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Legacy Giving at Lunch Spring Series: Part 1
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4/30/2019
When: Tuesday April 30, 2019
12:00 pm – 1:00 pm CST
Where: Online Webinar
United States


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Donor Advised Funds: Your $110 Billion Best Friend

(Part 1 in the 2-Part Legacy Giving At Lunch Discussion Spring Series)

Tuesday April 30 at Noon-1pm

Leave a Legacy MN is pleased to announce our line-up for the Legacy Giving at Lunch web-based learning series. Each Legacy Giving at Lunch is a free, one-hour learning opportunity you can plug into from your desk. Join us for the full series or just the sessions that fit with your schedule and download the recordings online.

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.”

Learning Objectives:

  • Learn exactly WHY Donor Advised Funds have become so popular.
  • Learn HOW Donor Advised Funds work.
  • Learn HOW to start fundraising FROM Donor Advised Funds.

Presenters

Dana J. Holt

Dana J. Holt, JD RICP AEP

Dana is a charitable gift planning educator, coach, and professional speaker. She teaches fundraisers how to raise millions more by accessing wealth, not just cash - and teaches advisors how to grow their practice with the power of philanthropic planning.

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. There she helped advisors all over the U.S. with their most complex cases and taught them how to integrate charitable planning into their practice.

Now she focuses exclusively on teaching charitable planning through professional speaking and her first-of-it's-kind coaching program, Turning Wealth Into What Matters™.

Dana is a graduate of Mitchell Hamline School of Law and Southern Illinois University. She lives in Lauderdale, MN with her two retired racing greyhounds.

Legacy Giving at Lunch Discussion Series

A Series on Legacy Giving for Nonprofit Superstars Who Do It All
Presented by Leave a Legacy, MN – a program of the Minnesota Planned Giving Council

If you are a busy Executive Director or Development Director, the idea of adding one more thing to your plate can feel overwhelming. Yet, you feel the urgency to position your organization so that donors may remember you in their estate plans.

We are here to help you get started on a planned giving effort. Join us from the comfort of your office for Legacy Giving at Lunch on April 30 and May 14.  Hear from our featured guest experts, ask questions, and exchange ideas with your colleagues across the state.

This is a FREE offering supported in part by our friends at the Initiative Foundation, Northwest Minnesota Foundation, West Central InitiativeSouthern Minnesota Initiative Foundation, and Southwest Initiative Foundation.

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