| Giving
Options |
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| 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. |
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| 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 |
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| 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 |
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| 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 |
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| 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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Note:
If you would like to print this table on one sheet of paper: First
go to file menu, select page set-up, select landscape orientation and
set margins as small as possible. |
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