DevelopmentProfessionalsWorkshop

Second Harvest and Feed My Starving Children are once again teaming up to host a FREE mini-conference for those working in the field of development in a non-profit organization. All development professionals, regardless of years of experience or type of non-profit are welcome to attend, as it will be a great opportunity to learn from experts in the field and network with your peers.

This upcoming event will feature a keynote presentation from Dana Holt, of Holt Consulting. Dana is a charitable gift planning educator, coach, and speaker, with experience as an estate planning attorney and consultant. Her presentation will focus on the world of Donor Advised Funds (DAF’s), how they will be impacted by the tax law changes, and how non-profit organizations can turn them into our “$110 Billion Best Friend.”

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.

DanaHolt

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.”

  • 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.
  • Learn HOW to use them to your ADVANTAGE.

The mini-conference will also feature four break-out sessions (two timeframes – two sessions each). We are still confirming some of the sessions, but currently we will be offering:

  • Donor Experiences Like Disney – Kyle Queal VP, Mission Advancement
  • Starting a Planned Giving Program – Thomas O’Neill, Second Harvest
  • Writing better proposals/thank-you notes/engagement pieces – FMSC staff
  • Donor Ethics – Tom Jolivette, Kairos and Associates

Lunch will be provided, with an opportunity to connect at a happy hour afterwards for further networking.

Please feel free to forward this invitation to others in your network. We have plenty of space!

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