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!

Chelsea Adelmann
Senior Director of Gift Planning & Foundations
719-594-2494
chelsea.adelmann@navigators.org

Chelsea Adelmann
Gift Planning & Foundations Operations Manager
719-594-2494
chelsea.adelmann@navigators.org

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

Greg Krumbach
Gift Planning Officer
719-594-2410
greg.krumbach@navigators.org

Step 1 of 6

16%

What is the best way to contact you to confirm the details of our meeting?(Required)

Phone

The best time(s) to connect:

Mornings (8am - 12pm)

Afternoons (12pm - 4pm)

Evenings (4pm - 8pm)

How would you prefer to meet?

Phone

Virtual video meeting

In person

Other

Please specify:

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.

Other

Please specify:

If you would like, please tell us more.

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

I already have	I am likely	I am somewhat likely	I am not likely

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

I already have

I am likely

I am somewhat likely

I am not likely

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

I already have

I am likely

I am somewhat likely

I am not likely

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

I already have

I am likely

I am somewhat likely

I am not likely

Donating from a Family Foundation

I already have

I am likely

I am somewhat likely

I am not likely

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

I already have

I am likely

I am somewhat likely

I am not likely

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?

Would you like us to invite anyone else to the meeting?

Yes

Please provide your guests' names and email addresses below.

Guest 1 Name

Guest 1 Email Address

Guest 2 Name

Guest 2 Email Address

Guest 3 Name

Guest 3 Email Address

Please confirm your contact information:

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Last Name(Required)

Address

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Phone

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Phone

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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:

Charter Member, Evangelical Council for Financial Accountability

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.