Posts by Dana

A Fundraiser’s Guide to New Tax Rules: Volume 1

zipper showing year 2018

Hello Friends! It’s a new year and if you haven’t yet heard, we have some new tax laws to tangle with. Much has been written about how these new rules will affect everyone, including charities. It can seem scary, because let’s face it – most people don’t like to talk about taxes and we tend…

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The Great Divide Between Clients & Advisors: Part 3 of 3

Holiday dinner

The Meaningful Charitable Conversation “All you can take with you is that which you’ve given away.” ~Written on George Bailey’s office wall in It’s a Wonderful Life This time of year – like no other time – we hope a little bigger; we feel things more deeply; we remember holidays past; and we consider our…

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The Great Divide Between Clients & Advisors: Part 2 of 3

red, yellow and orange flowers

For many years we assumed we knew what motivated people to give. Oh sure, we know it makes us feel good, but when people make BIG gifts isn’t it primarily motivated by financial and tax reasons? The answer is no. Tax benefits are an added bonus, but in the vast majority of cases NOT the…

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The Great Divide Between Clients and Advisors: Part 1

hands showing an item

According to a study by U.S. Trust most high net worth clients say their advisors aren’t good at philanthropic planning. Wow! That’s quite a statement. The study further revealed that clients and advisors have vastly different expectations about how the charitable conversation should go. Most advisors believe they should avoid the conversation until after they full understand…

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The Power of "Presence"

Two people having a chat

First impressions can make or break you. You know this if you work with donors or clients. You would be surprised at how fast people form opinions of us. The smallest details of our presence (how we present ourselves) speak volumes about us in the first few seconds of an encounter with a new person.…

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What To Do With The Family Farm?

farm horizon

If you work with farmers you know that one of their biggest challenges is what to do with the farm when they want to retire. The children often have careers of their own and don’t want to farm. The land, crops, and equipment are very valuable, but subject to a great deal of tax if…

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Gertie’s Gift

old lady smiling

Gertie Schmidt – Company Stock Buys Charitable Life Insurance & Creates a Legacy In 1932, Gerald Schmidt founded his own company – manufacturing dairy farm equipment. Over the years, Gerald’s company kept up with the latest in dairy farm technology and developed many new, innovative products. The company grew and prospered and is still going…

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Dana’s Journey

Dana Holt

Who leaves a lucrative corporate career to dedicate her life to teach charitable gift planning? ME! After two decades working in legal, charitable, and financial planning, I felt a tug on my mind and on my spirit. – a tug towards something new. I looked back at my professional career and realized that all of…

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