Free webinar sponsored by the Winona Community Foundation

Most high net worth clients say their advisors aren’t good at philanthropic planning. They also have vastly different expectations than their advisors about how philanthropic planning should happen.

High net worth clients also say knowing that an advisor has personal philanthropic experience and knowledge would factor into which advisor they choose, and it would enhance the credibility of advice provided.

Advisors who have embraced philanthropic planning have experienced great success and growth in their practices, including deeper client relationships, more high-quality referrals, and a link to the next generation.

Philanthropic planning is just like any other skill – it can be developed. With the right practice and instruction, it can be successfully incorporated into any practice and bring great success!

Who should attend?

Dana is an award-winning author, charitable gift planning educator, professional speaker, 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. She helped wealth advisors all over the U.S. with their most complex cases and taught them how to integrate charitable planning into their practice.

Dana has been quoted in Forbes and has been a featured writer for the Thomson Reuters Estate Planning Journal and Planned Giving Today. Dana teaches gift planning through public speaking, consulting, her online training program, and award-winning book Turning Wealth Into What Matters™: A Practical Step-by-Step Guide to Accepting Non-Cash Gifts.

Dana is a graduate of Mitchell Hamline School of Law and Southern Illinois University. She served as Chair of the Minnesota Gift Planning Association in 2020 and 2021, serves as a member of the National Association of Charitable Gift Planners Leadership Institute and editorial board of Planned Giving Today. Dana is an avid gardener at her home in the Twin Cities where she lives with her retired racing greyhound.

The Winona Community Foundation is a catalyst for igniting generosity and building the vibrant and enduring place we call home. The Foundation exists to support and build our community. We work with donors, nonprofits and professional advisors to meet immediate and long-term community needs through giving and granting. Our team of professionals are deeply familiar with the short-term, mid-term, and long-term needs of our community, as well as the nonprofits that are working to address those needs.

The Winona Community Foundation offers a range of charitable options and funds for individuals, families, businesses, and nonprofits to accomplish their philanthropic goals. As your trusted partner, resource, and steward for community philanthropy, the Foundation is committed to helping every individual give back in a way that is both meaningful to them and the causes they care about.

We strive to support and improve our community. We believe philanthropy has the power to transform lives and shape the future of our community and world. And, we believe everyone has the potential and capacity to be a philanthropist. With that as our guiding principle, we work to help people of all means improve our community and world – today and in the future.