2006 Planned Giving Conference - "30 Years of Growing Gifts"

About the Conference

The Barnabas Foundation Planned Giving Conference is designed for you, whether you are new to development, devote only a portion of your time to planned giving or are a seasoned planned giving professional. You will find sessions that challenge and encourage you in your work. You won’t want to miss the inspiring plenary sessions, valuable educational choices or the time for networking with other attendees. Join us for our 30th Birthday celebration at the Thursday Annual meeting luncheon. Barnabas Foundation turned 30 in April of this year and we want to celebrate with you. You, our members, are recipients of the gifts throughout our 30 years of existence. In conjunction with our Planned Giving Conference, we are introducing our first  Pastors’ Conference — Christians and Money: Trends, tips and tools every pastor should know! Don’t be surprised if you see your pastor.

Conference Schedule Special Events Wednesday, September 20 7:30 pm ~ 9:00 pm Social for early arrivals Thursday, September 21 8:00 am ~ 8:45 am Register & Breakfast 8:45 am ~ 9:00 am Devotions & Welcome 9:00 am ~ 10:15 am Plenary Session 10:15 am ~ 10:30 am Break 10:30 am ~ 11:45 am Plenary Session 12:00 pm ~ 1:15 pm Birthday Luncheon / Annual Meeting 1:30 pm ~ 3:00 pm Plenary Session 3:00 pm ~ 3:30 pm Break 3:30 pm ~ 4:45 pm Plenary Session 6:00 pm ~ 6:30 pm Reception 6:30 pm ~ 9:00 pm Banquet Friday, September 22 7:30 am ~ 8:30 am Full Breakfast Buffet 8:30 am ~ 9:45 am Breakout Sessions 9:45 am ~ 10:15 am Break 10:15 am ~ 11:30 am Breakout Sessions 11:45 am ~ 1:00 pm Luncheon 1:00 pm ~ 5:00 pm Golf Outing Ice Cream Social Wednesday—7:30 pm Barnabas Foundation Office Building Many of you will be coming in on Wednesday afternoon. If you do, come and join us for a social time and enjoy delicious ice cream. Golf Outing Friday Afternoon—1:00 pm George W. Dunne Nat’l Forest Preserve Tee Offs Start @ 1:00 pm (Scramble) $30.00 — 18 hole Golf Course with cart This course is surrounded by more than 300 serene acres of Cook County Forest Preserve Woods, the George W. Dunne National Golf Course in Oak Forest is a highly regarded, publicly-owned facility. Thursday Evening Banquet                                       6:00 pm Reception ~ 6:30 pm Dinner Dr. Cornelius Plantinga, Jr., President, Calvin Theological Seminary, will be our featured speaker at the Thursday Evening Banquet. His topic will be Ambition! What is its role in the Christian’s life? How does it affect the decisions we make? What impact does it have on our lifestyles? Dr. Plantinga will help us explore the real meaning of ambition from two perspectives. Insights from this presentation have a direct relationship on developing ambitious stewards.  A unique musical experience! The Celebration Choir from Pullman Christian Reformed Church in Chicago will entertain us. This 35-voice gospel choir, under the direction of Helen Breems, along with musician Rob Wildeboer, reflects the joy of the Lord and the power of the Holy Spirit. You won’t want to miss this!

CONFERENCE PRICING Member Conference Costs Conference Registration  $169.00 Non-Member Conference Costs Early Bird Conference Registration  After August 1 Conference Registration  $169.00 $189.00 Golf  $ 30.00 Banquet Only (Thurs pm)  (If not registered for Conference) $ 50.00   No refunds after September 1, 2006.

