Barnabas Foundation Member Organizations
By Barnabas Foundation Members
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Episodes: 117
Description
Planned Giving insight and training for member organizations of Barnabas Foundation.
| Episode | Date |
|---|---|
|
#106 Membership Tour: Client Services
|
Jul 05, 2023 |
|
#105 Win-Win Solutions: Gifts That Pay Income
|
Jun 21, 2023 |
|
#104 Membership Tour: Gift Administration
|
Jun 01, 2023 |
|
#103 Membership Tour: Marketing
|
May 10, 2023 |
|
#102 The Referral Process
|
Apr 18, 2023 |
|
#101 Best of - Women and Wealth
|
Apr 05, 2023 |
|
#100 Making the Most of Your Marketing
|
Mar 23, 2023 |
|
#99 Best of – Legacy Society Best Practices
|
Mar 08, 2023 |
|
#98 Supporter Survey and Follow-Up Program
|
Feb 06, 2023 |
|
#97 SECURE Act 2.0: Implications and Opportunities
|
Jan 19, 2023 |
|
#96 Best of – Marketing as Background Music
|
Dec 30, 2022 |
|
#95 Reflections and Projections
|
Dec 19, 2022 |
|
#94 Best of – What Happens in a Planning Meeting?
|
Dec 01, 2022 |
|
#93 Gifts That Reduce Taxes (Client Live Training)
|
Nov 15, 2022 |
|
#92 Classic Podcast: Story Smart: Maximizing the Impact of Donor Stories
|
Nov 02, 2022 |
|
#91 Legacy Society Best Practices
|
Oct 17, 2022 |
|
#90 Classic Podcast - Next Level Fundraising: Member Case Study: The Navigators
|
Oct 05, 2022 |
|
#89 4th Quarter Marketing
|
Sep 26, 2022 |
|
#88 Classic Podcast: Next Level Fundraising: Unique Asset Gifts
|
Aug 31, 2022 |
|
#87 The People In Your Plan (Live Training for Clients)
|
Aug 24, 2022 |
|
#86 The Ministry of Planned Giving
|
Aug 03, 2022 |
|
#85 Do You Know Jack?
|
Jul 25, 2022 |
|
#84 Classic Podcast - Sharing Donor Stories
|
Jun 29, 2022 |
|
#83 Women and Wealth
|
Jun 20, 2022 |
|
#82 Classic Podcast – Next Level Fundraising: Stewarding Long-Term Relationships
|
Jun 08, 2022 |
|
#81 Gifts that Pay Income (Live Client Training)
|
May 31, 2022 |
|
#80 Classic Podcast - Next Level Fundraising: Initiating Conversations with Prospects
|
Apr 27, 2022 |
|
#79 Supporter Survey and Follow-Up
|
Apr 18, 2022 |
|
#78 Classic Podcast - Next Level Fundraising: Connecting to the Donor's Heart
|
Apr 04, 2022 |
|
#77 Marketing as Background Music
|
Mar 21, 2022 |
|
#76 Classic Podcast: A Collaborative Roadmap to Donor Stories
|
Feb 28, 2022 |
|
#75 Family Matters
|
Feb 24, 2022 |
|
#74 Classic Podcast: Complex Gifts Made Simple
|
Jan 31, 2022 |
|
#73 What Happens in a Planning Meeting?
|
Jan 18, 2022 |
|
#72 Classic Podcast: Referrals: Before and After
|
Dec 28, 2021 |
|
#71 A Year in Review...And What's New For 2022!
|
Dec 16, 2021 |
|
#70 Classic Podcast: The Low Down on Donor Advised Funds
|
Dec 01, 2021 |
|
#69 Giving Stock and Marketable Securities
|
Nov 10, 2021 |
|
#68 Giving From An IRA
|
Nov 03, 2021 |
|
#67 Giving Real Estate and Business Gifts
|
Oct 27, 2021 |
|
#66 Giving Cryptocurrency
|
Oct 25, 2021 |
|
#65 Giving Through a Donor-Advised Fund
|
Oct 18, 2021 |
|
#64 4th Quarter Marketing Plan
|
Sep 21, 2021 |
|
#63 Classic Podcast: Beyond the Will
|
Aug 31, 2021 |
|
#62 7 Reasons to Review Your Will
|
Aug 12, 2021 |
|
#61 Classic Podcast: Introducing the Legacy Society Starter Kit
|
Aug 10, 2021 |
|
#60 Marketing Truths We Can't Ignore
|
Jul 15, 2021 |
|
#59 A Collaborative Roadmap to Donor Stories
|
Jun 28, 2021 |
|
#58 Giving Cryptocurrency
|
Jun 14, 2021 |
|
#57 Giving Real Estate
|
May 12, 2021 |
|
#56 Adapting to a Limited Marketing Budget
|
May 05, 2021 |
|
#55 Asking The Right Questions
|
Apr 20, 2021 |
|
#54 The Fundraising Game-Changer
|
Mar 31, 2021 |
|
#53 Planned Giving Promotion At Events
|
Mar 17, 2021 |
|
#52 Marketing Non-Cash Gifts
|
Feb 15, 2021 |
|
#51 Creating Internal Buy-In for Planned Giving
|
Jan 27, 2021 |
|
#50 Meet Your New Planners
|
Jan 19, 2021 |
|
#49 Planned Giving In A Capital Campaign
|
Jan 05, 2021 |
|
#48 Celebration and Sneak Peek
|
Dec 09, 2020 |
|
#46 Face to Face Planned Giving Conversation
|
Dec 08, 2020 |
|
#45 Giving Commodities and Other Assets
|
Nov 05, 2020 |
|
#44 Giving Real Estate and Business Gifts
|
Oct 29, 2020 |
|
#43 Giving From An IRA
|
Oct 26, 2020 |
|
#42 Giving Marketable Securities
|
Oct 15, 2020 |
|
#41 Planned Giving on Your Website
|
Oct 06, 2020 |
|
New Member Orientation Month 12: Annual Assessment
|
Sep 17, 2020 |
|
#40 Year-End Marketing
|
Sep 17, 2020 |
|
#39 Donor Stories: Why and How to Share Them
|
Sep 08, 2020 |
|
New Member Orientation Month 11: Networking and Training
|
Aug 18, 2020 |
|
#38 Let's Talk About Death
|
Aug 17, 2020 |
|
#37 Legacy Societies
|
Aug 04, 2020 |
|
New Member Orientation Month 10: Legacy Societies
|
Jul 27, 2020 |
|
#36 What's Got You Stuck?
