Barnabas Foundation offers a variety of educational, planning and marketing resources to support your church or ministry’s stewardship and planned giving efforts.

Additional members-only resources (including marketing templates, webinars, planning tools and more) can be accessed by clicking above to log into the Member Center.  To learn more about becoming a Member Organization, Click Here.

  • How to Strengthen Stewardship in Your Church

    This webinar discusses how to strengthen stewardship in your church with Bruce Barkhauer.

  • In God We Trust - Kids (K-5)

    Strengths

    • One of the most striking things about this program is how well it uses a fun, high-energy lesson format to communicate solid, Bible-based financial principles. 
    • Getting started is easy with a short, humorous instructional video that walks leaders through the lesson format (with shots of kids in class) and a single-sheet "Quick Start" guide. 
    • The DVD lessons are masterfully done with cutting-edge music and videography that would appeal to kids. Real-life situations are used to set up the lesson (i.e. a couple of boys playing a video game on the couch). And the Bible stories are creatively told (i.e. a guy walks through a toy store looking at toys while telling the Bible story of the rich man who couldn't part with his stuff). 
    • A thoughtfully-produced CD-ROM includes a step-by-step leader's guide, in-class games, and take-home cards for the refrigerator and personal meditation time. 
    • One of the best ways to evaluate a program is from people who have used it. Below are selected quotes from a church that experienced a great blessing using In God We Trust:
    • "The material was extremely user friendly and our volunteers loved using it."
    • "In God We Trust made it so easy to understand [stewardship] that even the adults were making comments that they wish it could be taught this way in 'Big church.'" 
    • “You could see and hear the children responding to what they were being taught.”
    • “The feedback from parents was very positive...."The Fridge" and "God Time" cards were very effective and actually provided a great way for parents to continue teaching their children at home during the week." 
    • "Thanks for teaching my kids that my truck is not really mine.” (they graciously informed me that it was really God’s truck).

    Things to be aware of

    • The Crown web site www.crown.org suggests a companion resource entitled "Family Times Virtue Pack" (sold separately) that parents and children can also do at home. This may not be necessary, however, as the In God We Trust kit provides ample quality resources for home use. 
    • Although the kit includes a wealth of high-quality materials (and Crown likely invested significant resources in this project), the cost of the program may be a concern for some (as of this writing it is priced at $150). The tangible products you receive in the mail are 1 DVD, 3 CDs, and Quick Start Guide - everything else you download and print yourself (including the game board for one of the in-class games).

    In God We Trust is an engaging 4-week DVD-based curriculum from Crown Financial Ministries that teaches kids (kindergarten to fifth grade) how to give, save, and spend money wisely.

  • Instructions for Transferring Securities to Barnabas Foundation

    Below are the instructions to transfer your gift of securities to Barnabas Foundation:

    DTC: 0385, E*Trade Securities, LLC

    For the Account of: Barnabas Foundation, EIN #36-2904503

    Account Number: 5550-3250

    E*Trade Contact: platinum4@etrade.com

    Phone: 1.800.503.9260

    The gift amount for charitable donation purposes will be the average of the high and low price per share for the donated shares on the day we receive them at E*Trade Securities, LLC.

    Be sure to notify Cindi Riemersma or Joan Santefort at Barnabas Foundation 888.448.3040 when you are sending the shares so we can be on the lookout for them. Our normal policy is to sell the security upon receipt. However, be sure to notify us of any special selling instructions you may have.

    We will acknowledge receipt of your contribution and its value for IRS reporting purposes, as well as the net amount which will be deposited into your Stewards Fund account. If you have questions regarding these instructions, please contact:

    Cindi Riemersma Client Services Administrator criem@barnabasfoundation.com or 888.448.3040.

    Print (Other), Fact Sheets

    Provide your broker with this document to transfer your gift of securities to Barnabas Foundation.

  • Making the most of every opportunity

    “Be very careful, then, how you live...making the most of every opportunity because the days are evil.” 
    - Ephesians 5:15

    Paul reminds us that the very nature of our world discourages our stewardship of time. “The days are evil,” he writes (Eph. 5:15). And because evil seems so powerful in our world, we are tempted to despair of making a real difference. The author E. B. White once said, “When I get up in the morning I am torn between saving the world and enjoying the world. This makes it very difficult to plan my day.” 

    He’s right. Saving the world seems an impossible task. What difference will our little acts of goodness make in the overall scheme of things? No wonder so many people today allow time to run through their fingers like sand on the seashore. We pursue meaningless activities that kill time and the possibilities it presents.

