Learn Online – Holt Consulting

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.

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.

YOU CHOOSE:

Specific Content Modules

When you only need information on one
type of non-cash gift

OR

Comprehensive Knowledge Courses

When you want to become a non-cash
gift expert.

CHECK OUT OUR COURSES

Watch Modules
1 and 2 for FREE!

MODULE 1:

Uncover Your Opportunity: How to Get
Started with Non-Cash Gifts

MODULE 2:

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