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 mylegacy@navigators.org.
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
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Brian Kinney, CFP®
Gift Planning Director, CFP®
Chelsea Adelmann
Gift Planning Operations Manager
CONTACT OUR TEAM
Phone: 888.283.0157
Email: mylegacy@navigators.org
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