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The People In Your Plan (For Church Members)
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…
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What Happens in a Planning Meeting? (Online Training)
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…
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Giving Stock and Marketable Securities (Training for Church Members)
Do you have appreciated stock or other securities that you’ve owned for at least a year? Adam Lopez, director of planning, and Kurt Knoll, director of member relations, discuss why marketable securities are a much…
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Giving From An IRA (Training for Church Members)
Amy Bakker Baty, director of planning and Kurt Knoll, director of member relations, discuss how if you are 70 ½ and older, you can make a sizeable gift from your individual retirement account (IRA) to…
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Giving Real Estate and Business Gifts (Training for Church Members)
Nathan Osborn, managing director of planning services discusses how you can give more to ministry than you ever thought possible! You can redirect a business or property you no longer need or want to manage…
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