Barnabas Foundation Member Organizations: Recent Episodes
Barnabas Foundation Members
Ready to make the most of your membership? This episode is one of three selected recordings from Barnabas Foundation’s Membership Tour, an interactive, online orientation designed for anyone looking to gain a deeper understanding of the resources and services that are available through your membership. In this segment, Steve Rottier, director of client services, discusses what happens in a Barnabas Foundation planning meeting and how you can refer your supporters to speak with us for trusted, complex planning support.
Help your supporters give for Kingdom Impact AND receive steady income payments for life!Listen as Barnabas Foundation's Cindi Riemersma, director of gift administration, and Kurt Knoll, director of member relations, unpack the process and benefits of lifetime giving options for supporters of your ministry."
Ready to make the most of your membership? This episode is one of three selected recordings from Barnabas Foundation’s Membership Tour, an interactive, online orientation designed for anyone looking to gain a deeper understanding of the resources and services that are available through your membership.
In this segment, Barnabas Foundation’s Cindi Riemersma explains the gift administration services that are available to help your ministry receive a variety of planned gifts.
Ready to make the most of your membership? This episode is one of three selected recordings from Barnabas Foundation’s Membership Tour, an interactive, online orientation designed for anyone looking to gain a deeper understanding of the resources and services that are available through your membership. In this segment, Heather Day, director of marketing, discusses the marketing resources available to members and how you can make the most of them.
What's the process for referring one of your supporters to Barnabas Foundation for assistance with a complex gift or planning support? In this broadcast, Steve Rottier, director of client services, and Kurt Knoll, director of member relations, break down each step of the referral process and discuss how your supporters can benefit from our planning services.
What fears, hopes and dreams do many women share when it comes to planned giving? Originally aired in 2022, listen as Barnabas Foundation’s Lindsay Canan and Amy Bakker Baty discuss the unique opportunities that female supporters have and provide additional insight on how you can help them multiply the impact of their generosity.
Work smarter, not harder! In this broadcast, Heather Day, director of marketing, and Jack Strong, member engagement officer, explain all the complimentary marketing materials available to you, including customizable resources, the quarterly marketing plan and the brand-new online Member Center.
This episode features one of our most listened-to episodes from 2022. Listen as Barnabas Foundation’s Heather Day, director of marketing, and Jack Strong, member engagement officer, provide practical tips for establishing and maintaining a legacy society for your organization, including how to make the most of the Legacy Society Starter Kit.
Did you know that Barnabas Foundation’s Supporter Survey and Follow-Up Program can help your ministry identify the best leads while taking the burden out of the follow-up process?
Listen as Kurt Knoll and Steve Rottier provide an in-depth overview of the program and share survey success stories you don’t want to miss!
Listen as Kurt Knoll, Jack Strong and Steve Baker unpack some of the charitable implications and opportunities related to the new SECURE Act 2.0 and how this legislation can serve as a springboard for planned giving opportunities with your supporters.
What is the goal of planned giving marketing, and how do you measure success? This episode features one of our most listened-to episodes from 2022. Listen as Heather Day discusses best practices in planned giving marketing and the simple, effective ways to promote smart and powerful giving options to your supporters.
What a wonderful year of blessings and opportunities! When it comes to working alongside members and serving your loyal supporters, there's so much to celebrate. Listen as Jim Bakke (executive director), Heather Day (director of marketing), and Kurt Knoll (director of member relations) reflect on the big wins of 2022 and offer a sneak peek of the exciting things in store for 2023.
Get to know your planners! Originally aired in January 2022, listen as Kurt Knoll and the Barnabas Foundation planning team discuss what happens in a planning meeting, best practices for referrals and why your planners are so passionate about this work.
Tax-wise, convenient and impactful. Hear from Barnabas Foundation’s Nathan Osborn, J.D., on how your supporters can receive significant tax benefits by giving from their IRA to ministry.
Help your supporters discover popular ways to support your ministry and reduce their taxes!
