SMART
PRACTICAL
EASY-TO-UNDERSTAND
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.
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 Non-Cash Gifts:
Until now non-cash giving has been a mysterious blend of tax wizardry, voodoo, and legalese. This program will de-mystify it for you.
YOU CHOOSE:
Specific Content Modules
When you only need information on one
type of non-cash gift
OR
Comprehensive Series
When you want to become a non-cash
gift expert.
MODULE 1a:
Uncover Your Opportunity: How to Get
Started with Non-Cash Gifts
MODULE 1b:
Chart Your Course to Success with Non-Cash Gifts
MODULES AVAILABLE
Gifts of Stocks + Mutual Funds
Gifts of Real Estate
Gifts of Life Insurance
Gifts of Retirement Assets
Gifts of Private Stock
Gifts of Tangible Property
Gifts of Intangible Property
Gifts of Farm Assets
Donor Advised Funds
PRICING
$24.95 PER MODULE
OR
$199 FOR COMPLETE SERIES
EVERY MODULE INCLUDES:
1. Educational Video
2. Quiz to Test Your Knowledge
3. Curated Additional Resources
4. CFRE Credit
STEP 1:
Watch the first two modules for FREE!
STEP 2:
Purchase additional Modules when you need them.
STEP 3:
Gain confidence in raising 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. Dana enjoys speed skating and is an avid gardener at her home in the Twin Cities where she lives with with her retired racing greyhound.
Three Ways to Learn with HOLT Consulting LLC
SPEAKING
Giving your audience tools
they can use and lifting you
up as the go-to resource for
event planning.
LEARN ONLINE
Giving you tools to empower
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.