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MPGC July 2018 Education Program – Attendee Registration
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7/17/2018
When: 4:00 – 6:00 PM
Where: Urban Growler Brewing Co.
2325 Endicott St
St. Paul, Minnesota  55114
United States


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MPGC July 2018 Education Program

July 17, 2018

Join us for a special MPGC Education Program at Urban Growler Brewing Co. Come network with planned giving professionals and learn about Donor Advised Funds from Dana Holt, JD RICP AEP. Your registration includes one drink ticket and light appetizers.

Location

Urban Growler Brewing Co.
2325 Endicott St
St Paul, MN 55114

Agenda

4:00 – 4:30 p.m.  Registration & Networking
4:30 – 5:30 p.m. Education Program
5:30 – 6:00 p.m. Networking
6:00 p.m. Adjourn

Pricing

Download the Registration PDF

Pricing

$40/member
$60/non-member

Education Program Session Description

Donor Advised Funds: Your $85 Billion Best Friend

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 the “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 $85 Billion Dollar Best Friend”.

Speaker

Dana J. Holt headshot

Dana J. Holt, JD RICP AEP, HOLT Consulting

Dana 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™ - Strategic Growth Programs 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 a national 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 serves on the board of the MN Planned Giving Council and lives in Lauderdale, MN with her two retired racing greyhounds.


Questions? Contact staff at office@mnpgc.org or (651) 290-7474.

Cancellation: Registration and payment must be RECEIVED by 5:00 p.m. on July 6, 2018. Refunds will be given to those who call and cancel before this date.

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