Listen in as Barnabas Foundation’s Lindsay Canan, J.D., provides practical tips for giving in ways that can increase their impact while reducing costs and headaches.
Get more bang for your storytelling buck. In this session, Heather Day (director of marketing) offers creative methods for collecting and sharing donor stories and provides simple, practical tips for maximizing your storytelling impact.
Listen as Barnabas Foundation’s Heather Day, director of marketing, and Jack Strong, member engagement officer, provide practical tips for establishing and maintaining a legacy society for your organization, including how to make the most of the Legacy Society Starter Kit.
When The Navigators first came on board as members in May 2020, they had a few self-identified struggles they hoped to overcome with just a bit of outside support. Since then, they’ve engaged with Barnabas Foundation to relieve even more pressure points and frustrations. In this session, James Bakke interviews Chelsea, Kevin and Brian about where they’ve come from, where they’re heading and what they’ve learned along the way.
Are you ready for the year-end fundraising flurry? Listen as Heather Day, director of marketing, walks through some of the most important messages your supporters need to hear in the final quarter, and how the Member Marketing Plan can help you. She and Kurt Knoll also cover non-cash gifts that continue to appeal to your donors in a time of recession.
Unique, strange and tax-efficient. Hear from Adam Lopez, Barnabas Foundation’s director of planning, about the out-of-the-ordinary gifts that we have helped receive from your supporters. Plus, you’ll discover new options for helping your supporters achieve their personal and charitable goals.
Your completed estate plan includes a variety of people who will carry out your wishes and become the next stewards of your God-given resources.
Listen as Barnabas Foundation’s Adam Lopez, J.D., discusses how to define the recipients and stewards of your estate to make the greatest impact.
Conversations around money – and how we will ultimately distribute it – are as intimate and sacred as any other ministry we’ll ever have. In this episode, Jim Bakke shares why when we engage our supporters in considering how God wants to use their resources, we invite them to experience His abundant peace, grace and blessings.
This episode previously took place as part of Barnabas Foundation's Member Conference in September 2021.
Listen as Kurt Knoll and Jack Strong discuss how Jack’s new role as Member Engagement Officer will help deepen the connection that our member ministries have with Barnabas Foundation and the services we provide.
Donor testimonials are a powerful way to convey the benefits and impact of planned gifts. In this episode, Heather Day (director of marketing) and Phil Leo (church communications director) share interviewing, writing and troubleshooting tips they’ve learned through the years collecting and sharing donor stories. Listen to learn more!
What fears, hopes and dreams do many women share when it comes to planned giving? Listen in as Barnabas Foundation’s Lindsay Canan and Amy Bakker Baty discuss the unique opportunities that female supporters have and provide additional insight on how you can help them multiply the impact of their generosity.
How do you keep the conversation alive with your supporters? This episode features part three of our “Next Level Fundraising” series with Jim Bakke (Barnabas Foundation) and Corey Trenda (World Vision). Listen as they discuss how to steward long-term relationships with your supports and take your fundraising efforts to the next level.
Listen as Barnabas Foundation’s Jim Bakke, J.D., discusses how lifetime giving options can benefit your supporters’ favorite Kingdom causes while caring for the needs of their families.
Please note: If you'd like to share video and audio recordings of this event with your supporters, direct them to this public page: https://www.barnabasfoundation.com/interactive.
This episode features part two of the “Next Level Fundraising” series with Jim Bakke (Barnabas Foundation) and Corey Trenda (World Vision). Listen as they discuss how to best initiate conversations with planned giving prospects, especially as they relate to gifts of non-cash assets.
NOTE: The videos referenced in this podcast episode can be found here: http://bit.ly/2JuVqJi and http://bit.ly/2VWdMtz
Which supporters are most likely to make a planned gift to your ministry? Listen as Kurt Knoll, director of member relations, and Miya Graham, member associate, discuss the ins and outs of Barnabas Foundation’s new Supporter Survey and Follow-Up program.
