A Practical Step-by-Step Guide to Accepting Non-Cash Gifts
LESS THAN 10% OF AMERICA’S WEALTH IS HELD IN CASH. IF YOU DON’T HAVE THE EXPERTISE TO GUIDE DONORS TO MAKE NON-CASH GIFTS, YOU ARE MISSING OUT!
A generous donor wants to contribute a valuable non-cash asset to your nonprofit. You want to say “YES”. However, you worry that you’ll make a mistake and look foolish in front of the donor and your organization.
I get it. Non-cash gifts can feel intimidating and even a bit scary. Throughout my career as gift planner, I’ve facilitated hundreds of non-cash gifts and have taught hundreds of people to do it too.
This book will eliminate the fears you have when it comes to non-cash gifts. It will provide you with:
- Fundamental knowledge of each asset type.
- A step-by-step process you can use with virtually every non-cash gift.
- Proven internal procedures you can begin using right away.
- Detailed intake checklists so you can be sure to collect all the right information.
HOLT CONSULTING CAN HELP!
STEP 1:
PURCHASE TURNING WEALTH
INTO WHAT MATTERS
STEP 2:
INSTANTLY RECEIVE STEP-BY-STEP
INSTRUCTIONS FOR ACCEPTING
ANY NON-CASH GIFT.
STEP 3:
ACCEPT VALUABLE NON-CASH
GIFTS WITH CONFIDENCE!
WHILE YOU WAIT FOR IT TO ARRIVE…
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. Dana enjoys speed skating and is an avid gardener at her home in the Twin Cities where she lives with her retired racing greyhound.
"The power of non-cash gifts is undeniable. They are powerful for the donor. They allow the donor to give smarter, simultaneously leveraging multiple levels of tax benefits. They are powerful for the nonprofit. Changing the donor’s mindset from giving out of disposable income to giving out of wealth can massively increase the magnitude of current and future gifts.
This is all true, but it doesn’t address the biggest challenge: How can you actually DO THIS? That’s the real problem. And now, this problem has a real solution! Dana Holt’s book Turning Wealth into What Matters provides that practical step-by-step guide for making non-cash fundraising a reality. It takes the fear out of non-cash fundraising and shows you exactly how to turn this idea into real-world results for your organization.
If you want to take your fundraising to the next level, this is the place to start!"
Russell James, J.D., Ph.D., CFP®
Professor of Charitable Financial Planning
Texas Tech University, Lubbock, Texas
“Turning Wealth Into What Matters makes non-cash gift fundraising accessible to nonprofits of every shape and size. It creates an efficient, easy-to-follow system for every type of gift. An essential resource that every fundraising professional should have.”
Bryan Clontz, PhD., CFP®, CAP®, AEP®
President of Charitable Solutions, LLC and author of Charitable Gifts of Non-Cash Assets
Three Ways to Learn with HOLT Consulting
SPEAKING
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they can use and lifting you
up as the go-to resource for
event planning.
LEARN ONLINE
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your organization's mission
and be the best at your
career.
BUY THE BOOK
A practical
step-by-step
guide to accepting
non-cash gifts.
