Barnabas Foundation Member Organizations
#33 Inside a Planner's Meeting
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:23:43
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Sinopsis
This classic podcast from 2018 features Kurt Knoll, director of investments and member relations, and Travis Morrow, estate planner. They discuss what really happens when you refer a donor to Barnabas Foundation, answering questions like: • What are donors thinking about? • What questions are they asking? • What's discussed in those meetings? • What topics and concerns are covered in those meetings?
