Barnabas Foundation Member Organizations

Informações:

Synopsis

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

Episodes

  • #106 Membership Tour: Client Services

    05/07/2023 Duration: 31min

    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.

  • #105 Win-Win Solutions: Gifts That Pay Income

    21/06/2023 Duration: 21min

    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."

  • #104 Membership Tour: Gift Administration

    01/06/2023 Duration: 21min

    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.

  • #103 Membership Tour: Marketing

    10/05/2023 Duration: 25min

    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.

  • #102 The Referral Process

    18/04/2023 Duration: 32min

    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.

  • #101 Best of - Women and Wealth

    05/04/2023 Duration: 35min

    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.

  • #100 Making the Most of Your Marketing

    23/03/2023 Duration: 34min

    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.

  • #99 Best of – Legacy Society Best Practices

    08/03/2023 Duration: 25min

    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.

  • #98 Supporter Survey and Follow-Up Program

    06/02/2023 Duration: 40min

    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!

  • #97 SECURE Act 2.0: Implications and Opportunities

    19/01/2023 Duration: 33min

    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.

  • #97 Best of – Marketing as Background Music

    30/12/2022 Duration: 18min

    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.

  • #97 Reflections and Projections

    19/12/2022 Duration: 26min

    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.

  • #96 Best of – What Happens in a Planning Meeting?

    01/12/2022 Duration: 44min

    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.

  • #94 Gifts That Reduce Taxes (Client Live Training)

    15/11/2022 Duration: 20min

    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.

  • #92 Classic Podcast: Story Smart: Maximizing the Impact of Donor Stories

    02/11/2022 Duration: 26min

    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.

  • #91 Legacy Society Best Practices

    17/10/2022 Duration: 26min

    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.

  • #90 Classic Podcast - Next Level Fundraising: Member Case Study: The Navigators

    05/10/2022 Duration: 22min

    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.

  • #89 4th Quarter Marketing (Online Training)

    26/09/2022 Duration: 24min

    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.

  • #88 Classic Podcast: Next Level Fundraising: Unique Asset Gifts

    31/08/2022 Duration: 20min

    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.

  • #87 The People In Your Plan (Live Training for Clients)

    24/08/2022 Duration: 35min

    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.

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