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


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 Brian Kinney, CFP®, Gift Planning Director or Chelsea Adelmann, Gift Planning Operations Manager at 888.283.0157 or at

Your Giving Toolkit

Gifts from Donor-Advised Funds

Sample Language for Your Will or Trust

Sample Beneficiary Designation

For Trustees and Advisors

Free Will Writing Tool - GiftWise

Sample Codicil

We're here to help

Brian Kinney, CFP®
Gift Planning Director, CFP®

Chelsea Adelmann
Gift Planning Operations Manager


Phone: 888.283.0157


We're here to help

Karma Bradley
Gift Planning Specialist

Beth McKenzie
Gift Planning Funding Representative

We're here to help

Paige Burgess
Gift Planning Officer

Katie Dieselberg
Gift Planning Support Specialist