Autumn Series 2019 Part 1 – Start Your Engines! It’s IRA Season!
Presenter: Dana J. Holt, JD, RICP, AEP, Founder, HOLT Consulting
Original Presentation: October 2019
We’ve all heard a lot about the IRA Charitable Rollover lately. It’s the best giving technique ever created, because Americans hold nearly $30 Trillion in retirement assets. Did you know there are other even more fun ways to give from retirement assets? If not, this session is for YOU! You’ll walk away knowing:
- Top 3 reasons donors give from retirement assets
- Top 3 ways donors give from retirement assets
- How, when, and where to market these ideas
- How to talk about these opportunities with a donor’s advisory team
You’ll walk away with actionable items you can start using right away to access retirement assets in new and exciting ways. These actionable items can add millions to your fundraising results this year!
About the Presenter
Dana Holt is the founder of HOLT Consulting where she guides charities, families, and financial advisors through complex charitable giving strategies. She is also the creator of Turning Wealth Into What Matters™ – a Strategic Growth Coaching Program for Fundraisers and Professional Advisors.
Dana spent four years as an Advanced Planning Consultant at a Fortune 500 financial services company. There she guided and educated financial advisors from coast to coast through complex client matters such as tax planning, charitable giving, estate planning, real estate, social security and beyond.
Dana honed her charitable planning experience during her nine years as a Charitable Gift Planner at InFaith Community Foundation (formerly Lutheran Community Foundation). There she helped to facilitate hundreds of planned gifts using everything from cash to crops to cows, real estate, royalties, and more.
Dana began her professional career as an estate planning attorney in the Twin Cities. She graduated from Mitchell Hamline School of Law and Southern Illinois University. She lives in Lauderdale, MN with her two retired racing greyhounds.