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Giving Options to Support Our Work

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.

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