Sinopsis
Planned Giving insight and training for member organizations of Barnabas Foundation.
Episodios
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New Member Orientation Month 7: Charitable Planning
04/05/2020 Duración: 06minThrough 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.
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Introducing FreeWill
16/04/2020 Duración: 45minBarnabas 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.
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New Member Orientation Month 6: Quarterly Marketing Plans
08/04/2020 Duración: 08minThe 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.
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New Member Orientation Month 5: Planned Giving Messaging
08/04/2020 Duración: 08minHow 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.
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New Member Orientation Month 4: Identifying Your Prospects
08/04/2020 Duración: 10minWhich 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.
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#29 The Coronavirus Aid, Relief, and Economic Security (CARES) Act
01/04/2020 Duración: 36minExecutive 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.
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#28 Stories that Compel Generosity
02/03/2020 Duración: 46minIn this training, Heather Day, director of marketing, offers practical tips on how to write effective donor testimonials and impact stories
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#27 The SECURE Act: What You Should Know
17/02/2020 Duración: 24minOn 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.
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#26 The Golden Years: Positive Approach to Care
04/02/2020 Duración: 49minHow 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...
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#25- 7 Key Qualities of Senior Supporters
20/01/2020 Duración: 28minBarnabas Foundation's Kurt Knoll and Rev. Phil Leo discuss the unique mindset, goals and circumstances of senior supporters.
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#24 The Golden Years: Generational Intelligence
06/01/2020 Duración: 01h13minThis 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.
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#23 Gift Acceptance Policies, Don t Leave Your Office without One!
02/12/2019 Duración: 30minIn 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.
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#22 FAQs for Year-End Giving
19/11/2019 Duración: 25minKurt 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.
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#21 Your New Member Statement
04/11/2019 Duración: 30minBarnabas 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.
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#20 The Importance of Asset Based Fundraising
21/10/2019 Duración: 28minKurt 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.
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#19 Simple and Effective Ways to Promote Gifts at Year End
15/10/2019 Duración: 48minIn 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 wrestling with several questions: How big of an emphasis should you put on end-of-the-year giving? Do you need a separate campaign? What giving options should you be promoting to your donors? Will talking about planned gifts compromise your ability to raise funds for the here and now? What’s the best way to communicate when you have limited resources and manpower? Find end-of-year marketing resources here.
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New Member Orientation Month 3: Customizable Resources
10/10/2019 Duración: 07minYou 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.
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New Member Orientation Month 2: Overview of Planned Gifts
10/10/2019 Duración: 04minWhat’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.
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New Member Orientation Month 1: You’re a Member… Now What?
10/10/2019 Duración: 06minIn this podcast, Kurt Knoll, director of member relations, walks you through how to get started with your Barnabas Foundation membership. View Training Video.
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#18 What Happened After Boot Camp
25/09/2019 Duración: 19minBarnabas 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.