UNLOCKING FUNDRAISING POTENTIAL
The Power of Fractional Gift Planning
Hiring full-time staff is no longer the only path to top-tier expertise.
Introducing Fractional Gift Planning:
- Access to Expert Guidance: Gain access to a highly skilled gift planning specialist without the overhead of full-time employment.
- Pay-as-You-Go Flexibility: Only pay for the hours you actually need, allowing you to scale your support as your fundraising needs evolve.
- Minimize Risk, Maximize Impact: Leverage decades of experience without increasing your financial risk.
Why Fractional Gift Planning Matters:
- Maximize Your Fundraising Potential: Non-cash giving and sophisticated gift planning strategies are crucial for achieving and surpassing your fundraising goals.
- Tailored Solutions: Whether you need assistance with a single complex gift or a comprehensive overhaul of your gift planning program, I can provide the support you need.
Experience the Difference:
Contact me today to learn how fractional gift planning can revolutionize your fundraising efforts.
Every Charity Deserves World-Class Gift Planning
I believe that every charity, regardless of size, deserves access to sophisticated gift planning solutions. Your fundraising potential should not be constrained by budget limitations.
By collaborating closely, we will go beyond simply meeting your fundraising goals; we will surpass them.
expertise that gets results
Bequests
Charitable Gift Annuities
Charitable Remainder Trusts
Non-Cash Gifts
Donor Advised Funds
Gift Acceptance Policies + Procedures
Technical Writing
Staff Training
Staff Coaching/Mentoring
Board Training
Donor Education
“Dana is a leading voice in non-cash philanthropic planning. Her services have been the most helpful tools in my growth in the gift planning field. She is an adept teacher and makes seemingly hard to understand concepts comprehendible and, dare I say, exciting!”
~M.B., Director of Gift Planning
“Dana has helped me become a more confident gift planner. She breaks down complicated information and makes it less confusing and mysterious. She is also encouraging and supportive. She’s in your corner!”
~Lisa, Gift Planner
“We are learning so much. You’re helping us shape our future.”
~Jill Kohler, Development Director, Interfaith Outreach Community Partners.
ABOUT DANA J. 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 in 2017, 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.