HIGHLY KNOWLEDGABLE

CAPTIVATING DELIVERY

EASY-TO- UNDERSTAND

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HAVING AN AMAZING SPEAKER MAKES ALL THE DIFFERENCE IN YOUR EVENT.

Finding dynamic and insightful Keynote Speakers and Workshop Leaders can be a stressful task, especially when it relates to non-cash gifts.

Let’s face it - we’ve all been bored and overwhelmed by speakers who try to tackle such a complex topic from the stage.

When that happens, the audience is left with little-to-know take aways and a “meh” feeling about the event as a whole.

You can't afford to choose a speaker that will waste your people's time.

YOUR AUDIENCE DESERVES TO LEARN FROM THE BEST AND MOST HIGHLY-QUALIFIED SPEAKERS, ESPECIALLY WHEN IT COMES TO NON-CASH GIFTS.

ALL PRESENTATIONS AVAILABLE VIRTUALLY.

VIRTUAL PRESENTATIONS RECEIVE 50% DISCOUNT!

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ABOUT DANA HOLT, JD RICP AEP® CAP®

Dana is a charitable gift planning educator and professional speaker. She teaches fundraisers how to raise millions more by accessing wealth, not just cash.

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- its-kind coaching program, Turning Wealth Into What Matters™.

Dana is a graduate of Mitchell Hamline School of Law and Southern Illinois University. She served as Chair of the Minnesota Gift Planning Association in 2020 and 2021 and lives in the Twin Cities with her two retired racing greyhounds.

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LET'S TALK ABOUT YOUR EVENT

Tell us about your event using the link below.

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WE'LL CUSTOMIZE A TALK FOR YOU

We both want your audience to walk away with tools they can use!

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BOOK DANA FOR YOUR EVENT

And be the one everyone thanks for picking the best speaker!

POPULAR TALK TITLES:

Secrets of Non-Cash Gifts

Did you know that less than 10% of America’s wealth is held in cash? This fact has created a recent wave of interest in charitable gifts of non-cash assets. Both donors and charities can benefit greatly from gifts of things like real estate and closely-held stock, but they can be tricky. Join us as we show you the secrets to making these gifts successfully. You’ll learn:

  • DOs and DON’Ts of non-cash gifts
  • How to get the TIMING just right
  • How to MAXIMIZE the charitable deduction
  • How to choose the right CHARITABLE GIVING VEHICLE

Donor Advised Funds: Everything You Ever Wanted to Know

Everywhere you turn, people are talking about Donor Advised Funds. They’ve been popular for several years, but lately they’re really hitting their stride. There are more than 1 Million DAFs now! Every year more money is contributed and total grants distributed increases.

Donor Advised Funds also stir strong feelings and heated discussions within the nonprofit community. Much of this heated discussion happens because until now fundraisers have seen DAFs as competition for charitable dollars, rather than a gigantic source of potential donations. Let’s take a critical look at DAFs and:

  • Learn exactly WHY Donor Advised Funds have become so popular.
  • Learn HOW Donor Advised Funds work.
  • Learn HOW to start fundraising FROM Donor Advised Funds.
  • Learn HOW to use them to your ADVANTAGE.

Gifts of Retirement Assets: A $30 Billion Dollar Opportunity!

We've all heard a lot about the IRA Charitable Rollover lately. It's the best giving technique ever created, because Americans hold nearly $30 Trillion in retirement assets. Did you know there are other even more fun ways to give from retirement assets? If not, this session is for YOU! You'll walk away knowing:

  • Top 3 reasons donors give from retirement assets
  • Top 3 ways donors give from retirement assets
  • How, when, and where to market these ideas
  • How to talk about these opportunities with a donor's advisory team

You'll walk away with actionable items you can start using right away to access retirement assets in new and exciting ways. These actionable items can add millions to your fundraising results this year!

IDEAL AUDIENCES:

Fundraising Professionals
Nonprofit Boards
Professional Advisors
Executive Directors
Nonprofit Management
Donors

BRINGING DANA IN TO SPEAK MEANS…

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Rave reviews from the audience.

Level up the audience’s non-cash gift expertise.

Equip nonprofits for fundraising success.

Raise the caliber of your event.

Inspire your audience!

THREE WAYS TO LEARN WITH HOLT CONSULTING

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SPEAKING
Giving your audience tools
they can use and lifting you
up as the go-to resource for
event planning.

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LEARN ONLINE
Giving you tools to empower
your organization's mission
and be the best at your
career.

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BUY THE BOOK
A practical
step-by-step
guide to accepting
non-cash gifts.