Saving Our Time, Energy and Focus
“Our partnership has removed the administrative burden so we can focus on relationships with our ministry partners."
Brian Kinney
Gift Planning Director
Case Study: The Navigators
When The Navigators first came on board as members in 2020, they had a few self-identified struggles they hoped to overcome. They described their planned giving team as overworked and over-tapped. In particular, they struggled to maintain their charitable gift annuity (CGA) program.
“We were looking for solutions to enhance our donor experience and improve our team,” says Brian Kinney, gift planning director for The Navigators. “That’s when Barnabas Foundation took over our charitable gift annuity program.”
The Navigators gained a professional “back office” team that has helped manage the full life-cycle of planned gifts made to their organization. “We gave Barnabas Foundation the ability to manage our CGA program internally, which has had a very positive effect on our planned giving operation,” says Brian.
The Navigators also received in-depth evaluation and ongoing consultation about the program. “We were able to figure out what was working and what wasn’t,” says Brian. “That evaluation has been extremely helpful.”
Since becoming members, The Navigators have engaged with Barnabas Foundation to relieve several other pressure points and frustrations in the areas of complex gift administration, planning support and marketing.
The Navigators regularly take advantage of biblically-based planning support for their supporters on estate planning and complex charitable gifts.
“Barnabas Foundation’s team of planners have always been there for us, before or after hours,” says Brian. “It is a huge benefit to have that resource and know that there’s someone that can walk us through the process.”
They also capitalize on the distinctly Christian marketing content and customizable resources available to all of Barnabas Foundation’s member ministries.
“We’ve printed hundreds of thousands of customizable materials that we send to our audience,” says Chelsea Adelmann, gift planning operations manager for The Navigators. “This way, we don’t have to create new content, which opens our time and energy toward engaging with our donors.”
The Navigators planned giving team says that Barnabas Foundation has gone from a single-issue solution to an integral part of their planned giving operation.
ABOUT THE NAVIGATORS
The Navigators is a ministry that shares the gospel of Jesus and helps people grow in their relationship with Him through Life-to-Life® discipleship, creating spiritual generations of believers.
