Book Nook: Turning Wealth Into What Matters by Dana Holt

Welcome to the Stocktoberfest Book Nook!

This week's Stocktoberfest Book Nook features our content contributor Dana Holt.

Dana is an 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. She has brought us an incredible resource..

TURNING WEALTH INTO WHAT MATTERS: A Practical, Step-by-Step Guide to Accepting Non-Cash Gifts.

Dana has prepared a step-by-step manual to assist charities because her entire business is dedicated to assisting them in accepting more non-cash donations. Turning Wealth Into What Matters is intended to educate nonprofits on the fundamentals of each asset type, what information to collect from donors, potential risks to be cautious of, and exactly how they should proceed from beginning to end:

• Fundamental knowledge of each asset type.
• A step-by-step process you can use with virtually every non-cash gift.
• Proven internal procedures you can begin using right away.
• Detailed intake checklists so you can be sure to collect all the right information.
• Exceed your fundraising goals year after year!
• Take your career to the next level!
• Open up a world of new possibilities for donors, your organization, and YOU!

“I look forward to the day when charities of all sizes receive non-cash gifts on a regular basis and their vital services to our communities experience an explosion of growth!” - Dana Holt

Get ready to take your non-profit to the next level after reading Dana Holt’s incredible step-by-step guide. And remember, check in next week for another Stocktoberfest Book Nook recommendation from the DonateStock team.