WHEN YOU KNOW BETTER, YOU DO BETTER
As a fundraising professional, you and the organization you serve need to be equipped to accept all types of gifts - cash and non-cash. When you don’t have the knowledge and confidence to do so, it can seem intimidating and overwhelming.
THE BEST FUNDRAISING PROFESSIONALS AND NONPROFIT ORGANIZATIONS KNOW HOW TO GUIDE DONORS TO MAKE NON-CASH GIFTS.
LEARN ONLINE WITH DANA HOLT
Dana J. Holt, JD RICP AEP® CAP®
Dana is a charitable gift planning educator and professional speaker. 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. There she helped advisors all over the U.S. with their most complex cases and taught them how to integrate charitable planning into their practice.
Now she focuses exclusively on teaching charitable planning through professional speaking and her first-of- its-kind coaching 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 and lives in the Twin Cities with her two retired racing greyhounds.
Specific Content Modules
When you only need information on one
type of non-cash gift
Comprehensive Knowledge Courses
When you want to become a non-cash
Uncover Your Opportunity: How to Get
Started with Non-Cash Gifts
Chart Your Course to Success with Non-Cash Gifts
"Dana takes all of the intimidation out of any gift planning concept. She frames even the most complex gift ideas into language that donors, gift planners and professional advisors can easily understand. I know I can count on her competency in any situation. You don't have to know everything about gift planning...but you do need to keep Dana close."
~Brenda Moore, CFRE, Brenda Moore & Associates, LLC
"I've worked for Mayo Clinic for over 20 years. This is the best thing they've ever done for me!
~ Bethel Ruest, Gift Planner, Mayo Clinic
"You have fully met our expectations and we thank you wholeheartedly for your work!"
~Mallory Roberts, Director of Development, MN Opera
"Our IRA Rollover gifts have increased 200% within a few months of beginning this program!"
~Anna Waugh, Mississippi Park Connection
OUR COURSES HELP YOU TO…
Discover More Opportunities:
Non-cash gifts coincide with specific events in a donor’s life. When you understand these events, you’ll see potential gifts all around you.
Develop Confident Conversations:
When you understand a donor’s assets and planning concerns you’ll have more informed and productive conversations with donors and their advisors.
De-Mystify Planned Giving:
Until now charitable gift planning has been a mysterious blend of tax wizardry, voodoo, and legalese. This program will de-mystify it for you.
Watch Modules 1 and 2 for FREE!
Purchase additional Modules when you need them.
Gain confidence in raising non-cash gifts.
Three Ways to Learn with HOLT Consulting LLC
Giving your audience tools
they can use and lifting you
up as the go-to resource for
Giving you tools to empower
your organization's mission
and be the best at your
BUY THE BOOK
guide to accepting