A Practical Step-By-Step Guide To Accepting Non-Cash Gifts
LET’S DEMYSTIFY NON-CASH GIFTS!
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
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About Dana Holt, JD RICP AEP® CAP®
Dana is an award-winning 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. She currently serves as a member of the Leadership Institute at the National Association of Gift Planners. Dana enjoys winter speed skating, studying astrology, and is an avid gardener at her home in the Twin Cities where she lives with her retired racing greyhound.
Gift Tips
The Most Important Step to Any Non-Cash Gift
Gifts of things like real estate, stock, and life insurance may seem very different from one another, but the gift acceptance process for all non-cash gifts is the same. These same five steps apply to all non-cash gifts, but one of them stands out as by far the most important…
Gifts of Private Stock: Don’t Get Caught Off-Guard
Gifts of private stock can be incredibly valuable, but they come with some additional complexity you don’t find with public stock. I’ve seen a number of charities get themselves into sticky situations with gifts of private stock, because they didn’t understand some important, but basic details. For example, they get…
How to Avoid a Pre-Arranged Sale: New Guidance
For many years, the rules on what constituted a pre-arranged sale have been confusing. Various sources of law offered conflicting advice, so how were we to know what to do? Fortunately, we have some new advice that gives us more solid guidance about how to avoid this situation. Before we…