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.

Financial Planning Association of Minnesota

Check Out Dana's Past and Future Speaking Events

Speaking Fees

ABOUT DANA 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 her retired racing greyhound.

”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

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!

POPULAR TALK TITLES:

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

Donor Advised Funds: Everything You Ever Wanted to Know

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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.

Gifts of Retirement Assets: A $30 Billion Dollar Opportunity!

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We've all heard a lot about the IRA Charitable Rollover lately. It's the best giving technique ever created, because Americans hold nearly $30 Trillion in retirement assets. Did you know there are other even more fun ways to give from retirement assets? If not, this session is for YOU! You'll walk away knowing:

Top 3 reasons donors give from retirement assets
Top 3 ways donors give from retirement assets
How, when, and where to market these ideas
How to talk about these opportunities with a donor's advisory team

You'll walk away with actionable items you can start using right away to access retirement assets in new and exciting ways. These actionable items can add millions to your fundraising results this year!