Barnabas Foundation Members

Barnabas Foundation Member Organizations

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

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Autor

Barnabas Foundation Members

Categoría

Religion

Web del podcast

barnabasfoundation.com

Último episodio

5 de jul. de 2023

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Episodios

#34 Planned Giving MVP: Legacy Societies 18.06.2020

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."

#33 Inside a Planner's Meeting 08.06.2020

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 concern...

New Member Orientation Month 8: Shepherding Your Prospects 28.05.2020

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.

#32 What to Expect When You're Bequesting 18.05.2020

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.

#31 Planned Giving in Times of Uncertainty 11.05.2020

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.

New Member Orientation Month 7: Charitable Planning 04.05.2020

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.

#30 Introducing FreeWill 16.04.2020

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.

New Member Orientation Month 6: Quarterly Marketing Plans 08.04.2020

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.

New Member Orientation Month 5: Planned Giving Messaging 08.04.2020

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.

New Member Orientation Month 4: Identifying Your Prospects 08.04.2020

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.

#29 The Coronavirus Aid, Relief, and Economic Security (CARES) Act 01.04.2020

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.

#28 Stories that Compel Generosity 02.03.2020

In this training, Heather Day, director of marketing, offers practical tips on how to write effective donor testimonials and impact stories

#27 The SECURE Act: What You Should Know 17.02.2020

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.

#26 The Golden Years: Positive Approach to Care 04.02.2020

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...

#25- 7 Key Qualities of Senior Supporters 20.01.2020

Barnabas Foundation's Kurt Knoll and Rev. Phil Leo discuss the unique mindset, goals and circumstances of senior supporters.

#24 The Golden Years: Generational Intelligence 06.01.2020

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.

#23 Gift Acceptance Policies, Don t Leave Your Office without One! 02.12.2019

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.

#22 FAQs for Year-End Giving 19.11.2019

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.

#21 Your New Member Statement 04.11.2019

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.

#20 The Importance of Asset-Based Fundraising 21.10.2019

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.

#19 Simple and Effective Ways to Promote Gifts at Year End 15.10.2019

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 wrestli...

New Member Orientation Month 3: Customizable Resources 10.10.2019

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. 

New Member Orientation Month 2: Overview of Planned Gifts 10.10.2019

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. 

New Member Orientation Month 1: You’re a Member… Now What? 10.10.2019

In this podcast, Kurt Knoll, director of member relations, walks you through how to get started with your Barnabas Foundation membership. View Training Video. 

#18 What Happened After Boot Camp 25.09.2019

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 . 

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