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Fund Partner Training (Granite Falls)

October 29, 2019 @ 10:00 am - 3:00 pm

People seated around tables at a fund partner training

We’re hosting a training for our fund partners with a focus on planned gifts. This will be a great opportunity for advisory board members to learn how to grow their funds through wills, bequest and assets other than cash. The day will include:

  • A keynote address by Dana Holt, creator of Turning Wealth into what Matters. Dana’s address, “Uncovering the Opportunity,” will focus on the enormous opportunity that lies in fundraising from wealth, not just cash. Dana will also be doing an afternoon breakout session entitled “Cows + Pigs + Chickens, OH MY! Gifts of Agricultural Assets.”

Dana Holt professional photo

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.

Dana is a graduate of Mitchell Hamline School of Law and Southern Illinois University. She serves as vice-chair of the Minnesota Planned Giving Council. She lives in Lauderdale, MN with her two retired racing greyhounds.

 

  • A panel of donors who have made giving to a community foundation part of their estate plans.
  • Lunch speaker Mike Kutzke will give a lively and humorous presentation on “Adding Value: The Impact of Communication.”
  • A variety of afternoon breakout sessions you can choose from.

 

Fund Partner Annual Training

Date: October 29, 2019

Location: Prairie’s Edge Casino, Granite Falls, MN

Time: 10 a.m. to 3 p.m., with lunch served

Details

Date:
October 29, 2019
Time:
10:00 am - 3:00 pm
Event Categories:
,

Organizer

Southwest Initiative Foundation
Phone:
(800) 594-9480
Email:
info@swifoundation.org
View Organizer Website

Venue

Prairies Edge Convention Center
5616 Prairies Edge Lane
Granite Falls , MN 56241 United States
+ Google Map
Phone:
1-866-293-2121