26th Annual Professional Advisors Seminar           Register Now  

 
The Foundation is pleased to welcome Dana J. Holt, JD, RICP, AEP® CAP® as our keynote speaker for the Dallas Jewish Community Foundation/Southwest Community Foundation’s 2021 Professional Advisor Seminar. As CEO-Philanthropic Strategist with HOLT Consulting, LLC., 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. The seminar will offer relevant and informative analysis on successfully gifting things like real estate and closely-held stock.
 
The 2021 Professional Advisor Seminar will be held in-person at the Westin Galleria. The event will also be offered via live stream and the most important aspects of our seminar – networking, continuing education, question and answer – will be offered in both formats. Sponsor visibility is expected to be enhanced through the expanded reach that the hybrid format provides and the year-round logo placement for all advisor/donor-related programming. We invite your company to be a 2021 sponsor of the Dallas Jewish Community Foundation/Southwest Community Foundation’s 26th Annual Professional Advisor Seminar.
 

The Secrets to Charitable Gifts of Non-cash Assets

Dana J. Holt, JD RICP AEP® CAP ®

CEO + Philanthropic Strategist

HOLT Consulting, LLC

 

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. 

 

Did you know that less than 10% of America’s wealth is held in cash? This fact has created a recent wave of interest in charitable gifts of non-cash assets. Both donors and charities can benefit greatly from gifts of things like real estate and closely-held stock, but they can be tricky. Join us as we show you the secrets to making these gifts successfully. You’ll learn:

 

  • DOs and DON’Ts of non-cash gifts
  • How to get the TIMING just right
  • How to MAXIMIZE the charitable deduction
  • How to choose the right CHARITABLE GIVING VEHICLE
Here is a 40-second preview from our speaker. We know you will not only learn the secrets of making charitable gifts of non-cash assets but also enjoy Dana’s interactive delivery. Regarded as a dynamic presenter, Dana delivers valuable, complex information in a digestible way that leaves guests informed and inspired.

We hope you are one of 200+ people joining us virtually or in person.

all recommended safety measures will be followed

Wednesday, October 20, 2021

Dallas Westin Galleria

Sponsorship opportunities available here
Registration link here 

 
We are happy to again recognize Meadows Collier as the 2021 Primary Underwriter
 
 

Platinum Sponsors

www.frostbank.com
 
hklaw.com
 

 

sponsors as of 8.26.21

 

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Contact Us

Dallas Jewish Community Foundation
Byrna & Joe Funk Family Philanthropy Center
12700 Hillcrest Road, Suite 201
Dallas, Texas 75230

E-mail: info@djcf.org
Phone: (214) 615-9351
Fax: (214) 363-5942