Only about 10% of America’s wealth is held in cash. It’s true - only 10% is hanging out in our checking and savings accounts. The rest of our wealth happily spends its days living as things like real estate, life insurance, retirement accounts, and other interesting assets.
If that’s where the real money is, then why do charities constantly “chase the checkbook” for donations? Why do donors focus on giving from their checking accounts when the other 90% can be more financially beneficial to give and is just sitting there waiting to be shared for the benefit of life-changing causes?
It’s because charitable gift planning can feel like a mysterious blend of tax wizardry, voodoo, and legalese. To the untrained professional it is overwhelming and intimidating.
Luckily, you can conquer the confusion.
I’m here to de-mystify it for you.
Together, we will turn wealth into what matters.
Giving your audience tools they can use and lifting you up as the go-to resource for event planning.
Giving you tools to empower your organization’s mission and be the best at your career.
Giving you knowledge and skills to help your clients reach their goals and make you the best advisor out there.
Dana J. Holt, JD RICP AEP® CAP®
Dana is a charitable gift planning educator, coach, and professional speaker. She teaches fundraisers how to raise millions more by accessing wealth, not just cash - and teaches advisors how to grow their practice with the power of philanthropic planning.
Before starting HOLT Consulting Dana began her career as an estate planning attorney and then spent 13 years at a Fortune 300 Financial Services company. There she helped advisors all over the U.S. with their most complex cases and taught them how to integrate charitable planning into their practice.
Now she focuses exclusively on teaching charitable planning through professional speaking and her first-of-it's-kind coaching program, Turning Wealth Into What Matters™.
Dana is a graduate of Mitchell Hamline School of Law and Southern Illinois University. She serves as Chair of the MN Planned Giving Council and lives in the Twin Cities with her two retired racing greyhounds.