Contact: 888.283.0157 | mylegacy@navigators.org

Hello!

I can’t wait to hear more about your vision for The Navigators, and to share information with you about how you can make a lasting impact on our work. Please complete this form to schedule a conversation with me at The Navigators. It is my goal to help you realize your vision for developing disciples person-by-person-by-person and encouraging spiritual growth across life stages. Most of these questions are optional, but will help me come to our meeting best prepared to serve you.

I look forward to hearing from you!

Jacob Hodge
Gift Planning Officer
719-594-2495
jacob.hodge@navigators.org

Paige Burgess
Gift Planning Officer
719-594-2397
paige.burgess@navigators.org

Chelsea Adelmann
Senior Director of Gift Planning & Foundations
888-283-0157
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In what ways can we engage and provide more value to you?

Sharing with you a tour of the Glen Eyrie Castle and Conference Center.

Inviting you to special events.

Providing you with reports about your impact for The Navigators.

Providing you with a personal point of contact, who will share stories and information about how The Navigators is making an impact on your behalf.

Informing you of volunteer opportunities.

Sending more information on special giving opportunities.

Showing you how to create your legacy with The Navigators.

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Since you indicated you would like information on special giving opportunities, would you consider furthering our work in any of the following ways?

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Transferring a portion of my IRA account to The Navigators (Qualified Charitable Distribution) and reducing my income taxes

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Receiving income for life and advancing our shared mission through a charitable gift annuity

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Receiving tax benefits now by donating from a Donor-Advised Fund

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Donating from a Family Foundation

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Giving appreciated assets (such as personal or business stocks or bonds, land or rental real estate, etc.)

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Many supporters ask me to come prepared to meetings with information about particular programs, giving opportunities, tax benefits or other materials. Would you like me to gather any resources in preparation for our meeting?

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The content found on this site is general in nature and intended to be used for informational purposes only. It should not be relied upon as legal, tax, accounting or other professional advice. To determine how a gift or estate planning decision might affect your particular circumstances, it is expressly recommended that you consult an attorney, financial advisor or other qualified professional.

The Navigators | Tax ID: #84-6007896 | Privacy Policy

You can find us on:

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How is this information used?

At The Navigators, we are so appreciative of the support we receive from donors, volunteers, advocates, partners, and others like you. That is why we are committed to protecting your privacy and promise to always keep the information you share with us confidential and secure.

You were invited to take this survey because we value your trust and confidence and sincerely would like to understand your preferences, interests, and wishes so we can be more sensitive to them.

By answering these survey questions, you will help us:

Reduce the amount of communications we send you;
Lessen our environmental impact together;
Improve the relevance of the information we send you.

As a whole, your answers will help us become better stewards of donation dollars as a result of time savings and reduction of printing, mailing, and postage costs.

Going forward, we will make our best attempts to use the information you provide in this survey to adjust the content of the communications we send you and the frequency with which you receive them.

Please remember, you can always review our complete privacy policy and you may opt-out of receiving communications from us at any time.

Thank you so much for your time, interest, and commitment to The Navigators.