value at the date of transfer.
Donor-advised funds. The institute is registered with all major DAF sponsors, including Fidelity Charitable, Schwab Charitable, and the Chicago Community Trust.
Bequests and planned gifts. Members of the Halverson Society for Planned Giving have included the institute in their estate plans. The Office of Development is pleased to provide suggested bequest language at no obligation.
Matching gifts. Many employers match charitable contributions made by their employees. The institute participates in matching programs administered through Benevity, YourCause, and the CyberGrants network.
How we are accountable to our supporters.
The Halverson Institute publishes annual audited financial statements, an IRS Form 990, and a separate transparency statement disclosing all foundation and government funding by program area. These documents are available on request to any current or prospective donor.
The institute is rated “Four-Star” by Charity Navigator and meets all twenty Standards for Charity Accountability of the BBB Wise Giving Alliance. Our fundraising expense ratio in fiscal year 2025 was 3.1% of total expenses.
If you have any question about the use of your gift, please contact the Office of Development directly. We respond to all donor inquiries within two business days.