Sample Beneficiary Designation

To designate The Navigators as a beneficiary of a qualified retirement plan or other financial account, please use the following information:

Useful Legal Information

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

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For More Information

Before deciding about your estate plan, consult an estate planning attorney. To learn more about how your gift will be put to use, contact Kevin DiFelice, Director of Gift Planning, Brian Kinney, CFP®, Gift Planning Officer, or Chelsea Adelmann, Gift Planning Support Specialist at 888-283-0157 or at mylegacy@navigators.org.

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