Uncover Your Potential: How to Get Started With Non-Cash Gifts

Uncover Your Potential: How to Get Started With Non-Cash Gifts

Presented by Dana Holt, HOLT Consulting

Date: Wednesday, October 19, 2022, 12 PM Central Time

CFRE: Full participation in Uncover Your Potential: How to Get Started with Non-Cash Gifts is applicable for 1.0 point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

This is a free event!

A special thanks to Dana Holt for her fabulous webinar on How to Get Started with Non-Cash Gifts. Dana is an author, charitable gift planning educator, professional speaker, and consultant. She educates fundraisers on how to access millions more in assets rather than just cash. Dana spent 13 years at a Fortune 300 financial services business after beginning her career as an estate planning lawyer before founding HOLT Consulting. She provided assistance to financial advisers around the country with some of their most challenging situations and taught them how to include philanthropic planning in their work.

In this webinar Dana shares with us that 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 stock, real estate, retirement accounts, and other interesting assets.

As a fundraising professional, you and the organization you serve need to be equipped to accept all types of gifts - cash and non-cash. When you don’t have the knowledge and confidence to do so, it can seem intimidating and overwhelming.

Dive in and learn how you can get started accepting non-cash gifts. In this webinar session you’ll learn:

• Why Non-Cash Giving is Essential for Charities of All Sizes
• State of Non-Cash Giving in America
• Three Steps to Every Successful Gift Plan
• Additional Resources to Help You Accept Non-Cash Gifts

Click the button below to watch the webinar:

For more information referred to in this webinar click Here.

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. Dana teaches gift planning through public speaking, 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.