2023 Professional Advisors Annual Gathering

International Estate Planning and Charitable Giving
Common Challenges and Solutions for International Donors and Assets
Tuesday, February 28, 2023 / Sheraton La Jolla
Click here for more information.

Highlights from the 2021 Professional Advisors Annual Gathering

2021 Featured Presenter

Dana J. Holt, JD, RICP, AEP, CAP

CEO and Philanthropic Strategist / Holt Consulting, LLC

Dana is a charitable gift planning educator 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, consulting, and her first-of-its-kind coaching program, Turning Wealth Into What Matters™

What We Learned

1 DOs and DONT’s of non-cash gifts

The importance of early planning and selecting the right “vehicle”

2 Get the TIMING just right

How failing to plan and implement correctly can lead to unintended consequences.

3 MAXIMIZE the charitable deduction

Identify the “right” assets and assess current and future income

4 Choose the right CHARITABLE Giving Vehicle

CRAT, CRUT, DAF, Stretch IRA – how to choose?

Professional Advisors Annual Gathering 2021 Video