By Dana Holt, JD RICP AEP® CAP®, CEO & Philanthropic Strategist, HOLT Consulting, LLC
Over the past 20 years, Dana has worked on hundreds of non-cash gifts and the successful ones all had something in common. They all followed the same 5-step blueprint. Every single one of them. No matter the asset type or value, they all proceeded the same way. The unsuccessful ones failed for a number of reasons, but looking back - it was because for some reason they didn't follow what I call:
"The Five Foolproof Steps to Every Non-Cash Gift"
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Non-Cash gifts can be extremely complicated, so if we can bring some order and predictability to them, why not? If we can follow a simple step-by-step process that improves the likelihood of success, let's do it!
About Author
Dana J. Holt
JD RICP AEP® CAP®, CEO & Philanthropic Strategist, HOLT Consulting, LLC
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, consulting, her online training program, and book entitled Turning Wealth Into What Matters™: A Practical Step-by-Step Guide to Accepting Non-Cash Gifts.
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 and is an avid gardener at her home in the Twin Cities where she lives with her retired racing greyhound.
