NOW AVAILABLE!

Ultimate gifts (a.k.a. gifts in a will) are the most common – and generally the most substantial – types of planned gifts your ministry will ever receive.

Use this quarter’s tips, content and images to help you promote these smart and powerful gifts to your supporters.

INVITE YOUR SUPPORTERS!

Hidden Mistakes in Your Estate Plan

Wednesday, May 13
11 a.m. (Central) / 12 p.m. (Eastern)

Encourage your supporters to attend this free, live-streamed event with Lindsay Canan, J.D., of

Barnabas Foundation, where they’ll learn how to ensure their will reflects their personal values and goals by avoiding common estate

planning mistakes.

Following the event, you will be notified of any supporters who indicate they were referred by your ministry.

Promotional materials (flyer, receipt insert) and content can be found in this quarter’s marketing materials. On-demand recordings will also be available following the live event.

CUSTOMIZABLE BROCHURE

Planning with Purpose

This customizable, tri-fold brochure is a simple way to introduce your supporters to Barnabas Foundation when they’re ready to take the next step exploring estate gifts or other planned giving options.

Use it for face-to-face meetings, or send it as part of a targeted mailing this quarter.

SIZED TO FIT A #9 ENVELOPE

Customizable Receipt Inserts

These pieces can be inserted with receipts, donor appeals or other mailings your ministry sends this quarter.

• Investing in Tomorrow
• Leaving Your IRA to [Ministry Name]
• Peace of Mind
• Hidden Mistakes in Your Estate Plan

NEXT STEP DONOR RESOURCES

Customizable Info Sheets

Using clear and concise language, these ministry-branded 8 ½ x 11 info sheets are designed as a next-step resource for supporters who indicate interest in learning more.

• How to Give to [Ministry Name] in Your Will
• The Roadmap to Your Completed Will
• The People in Your Plan
• Sharing Your Estate Plan with Your Loved Ones
• 7 Reasons to Review Your Will
• Leaving a Legacy
• Writing a Spiritual Love Letter
• Leaving Retirement Funds to Ministry

Additional Q3 2026 Resources

• Articles for your website and newsletters
• Language for your reply devices
• Images and content for your social media and website
• Text, graphics and more!

Included as part of your Barnabas Foundation membership, the Planned Giving Marketing Plan is a flexible, pick-and-choose plan that allows you to promote smart and powerful giving options to your supporters.

Each quarter, you'll receive new tips, customizable materials and content related to the quarter's theme.

If you have any questions, would like more details about ordering customizable materials or need additional support for implementing your Planned Giving Marketing Plan, please contact Jodi Jonkman, associate director of member relations. Call 888.448.3040 ext. 226 or email by clicking the button below.