Proven Strategies for Planned Giving: Conference Evaluations

We appreciate your feedback!

Click on the link for each session that you attended during the 2024 Proven Strategies for Planned Giving Conference.


Tuesday, September 10

 

Before You Say a Word

Presented by : James Bakke

Survey: https://www.surveymonkey.com/r/LMV23X2

 

Planned Giving Boot Camp

Presented by : James Bakke

Survey: https://www.surveymonkey.com/r/LM2YJFS

 

Planned Giving Marketing 101

Presented by : Heather Day

Survey: https://www.surveymonkey.com/r/LMCJF2D

 

What to Expect When You’re Bequesting

Presented by : Cindi Riemersma & David Schutt

Survey: https://www.surveymonkey.com/r/GNGJYQ3

 

Women and Wealth

Presented by : Amy Bakker Baty & Lindsay Canan

Survey: https://www.surveymonkey.com/r/LMQVPBT

 

Building and Sustaining a Legacy Society

Presented by : Heather Day, Chelsea Adelmann & Sarah DeYoung

Survey: https://www.surveymonkey.com/r/LMW6L2P

 

Fundraising 101

Presented by : Jack Strong

Survey: https://www.surveymonkey.com/r/GFKTRFQ

 

Checklist for Getting Started

Presented by : Kurt Knoll & Lynell Dykstra

Survey: https://www.surveymonkey.com/r/LMTGMQZ

 

The Power of Story

Presented by : Heather Day

Survey: https://www.surveymonkey.com/r/GFL7D5C

 

Identifying Planned Giving Prospects

Presented by : Kurt Knoll

Survey: https://www.surveymonkey.com/r/GFV35YY

 

Meet, Greet and Ask a Planner!

Presented by : Barnabas Foundation Planning Team & Planning Assistants

Survey: https://www.surveymonkey.com/r/GF9KGLQ


Wednesday, September 11

Wednesday General Session Evaluations

Survey: https://www.surveymonkey.com/r/GFTPPXV


Thursday, September 12

 

Planned Giving Boot Camp

Presented by : Jim Bakke

Survey: https://www.surveymonkey.com/r/LM2YJFS

 

Adapting Your Message to the Medium

Presented by : Heather Day & Joni Bishop

Survey: https://www.surveymonkey.com/r/LMBX6DH

 

Tax Basics of Non-Cash and Life Income Gifts

Presented by : Kurt Knoll & Steve Baker

Survey: https://www.surveymonkey.com/r/GFYQHR2

 

4 Keys to Connection and Caring for Older Supporters

Presented by : Isabel Tom

Survey: https://www.surveymonkey.com/r/GFCKTBD

 

Planned Giving Marketing 101

Presented by : Heather Day

Survey: https://www.surveymonkey.com/r/LMCJF2D

 

Don’t Fear the DAF!

Presented by : Cindi Riemersma

Survey: https://www.surveymonkey.com/r/LM65H8L

 

Getting the Most Out of Your Membership

Presented by : Kurt Knoll & Lynell Dykstra

Survey: https://www.surveymonkey.com/r/LMZB998

 

Let’s Build a Marketing Plan!

Presented by : Heather Day & Dean Kaplan

Survey: https://www.surveymonkey.com/r/GFQ3MN6

 

Developing a Case Statement

Presented by : Jack Strong

Survey: https://www.surveymonkey.com/r/GFSC2ZH

 

Women and Wealth

Presented by : Amy Bakker Baty

Survey: https://www.surveymonkey.com/r/LMQVPBT


Overall Conference

Share Your Feedback

Survey: https://www.surveymonkey.com/r/LXD2J6R


Questions and Additional Information

Email: members@BarnabasFoundation.org
Phone: 888.448.3040, ext. 111