    Paul challenges us to be stewards of time, “making the most of our opportunities” (v. 15). Paul understands that because of Christ’s victory on the cross, time is redeemed. Our efforts to use time in ways that make a difference for the kingdom of God will not be wasted. God will establish our work through the power of his grace.

    But then, should we go from one extreme to the other? Does seizing every opportunity mean we can never relax, never have a moment for ourselves, never take time to “smell the roses?” Is Paul calling us to become workaholics for the kingdom of God?

    No! Here in these verses, Paul sets our use of time against an invitation to worship God. In so doing, he reminds us that using our time well is set against the backdrop of God’s divinely established rhythm for life. Early in Israel’s history, God set a pattern for us. “Six days you shall labor and do all your work, but the seventh day is a Sabbath to the Lord your God” (Ex. 20:9-10). God’s “six and one” pattern reminds us that we do not live by work alone. Not even God’s kingdom comes about by our work alone. Rather, our times are in God’s hand. God’s grace working through us makes a difference—not only for today but for eternity.

    Source: “The Joy of Generosity" devotional series developed by Barnabas Foundation and available at www.barnabasfoundation.com; adapted from the HomeLink series written by Pastor Bob Heerspink and released by Faith Alive Christian Resources.

    Time is a remarkable gift from God. The pages of our personal planners and the squares on our calendars represent the moments God has entrusted to our care. But how should we use them? We can fill those moments in an almost limitless variety of ways.

  • Mapping Your Congregation’s Assets

    Webinar (For Churches)

    In this webinar, Fred Milligan, Stewardship Consultant at Barnabas Foundation discusses mapping your congregation’s assets. Asset Mapping is a term which arrived in the not-for-profit world a number of years ago as community development leaders sought ways to move economically distressed communities from a scarcity mentality focused primarily on their needs to an abundance mentality focused on their existing resources. Applying this technique to church stewardship attitudes and practices is relatively new and holds potential for helping churches operate out of an abundance mentality.

  • Medicaid Disclosure Document

    Listed below are key provisions of the law you may wish to consider before making your gift:

    1. If you transfer assets for less than fair market value within the "look-back period" of applying for Medicaid, you will be treated as if you divested those assets, resulting in the application of a penalty period in Medicaid. The current look-back period is 60 months for all transfers made after February 8, 2006.
    2. The penalty period will begin on the date you are eligible for Medicaid and are receiving long term care services. The penalty period will depend on the amount transferred.
    3. Annuities are specifically addressed in the legislation. It would appear from the language of the law that establishing a Charitable Gift Annuity is considered a divestment and would result in a divestment penalty period as described above.
    4. If you expect that you may need to apply for Medicaid within the next five years, it is recommended that you speak with a professional advisor before establishing a Charitable Gift Annuity. Experts in the area of gift planning recommend that an individual have enough cash, securities, other investments, or long-term care insurance for five years of nursing home-level care before establishing a Charitable Gift Annuity.
    5. If a Charitable Gift Annuity is not appropriate at this time, there may be other ways you could benefit your favorite charity without risking Medicaid disqualification.

    For more information about charitable giving options, contact Barnabas Foundation at 888-448-3040.

    Please read prior to applying for a Barnabas Foundation Charitable Gift Annuity.

    Charitable Gift Annuities provide an attractive way for individuals to make a charitable gift, receive an immediate tax deduction, and retain an income for life. However, changes to Medicaid law in the Deficit Reduction Act of 2005 created new rules that should be considered when establishing a Charitable Gift Annuity.

  • Money & Marriage: A Complete Guide for Engaged and Newly Married Couples by Matt Bell

    Marriage Money

    Features and Strengths 

    Spiritual Discipline:  “When we are generous, we live in concert with our design, so it should come as no surprise that modern-day researchers studying the causes of human happiness have found that generous people are happier than those that are not generous.” Throughout the book Bell gives explanations reinforced with scripture verses. He shares his knowledge on the importance of making generosity the highest priority, as well as staying out of debt. Jesus was very clear about money, and Bell makes it easy to follow His example. 

    Easy to read: This book is divided into a “Ten-Step Action Plan for Financial Success.” The reader is taken on this journey of budgeting, working hard, staying out of debt and giving back to the Kingdom of God. Chapter by chapter, the reader is given direction and encouragement that living a debt free life is more than a possibility.

