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Leave a Legacy FF Presentation with Dana Holt

Thursday, January 14, 2021
12:00 pm1:00 pm
Online Event

SESSION DESCRIPTION:

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. Recent tax law changes have raised a renewed interest in these powerful creatures due to “bunching.”

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. Join us for this interactive session to learn why DAFs are becoming “The Future of Strategic Giving”.

-Learn WHY Donor Advised Funds are so popular.
-Learn HOW Donor Advised Funds work.
-Learn HOW to work with them to your ADVANTAGE.
-Get RESOURCES to help you in your work with DAFs.

Dana J. Holt, JD RICP AEP® CAP®

Dana is a charitable gift planning educator, coach, and professional speaker. She teaches fundraisers how to raise millions more by accessing wealth, not just cash - and teaches advisors how to grow their practice with the power of philanthropic planning.

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-it's-kind coaching program, Turning Wealth Into What Matters™.

Dana is a graduate of Mitchell Hamline School of Law and Southern Illinois University. She serves as Chair of the MN Planned Giving Council and lives in the Twin Cities with her two retired racing greyhounds.