April classic podcast description: In part one of the “Next Level Fundraising” series, Jim Bakke (Barnabas Foundation) and Cory Trenda (World Vision) discuss how to connect with the donor's heart. Why are donors giving to your organization? What is their motivation? What are their passions and interests? Gain valuable insight and inspiration that will benefit your daily fundraising efforts. NOTE: The video referenced in this podcast episode can be found here: http://bit.ly/2waEWgJ
What is the goal of planned giving marketing? Where should you focus your efforts and how do you measure success? Join Barnabas Foundation’s Phil Leo, church communications director, and Heather Day, director of marketing, for a discussion on best practices in planned giving marketing. Listen in as they break down the simple, effective ways you can promote smart and powerful giving to your supporters.
This episode features a special presentation from Heather Day, Barnabas Foundation’s director of marketing, which took place at the Christian Leadership Alliance conference in 2021. Listen in as Heather discusses the powerful ways that donor stories can inspire giving and the proven approach that helps supporters tell their stories.
Blended households. A grandchild with special needs. The farm or family business an heir doesn’t care to manage. When it comes to estate planning, there is no one-size-fits-all solution. Your supporters’ plans should be as unique as their lifelong passions and the families they’re designed to serve.
Listen in as Barnabas Foundation’s Steve Baker, J.D., discusses how your supporters can develop values-based plans that honor God, support their families and further the causes that mean so much to them.
In this episode, Kurt Knoll, director of member relations, and Cindi Riemersma, client services administrator, discuss the ins and outs of a “Treasure Account” and all the benefits that it can have for your ministry. Through your membership with Barnabas Foundation, your ministry has access to a designated “Treasure Account” that allows you to accept and hold non-cash assets, such as appreciated stock, real estate, business interests and commodities. Listen to learn more!
Connect with us at BarnabasFoundation.com and via Facebook and Twitter.
Get to know your planners! Join Kurt Knoll, director of member relations, for a special edition of live training with the full Barnabas Foundation planning team. Topics include what happens in a planning meeting, best practices for referrals, and why your planners are so passionate about this work.
How can you effectively introduce and connect your donors with a planning attorney? What's the best way to follow-up after the meeting? Join Nerus McEwen, director of ministry advancement for Child Evangelism Fellowship, and Kurt Knoll as they discuss "Donor Referrals: Before and After."
Connect with us at barnabasfoundation.com and via Facebook and Twitter.
What’s in store for the days ahead? Jim Bakke, executive director, Kurt Knoll, director of member relations, and Heather Day, director of marketing, celebrate highlights from 2021, and preview some of the exciting things unfolding for members in 2022.
Donor-advised funds (DAFs) are exploding in popularity because of the simplicity and convenience they offer donors. Barnabas Foundation's Kurt Knoll, director of investments and member relations, and Cindi Riemersma, client services administrator, discuss the ins and outs of this streamlined giving method.
Do you have appreciated stock or other securities that you’ve owned for at least a year? Adam Lopez, director of planning and Kurt Knoll, director of member relations discuss why marketable securities are a much more cost-effective giving option than cash.
Amy Bakker Baty, director of planning and Kurt Knoll, director of member relations, discuss how if you are 70 ½ and older, you can make a sizeable gift from your individual retirement account (IRA) to ministry and reduce your taxable income.
Nathan Osborn, managing director of planning services discusses how you can give more to ministry than you ever thought possible! You can redirect a business or property you no longer need or want to manage toward Kingdom purposes, and experience significant tax benefits in return.
Travis Morrow, director of planning shares how you can convert virtual investments into real, tax-wise Kingdom impact by giving cryptocurrency to ministry!
Looking for a streamlined way to support your church and other favorite ministries? A donor-advised fund allows you to give to a single charitable account to support one or multiple causes close to your heart. (With Cindi Riemersma, director of gift administration)
Are you prepared to end the year on a high note? Join Heather Day, director of marketing, for practical tips on promoting planned gifts in the fourth quarter, including how to make the most of your Planned Giving Marketing Plan.