We encourage you to go to our website to register for this conference www.barnabasfoundation.com If you have questions or need further information please call Lynell Dykstra at Barnabas Foundation  1-888-448-3040     Thursday Plenary Sessions “Tap the Power of Donor Referrals” ~ Marc Stein, President, Gospel Light Worldwide  Marc Stein has spent over 20 years fine-tuning what he calls his referral system to help for-profit entities grow their business through referral marketing. His expertise is equally valuable to development officers in non-profit organizations. In this session you will gain insight on how to dramatically increase your effectiveness in communicating your organization’s vision. Marc’s strategies are universally applicable and will provide you with simple, yet extremely effective ways to develop major donors. Included in Marc’s experience and “referral system”… …How to ensure that prospects, clients and peers think of you FIRST ...How to instantly communicate your value in compelling terms ...How to get and keep referrals rolling in. “How to Manage Your Organization’s Image When Things go Wrong” ~ Matt Vander Laan, Vice President, Corporate Reputation Management, Edelman, Public Relations Worldwide Matt will share from his professional experience at Edelman, a large public relations firm that serves Fortune 500 companies. He will examine two trends that are influencing the way major corporations communicate today. Using case histories, Matt will discuss how these concepts can be replicated by non-profit organizations in the current environment. He will also suggest how to communicate a consistent message, taking advantage of the good times in an organization – even when things aren’t so good! “Top Producers Forum” ~ Don Van Maanen, Director of Development, Lynden Christian Schools; Dave Vander Werf, Director of Planned Giving, Dordt College; and Vern Ten Napel, Development Director, Sioux Falls Christian Schools An opportunity to learn from last year’s top producers of referrals for planned gifts. These leaders from organizations just like yours will share tips on incorporating planned giving into your development efforts. Discussion will encompass “best practices” and you will participate in a Q & A that will contribute to your own planned giving development expertise. Friday Break-Out Sessions 8:30 am - 9:45 am — Choose one of the following breakout sessions: “ABC’s of Barnabas Foundation” ~ Amy Bakker Baty, J.D. and Donald C. Long, J.D., Planned Giving Attorneys, Barnabas Foundation If you are new to Barnabas Foundation or haven’t had Barnabas Foundation assist with one of your donors, this session is for you. Our planned giving attorneys will explain the many services Barnabas Foundation offers and the methods used to introduce these services to your supporters. (Essential for first-time attendees.) “Donor Communications: The Essential Marketing Discipline” ~ Karen Layland, Director of Communications, Barnabas Foundation Communications is, by far, the most difficult tool in the marketing mix to utilize effectively. Yet communications, and specifically donor communications, rightfully demand a place in your marketing mix. We will examine approaches to consistent communication and integration of planned gift opportunities into your donor communication program. “Charitable Gift Annuities” ~ Richard Mulder, Director of Planned Giving, Racom Barnabas Foundation’s Gift Annuity program can provide a whole new dimension to your fundraising efforts. You will be able to provide Gift Annuities for your donors without the administrative work, investment risk or mortality risk that is normally associated with Charitable Gift Annuities. In this session, Richard Mulder will share from his 20 years of experience, how to identify Gift Annuity prospects and the steps to completing a Gift Annuity for the benefit of your organization. “A Healthy Church Challenge” ~ Rev. Jerry Dykstra, Executive Director, CRCNA What are the priorities as we look at the health of our congregations? And what is the role of stewardship in every facet of our church life? Trends related to our current culture impact the use of time, talent and treasure. With Pastor Dykstra’s new leadership role in the Christian Reformed Church, he offers a special challenge to all of us.  Note: This session is in conjunction with our Pastors’ Conference - “Christians and Money: Trends, Tips and Tools Every Pastor Should Know:”

Friday Break-Out Sessions (continued)

10:15 am - 11:30 am — Choose one of the following breakout sessions:

“Basics of Planned Giving Instruments” ~ Robert Zeilenga, J.D. and Steven J. Baker, J.D., Planned Giving Attorneys, Barnabas Foundation

Many potential gifts are going untapped simply because your supporters are not aware of giving options and opportunities. One of Barnabas Foundation’s primary objectives is to assist your donors with Planned Giving expertise. To maximize your potential for planned gifts (probably the largest gifts you’ll receive), you must have a good understanding of the opportunities and instruments used in Planned Giving. The various types of gifts will be explained, their respective donor benefits described, and when each gift is appropriate. (If you’re new to planned giving, this session is a must!)

“Recent Developments in Planned Giving” ~ James Bakke, J.D., Director of Planned Giving, Barnabas Foundation

This session focuses on new and pending regulation rules and other development work. Recent tax law changes and court cases will be covered, as well as new gift planning ideas. Strategies for gifts of specific types of assets will be presented. Approaches to more sophisticated and complex gifts that might appeal to a select group of donors will be included. An interactive audience participation opportunity will conclude this session. (Especially designed for experienced development staff.)

“Donor Communications: The Essential Marketing Discipline” ~ Karen Layland, Director of Communications, Barnabas Foundation

Communications is, by far, the most difficult tool in the marketing mix to utilize effectively. Yet communications, and specifically donor communications, rightfully demand a place in your marketing mix. We will examine approaches to consistent communication and integration of planned gift opportunities into your donor communication program.

“Show & Tell: Resources to Maximize Generosity in your Church” ~ Mike Buwalda, Stewardship Resource Consultant, Barnabas Foundation

Do you dream about a tidal wave of generosity in your church? Come and check out some of the most effective stewardship ideas and resources being used in churches today. In this fast-paced workshop, you’ll explore sermon ideas, video clips, education classes, financial counseling options, web resources, and more. As a bonus, you’ll also receive a take-home list of valuable resources from the presentation. Note: This session is in conjunction with our Pastors’ Conference - “Christians and Money: Trends, Tips and Tools Every Pastor Should Know:”

"Attitudes and Practices in the Pew: Identifying Obstacles to Generous Giving” ~ Dr. Rodger Rice, Director, Calvin Social Research Center (retired) Good Steward Ministry Consultant, Barnabas Foundation

Be among the first to see revealing results from a recent giving survey among CRC/RCA Church members! How is money really a part of their spiritual lives? Dr. Rice will integrate these survey results with a discussion of current cultural trends in money management. In this session, we’ll examine myths about giving by those in the pew. We’ll also identify obstacles to giving and ways to encourage generous giving. Note: This session is in conjunction with our Pastors’ Conference - “Christians and Money: Trends, Tips and Tools Every Pastor Should Know:”