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A Practical Step-By-Step Guide To Accepting Non-Cash Gifts

LET’S DEMYSTIFY NON-CASH GIFTS!

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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 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.

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A practical
step-by-step
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non-cash gifts.

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About Dana Holt, JD RICP AEP® CAP®

Dana is an author, charitable gift planning educator, professional speaker, and consultant. 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. She helped wealth advisors all over the U.S. with their most complex cases and taught them how to integrate charitable planning into their practice.

Dana has been quoted in Forbes and has been a featured writer for the Thomson Reuters Estate Planning Journal. Dana teaches gift planning through public speaking and her online training 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 is an avid gardener at her home in the Twin Cities where she lives with her retired racing greyhound.

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Guide to Accepting Gifts of Stock + Mutual Funds

  Each month during 2021 I will be sharing a step-by-step guide to accepting a different non-cash asset. This month we’ll explore publicly-traded stock and mutual funds.  When charities decide to start accepting non-cash gifts they usually start with stock and mutual funds, because it’s the easiest to accept and…