CHARITIES

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"A society grows great when old men plant trees whose shade they know they will never sit in.”

~ Greek Proverb

"I have known Dana for nearly 10 years and in that time I have come to rely on her expertise in the gift planning arena. Recently, I attended one of her presentations. The information was up-to-the-minute current, extremely relevant and useful. Her depth of knowledge is great, and she has a knack for conveying complex information in a very digestible way. And she has a great sense of humor!"

~Rebecca Otten, Director of Development, St. Olaf College

Increase YOUR Fundraising by 90%

Turning Wealth Into What Matters™


Only 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.

Even though that's where the real money is charities constantly "chase the checkbook" for donations and donors focus on giving from their checking accounts rather than the other 90% of their assets.

This program will give YOU the tools you need to:

De-Mystify Planned Giving: Until now charitable gift planning has been a mysterious blend of tax wizardry, voodoo, and legalese. This program will de-mystify it for you.

Discover More Opportunities: Non-cash gifts coincide with specific events in a donor's life. When you understand these events, you'll see potential gifts all around you.

Develop Confident Conversations: When you understand a donor's assets and planning concerns you'll have more informed and productive conversations with donors and their advisors.


YOU will unlock 90% more gifts.

YOU will Turn Wealth Into What Matters™.


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