Planned Giving insight and training for member organizations of Barnabas Foundation.
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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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Lifeshine Generosity features leaders and entrepreneurs generously sharing their hearts with giving stories, tips and strategies for business and life success and the unexpected blessings God bestows on the generous.
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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
21:25
21:25
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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
21:43
21:43
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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, Barnabas Foundation’s Cindi R…
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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, Heather Day, director of mark…
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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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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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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
25:58
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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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Lifeshine Generosity | Guest Art Locke Discusses Generosity
28:13
28:13
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Lifeshine show host John Whitt discusses generosity with Art Locke Xcel CoachingBy John Whitt
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Lifeshine Generosity | Lance Wood - Orange County Area Director at National Christian Foundation
22:22
22:22
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Lance is currently the Orange County Area Director at National Christian Foundation (NCF), where he supports people in their generosity. Lance speaks about helping people pull themselves out of poverty, he describes how everyone listening to this podcast can change the life of children around the world for as little as $4.83. The idea is when paren…
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Lifeshine Generosity | Guest Alan G. Weisenberger Principal enLumen
34:00
34:00
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Alan G. Weisenberger had the privilege of being mentored by some amazing people throughout his life and career. Weisenberger served for eleven years with a major national bank and twenty years as a Vice President with Evangelical Christian Credit Union. Now he is about coming alongside future-focused leaders to expedite their growth and sharpen the…
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#98 Supporter Survey and Follow-Up Program
40:54
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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
33:33
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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
18:15
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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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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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Glen discusses with show host John Whitt why he believes that way too many small business leaders are frustrated. They work really hard, but only get mediocre results. They’re exhausted. Some are ready to give up on their dream. Sometimes it’s because they don’t have the right business strategies and systems in place. More often than that, their me…
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#93 Gifts That Reduce Taxes (Client Live Training)
20:27
20:27
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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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Lifeshine Generosity | Viki Johnston of Execlorate
34:33
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Viki Johnston is the founder of Exelorate, Viki is a Master Practitioner of Neuro-Linguistic Programming and Mental and Emotional Release, following a life long passion to discover more about how and why we learn, why people learn in different ways and how we can be the best we can be. Viki brings years of experience of Class Room Training and Cons…
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#92 Classic Podcast: Story Smart: Maximizing the Impact of Donor Stories
26:27
26:27
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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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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
22:49
22:49
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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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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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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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Lifeshine Generosity Guest Russ Cline of The Barnabas Group
40:13
40:13
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Russ Cline of The Barnabas Group sits down with John Whitt show host of Lifeshine Generosity and discusses how the The Barnabas Group connects marketplace leaders with ministry opportunities. Russ explains the four core distinctive, which are CONNECTIONS: leveraging their strengths for the benefit of ministries and the Kingdom. COMMUNITY: providing…
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#88 Classic Podcast: Next Level Fundraising: Unique Asset Gifts
20:20
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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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Steve Springer Former Performance Coach and Major League Scout and the founder of Quality At-Bats Academy.
29:20
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Steve Springer is the former performance coach & major league scout for the Toronto Blue Jays. After not starting in high-school his SR year, getting cut in college, Springer was drafted by the Mets after a break out sophmore season. After years in the minor leagues, Steve eventually collected his first major league hit with the New York Mets. Stev…
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#87 The People In Your Plan (Live Training for Clients)
35:13
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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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Lifeshine Generosity | Guest Marcia Riner founder of Trajectory Consulting
38:33
38:33
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Marcia Riner founder of Trajectory Consulting - A Business Asset Focused Consulting Firm. Guest Marcia Riner Trajectory Consulting provides a systematic approach to strengthen your business so it is profitable now and attractive to future buyers. Marcia Riner founder of Trajectory Consulting talks with John Whitt about how generosity plays a major …
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Lifeshine Generosity | Special Dereck Wong Links Players SoCal/Las Vegas Area Director
30:17
30:17
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Dereck Wong Links Players SoCal/Las Vegas Area Director and long-time business leader in video game development and distribution sits down with John Whitt show host of Lifeshine Generosity Project and talks about generosity and the role it plays with the members of Links Players International. LPI is an organization, who are governed by a national …
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Lifeshine Generosity - Scot Shier founder of Quintessential Financial Corporation shares his experience of generosity as a Certified Financial Planner and licensed investment adviser
35:50
35:50
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Scot Shier founder of Quintessential Financial Corporation sits down with Lifeshine Generosity show host John Whitt the rewards of generosity as a Certified Financial Planner and licensed investment adviser and as a professor of Retirement Planning at University of Redlands and UC Irvine Extension. Scot shared stories as a former Aerospace Engineer…
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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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Lifeshine Generosity | Guest Steve Smith president of GrowthSource Coaching
43:48
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This week’s LifeShine Generosity Podcast featured guest is Steve Smith president of GrowthSource Coaching, a business-coaching firm in Orange County, California, which provides top-rated business coaching in multiple categories of coaching. Steve explains a philosophy, he shares with his clients and their key employees, “Anytime you have an opening…
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#84 Classic Podcast - Sharing Donor Stories
35:21
35:21
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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
31:00
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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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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)
16:31
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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
55:12
55:12
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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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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
54:29
54:29
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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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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
11:30
11:30
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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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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!
28:39
28:39
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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
20:48
20:48
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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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