Where to Start? If you already know about your giving options, you might want to click on Ways to Give Wisely which provides details on the planned gifts...

Kenneth B. Petersen
CFP, EA, MBA, AIFA
Petersen & Ramistella, Inc.
Phone: 831-372-3426
E-mail: ken.petersen@npsfoundation.org

Jennifer L. Walker
Attorney at Law
Johnson, Gaver & Leach, LLP
Phone: 831-373-2400
E-mail: jennifer.walker@npsfoundation.org

Tax Identification Number:
23-7098729

Naval Postgraduate School Foundation, Inc.
P.O. Box 8626
Monterey, CA 93953
Phone: 831-656-2339
Fax: 831-656-7566
E-mail: plannedgiving@npsfoundation.org

Give an Asset Instead of Cash

Plan a Gift in Your Estate

  • Your bequest helps ensure that we will do the work that you support far into the future - without affecting your assets during lifetime.
  • We offer a wise, charitable alternative to the double taxation awaiting your retirement plan in your estate.
  • You can turn surplus life insurance coverage into a charitable gift to Naval Postgraduate School Foundation, or use a new policy to create an endowment from income instead of capital.

Partner with Us in Your Giving

  • You can give us your home and continue to live there, or sell it to us at a charitable discount.
  • You can receive income to help you meet many family obligations from the most flexible gift plan, a charitable remainder trust.
  • Increase your estate for your children while delivering years of income to Naval Postgraduate School Foundation with a charitable lead trust.

To learn more, Email us, complete the Information Request form, or contact a member of our planned giving team.

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