Kurt Knoll, director of investments and member relations, and Steve Baker, J.D., senior estate planner for Barnabas Foundation, discuss "Beyond the Will" topics that frequently surface during planning sessions with your loyal supporters.
Is it time to review your will? Barnabas Foundation's Nathan Osborn, J.D., managing director of planning services discusses some of the most common reasons that warrant an update to your will or trust.
Introducing the Legacy Society Starter Kit Description: Kurt Knoll, director of member relations and investments, and Heather Day, director of marketing, present Barnabas Foundation's Legacy Society Starter Kit. This exclusive member-only resource includes a how-to-handbook and a variety of resources for launching and maintaining your legacy society.
The sun rises in the east. One plus one equals two. Kids are most thirsty at bedtime. Some things never change; you can count on them – always.
Heather Day (director of marketing) and Kurt Knoll (director of member relations) discuss marketing certainties that have stood the test of time, and what this means for promoting planned gifts to your supporters.
Barnabas Foundation's Director of Marketing, Heather Day, recently presented the workshop, "A Collaborative Roadmap to Donor Stories" at the Christian Leadership Alliance's 2021 Outcomes conference in Orlando, FL.
Watch as Heather presents research that shows donor stories are a powerful way to inspire giving and gives a proven approach that pairs the fundraisers who know their supporters with the creatives gifted at telling their stories.
Caught up in the crypto chatter? If you have supporters who would like to give your ministry bitcoin or other currency, your solution doesn’t have to be cryptic. Barnabas Foundation makes it easy for you to promote and receive these increasingly popular, tax-wise gifts.
Join Cindi Riemersma (client services administrator) and Kurt Knoll as they discuss the ins and outs of cryptocurrency gifts. They’ll break down the giving process and show you how simple it can be to accept these meaningful contributions.
Do your supporters have real estate they no longer need or care to manage? They can reduce their costs and headaches by giving all or part of it to ministry.
In this session, Barnabas Foundation's Steve Baker, J.D. (director of planning) and Kurt Knoll (director of member relations and investments) offer helpful tips on giving real estate to Kingdom causes.
There’s no doubt about it – planned giving marketing works! Research and experience tell us so. Still, most of us face the reality of limited time, staffing and resources. What are we to do?! Heather Day shares seven strategies for adapting your ministry’s marketing efforts to a limited budget.
How do your peer organizations enter into meaningful planned giving conversations with their supporters? Join Kurt Knoll as he hosts Jim Kirk and Sheri Hudson of Compassion International.
You'll hear how Jim and Sheri have incorporated Barnabas Foundation resources into their conversations, and why they encourage others to do the same. By asking the right questions, Compassion's major gift officers are uncovering a number of new leads for estate and lifetime gifts.
Dr. Russell James, one of the leading experts in planned giving shares his research on the exponential impact of non-cash assets on any organization's fundraising efforts. He also offers practical tips that will boost your ministry's effectiveness.
Major gatherings are a natural time to promote planned gifts, since you’ve already secured the time and attention of your closest supporters. From the initial invitation, to event execution and follow-up, Nerus McEwen walks you through how Child Evangelism Fund promotes planned gifts at donor events.
Stock, real estate and other non-cash assets are attractive giving options because they allow people to support their favorite Kingdom causes and reduce their taxes. Join Heather Day, director of marketing as she shares tips on how to promote non-cash gifts to your supporters, as well as guide you through the 2nd quarter planned giving marketing plan.
A thriving planned giving program begins with strong internal buy-in – including from your board, senior leaders and staff. In this training, Kurt Knoll, director of member relations, provides you the research and tactics you need to make sure everyone is on board for success.
Barnabas Foundation recently added two new attorneys to the planning services team: Nathan Osborn, J.D., and Adam W. Lopez, J.D. Join Kurt Knoll in this live-streamed Q&A event and learn more about Nathan and Adam and how their roles will complement our mission to serve you and your supporters.