    Challenge: Bell challenges the reader to be proactive with their finances. This book tells of the importance of knowing your credit score and how to manage it. Setting financial goals and creating a budget are discussed, as well as paying back mortgages and car loans in a timely matter. The reader is encouraged to start marriage in a financially stable manner, and encouraged to apply good money management into the couple’s relationship now. “Strive for oneness and teamwork in your finances, and such characteristics will show up in other areas of your relationship, as well.” Money & Marriage helps the reader understand that preparation is indispensable to maintain a healthy money life, not only in one’s own life, but as a couple. 
     

    Perspective
    “You are in the midst of one of the happiest phases of life, but it can also be stressful. If you are engaged, there are countless decisions to be made about your wedding. If you are newly married, there’s a lot to be accomplished in bringing your lives together, financially and otherwise.” This book was designed to guide the reader through the journey of engagement and marriage. Bell demonstrates to couples that planning is the key to a successful financial future, as well as a successful marriage. The reader is brought on this sometimes confusing journey through credit cards, car loans, mortgages, credit scores, and debt. All the while, Bell shows how to maintain good credit, as well as how to get out of tough financial situations.

    Available at Barnesandnoble.com.

    Bell has written a book that is a “must have” for young adults both engaged, and married. He walks the reader through living on an established income and guides them through the tough subjects of debt, mortgages and combined salaries. Bell discusses the difficult decisions couples must make regarding money choices and many more topics.

  • Money Matters

    Devotions play a key role in moving our hearts and minds into a receptive attitude.  Their impact on our growth as "good stewards" can be significant, as the opportunities to select appropriate devotions for specific groups expands.  We've selected some of the best resources available to guide you in this area.

  • Money Talk: Questions Your Congregation Ask When You’re Not in the Room

    Webinar (For Churches)

    We have hundreds of candid and healthy conversations with believers about money every year. More often than not, they’re talking with us about how and why they intend to bless (or not) their local churches through their God-given resources. 

    In this webinar, Barnabas Foundation planners will share information and stories about the conversations we’re having with the people in your congregation in the process charitable planning. 

    • What questions do they ask? 
    • What do they wish they’d hear from their pastors and church leaders? 
    • What inspires people to invest in their local churches – and what keeps them from giving more? 

  • Overview Brochure for Donor Referrals

    Do More Good Cover Resized

    Details

    Help your donors “Do More Good, for the Greatest Good” by encouraging them to take full advantage of Barnabas Foundation’s charitable giving and will planning services, which are available to them at no additional cost through your membership.

    Using simple, straight-forward language, this brochure tells donors how Barnabas Foundation can help:

    • Identify the best giving options available to them, in a way that is clear and easy to understand
    • Ensure their wills reflect their family and charitable goals
    • Give stock, real estate or other non-cash gifts, while reducing their taxes
    • Make gifts that provide their families with retirement income for life
    • Establish a Stewards Fund to simplify and streamline their giving

    Format

    Full-color, tri-fold brochure with a finished size of 5 ½ x 9 inches (fits in A10 envelope)

    How to Use This Tool

    • Donor referrals
    • Face-to-face donor meetings
    • General mailings describing partnership with Barnabas Foundation
    • Donor Events and Informational Tables

    Ordering Details

    Complimentary brochures are available to all member organizations of Barnabas Foundation.

    Download and email the completed order form to Lynell Dysktra at ldyks@BarnabasFoundation.com to place your order. 

    View Sample "Overview Brochure"

    Download Order Form

    Useful for donor referrals, this brochure offers a high-level overview of the ways Barnabas Foundation can help your supports give more effectively, through our charitable gift and will planning services. 

  • Planned Giving Calculators

    What are the income and tax benefits of charitable arrangements you’re considering?

    These calculators will provide you with easy-to-understand gift illustrations, and will help you select the best gift for your personal situation.

    Illustration options:

    • Gift Annuity
    • Annuity Trust
    • Deferred Gift Annuity
    • Part Gift and Part Sale
    • Sale and Unitrust
    • Unitrust

    You should always consult your professional advisor prior to finalizing your plan. 

    Calculators

  • Planned Giving Options

    Print (Other), Fact Sheets, Forms & Information

    Christians use planned gifts from their estate to further support kingdom causes that are important to them. To help evaluate your options, we’ve created a complete chart of “planned giving options” which identifies income and tax implications, along with benefits to you and your favorite charities.