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Turning Wealth Into
What Matters™

 

 

 

 

 

Finding Keynote Speakers and Workshop Leaders can be a stressful task.

You want speakers who are smart, well spoken and have a great message to share. But, you also need them to be relatable and speak a language that is universally understood by your audience.

Finding a Planned Giving Speaker that fits this mold can be difficult.

The language is often technical and your audience is all over the place when it comes to expertise.

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

Dana J. Holt, JD RICP AEP

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-Elect of the MN Planned Giving Council and lives in the Twin Cities with her two retired racing greyhounds.

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WITH DANA YOU GET:

- A dynamic, engaging, and entertaining speaker with 2 decades of hands-on client experience.

- Rave reviews from your audience.

- Language and knowledge that equip your people to do their work better.

- Valuable resources for audience members.

POPULAR TALKS:

Donor Advised Funds: Your $100 Billion Best Friend

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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. The recent tax law changes have raised a renewed interest in these powerful creatures due to “bunching”.

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 discover exactly why I call them “Your $85 Billion Dollar Best Friend.”

Learning Objectives:

  • 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.

Uncover Your Opportunity!

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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 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? It’s because those assets can feel overwhelming and intimidating. Luckily, you can conquer the confusion and uncover the opportunity all around you.

This session will teach you to take the first steps towards:

  • Accessing Wealth - Not Just Cash Flow.
  • Taking your organization’s fundraising to the next level.
  • Giving your donors the opportunity to GIVE BIG!
  • How to work smarter - not harder for contributions.

Start Your Engines! It's IRA Season!

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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!

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EVENTS:

Check out where Dana is speaking next.

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IDEAL AUDIENCES:

Fundraising Professionals

Nonprofit Boards

Professional Advisors

Executive Directors

Nonprofit Management

Donors

 

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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!

DON'T BOOK THIS GUY

We’ve all been to that talk that left us feeling like we wasted our time. We try to discreetly answer an email or two on our phones to salvage something, but it’s tough to recover and get back into a rhythm after it.

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"Best speaker of the entire conference!"

~ Attendee

Minnesota Planned Giving Council Annual Conference

"I'm inspired! I'm totally inspired!"

~ Attendee

 Lee County, Florida Planned Giving Council Annual Symposium

"One of the most professionally done, interesting, and informative break out sessions I’ve ever attended"

~ Attendee + Retired Attorney

 AFP/MN Council on Nonprofits Fundraising Conference

"The information is 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