What is the purpose and value of a capital campaign? Obviously, a successful campaign will help you raise funds for a capital project, increase current funding and introduce new supporters to your ministry. Additionally, as Jim Bakke explains in this training, a well-executed strategy can deepen your connection with loyal supporters, identifying and solidifying future estate gifts.
This training originally took place as part of "Proven Strategies for Planned Giving" member conference held in Grand Rapids, Michigan on March 3, 2020.
It's been a year for the history books – and clearly, the best is yet to come! Join Heather Day and Kurt Knoll as they recap some of the surprising takeaways from 2020. They'll also offer a "sneak peek" at exciting initiatives you can expect to roll out to member ministries in the coming year.
This podcast is John Petersen’s presentation, “Face to Face Planned Giving Conversation” from the 2020 Proven Strategies For Planned Giving member event.
In this conversation, Cindi Riemersma (client services administrator) and Kurt Knoll (director of member relations and investments) share how by gifting commodities – such as grains, soybeans, corn, fruits, nuts and even livestock – or equipment to ministry, you can achieve greater Kingdom impact and experience personal tax savings.
Give more to ministry than you ever thought possible by gifting real estate or business interest! In this conversation, Kurt Knoll, (director of member relations and investments) and Cindi Riemersma (client services administrator) share how you can redirect a business or property you no longer need or want to manage toward Kingdom purposes, and experience significant tax benefits in return.
If you are 70 ½ and older, you can make a sizeable gift from your individual retirement account (IRA) to ministry and reduce your taxable income. In this conversation, Cindi Riemersma (client services administrator) and Kurt Knoll (director of member relations and investments) share all the specifics of this simple and popular giving option.
Do you have appreciated stock or other securities that you’ve owned for at least a year? In this video, Cindi Riemersma, client services administrator, explains why marketable securities are a much more cost-effective giving option than cash.
In this podcast, Dr. Russell James, director of Graduate Studies in Charitable Finance at Texas Tech University, shares about his latest study on planned giving terminology and online donor behavior.
This content is from a video interview with Heather Day, director of marketing, originally took place as part of "Proven Strategies for Planned Giving" member conference held in Grand Rapids, Michigan on March 3, 2020.
Is it all working? In this video, Kurt Knoll, director of member relations, talks about how to measure the overall success of your planned giving program.
Though many things have changed in 2020, some things always stay the same – including the need for ministries to communicate consistently and effectively with supporters about tax-wise end-of-the-year giving options.
Join Kurt Knoll and Heather Day, director of marketing, for a practical conversation about marketing in the fourth quarter. Kurt and Heather also explain a new donor-oriented training series that you and your supporters won't want to miss.
In this training, Heather Day, director of marketing, shares how donor stories are a powerful way to explain, inspire and secure planned gifts. But how do you go about sharing them – especially if writing’s not your thing? She explains a proven collaborative approach that pairs the frontline fundraisers who know their supporters with the creatives gifted at telling their stories.
This training originally took place as part of "Proven Strategies for Planned Giving" member conference held in Grand Rapids, Michigan on March 3, 2020.
Good news! You’re not in this alone. In this video, Kurt Knoll, director of member relations, explains all of the networking and training opportunities available to you through your Barnabas Foundation membership.
What happens when your supporters seemingly go off script and start talking about their illnesses, griefs and losses, how they want to be laid to rest, and their worries about the people and world they’re leaving behind? Do you awkwardly change the subject, or do you ask questions and draw them deeper into the beating heart of their singular story? Kurt Knoll and Kimberley Pittman-Schulz, planned giving advisor with Michigan State University, discuss how to lovingly serve your donors, as they near their final days.
