Search
Speakers

Dana Holt, JD AEP

Turning Wealth into What Matters

Philanthropic Strategies for Charities, Families, and Professional Advisors

Dana Holt is a gift planning guru, yoga enthusiast, and greyhound mom. She uses her twenty years of experience in financial, estate, and gift planning to help charities, families, and professional advisors turn assets into the very best charitable gifts.

Only about 10% of America’s wealth is held in cash. It’s true – only 10% is hanging out in our checking and savings accounts. The rest of our wealth happily spends its days living as things like real estate, life insurance, retirement accounts, and other interesting assets.

If that’s where the real money is, then why do charities constantly “chase the checkbook” for donations? Why do donors focus on giving from their checking accounts when the other 90% is just sitting there waiting to be shared for the benefit of life-changing causes?

Dana will tell you why. It’s because until now charitable gift planning has been a mysterious blend of tax wizardry, voodoo, and legalese. She is here to de-mystify it for you.

She will teach you how to unlock that other 90% for the benefit of your favorite charitable works. Together, you will turn wealth into what matters.

Core Presentation

  • Turning Wealth Into What Matters” A Strategic Plan to Amplify Your High Net Worth Practice

For Financial Advisors

  • Do you offer financial, tax, or estate planning for your clients? Would you like to know the secrets of using tax-savvy charitable strategies in your plans?

For Families (Great for Client Events)

  • Are you looking for more direction in the way you give? Do you need help designing a gift for a favorite charity?

Charities

  • Only 10% of Americans’ wealth is in cash. Have you ever wished you knew how to better raise charitable dollars from that other 90%?

 

“Dana has a thorough understanding of financial and legal issues that are at play in charitable giving strategies, and a knack for breaking down complexities into simple to understand solutions to meet the donor’s charitable and finance goals. She always projects professionalism, and she has a no-nonesense “get it done” attitude, which instills trust in donors and their advisors. She’s easy to work with, meets deadlines, and has excellent follow-through. Plus, she’s fun!”
Cindy Aegerter, CFRE, Senior Gift Planner, inFaith Community Foundation

“Dana has a rare combination of deep technical skills and polished people skills that make her not just an advisor you go to for answers but someone that professionals and clients enjoy working alongside. She has such an inquisitive charitable gift planning mind — and it shows in her work and attitude. It makes her a fantastic resource for nonprofit professionals, donors, and advisors alike when challenging situations surface.”
Eric Joranson, JD, CAP, National Philanthropic Trust

“I have had the pleasure of working with Dana in the planned giving field for more than a decade. She has a keen ability to assess opportunities, identify solutions and make them a reality. Plus, she’s a hoot!
Lori Anderson, VP of Marketing Communications, inFaith Community Foundation

 

Travels From:  Minnesota
City: Minneapolis
$5,000 and Under

Biography

Dana is the founder of HOLT Consulting where she guides charities, families, and financial advisors through complex charitable giving strategies. She also trains development staff to better identify and facilitate major and planned gifts.

Dana spent four years as an Advanced Planning Consultant at a Fortune 500 financial services company. There she guided and educated financial advisors from coast to coast through complex client matters such as tax planning, charitable giving, estate planning, real estate, social security and beyond.

Dana honed her charitable planning experience during her nine years as a Charitable Gift Planner at InFaith Community Foundation (formerly Lutheran Community Foundation). There she helped to facilitate hundreds of planned gifts using everything from cash to crops to cows, real estate, royalties, and more. Dana began her professional career as an estate planning attorney in the Twin Cities. She graduated from Mitchell Hamline School of Law and Southern Illinois University. She lives in Lauderdale, MN with her two retired racing greyhounds.

Presentations

This program can be delivered as a 5-month program or each month can be delivered as a presentation.

The presentation would include a handout with a case study and FAQs/tips.

Month 1:
Uncover Your Potential
Chart Your Course

Month 2:
Amplify Your Skills: Stocks/Mutual Funds
Amplify Your Skills: Retirement Assets

Month 3:
Amplify Your Skills: Farms/Vehicles
Amplify Your Skills: Real Estate

Month 4:
Amplify Your Skills: Business Assets
Amplify Your Skills: Life Insurance

Month 5:
Amplify Your Skills: Tangibles & Intangibles
Unleash Your Growth

Do you offer financial, tax, or estate planning for your clients? Would you like to know the secrets of using tax-savvy charitable strategies in your plans?

You’ve come to the right place. Dana can help you do just that. She will use her two decades of experience in estate, charitable, and financial planning to incorporate the very best charitable solutions into your clients’ plans – solutions that offer the greatest tax and financial benefits, as well as carry out their charitable goals and values.

She has worked on cases big and small; simple and complex; from one end of the U.S. to the other. She can’t wait to put that experience to work for you and your clients.

She has expertise in a very wide range of assets – stocks, real estate, royalties, life insurance, business assets. farms, and MORE! A deep understanding of how these assets work gives her the ability to design the very best charitable plans for your clients.

Are you looking for more direction in the way you give?

Do you need help designing a gift for a favorite charity?

Look no further, Dana can help you. She would be honored to work with you to create a defined giving plan that embodies what matters most to you.

She can be your advocate in discussions with charities to help design a gift that works well for everyone.

She will work with your professional advisors to create a strategic giving plan that complements your financial and estate plans.

Only 10% of Americans’ wealth is in cash. Have you ever wished you knew how to better raise charitable dollars from that other 90%?

If so, you’re in luck! Dana can help you unlock that 90%.

Non-cash gifts happen at specific times in donors’ lives because of life events or because of the nature of the assets. The more you understand these life events and assets, the better you will be at raising more charitable dollars from that whopping 90% of our resources!

Areas of expertise

  • Estate Planning
  • Taxation
  • Charities and Charitable Planning
  • Life Insurance
  • Fund Raising
  • Philanthropy
  • Gifting
  • Retirement Planning
© 2022 Ro Morrison & Assoc.