Speaking – Holt Consulting

HIGHLY KNOWLEDGABLE

CAPTIVATING DELIVERY

EASY-TO- UNDERSTAND

Business people in a seminar raising their hands

HAVING AN AMAZING SPEAKER MAKES ALL THE DIFFERENCE IN YOUR EVENT.

Finding dynamic and insightful Keynote Speakers and Workshop Leaders can be a stressful task, especially when it relates to non-cash gifts.

Let’s face it - we’ve all been bored and overwhelmed by speakers who try to tackle such a complex topic from the stage.

When that happens, the audience is left with little-to-know take aways and a “meh” feeling about the event as a whole.

You can't afford to choose a speaker that will waste your people's time.

YOUR AUDIENCE DESERVES TO LEARN FROM THE BEST AND MOST HIGHLY-QUALIFIED SPEAKERS, ESPECIALLY WHEN IT COMES TO NON-CASH GIFTS.

Speaking Fees

Check Out Dana's Past and Future Speaking Events

Secrets of Non-Cash Gifts

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Did you know that less than 10% of America’s wealth is held in cash? This fact has created a recent wave of interest in charitable gifts of non-cash assets. Both donors and charities can benefit greatly from gifts of things like real estate and closely-held stock, but they can be tricky. Join us as we show you the secrets to making these gifts successfully. You’ll learn:

DOs and DON’Ts of non-cash gifts
How to get the TIMING just right
How to MAXIMIZE the charitable deduction
How to choose the right CHARITABLE GIVING VEHICLE

Everything You Ever Wanted to Know About Donor Advised Funds

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Everywhere you turn, people are talking about Donor Advised Funds. They’ve been popular for several years, but lately they’re really hitting their stride. There are more than 1 Million DAFs now! Every year more money is contributed and total grants distributed increases.

Donor Advised Funds also stir strong feelings and heated discussions within the nonprofit community. Much of this heated discussion happens because until now fundraisers have seen DAFs as competition for charitable dollars, rather than a gigantic source of potential donations. Let’s take a critical look at DAFs and:

Learn exactly WHY Donor Advised Funds have become so popular.
Learn HOW Donor Advised Funds work.
Learn HOW to start fundraising FROM Donor Advised Funds.
Learn HOW to use them to your ADVANTAGE.

Five Foolproof Steps to Every Non-Cash Gift

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We know that very little of America’s wealth is held in cash; however, few nonprofits are ready to accept gifts of things like real estate, farm equipment, or privately-held stock. These assets can feel intimidating, but with some practical skills every nonprofit can do it confidently. This session will outline a 5-Step process that can be applied to every non-cash gift to make it go smoothly from beginning to end. The audience will walk away understanding how to:

Confidently discuss non-cash assets with donors.
Collect the right information about the asset.
Evaluate the asset for opportunity and risk.
Accept or decline the asset respectfully.
Manage or liquidate the asset.

IDEAL AUDIENCES:

Fundraising Professionals
Nonprofit Boards
Executive Directors
Nonprofit Management
Donors

Book Dana to Speak

ABOUT DANA HOLT, JD RICP AEP® CAP®

Dana is an award-winning author, charitable gift planning educator, professional speaker, and consultant. 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. She helped wealth advisors all over the U.S. with their most complex cases and taught them how to integrate charitable planning into their practice.

Dana has been quoted in Forbes and has been a featured writer for the Thomson Reuters Estate Planning Journal. Dana teaches gift planning through public speaking and her online training 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. She currently serves as a member of the Leadership Institute at the National Association of Gift Planners. Dana enjoys winter speed skating, studying astrology, and is an avid gardener at her home in the Twin Cities where she lives with her retired racing greyhound.

Financial Planning Association of Minnesota

"The information Dana shared was up-to-the-minute current, extremely relevant and useful. Her depth of knowledge is great, and she has a knack for conveying complex information in a very digestible way. And she has a great sense of humor!”

Rebecca Otten, Director of Development, St. Olaf College

"I absolutely loved your presentation!!!! You knocked it out of the ballpark! Thanks SO much for being our featured speaker. You are making a big difference in the philanthropy world."