In this training, Sarah DeYoung, development specialist for Holland Home Foundation, shares how their 1892 Heritage Society operates, and how they pulled off a fun and unique luncheon their supporters won’t soon forget. This conversation with Kurt Knoll, director of member relations, originally took place as part of "Proven Strategies for Planned Giving" member conference held in Grand Rapids, Michigan on March 3, 2020.
A legacy society provides a system to make sure your closest supporters are properly thanked, recognized and served on an ongoing basis. In this video, Heather Day, director of marketing, explains the purpose of a legacy society, and the resources available to help you launch and maintain one for your ministry.
What's keeping your planned giving program from achieving its full potential? Kurt Knoll and Jim Bakke, executive director, discuss the fears, distractions and day-to-day pressures that often get in the way. Come away from the conversation with practical advice about the steps you can immediately take to get things done.
This classic podcast from Spring 2020 Proven Strategies for Planned Giving Conference. Cindi Riemersma explains how inviting non-cash gifts not only bolsters your organizational growth, but also enables you to serve the social, psychological and financial needs of your supporters more effectively.
Through Barnabas Foundation, you have access to a full “back office” team of planned giving professionals to help you accept and manage complex gifts. In this video, David Schutt, director of finance and administration, explains how to make the most of your membership benefits.
A legacy society will streamline and boost your efforts to honor, thank and serve your closest supporters on an ongoing basis.
Join Kurt Knoll and Heather Day, director of marketing, as they discuss the benefits of having a legacy society, resources to help you get started and pro tips for making the most of planned giving's "most valuable program."
This classic podcast from 2018 features Kurt Knoll, director of investments and member relations, and Travis Morrow, estate planner. They discuss what really happens when you refer a donor to Barnabas Foundation, answering questions like:
• What are donors thinking about?
• What questions are they asking?
• What's discussed in those meetings?
• What topics and concerns are covered in those meetings?
Now that you’ve introduced planned giving to your supporters, how do you keep the opportunities alive? Cindi Riemersma, client services administrator of Barnabas Foundation, offers practical tips for deepening your relationships at all points in the planned giving life cycle, from responding to your supporters’ initial interest through ongoing communication after a commitment is made.
Are you set up to effectively steward some of the largest gifts your ministry will ever receive? Kurt Knoll and Cindi Riemersma explain the various types of estate gifts, and talk about practical ways to improve your program – from gift acceptance and administration to supporting and communicating with family.
Where does planned giving fit when “normal” is completely disrupted? In this Ask the Expert segment, Barnabas Foundation’s Jim Bakke, J.D. (executive director) and Kurt Knoll (director of member relations) will discuss proven fundraising strategies in times of uncertainty. They’ll also cover specific COVID-19 provisions of which you should be aware.
Through Barnabas Foundation, your supporters have complimentary access to trusted charitable planning support. Steve Baker, senior planner, explains what the planning process looks like and how your ministry can make the most of this service.
Barnabas Foundation is pleased to offer your supporters a new complimentary online resource to create their wills through FreeWill. Jim Bakke, J.D. and Kurt Knoll discuss important information you should know about FreeWill, and how to best roll out this service to a segment of your supporters.
The Planned Giving Marketing Plan provides a variety of tips, content and images to promote planned giving opportunities to your ministry’s supporters. In this video, Heather Day, director of marketing, walks you through how the plan works and simple steps to get started.
How do you talk to your supporters about planned gifts? Heather Day, director of marketing, provides key messaging strategies you can immediately apply to your marketing materials and in your one-on-one conversations.
Which of your supporters are most likely to be interested in planned gifts? Jim Bakke, executive director of Barnabas Foundation, provides a quick recap of each type of planned gift and the key characteristics to look for when identifying your prospects.
Executive Director Jim Bakke and Kurt Knoll discuss the Coronavirus Aid, Relief, and Economic Security (CARES) Act, and what it means for organizations like yours in the midst of Covid-19.
