Thank you for your interest in making a gift of stock to Kidznotes. If you wish to gift shares of stock currently held in a brokerage account, please provide the following delivery instructions to your broker:

DTC PARTICIPANT NO: 0443
REGISTRATION: Kidznotes, Inc.
TAX ID: 27-0446845
ACCOUNT NO: TNQ024639
FINCANCIAL INSTITUTION: First Citizens Investor Services

Please have your broker notify the Kidznotes Coordinator of Finance and Operations (Lilith Hart, lhart@kidznotes.org, 919-321-4475) that the gift has been initiated and provide your name as the donor. This is a self-liquidating account, and as such, it is essential that Kidznotes is aware when the transfer is in progress.

If you have any questions, please contact Lilith Hart at 919-321-4475, lhart@kidznotes.org.

You can make a powerful difference in our community's future by including Kidznotes in your estate plans.

Whether creating your will for the first time or revising an existing one, including a bequest for Kidznotes is an easy and uncomplicated process. Bequests of funds may be expended for current operations or directed to establish an endowment.

An endowed fund is one that cannot be exhausted and is preserved in perpetuity, supplying a constant source of financial support for the excellence that Kidznotes strives to deliver. Funds established in honor or in memory of individuals continue to echo their legacy as income is awarded to deserving recipients or applied to critical programs annually.

You may choose to include Kidznotes in your will by naming Kidznotes as a beneficiary to your estate. A bequest can be a specific dollar amount or a percentage of your estate and can be either outright or contingent upon the death of another beneficiary. You may indicate that Kidznotes is the charitable beneficiary.

While not required, we appreciate advance notice of any bequests. Please contact our Director of Development, Angie Pegram, by calling our office at 919-321-4475 or by email at development@kidznotes.org.

You can make a powerful difference in our community's future by including Kidznotes as a beneficiary of your trust in your estate plans.

Designating Kidznotes as a beneficiary of your trust in your will is an easy and uncomplicated process. Trust funds may be expended for current operations or directed to establish an endowment.

An endowed fund is one that cannot be exhausted and is preserved in perpetuity, supplying a constant source of financial support for the excellence that Kidznotes strives to deliver. Funds established in honor, or in memory, of individuals continue to echo their legacy as income is awarded to deserving recipients or applied to critical programs annually.

While not required, we appreciate advance notice when named as a beneficiary. Please contact our Director of Development, Angie Pegram, by calling our office at 919-321-4475 or by email at development@kidznotes.org.

You can make a powerful difference in our community's future by including Kidznotes as a beneficiary of your retirement account (e.g., IRA, 401(k), 403(b), ESOP, Pension) assets as part of your estate plan.

Designating Kidznotes as a beneficiary of your retirement account is a simple process that maximizes the impact of your gift and provides significant potential tax advantages to your estate and individual beneficiaries. You may name Kidznotes as a beneficiary for all or a portion (i.e., a specified percentage or dollar amount) of your retirement account at your discretion. Once your beneficiary designation is established, retirement account assets will pass directly to Kidznotes without requiring a probate process.

INSTRUCTIONS ON HOW TO MAKE KIDZNOTES BENEFICIARY:
Obtain beneficiary designation form(s) from your employer or retirement account plan administrator. Complete the beneficiary designation form(s) noting Kidznotes as a beneficiary at your preferred share percentage. Ensure complete and accurate information is included in the beneficiary designation form(s) as follows:

• LEGAL NAME: Kidznotes, Inc.

• TAXPAYER ID NUMBER: 27-0446845

• LOCATION (if applicable): Durham, North Carolina

If you are married, your retirement account plan may require your spouse to consent to naming other beneficiaries, so check with your plan administrator on spouse consent requirements. Be sure to include the applicable spouse consent/waiver form with your beneficiary designation form(s), as a lack of required spouse consent could disqualify Kidznotes as your beneficiary.

If you have any questions, please do not hesitate to contact our Development Team at 919.321.4475 or development@kidznotes.org. Additionally, seek the advice of your tax, financial or legal advisor for any donation.‍ ‍

Life insurance is an effective and convenient asset to give to Kidznotes that may provide potential advantages to you while living, as well as your estate and individual beneficiaries after death. There are multiple methods for making life insurance donations to Kidznotes.

Naming Kidznotes as a beneficiary of your life insurance policy is a simple process that provides Kidznotes with a lump sum payment of death benefit proceeds from your policy. You continue paying premiums and maintain ownership of the policy, giving you access to any cash value accumulation while you live. You may name Kidznotes as the beneficiary for all or a portion (i.e., a specified percentage or dollar amount) of your life insurance policy account at your discretion.

Other potential methods for making life insurance donations relate to transferring ownership of the policy itself, including a charitable giving rider to an existing policy and policy donation and gifting dividends.

Information to included in the beneficiary designation form(s) as follows:

• LEGAL NAME: Kidznotes, Inc.

• TAXPAYER ID NUMBER: 27-0446845

• LOCATION (if applicable): Durham, North Carolina

While not required, we appreciate advance notice when named as a beneficiary. Please contact our Director of Development, Angie Pegram, by calling our office at 919-321-4475 or by email at development@kidznotes.org.

Whether it's a current home, vacation or rental property, undeveloped land, or another investment, you can support Kidznotes by donating real estate assets. Real estate held for more than one year is a highly appreciated asset and results in significant capital gains tax exposure upon sale. By donating long-term appreciated real estate directly to Kidznotes, you can maximize both the impact of your gift and your tax deduction.

Contact us at 919.321.4475 to discuss.