WAYS TO DONATE

Other Ways of Giving (IRAs and Retirement Plans)

What they are: You can maximize the impact of your retirement plan assets, such as IRAs, 401(k) plans, 403(b) plans, and TSAs, by designating CuriOdyssey as your primary or secondary beneficiary. The assets you provide to CuriOdyssey will not then be subject to estate tax or income tax.

Charitable IRA Rollover

How it works: Making a Qualified Charitable Distribution (QCD) from your Individual Retirement Account (IRA) is referred to as an IRA Charitable Rollover. This charitable giving tax break can help you save taxes while supporting CuriOdyssey. If you are 70-1/2 or older and need to make Required Minimum Distributions (RMD) consider making a charitable gift to CuriOdyssey. Your IRA contribution may satisfy your entire RMD and is tax-free.

To make sure your gift will qualify for the tax-free treatment, you must satisfy the following regulations:

• Must be at least 70-1/2 years old
• The transfer from your IRA must go directly from your IRA to CuriOdyssey
• Married couples can each donate up to $100,000 from their individual IRA accounts
• The gift must be an outright gift

Benefits to donor:

• You can reduce income and estate taxes.
• It is easy to set up and simple to change the beneficiary.
• You avoid both income and estate taxes levied on the remainder left in your retirement account.
• You provide future support for CuriOdyssey.

For more information, please contact Director of Development, at 650‑340‑7571 or give(at)curiodyssey.org.

Sample request from Plan Owner to IRA Plan Administrator authorizing charitable distribution to CuriOdyssey from Individual Retirement Account

RE: Request for Qualified Charitable Distribution from Individual Retirement Account

Dear Sir or Madam:

Please accept this letter as my request to make a direct charitable distribution from my Individual Retirement Account # (Account Number).

Please issue a check in the amount of $___________ payable to the organization at the address below:

Director of Development
CuriOdyssey
1651 Coyote Point Drive
San Mateo, CA 94401

CuriOdyssey’s Federal Tax Identification number is 94‑1262434.

In your transmittal to CuriOdyssey please give my name and address as the donor of record in connection with this transfer and copy me on your transmittal.

If you have any questions or need to contact me, I can be reached at (telephone) and (email address). You can also reach Development Department at 650‑340‑7571 or give(at)curiodyssey.org. Thank you for your prompt assistance in this matter.

Sincerely,
(Plan Owner)
(Home address)

Giving that Provides Income (Trusts and Annuities)

What they are: Trusts and annuities ensure fixed income, passing on assets or a reduced tax burden.

1. Charitable Gift Annuity

How it works: A Charitable Gift Annuity provides you with a fixed lifetime annuity at an attractive rate and the satisfaction of providing long-term support to CuriOdyssey.

Benefits to donor:

• Your annuity income payments are fixed.
• Your payments are secure.
• You may qualify for a tax-deductible donation.
• You may increase your cash flow.
• You may receive a capital gains tax advantage.
• You provide future support for CuriOdyssey.

2. Charitable Remainder Trust

How it works:A Charitable Remainder Trust is a separately-managed trust that allows you to make a significant gift while providing an income for yourself or loved ones. After assets are transferred to a trust, they are sold without triggering any immediate income tax and invested. The trust then pays income to you or to individuals you name for life or for a set term.

Benefits to donors:

• You receive income for life or a term of years.
• You receive an immediate income tax deduction for a portion of your contribution.
• You pay no capital gains tax on appreciated assets you use to create the trust.
• You can make additional gifts to the trust.
• You provide future support for CuriOdyssey.

For more information, please contact Director of Development, at 650‑340‑7571 or give(at)curiodyssey.org.

Gifts of Appreciated Securities

Gifts of securities, such as stocks and mutual funds that you have owned for at least one year, entitle you to an income tax charitable deduction equal to their full market value. You also avoid capital gains tax on the securities that you donate.

For more information, please contact Director of Development, at 650‑340‑7571 or give(at)curiodyssey.org.

The Redwood Society

The Redwood Society honors donors who have expressed a lifelong interest in supporting science education by including CuriOdyssey in their will, trust or estate plans.

Benefits to donors:

• Invitations to an annual legacy and loyalty event
• Acknowledgment on the donor wall and in the annual report
• Invitations to other exclusive donor events throughout the year

To make certain that your exact intentions are followed, please consult your attorney when considering a gift from your estate.

For more information, please contact Director of Development, at 650‑340‑7571 or give(at)curiodyssey.org.