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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
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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

Back to Basics: How to Build a Solid Foundation for Your Non-Cash Giving Program

Before you can start asking donors to consider gifts of non-cash assets, you’ll need to get prepared. You’ll need to build some infrastructure so that you are well-positioned to accept non-cash gifts efficiently and effectively.  Over the last 20 years, I’ve identified the following essential pieces to building a successful non-cash gift…

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Guide to Life Estate Gifts

I’ve been getting more and more questions from clients about Life Estate gifts. Many people have real estate they do not wish to leave to heirs at their passing and they’re looking for options. A life estate is pretty simple, in theory. A donor gives their residence, vacation property, or…

image of front of United States Treasury building

What’s the Deal with Donating Savings Bonds?

Have you ever been approached by a donor who wants to donate United States savings bonds? Sounds like a wonderful idea, doesn’t it? The donor probably purchased or received the bonds many years ago and they are reluctant to cash them in due to the associated income tax on the…