May 2022
GREETINGS!
Monthly Update is your source for new resources, ideas and developments in the areas of planned giving.
|
|
In this Issue:
- Jim Bakke: When Changes Happen, We're Here to Help
- Live Online Event for Your Supporters!
- Now Available! Your Q3 Planned Giving Marketing Plan
|
|
When Changes Happen, We're Here to Help
Jim Bakke, Executive Director
|
|
If there’s one thing that’s certain, it’s that changes happen daily that affect our lives and work.
That is surely the case this month, as the American Council on Gift Annuities (ACGA) just announced charitable gift annuity rates will be adjusted on July 1. If your organization promotes gift annuities, you know this is important news!
This is just one of the many benefits of your membership.
|
|
|
Whenever there are changes in the planned giving world — whether that’s new research and strategies or adjustments in rates and tax laws — you can be sure we’ll be there to provide you with information and next steps.
This month, we have a live online training event for your supporters that is aptly timed in light of changing annuity rates. I hope that you and your supporters will join me for “Gifts That Pay Income,” when I’ll discuss tax-wise ways they can support your ministry and also receive income for life.
We’re also planning to provide you with marketing materials and additional insight once the new CGA rates are officially announced.
As circumstances change in your organization or issues pop up, please don’t hesitate to call us. When changes happen, we are always here and happy to help.
|
|
INVITE YOUR SUPPORTERS!
Wednesday, May 25
11 a.m. (Central)
|
|
|
Do your supporters wish they could give more but are worried about having enough income?
Invite your supporters to attend this free, live-streamed event with Barnabas Foundation’s executive director, James Bakke, J.D.
Jim will discuss how lifetime giving options can benefit their favorite Kingdom causes while caring for the needs of their families.
|
|
|
Promotional flyer and social media content found in this quarter’s marketing materials. On-demand video and audio recordings will also be available following the live event.
|
|
Supporter Survey and Follow-Up Program
|
|
|
|
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.
|
|
|
The American Council on Gift Annuities (ACGA) has announced that charitable gift annuity rates will be adjusted on July 1, 2022. If your organization promotes charitable gift annuities, this is important news for you to know. Look out for additional information later this month, once the new CGA rates are officially announced.
If you have any questions about this change and how it affects your ministry, please give Kurt Knoll a call at 888.448.3040, ext. 114.
|
|
Planning For Peace of Mind
|
|
|
Monday, May 10, 2022
Illiana Christian High School
Dyer, IN
|
|
Invite your supporters to join Amy Bakker Baty, J.D. (Barnabas Foundation) and Andrea Prince Karsten (financial advisor) for a casual, candid and informative event for women ages 55+.
Participants will gain practical, confidence-building insight on money and planning — both from Scripture and the experience of other women.
| Plus! Hear from other women who will share their personal stories about finding peace, independence and the courage to move forward, in spite of difficult circumstances. |
|
There is no cost for this event, but please register to let us know you're coming.
|
|
|
|
Tinley Park Convention Center
Tinley Park, IL
Bring your team and join us for three days of inspiration, training and fellowship!
Tuesday, September 13
- Planned Giving Boot Camp (remote option available)
Wednesday, September 14
- Proven Strategies for Planned Giving (remote option available)
- Member Appreciation Dinner
Thursday, September 15
- Next Level Fundraising Strategies (workshop)
- Let's Build a Marketing Plan! (workshop)
|
|
|
Kelli Smith, CFRE
Chair, CGP Board of Directors
Proven Strategies for Planned Giving
|
|
Austin French
Singer/Songwriter
Member Appreciation Dinner
|
|
Planned Giving Marketing Plan:
Ultimate Gifts
3rd Quarter 2022
|
|
Featuring customizable resources, newsletter articles, social media content and more, this quarter’s multi-channel resources will help you promote ultimate gifts.
|
|
This customizable, tri-fold brochure can be sent along with a BRE to generate interest in gifts in a will.
Customize this resource with your logo, brand colors, ministry-specific information, and images. We'll provide you with a print-ready PDF that you can then give to your preferred printing vendor.
|
|
|
Sized to fit a #9 envelope, these pieces can be inserted with receipts, donor appeals or other mailings your ministry sends this quarter.
- All About God's Kingdom
- The Way to Your Will
- Your Personal Board of Directors
|
|
|
Smart and Powerful Giving
Animated Explainer Video Series
|
|
|
Embed these complimentary, customized explainer videos on your website and share them through social media to promote smart and powerful giving options with your supporters!
This resource will be delivered to you as a series of five individual videos (mp4 files), each customized with your logo, branded colors and ministry-specific contact information.
|
|
|
Barnabas Foundation is pleased to welcome the following new member!
|
|
Here at Barnabas Foundation, the staff gathers each Monday morning for prayer. If you have a special praise or concern you would like to share, please email Lynell Dykstra.
|
|
|
|
