Turning Wealth Into What Matters by Dana Holt

This book is available for preorder. 

 

A generous donor wants to contribute a valuable non-cash asset to your nonprofit. You want to say “YES”. However, you worry that you’ll make a mistake and looking foolish in front of the donor and your organization.

 

I get it. Non-cash gifts can feel intimidating and even a bit scary. Throughout my career as gift planner, I’ve facilitated hundreds of non-cash gifts and have taught hundreds of people to do it too.

 

This book will help to eliminate the fears you have when it comes to non-cash gifts. It will provide you with:

  • 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!

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. Sh