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Barnabas Foundation Member Organizations

Barnabas Foundation Member Organizations

By Barnabas Foundation Members

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

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#73 What Happens in a Planning Meeting?

Barnabas Foundation Member OrganizationsJan 18, 2022

00:00
45:25
#106 Membership Tour: Client Services

#106 Membership Tour: Client Services

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.

Jul 05, 202331:50
#105 Win-Win Solutions: Gifts That Pay Income

#105 Win-Win Solutions: Gifts That Pay Income

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."

Jun 21, 202321:26
#104 Membership Tour: Gift Administration

#104 Membership Tour: Gift Administration

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.

Jun 01, 202321:44
#103 Membership Tour: Marketing

#103 Membership Tour: Marketing

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.

May 10, 202325:35
#102 The Referral Process

#102 The Referral Process

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.

Apr 18, 202332:34
#101 Best of - Women and Wealth

#101 Best of - Women and Wealth

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.

Apr 05, 202335:35
#100 Making the Most of Your Marketing

#100 Making the Most of Your Marketing

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.

Mar 23, 202334:12
#99 Best of – Legacy Society Best Practices

#99 Best of – Legacy Society Best Practices

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.

Mar 08, 202325:59
#98 Supporter Survey and Follow-Up Program

#98 Supporter Survey and Follow-Up Program

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!

Feb 06, 202340:54
#97 SECURE Act 2.0: Implications and Opportunities

#97 SECURE Act 2.0: Implications and Opportunities

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.

Jan 19, 202333:34
#96 Best of – Marketing as Background Music

#96 Best of – Marketing as Background Music

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.

Dec 30, 202218:16
#95 Reflections and Projections

#95 Reflections and Projections

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.

Dec 19, 202226:56
#94 Best of – What Happens in a Planning Meeting?

#94 Best of – What Happens in a Planning Meeting?

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.

Dec 01, 202244:32
#93 Gifts That Reduce Taxes (Client Live Training)

#93 Gifts That Reduce Taxes (Client Live Training)

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.

Nov 15, 202220:27
#92 Classic Podcast: Story Smart: Maximizing the Impact of Donor Stories

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

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.

Nov 02, 202226:27
#91 Legacy Society Best Practices

#91 Legacy Society Best Practices

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.

Oct 17, 202226:10
#90 Classic Podcast - Next Level Fundraising: Member Case Study: The Navigators

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

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.

Oct 05, 202222:50
#89 4th Quarter Marketing

#89 4th Quarter Marketing

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.

Sep 26, 202224:34
#88 Classic Podcast: Next Level Fundraising: Unique Asset Gifts

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

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.

Aug 31, 202220:20
#87 The People In Your Plan (Live Training for Clients)

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

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.

Aug 24, 202235:13
#86 The Ministry of Planned Giving

#86 The Ministry of Planned Giving

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.




Aug 03, 202228:18
#85 Do You Know Jack?

#85 Do You Know Jack?

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.

Jul 25, 202219:58
#84 Classic Podcast - Sharing Donor Stories

#84 Classic Podcast - Sharing Donor Stories

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!

Jun 29, 202235:22
#83 Women and Wealth

#83 Women and Wealth

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.

Jun 20, 202237:54
#82 Classic Podcast – Next Level Fundraising: Stewarding Long-Term Relationships

#82 Classic Podcast – Next Level Fundraising: Stewarding Long-Term Relationships

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.

Jun 08, 202231:00
#81 Gifts that Pay Income (Live Client Training)
May 31, 202216:31
#80 Classic Podcast - Next Level Fundraising: Initiating Conversations with Prospects
Apr 27, 202255:12
#79 Supporter Survey and Follow-Up

#79 Supporter Survey and Follow-Up

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.

Apr 18, 202227:00
#78 Classic Podcast - Next Level Fundraising: Connecting to the Donor's Heart

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

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

Apr 04, 202254:30
#77 Marketing as Background Music

#77 Marketing as Background Music

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.

Mar 21, 202219:55
#76 Classic Podcast: A Collaborative Roadmap to Donor Stories

#76 Classic Podcast: A Collaborative Roadmap to Donor Stories

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.

Feb 28, 202232:24
#75 Family Matters

#75 Family Matters

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.

Feb 24, 202232:08
#74 Classic Podcast: Complex Gifts Made Simple
Jan 31, 202211:30
#73 What Happens in a Planning Meeting?

#73 What Happens in a Planning Meeting?

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.

Jan 18, 202245:25
#72 Classic Podcast: Referrals: Before and After
Dec 28, 202122:00
#71 A Year in Review...And What's New For 2022!

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

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.

Dec 16, 202128:39
#70 Classic Podcast: The Low Down on Donor Advised Funds

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

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.

Dec 01, 202120:48
#69 Giving Stock and Marketable Securities

#69 Giving Stock and Marketable Securities

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.

Nov 10, 202115:26
#68 Giving From An IRA

#68 Giving From An IRA

​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.

Nov 03, 202128:09
#67 Giving Real Estate and Business Gifts

#67 Giving Real Estate and Business Gifts

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.

Oct 27, 202126:04
#66 Giving Cryptocurrency

#66 Giving Cryptocurrency

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

Oct 25, 202125:36
#65 Giving Through a Donor-Advised Fund

#65 Giving Through a Donor-Advised Fund

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)

Oct 18, 202124:48
#64 4th Quarter Marketing Plan

#64 4th Quarter Marketing Plan

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.

Sep 21, 202126:13
#63 Classic Podcast: Beyond the Will

#63 Classic Podcast: Beyond the Will

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.

Aug 31, 202121:06
#62 7 Reasons to Review Your Will

#62 7 Reasons to Review Your Will

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.

Aug 12, 202131:32
#61 Classic Podcast: Introducing the Legacy Society Starter Kit

#61 Classic Podcast: Introducing the Legacy Society Starter Kit

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.

Aug 10, 202118:15
#60 Marketing Truths We Can't Ignore

#60 Marketing Truths We Can't Ignore

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.

Jul 15, 202128:07
#59 A Collaborative Roadmap to Donor Stories

#59 A Collaborative Roadmap to Donor Stories

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.

Jun 28, 202132:33
#58 Giving Cryptocurrency

#58 Giving Cryptocurrency

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.

Jun 14, 202126:10
#57 Giving Real Estate

#57 Giving Real Estate

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. 

May 12, 202131:15