Skip to content
Holt Consulting Logo
  • Speaking
  • Learn Online
  • New: Book!
  • Gift Tips Blog
Buy the Book

5: Gifts of Life Insurance

Course Content

View the Course Video
Additional Resources
Quiz
Posted in Uncategorized
Image of book, Turning Wealth Into What Matters, sitting on a desk

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.
Order YOUR Copy of Turning Wealth Into What Matters.

Turning
Wealth Into
What Matters

Holt Consulting LLC LinkedIn
  • Speaking
  • Learn Online
  • NEW: Book!
  • Gift Tips
  • Events
Untitled design(319)

© 2022 HOLT Consulting, LLC. All Rights Reserved.

Disclaimer | Privacy Policy | Terms of Service | Cookie Policy

Login
Accessing this course requires a login. Please enter your credentials below!

Lost Your Password?
Holt Consulting