Turning Wealth Into
What Matters™
Finding Keynote Speakers and Workshop Leaders can be a stressful task.
You want speakers who are smart, well spoken and have a great message to share. But, you also need them to be relatable and speak a language that is universally understood by your audience.
Finding a Planned Giving Speaker that fits this mold can be difficult.
The language is often technical and your audience is all over the place when it comes to expertise.
You can’t afford to choose a speaker that will waste your people’s time.
Dana J. Holt, JD RICP AEP
Dana is a charitable gift planning educator, coach, and professional speaker. She teaches fundraisers how to raise millions more by accessing wealth, not just cash - and teaches advisors how to grow their practice with the power of philanthropic planning.
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-it's-kind coaching program, Turning Wealth Into What Matters™.
Dana is a graduate of Mitchell Hamline School of Law and Southern Illinois University. She lives in Lauderdale, MN with her two retired racing greyhounds.
WITH DANA YOU GET:
- A dynamic, engaging, and entertaining speaker with 2
decades of hands-on client experience.
- Rave reviews from your audience.
- Language and knowledge that equip your people to do their work better.
- Valuable resources for audience members.
POPULAR TALK TITLES:
Donor Advised Funds: Your $100 Billion Best Friend
Conquer The New Tax Rules + Raise Even More Money
Amplify Your High Net Worth Practice with Philanthropic Planning
EVENTS:
Check out where Dana is speaking next and other events, workshops and conferences that she recommends.
LET'S TALK ABOUT YOUR EVENT
Tell us about your event using the link below.
WE'LL CUSTOMIZE A TALK FOR YOU
We both want your audience to walk away with tools they can use!
BOOK DANA FOR YOUR EVENT
And be the one everyone thanks for picking the best speaker!
DON'T BOOK THIS GUY
We’ve all been to that talk that left us feeling like we wasted our time. We try to discreetly answer an email or two on our phones to salvage something, but it’s tough to recover and get back into a rhythm after it.
