Barnabas Foundation Member Organizations

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

Barnabas Foundation Members


    • Jul 5, 2023 LATEST EPISODE
    • monthly NEW EPISODES
    • 27m AVG DURATION
    • 117 EPISODES


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    Latest episodes from Barnabas Foundation Member Organizations

    #106 Membership Tour: Client Services

    Play Episode Listen Later Jul 5, 2023 31:50


    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

    Play Episode Listen Later Jun 21, 2023 21:25


    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."

    gifts income win win cindi riemersma kurt knoll
    #104 Membership Tour: Gift Administration

    Play Episode Listen Later Jun 1, 2023 21:43


    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

    Play Episode Listen Later May 10, 2023 25:34


    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

    Play Episode Listen Later Apr 18, 2023 32:34


    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.

    referral kurt knoll
    #101 Best of - Women and Wealth

    Play Episode Listen Later Apr 5, 2023 35:34


    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.

    women and wealth
    #100 Making the Most of Your Marketing

    Play Episode Listen Later Mar 23, 2023 34:11


    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.

    marketing work heather day jack strong
    #99 Best of – Legacy Society Best Practices

    Play Episode Listen Later Mar 8, 2023 25:58


    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.

    society best practices heather day jack strong
    #98 Supporter Survey and Follow-Up Program

    Play Episode Listen Later Feb 6, 2023 40:54


    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!

    survey kurt knoll
    #97 SECURE Act 2.0: Implications and Opportunities

    Play Episode Listen Later Jan 19, 2023 33:33


    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

    Play Episode Listen Later Dec 30, 2022 18:15


    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

    Play Episode Listen Later Dec 19, 2022 26:55


    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.

    reflections projections heather day kurt knoll
    #96 Best of – What Happens in a Planning Meeting?

    Play Episode Listen Later Dec 1, 2022 44:32


    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.

    planning meeting kurt knoll
    #94 Gifts That Reduce Taxes (Client Live Training)

    Play Episode Listen Later Nov 15, 2022 20:27


    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

    Play Episode Listen Later Nov 2, 2022 26:27


    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

    Play Episode Listen Later Oct 17, 2022 26:10


    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.

    society best practices heather day jack strong
    #90 Classic Podcast - Next Level Fundraising: Member Case Study: The Navigators

    Play Episode Listen Later Oct 5, 2022 22:49


    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)

    Play Episode Listen Later Sep 26, 2022 24:33


    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

    Play Episode Listen Later Aug 31, 2022 20:20


    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)

    Play Episode Listen Later Aug 24, 2022 35:13


    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.

    #86 The Ministry of Planned Giving

    Play Episode Listen Later Aug 3, 2022 28:18


    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.

    #85 Do You Know Jack?

    Play Episode Listen Later Jul 25, 2022 19:58


    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.

    know jack jack strong kurt knoll
    #84 Classic Podcast - Sharing Donor Stories

    Play Episode Listen Later Jun 29, 2022 35:21


    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!

    #83 Women and Wealth

    Play Episode Listen Later Jun 20, 2022 37:53


    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.

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

    Play Episode Listen Later Jun 8, 2022 31:00


    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.

    #81 Gifts that Pay Income (Live Client Training)

    Play Episode Listen Later May 31, 2022 16:31


    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

    Play Episode Listen Later Apr 27, 2022 55:12


    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/2VWdMtz

    #79 Supporter Survey and Follow-Up

    Play Episode Listen Later Apr 18, 2022 27:00


    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.

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

    Play Episode Listen Later Apr 4, 2022 54:29


    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

    #77 Marketing as Background Music

    Play Episode Listen Later Mar 21, 2022 19:54


    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.

    #76 Classic Podcast: A Collaborative Roadmap to Donor Stories

    Play Episode Listen Later Feb 28, 2022 32:24


    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

    Play Episode Listen Later Feb 24, 2022 32:08


    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.

    #74 Classic Podcast: Complex Gifts Made Simple

    Play Episode Listen Later Jan 31, 2022 11:30


    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 stock, real estate, business interests and commodities. Listen to learn more! Connect with us at BarnabasFoundation.com and via Facebook and Twitter.

    gifts complex made simple cindi riemersma kurt knoll
    #73 What Happens in a Planning Meeting?

    Play Episode Listen Later Jan 18, 2022 45:24


    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.

    planning meeting
    #72 Classic Podcast: Referrals: Before and After

    Play Episode Listen Later Dec 28, 2021 22:00


    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!

    Play Episode Listen Later Dec 16, 2021 28:39


    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.

    heather day kurt knoll
    #70 Classic Podcast: The Low Down on Donor Advised Funds

    Play Episode Listen Later Dec 1, 2021 20:48


    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.

    lowdown donor donor advised funds dafs cindi riemersma kurt knoll
    #69 Giving Stock and Marketable Securities

    Play Episode Listen Later Nov 10, 2021 15:25


    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

    Play Episode Listen Later Nov 3, 2021 28:08


    ​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.

    giving kurt knoll
    #67 Giving Real Estate and Business Gifts

    Play Episode Listen Later Oct 27, 2021 26:03


    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

    Play Episode Listen Later Oct 25, 2021 25:36


    ​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

    Play Episode Listen Later Oct 18, 2021 24:48


    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

    Play Episode Listen Later Sep 21, 2021 26:12


    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

    Play Episode Listen Later Aug 31, 2021 21:06


    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

    Play Episode Listen Later Aug 12, 2021 31:32


    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

    Play Episode Listen Later Aug 10, 2021 18:14


    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

    Play Episode Listen Later Jul 15, 2021 28:07


    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.

    kids marketing truths heather day kurt knoll
    #59 A Collaborative Roadmap to Donor Stories

    Play Episode Listen Later Jun 28, 2021 32:33


    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.

    #58 Giving Cryptocurrency

    Play Episode Listen Later Jun 14, 2021 26:10


    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.

    #57 Giving Real Estate

    Play Episode Listen Later May 12, 2021 31:15


    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.

    #56 Adapting to a Limited Marketing Budget

    Play Episode Listen Later May 5, 2021 25:34


    There’s no doubt about it – planned giving marketing works! Research and experience tell us so. Still, most of us face the reality of limited time, staffing and resources. What are we to do?! Heather Day shares seven strategies for adapting your ministry’s marketing efforts to a limited budget.

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