Since 1976, Barnabas Foundation has helped thousands of generous Christians give more effectively to the ministries close to their hearts through tax-wise charitable gifts.
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Planned Giving insight and training for member organizations of Barnabas Foundation.
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#106 Membership Tour: Client Services
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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 cl…
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#105 Win-Win Solutions: Gifts That Pay Income
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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."…
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#104 Membership Tour: Gift Administration
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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 R…
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#103 Membership Tour: Marketing
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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 mark…
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#102 The Referral Process
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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…
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#101 Best of - Women and Wealth
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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.…
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#100 Making the Most of Your Marketing
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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.
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#99 Best of – Legacy Society Best Practices
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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.…
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#98 Supporter Survey and Follow-Up Program
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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!…
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#97 SECURE Act 2.0: Implications and Opportunities
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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.
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#96 Best of – Marketing as Background Music
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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.…
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#95 Reflections and Projections
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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 e…
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#94 Best of – What Happens in a Planning Meeting?
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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.
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#93 Gifts That Reduce Taxes (Client Live Training)
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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.
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#92 Classic Podcast: Story Smart: Maximizing the Impact of Donor Stories
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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.
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#91 Legacy Society Best Practices
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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.
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#90 Classic Podcast - Next Level Fundraising: Member Case Study: The Navigators
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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 t…
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#89 4th Quarter Marketing
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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 recessi…
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#44 The People In Your Plan
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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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#88 Classic Podcast: Next Level Fundraising: Unique Asset Gifts
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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.
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#87 The People In Your Plan (Live Training for Clients)
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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.
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#86 The Ministry of Planned Giving
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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 previous…
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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.
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#84 Classic Podcast - Sharing Donor Stories
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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!…
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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.…
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#82 Classic Podcast – Next Level Fundraising: Stewarding Long-Term Relationships
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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.…
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#43 Gifts That Pay Income
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Listen as Barnabas Foundation’s Jim Bakke, J.D., discusses how lifetime giving options can benefit your members’ 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 members, direct them to this public page: https://www.barnabasfoundation.com/int…
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#81 Gifts that Pay Income (Live Client Training)
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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.c…
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#80 Classic Podcast - Next Level Fundraising: Initiating Conversations with Prospects
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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 h…
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#79 Supporter Survey and Follow-Up
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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.
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#78 Classic Podcast - Next Level Fundraising: Connecting to the Donor's Heart
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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 w…
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#77 Marketing as Background Music
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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…
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#76 Classic Podcast: A Collaborative Roadmap to Donor Stories
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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.…
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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…
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#74 Classic Podcast: Complex Gifts Made Simple
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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 acce…
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#73 What Happens in a Planning Meeting?
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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.
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#72 Classic Podcast: Referrals: Before and After
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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 an…
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#71 A Year in Review...And What's New For 2022!
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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.
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#70 Classic Podcast: The Low Down on Donor Advised Funds
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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.…
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#42 Giving Stock and Marketable Securities
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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.
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#69 Giving Stock and Marketable Securities
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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.
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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.
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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.
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#40 Giving Real Estate and Business Gifts
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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.
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#67 Giving Real Estate and Business Gifts
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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.
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#66 Giving Cryptocurrency
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Travis Morrow, director of planning shares how you can convert virtual investments into real, tax-wise Kingdom impact by giving cryptocurrency to ministry!
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# 39 Giving Cryptocurrency
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Travis Morrow, director of planning shares how you can convert virtual investments into real, tax-wise Kingdom impact by giving cryptocurrency to ministry!
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#38 Giving Through a Donor-Advised Fund
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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)
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#65 Giving Through a Donor-Advised Fund
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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)
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#64 4th Quarter Marketing Plan
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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.
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