Where does planned giving fit when “normal” is completely disrupted? In this Ask the Expert segment, Barnabas Foundation’s Jim Bakke, J.D. (executive director) and Kurt Knoll (director of member relations) will discuss proven fundraising strategies in times of uncertainty. They’ll also cover specific COVID-19 provisions of which you should be aware.

Through 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.

Barnabas 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.

The 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.

How 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.

Which 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.

Executive 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.

In this training, Heather Day, director of marketing, offers practical tips on how to write effective donor testimonials and impact stories

On 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.

How 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...