In this training, Heather Day, director of marketing, offers practical tips on how to write effective donor testimonials and impact stories
On January 1, 2020 the Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect. Join Steve Baker, J.D., senior estate planner, and Kurt Knoll as they discuss the planning implications of this new legislation, as well as tax-wise giving opportunities you can continue to promote to your supporters.
How do you connect with someone whose brain is changing? What exactly is happening when someone gets dementia? Learn practical skills to serve your supporters and their families in this interactive session...
Barnabas Foundation's Kurt Knoll and Rev. Phil Leo discuss the unique mindset, goals and circumstances of senior supporters.
This episode is taken from the “Donor Engagement: The Golden Years” event hosted at Calvin University in September 2019. In “Generational Intelligence: Tapping Into the Exponential Power of Multiple Generations,” Mick Ukleja, president of Leadership TraQ, explains what you can do to enhance your engagement with supporters across all generations.
In this training, Cindi Riemersma, client services administrator, will explore with you what you need to consider when developing a written policy and discuss the benefits to your organization and your donors of having a gift acceptance policy.
Kurt Knoll and Cindi Riemersma discuss important details about IRAs, appreciated stock and other non-cash gifts your supporters are likely to give in November and December.
Barnabas Foundation's Kurt Knoll and David Schutt discuss the changes made to the newly designed Member Statement, and how they can better help you assess the effectiveness of your planned giving program.
Kurt Knoll welcomes Dr. Russell James to discuss his research findings related to the importance of raising money from wealth (assets) rather than from disposable income (cash) for the long-term success of nonprofits.
In this podcast, Cindi Riemersma, client services administrator, and Heather Day, director of marketing, explain simple ways to promote year end giving.
With the end of the year comes a heightened level of anxiety for fundraisers everywhere. Whether you are a full-time development person, or especially if fundraising is just one of the many hats you wear, you may be wrestling with several questions:
- How big of an emphasis should you put on end-of-the-year giving?
- Do you need a separate campaign?
- What giving options should you be promoting to your donors?
- Will talking about planned gifts compromise your ability to raise funds for the here and now?
- What’s the best way to communicate when you have limited resources and manpower?
Find end-of-year marketing resources here.
You have access to an ever-growing library of planned giving marketing materials that can be customized to look and sound like you. In this podcast, Heather Day, director of marketing, explains what options are available and how you can order them for your ministry. View Training Video.
What’s a planned gift and why does it matter to your ministry? Kurt Knoll, director of member relations, provides an overview of the three main types of planned gifts and how you can begin to introduce them to your supporters. View Training Video.
In this podcast, Kurt Knoll, director of member relations, walks you through how to get started with your Barnabas Foundation membership. View Training Video.
Barnabas Foundation's Jim Bakke and BigLife's Nick Twomey have a fun and informative conversation about "What Happened After Boot Camp." Learn more and register for Planned Giving Boot Camp.
What really happens when a Barnabas Foundation planner meets with your donors? In this webinar, Steve Baker, senior estate planner, will walk you through the entire charitable gift and will planning process, from the donor’s first contact to follow-up and completion.
The final stretch of 2019 will be here before you know it! Are you ready? Heather Day, director of marketing, discusses practical tips for promoting year-end planned gifts, including how to make the best use of Barnabas Foundation's 4th quarter Planned Giving Marketing Plan.
Learn from Cindi Rimersma and Kurt Knoll about the rationale and value of promoting CGAs as a powerful lifetime gifting opportunity Gain a greater understanding of how Barnabas Foundation can help support your ministry through the CGA program developed especially for members.
To see a customizable marketing resource for promoting CGAs, click here.
Estate planning often requires difficult decisions and uncomfortable conversations. Over the years, Barnabas Foundation has helped hundreds of families navigate complex estates and tricky family dynamics. Jim Bakke, executive director, shares some of the most common scenarios where families get “stuck,” and the solutions our planners provide to help them move forward.
