EPISODE · Apr 18, 2023 · 32 MIN

#102 The Referral Process

from Barnabas Foundation Member Organizations · host Barnabas Foundation Members

What's the process for referring one of your supporters to Barnabas Foundation for assistance with a complex gift or planning support? In this broadcast, Steve Rottier, director of client services, and Kurt Knoll, director of member relations, break down each step of the referral process and discuss how your supporters can benefit from our planning services.

Episode metadata supplied by the publisher feed · Published Apr 18, 2023

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#102 The Referral Process

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