#33 Inside a Planner's Meeting
from Barnabas Foundation Member Organizations Hosted by Barnabas Foundation Members
This classic podcast from 2018 features Kurt Knoll, director of investments and member relations, and Travis Morrow, estate planner. They discuss what really happens when you refer a donor to Barnabas Foundation, answering questions like: • What are donors thinking about? • What questions are they asking? • What's discussed in those meetings? • What topics and concerns are covered in those meetings?
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