For Trustees and Advisors

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.

Please use our legacy website as you help your clients with their charitable plans, and feel free to contact Kevin DiFelice, Director of Gift Planning, or Brian Kinney, CFP®, Gift Planning Officer at 888-283-0157 or at mylegacy@navigators.org for more information.

Information for Professional Advisors

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

Partner With Us

We understand that gifts to charities such as The Navigators can be an important part of your clients’ overall financial and estate plans. That’s why we’re committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. 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.