This episode is taken from the “Best Practices in Planned Giving Marketing” event hosted at Calvin College in September 2018. In part three of this four-part series, Heather Day, director of marketing for Barnabas Foundation, explains the balance of mission and vision with easy-to-understand information in planned giving marketing materials. She shares the do’s and don’ts of planned giving messaging, and provides sample language for describing the three main types of planned gifts.
This episode is taken from the “Best Practices in Planned Giving Marketing” event hosted at Calvin College in September 2018. In part two of this four-part series, Cross International’s Nola Boea explains the power of using audience personas when developing your planned giving marketing materials.
This episode is taken from the “Best Practices in Planned Giving Marketing” event hosted at Calvin College in September 2018. In part one of this four-part series, Heather Day, director of marketing for Barnabas Foundation, explains four key characteristics for identifying your target planned giving audience.
This episode is taken from the “Best Practices in Planned Giving Marketing” event hosted at Calvin College in September 2018. In part four of this four-part series, Cross International’s Nola Boea explains what impact stories are, why they are an important component of any marketing plan and practical tips for writing them effectively.
Donor testimonials are a powerful way to convey the benefits and impact of planned gifts. But how do you gather the right information and translate it into compelling stories? What should you do when you run into roadblocks along the way? Heather Day, director of marketing, and Rev. Phil Leo, church communications director, share the interviewing, writing and troubleshooting tips they've learned through the years collecting and sharing donor stories.
You've gone over the planned giving basics at boot camp. In part three of this three-part series, learn how to steward long-term relationships with your donors. What is the next step now that the donor is interested? How do you keep the conversation alive? When and how should you ask for the next gift? Discover how you can take your fundraising efforts to the next level.
In part two of the “Next Level Fundraising” series, Jim Bakke (Barnabas Foundation) and Cory Trenda (World Vision) discuss how to initiate conversations with planned giving prospects, especially as they relate to gifts of non-cash assets. NOTE: The videos referenced in this podcast episode can be found here: http://bit.ly/2JuVqJi and http://bit.ly/2VWdMtz
In part one of the “Next Level Fundraising” series, Jim Bakke (Barnabas Foundation) and Cory Trenda (World Vision) discuss how to connect with the donor's heart. Why are donors giving to your organization? What is their motivation? What are their passions and interests? Gain valuable insight and inspiration that will benefit your daily fundraising efforts. NOTE: The video referenced in this podcast episode can be found here: http://bit.ly/2waEWgJ
Through your membership with Barnabas Foundation, your ministry has access to a designated "Treasure Account" that allows you to accept and hold non-cash assets, such as appreciated stock, real estate, business interests and commodities. Barnabas Foundation's Kurt Knoll, and Cindi Riemersma, client services administrator, discuss the ins and outs of your "Treasure Account" and all the benefits of taking advantage of it for your ministry.
How can you effectively introduce and connect your donors with a planning attorney? What's the best way to follow-up after the meeting? Join Nerus McEwen, director of ministry advancement for Child Evangelism Fellowship, and Kurt Knoll as they discuss "Donor Referrals: Before and After."
Connect with us at barnabasfoundation.com and via Facebook and Twitter.
Donor-advised funds (DAFs) are exploding in popularity because of the simplicity and convenience they offer donors. Barnabas Foundation's Kurt Knoll, director of investments and member relations, and Cindi Riemersma, client services administrator, discuss the ins and outs of this streamlined giving method.
Connect with us at barnabasfoundation.com and via Facebook and Twitter.
Kurt Knoll, director of investments and member relations, and Steve Baker, J.D., senior estate planner for Barnabas Foundation, discuss "Beyond the Will" topics that frequently surface during planning sessions with your loyal supporters.
Connect with us at barnabasfoundation.com and via Facebook and Twitter.
Kurt Knoll, director of member relations and investments, and Heather Day, director of marketing, present Barnabas Foundation's new Legacy Society Starter Kit. This exclusive member-only resource includes a how-to-handbook and a variety of resources for launching and maintaining your legacy society.
Connect with us at barnabasfoundation.com and via Facebook and Twitter.