Gifts from Donor Advised Funds

During your lifetime, you can recommend a grant from your donor-advised fund to impact lives through The Navigators.

If you would like to make a gift now through your DAF, simply click the link below to find your fund:

Create Your Legacy of Philanthropy

The final distribution of contributions remaining in your DAF after your lifetime can be designated when you create or update your fund.

If you decide to change your beneficiary designation, would you let us know? We would like to recognize you for your generosity and ensure that your gift is used as you intend.

Please don’t hesitate to get in touch if you have any questions about setting up your legacy gift or if you need more information.

6 ways you can make an impact with your donor-advised fund

Memorialize, honor, or commemorate a loved one or an event.

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Avoid capital gains by first transferring appreciated stock to your DAF and then gifting it in minutes.

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Teach your loved ones about charity and why you believe in giving back.

Build a sense of community (and make a bigger impact) by forming “giving circles” with other donor-advised fund owners including friends and family members.

Bundle your charitable gifts (doing so could result in an opportunity to itemize your deductions in the same year).

Leave all or a portion of your the account to charity simply by changing your beneficiary designation.

We hope you will consider naming The Navigators as a beneficiary of your account. You may even designate The Navigators to receive a portion of the account value, leaving the remaining portion for your children or grandchildren to continue your legacy of philanthropy.

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