Barnabas Foundation Members

Barnabas Foundation Member Organizations

Religion EN ↓ 117 episodes

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

Be sure to visit the podcast's website and support the creator: barnabasfoundation.com

Author

Barnabas Foundation Members

Category

Religion

Podcast website

barnabasfoundation.com

Latest episode

Jul 5, 2023

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Episodes

#81 Gifts that Pay Income (Live Client Training) 31.05.2022

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 . 

#80 Classic Podcast - Next Level Fundraising: Initiating Conversations with Prospects 27.04.2022

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/2VWdM...

#79 Supporter Survey and Follow-Up 18.04.2022

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.

#78 Classic Podcast - Next Level Fundraising: Connecting to the Donor's Heart 04.04.2022

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:...

#77 Marketing as Background Music 21.03.2022

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 support...

#76 Classic Podcast: A Collaborative Roadmap to Donor Stories 28.02.2022

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.

#75 Family Matters 24.02.2022

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 val...

#74 Classic Podcast: Complex Gifts Made Simple 31.01.2022

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 s...

#73 What Happens in a Planning Meeting? 18.01.2022

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.

#72 Classic Podcast: Referrals: Before and After 28.12.2021

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 .

#71 A Year in Review...And What's New For 2022! 16.12.2021

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.

#70 Classic Podcast: The Low Down on Donor Advised Funds 01.12.2021

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.

#69 Giving Stock and Marketable Securities 10.11.2021

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.

#68 Giving From An IRA 03.11.2021

​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.

#67 Giving Real Estate and Business Gifts 27.10.2021

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.

#66 Giving Cryptocurrency 25.10.2021

​Travis Morrow, director of planning shares how you can convert virtual investments into real, tax-wise Kingdom impact by giving cryptocurrency to ministry!

#65 Giving Through a Donor-Advised Fund 18.10.2021

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)

#64 4th Quarter Marketing Plan 21.09.2021

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.

#63 Classic Podcast: Beyond the Will 31.08.2021

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.

#62 7 Reasons to Review Your Will 12.08.2021

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.

#61 Classic Podcast: Introducing the Legacy Society Starter Kit 10.08.2021

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.

#60 Marketing Truths We Can't Ignore 15.07.2021

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.

#59 A Collaborative Roadmap to Donor Stories 28.06.2021

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...

#58 Giving Cryptocurrency 14.06.2021

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. The...

#57 Giving Real Estate 12.05.2021

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. 

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