Dana Holt

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Dana J. Holt, JD RICP AEP® CAP ®

 

Dana is a highly sought-after national speaker, writer, 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. 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 gift planning through professional speaking, consulting, and her first-of-its-kind online gift planning school, Turning Wealth Into What Matters™.

 

Dana is a graduate of Mitchell Hamline School of Law and Southern Illinois University. She has been quoted in Forbes and has been a featured writer for the Thomson Reuters Estate Planning Journal. She served as Chair of the Minnesota Gift Planning Association in 2020 and 2021. She is an avid gardener at her home in St. Paul, MN.

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“Turning Wealth Into What Matters makes non-cash gift fundraising accessible to nonprofits of every shape and size. It creates an efficient, easy-to-follow system for every type of gift. An essential resource that every fundraising professional should have.”

 

~Bryan Clontz, PhD., CFP®, CAP®, AEP®

President of Charitable Solutions, LLC and author of Charitable Gifts of Non-Cash Assets