Edgar Cayce's A.R.E.
   
spacer
   
spacer
   
spacer
   
Join the A.R.E.
spacer
   
 
 

Enjoying Life!!Gifts of Stock

Giving securities (appreciated stocks and bonds) is an easy and tax-wise way to show your support for Edgar Cayce's A.R.E.

Securities are among the most popular assets used in making charitable donations today, especially since selling these assets often 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.

There are TWO steps.

1. 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

2. Contact us to ensure efficient processing and acknowledgement of your gift. If you don't contact us, we will not know who donated the stock when it is received! Please let us know how you want your gift to be used, the identity of the stock you are transferring and the number of shares. Please do not rely on your broker or wire transfer service to provide us with this information.

Contact either Marianna Theo, Susan Luscomb or Patrick Belisle:

Marianna Theo at 757-457-7215 or Marianna.Theo@EdgarCayce.org
Susan Luscomb at 757-457-7125 or Susan.Luscomb@EdgarCayce.org
Patrick Belisle at 757-457-7126 or Pat.Belisle@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.