Make an everlasting impact on the world of philanthropy
By including Charity Navigator in your estate plans and becoming a member of The Pat and Marion Dugan Legacy Society, you will help ensure that future generations have access to Charity Navigator to guide their giving.
The Pat and Marion Dugan Legacy Society is a special group of supporters who have demonstrated their deep commitment to the world of philanthropy and have named Charity Navigator in their wills or estate plans. Their gift commitments fund our continued innovation and helps us expand our ratings and resources. Your planned gift may also have significant tax benefits for you and your heirs. In gratitude for your generous lasting gift to Charity Navigator, you will receive special privileges, including:
- Welcome letter and certificate
- Invitations to special events
- Public recognition (if desired)
Getting started is easier (and quicker) than you think
Charity Navigator has partnered with FreeWill to make it simpler than ever to plan a gift in your will. With FreeWill, you can create your legal will online and plan your gift at zero cost today, in less than 20 minutes.
If you would prefer to finalize your estate plan with an attorney instead, you can also use FreeWill to document your wishes first and save on attorney fees.
If you would like to include Charity Navigator to your existing will or estate plans, please refer to the sample bequest language below. Please let us know so we can thank you and welcome you to The Pat and Marion Dugan Legacy Society. For specific advice about your financial situation and the tax effects of a charitable plan, please consult a qualified professional advisor.
I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Charity Navigator, a nonprofit organization located at 299 Market Street Suite 250, Saddle Brook, NJ 07663, Federal Tax ID #13-4148824, for Charity Navigator's general use and purpose.
I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to Charity Navigator, a nonprofit organization located at 299 Market Street Suite 250, Saddle Brook, NJ 07663, Federal Tax ID #13-4148824, for Charity Navigator's general use and purpose.
I hereby give, devise and bequeath to Charity Navigator, a nonprofit organization located at 299 Market Street Suite 250, Saddle Brook, NJ 07663, Federal Tax ID #13-4148824, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for Charity Navigator's general use and purpose.
If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to Charity Navigator, a nonprofit organization located at 299 Market Street Suite 250, Saddle Brook, NJ 07663, Federal Tax ID #13-4148824, DESCRIPTION OF PROPERTY to be used for Charity Navigator's general use and purpose.
Plan for all of your assets
Did you know you may have additional assets not covered in your will or trust?
If you have an IRA, 401(k), life insurance policy, or any additional accounts, these are called “non-probate assets,” and they need to be planned for separately. Using the online tool below, you can log all of your assets, name Charity Navigator as beneficiary to strengthen missions and vocations, and receive printable instructions on how to set each one up with your broker.
About Pat and Marion Dugan
In 2001, Pat and Marion Dugan founded Charity Navigator with the goal of providing helping donors find and support efficient, effective, and impactful nonprofits. With this vision, Charity Navigator has grown to become the world's largest and most-utilized independent charity evaluator, serving 9+ million donors annually.
Questions? Email Charity Navigator's Major Gift Officer Grace Dowd and she'll be happy to help.
Have you already included Charity Navigator in your estate plans? Please let us know so we can thank you and welcome you to The Pat and Marion Dugan Legacy Society.