Giving Options

There are numerous ways that you can help A.R.E. achieve its $10,000,000 goal. In addition to outright contributions, your gifts through estate planning also contribute toward the Edgar Cayce legacy. The following chart lists various giving options that will enable you to align your needs and goals with A.R.E.'s plans for the future. For additional information on how you can secure future income while supporting the work of A.R.E., contact A.R.E. Office of Development at 757-457-7125 or 800-333-4499, ext. 7125.

Your Gift
Bequest
in will
Revocable Living Trust
Outright Gift of Cash
Outright gift of Securities
Outright Gift of Personal Property
Gift of Life Insurance
Gift of Retirement Assets
Gift of Real Estate
Gift of Retained Life Estate
Charitable Remainder Annuity Trust
Charitable Gift Annuity
Your Goal
Defer a gift until after your lifetime
Make a revocable gift during your life time
Make a quick and easy gift
Avoid tax on Capital gains
Share your enjoyment of a collection or other personal item
Make a large gift with little cost to yourself
Avoid the twofold taxation on IRAs or other employee benefit plans
Make a gift of an asset no longer needed and generate an income tax deduction
Give your personal residence, vacation home or farm now but continue to live there
Secure a fixed income and supplement your retirement funds
Supplement income with steady payments that are partially tax-free
How you make your gift
Name A.R.E. in your will (designate a specific amount, a percentage or a share of the residue)
Name A.R.E. as the beneficiary assets in a living trust
Simply write a check
Contribute long-term appreciates stock or other securities
Donate tangible personal property used for our tax-exempt function
Contribute a life insurance policy you no longer need
Name A.R.E. as the beneficiary of the remainder of the assets after your lifetime
Donate the property to A.R.E. or sell it to A.R.E. at a bargain price
Deed ownership of your home to A.R.E. but retain occupancy
Create a charitable trust that pays you a set income annually
Enter a charitable gift annuity contract with A.R.E. that pays a set amount for the rest of your life
Your benefits
• Donation is exempt from federal estate tax
• Control of your assets for your lifetime
• You maintain control of the trust for your lifetime
• Gift in trust is exempt from federal estate tax
• Immediate income tax deduction
•Removes property from estate
• Immediate charitable deduction of full fair market value -Avoidance of capital gains tax
• Charitable deduction based on the full fair market value
• Current income tax deduction
• Possible future deductions through gifts to pay policy premiums
• Make the gift from the most highly taxed assets, leaving more for family
• Avoids income and estate tax
• Immediate fair market value income tax deduction
•Reduction or elimination of capital gains tax
• Valuable charitable income tax deduction
•Lifetime use of residence
• Immediate income tax deduction
•Fixed payments for life, often at a higher rate of return
• Current and future savings on income taxes
•Stable payments for life
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