Edgar Cayce's A.R.E.
   
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Enjoying Life!!Gifts of Stock

Giving securities (appreciated stocks and bonds) is an easy and tax-wise way to show your support to Edgar Cayce's A.R.E. Securities are among the most popular assets used in making charitable donations today, especially since selling these assets incurs capital gains taxes. Consider making a cost-effective gift to the A.R.E. by donating your appreciated securities.

Benefits include:
  • a charitable tax deduction equal to the full fair market value of the securities at the time of your gift
  • avoidance of the capital gains tax on the increase in value
  • reduction of the cost of making a gift, when a long- or mid-term appreciated stock gift is made
  • donating securities is easy

Instructions for Electronic Stock Transfer

Electronic transfer is the easiest and most expedient method when a donor maintains holdings in a brokered account. It is also our preferred method of transfer. Your broker will need the following information in order to transfer assets to the A.R.E.:

 
A.R.E. Account Name:   Association for Research and Enlightenment, Inc.
 
A.R.E. Account Number:   KK16338
 
A.R.E. DTC ID Number:   221
 
A.R.E. Federal ID   # 54-0573802
 
Mary Macukas - A.R.E. Account Representative
Company:   UBS Financial Services
Business Telephone:   (505) 989-5109
Toll free:   (800) 634-2386
e-mail:   mary.macukas@ubs.com
 
Lucia Teutsch - Ms. Macukas's Assistant
Company:   UBS Financial Services
Business Telephone:   (505) 989-5136
Fax:   (855) 227-6032
e-mail:   lucia.teutsch@ubs.com

To ensure efficient processing and acknowledgment of your gift, it is very important that you contact us and to let us know how you want your gift to be used, the number of shares, and the identity of the stock you are transferring. Please do not rely on your broker or wire transfer service to provide us with this information.

To notify the A.R.E. of an incoming gift of securities, please contact Marianna Theo:

Susan Luscomb
Planned Gifts Officer
Phone: 757-457-7125
Fax: 757-428-4036
E-mail Susan.Luscomb@EdgarCayce.org

If you have physical possession of your stock certificate, learn more:

For more information or to discuss your charitable goals, please contact us.

A.R.E. Office of Development
215 67th Street
Virginia Beach, VA 23451-2061
757-457-7165
Toll Free (USA and Canada only): 1-800-333-4499, ext. 7125

E-mail: development@edgarcayce.org


Please note, the information on this site is not intended to be legal or financial advice. If you decide to support the Association for Research and Enlightenment, Inc., the Edgar Cayce Foundation, or Atlantic University through a planned gift, please consult your attorney or tax advisor. They are in the best position to assess your personal situation and provide guidance. A.R.E., the Edgar Cayce Foundation, and Atlantic University are all 501 (c) (3) tax exempt public charities.