|
Jul 20, 2020 |
|
#35 Why Non-Cash Gifts?
|
Jun 29, 2020 |
|
New Member Orientation Month 9: Gift Administration and Policies
|
Jun 22, 2020 |
|
#34 Planned Giving MVP: Legacy Societies
|
Jun 18, 2020 |
|
#33 Inside a Planner's Meeting
|
Jun 08, 2020 |
|
New Member Orientation Month 8: Shepherding Your Prospects
|
May 28, 2020 |
|
#32 What to Expect When You're Bequesting
|
May 18, 2020 |
|
#31 Planned Giving in Times of Uncertainty
|
May 11, 2020 |
|
New Member Orientation Month 7: Charitable Planning
|
May 04, 2020 |
|
#30 Introducing FreeWill
|
Apr 16, 2020 |
|
New Member Orientation Month 6: Quarterly Marketing Plans
|
Apr 08, 2020 |
|
New Member Orientation Month 5: Planned Giving Messaging
|
Apr 08, 2020 |
|
New Member Orientation Month 4: Identifying Your Prospects
|
Apr 08, 2020 |
|
#29 The Coronavirus Aid, Relief, and Economic Security (CARES) Act
|
Apr 01, 2020 |
|
#28 Stories that Compel Generosity
|
Mar 02, 2020 |
|
#27 The SECURE Act: What You Should Know
|
Feb 17, 2020 |
|
#26 The Golden Years: Positive Approach to Care
|
Feb 04, 2020 |
|
#25- 7 Key Qualities of Senior Supporters
|
Jan 20, 2020 |
|
#24 The Golden Years: Generational Intelligence
|
Jan 06, 2020 |
|
#23 Gift Acceptance Policies, Don t Leave Your Office without One!
|
Dec 02, 2019 |
|
#22 FAQs for Year-End Giving
|
Nov 19, 2019 |
|
#21 Your New Member Statement
|
Nov 04, 2019 |
|
#20 The Importance of Asset-Based Fundraising
|
Oct 21, 2019 |
|
#19 Simple and Effective Ways to Promote Gifts at Year End
|
Oct 15, 2019 |
|
New Member Orientation Month 3: Customizable Resources
|
Oct 10, 2019 |
|
New Member Orientation Month 2: Overview of Planned Gifts
|
Oct 10, 2019 |
|
New Member Orientation Month 1: You’re a Member… Now What?
|
Oct 10, 2019 |
|
#18 What Happened After Boot Camp
|
Sep 25, 2019 |
|
#17 Behind the Scenes: How Barnabas Foundation Interacts with Your Donor
|
Aug 26, 2019 |
|
#16 End of Year Marketing
|
Aug 21, 2019 |
|
#15 The ABCs of CGAs: Basics, Benefits and Best Practices
|
Jul 30, 2019 |
|
#14 When Their Plans Are Stuck
|
Jul 10, 2019 |
|
#13 Best Practices in Planned Giving Marketing: Crafting Your Message
|
Jun 27, 2019 |
|
#12 Best Practices in Planned Giving Marketing: Audience Personas
|
Jun 27, 2019 |
|
#11 Best Practices in Planned Giving Marketing: Understanding Your Audience
|
Jun 27, 2019 |
|
#10 Best Practices in Planned Giving Marketing: Impact Storytelling
|
Jun 27, 2019 |
|
#9 Sharing Donor Stories
|
Jun 18, 2019 |
|
#8 Next Level Fundraising: Stewarding Long-Term Relationships
|
May 20, 2019 |
|
#7 Next Level Fundraising: Initiating Conversations with Planned Giving Prospects
|
May 20, 2019 |
|
#6 Next Level Fundraising: Connecting to the Donor's Heart
|
May 20, 2019 |
|
#5 Complex Gifts Made Simple
|
May 15, 2019 |
|
#4 Referrals: Before and After
|
Apr 09, 2019 |
|
#3 The Lowdown on Donor Advised Funds
|
Mar 13, 2019 |
|
#2 Beyond the Will
|
Feb 19, 2019 |
|
#1 Introducing the Legacy Society Starter Kit
|
Jan 22, 2019 |