Barnabas Foundation Member Organizations

Informações:

Synopsis

Planned Giving insight and training for member organizations of Barnabas Foundation.

Episodes

  • #17 Behind the Scenes: How Barnabas Foundation Interacts with Your Donor

    26/08/2019 Duration: 30min

    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. 

  • #16 End of Year Marketing

    21/08/2019 Duration: 27min

    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. 

  • #15 The ABCs of CGAs: Basics, Benefits and Best Practices

    30/07/2019 Duration: 35min

    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.

  • #14 When Their Plans Are Stuck

    10/07/2019 Duration: 28min

    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. 

  • #13 Best Practices in Planned Giving Marketing: Crafting Your Message

    27/06/2019 Duration: 20min

    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.  

  • #12 Best Practices in Planned Giving Marketing: Audience Personas

    27/06/2019 Duration: 08min

    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. 

  • #11 Best Practices in Planned Giving Marketing: Understanding Your Audience

    27/06/2019 Duration: 17min

    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. 

  • #10 Best Practices in Planned Giving Marketing: Impact Storytelling

    27/06/2019 Duration: 30min

    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. 

  • #9 Sharing Donor Stories

    18/06/2019 Duration: 35min

    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.  

  • #8 Next Level Fundraising: Stewarding Long-Term Relationships

    20/05/2019 Duration: 31min

    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. 

  • #7 Next Level Fundraising: Initiating Conversations with Planned Giving Prospects

    20/05/2019 Duration: 55min

    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

  • #6 Next Level Fundraising: Connecting to the Donor's Heart

    20/05/2019 Duration: 54min

    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

  • #5 Complex Gifts Made Simple

    15/05/2019 Duration: 14min

     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. 

  • #4 Referrals: Before and After

    09/04/2019 Duration: 25min

    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. 

  • #3 The Lowdown on Donor Advised Funds

    13/03/2019 Duration: 20min

    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. 

  • #2 Beyond the Will

    19/02/2019 Duration: 20min

    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. 

  • #1 Introducing the Legacy Society Starter Kit

    22/01/2019 Duration: 21min

    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. 

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