Dana Holt, Jd, Ricp, Aep® Cap® Email & Phone Number

Saint Paul, Mn, Us

Greater Minneapolis-St. Paul Area

As an evolutionary astrologer, I believe in the power of the cosmos to illuminate our journeys. I help clients uncover past life experiences, understand their current life path, and find peace and clarity. Witnessing the positive transformations in my clients’ lives is incredibly rewarding. I love seeing their faces light up when they gain new insights about themselves and their future.

Greater Minneapolis-St. Paul Area

AWARD-WINNING AUTHORPublished "Turning Wealth Into What Matters" in April, 2022. (Gold Medal Winner - Best Business Book of 2023 | Midwest Independent Publishers Association)It's a practical, step-by-step guide to accepting 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.EDUCATOROnline training to equip fundraising professionals to generate non-cash gifts efficiently and successfully. Less than 5% of America's wealth is held in cash. When you ignore the other 95%, you are putting your organization and your career at risk. This training will de-mystify gift planning for you - one asset at a time. You'll start raising more money than you ever dreamed possible when you start raising non-cash gifts. You can do it and I want to teach you how!CONSULTANT I will determine which non-cash assets you can accept today, which types you can accept in the future, and give you the resources you need to make this happen right away!I look closely at your nonprofit organization’s ability to accept non-cash gifts; give you resources to start accepting certain types of gifts; and teach your fundraising team to invite and support this type of giving.PROFESSIONAL SPEAKERDynamic, engaging speaker on all aspects of charitable gift planning. Adept at speaking to a variety of audiences, including fundraisers, professional advisors, boards of directors, and donors. I have a knack for explaining complex information in a way that virtually any audience can quickly learn and apply to themselves. www.HoltGiftPlanning.com

Minneapolis, Mn

Develop customized estate, financial, and insurance solutions for financial advisorsand their clients on their most complex cases.Partner with Thrivent Trust Company to implement solutions to Thrivent customerswith complex estates.Extensive expertise in charitable planning, including tax and legal aspects of givingall asset types, including securities, real estate, personal property, insurance,business and farm assets.Dynamic speaker and educator on topics including income tax, social security,estate tax, business planning, charitable planning, retirement planning, estates andtrusts.

Minneapolis, Mn

Assist donors along with their their financial, tax, and legal advisors to design and implement sophisitacted charitable planning techniques, such as charitable trusts and donor advised funds. Extensive expertise in tax and legal aspects of giving all types of assets, including, securities, real esate, personal property, life insurance.Work with a four-member team of development professionals that consistently raises in excess of $50 million per year in current and deferred gifts for the benefit of thousands of charities nationwide.

Greater Minneapolis-St. Paul Area

Practiced law in the areas of probate, estate planning, and real estate.

Minneapolis, Mn

Assisted attorneys practicing law in the areas of commercial real estate development and real estate litigation.

St. Louis, Mo

Assisted attorneys practicing family law.

Jd, Tax Law/Taxation, Nonprofit, Estate Planning

Ba, Political Science, English, History