Spring Series 2019 Part 1 – Donor Advised Funds
Your $110 Billion Best Friend
Presenter: Dana J. Holt, JD, RICP, AEP, Founder, HOLT Consulting
Original Presentation: April 2019
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. The 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. Let’s take a critical look at DAFs and discover exactly why I call them “Your $110 Billion Best Friend.”
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.