For Trustees and Advisors
In your work as an advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients.

As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts.

We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff — all working together to arrange the best gift possible. Our development team is well-trained and skilled in the application of all vehicles of strategic philanthropy.

Useful Legal Information

Legal name: The Navigators
Address: 3820 N 30th Street, Colorado Springs CO 80904-5001
Federal Tax ID number: 84-6007896

Your Giving Toolkit

Gifts from Donor-Advised Funds

Sample Language for Your Will or Trust

Sample Beneficiary Designation

Sample Codicil

For Trustees and Advisors

Free Will Writing Tool - GiftWise

Christian Trustmaker

We're here to help

Phone: 888-283-0157
Email: mylegacy@navigators.org

Kevin DiFelice
Director of Gift Planning

Chelsea Adelmann
Gift Planning Specialist

Brian Kinney, CFP®
Gift Planning Officer

Karma Bradley (Not Pictured)
Gift Planning Support Specialist