sample bequest language
Please note: If you decide to support the Association for Research and Enlightenment, Inc. through a bequest in your Will or Living Trust, we strongly recommend that you consult an attorney to prepare these documents so as to ensure compliance with your state requirements.
Unrestricted Bequest
An unrestricted gift by Will or Living Trust is especially helpful in supporting the work of A.R.E. Possible language would be:
I give, devise, and bequeath to the Association for Research and Enlightenment, Inc.,* a Virginia not-for-profit corporation, located at 215 67th Street, Virginia Beach, Virginia 23451, Taxpayer ID No. 54-0573802, the sum of __________Dollars [or personal property] [or percentage of my estate] [or rest, residue and remainder of my estate] to be used for the benefit of the Association for Research and Enlightenment, Inc* as its Board of Trustees may determine.
Restricted Bequest
A restricted bequest is a gift that must be used for a specific purpose(s). Such a bequest might read as the sample above except that the following wording would be added at the end:
. . . for Study Group work [or medical research of the Cayce readings] [or the library] [or another particular A.R.E. program you wish to support].
Real Estate
For a gift of specific property, possible language would be:
I give, devise, and bequeath my residence at 101 Main Street, Hometown, Ohio, to the Association for Research and Enlightenment, Inc.,* a Virginia not-for-profit corporation, located at 67th Street and Atlantic Avenue, Virginia Beach, Virginia 23451, Taxpayer ID No. 54-0573802, to be used, including the proceeds therefrom, if sold, for its general purposes as its Board of Trustees may determine.
*You may substitute Edgar Cayce Foundation or Atlantic University, each a Virginia not-for-profit corporation, if desired.
For more information or to discuss your charitable goals, please contact us.
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.