Professional Advisors
Your Community Foundation welcomes the opportunity to be your partner in philanthropic conversations with your clients. We offer a range of services and funds to help you assist your clients reach their charitable goals. Whether your clients wish to give now or in the future, we provide personalized expertise so your clients can support the causes close to their hearts efficiently and effectively.
Our Professional Advisor Seminar is Back!
We’re hosting our professional advisor and donor seminars again on August 26 & August 27 at the Quincy Country Club. These events are a success thanks to the support of our sponsors and our community.
Helping Your Clients Give Greater
As an advisor, you play a central role in shaping your clients' financial plans. The Foundation is here to support that work, offering the resources and expertise needed to bring any philanthropic goals your clients have to life. Think of us as your partner behind the scenes — you stay focused on the big picture of your clients' financial future, and we'll take care of the philanthropic details.
Amplify Your High Net Worth Practice with
Philanthropic Planning
Plus tax and legal considerations for donations of complex assets
a Free Learning Seminar for Professional Advisors + complimentary lunch
MCLE Credits: 1.5 Illinois | 1.8 Missouri
CTFA Credits: 2.0 Illinois | 2.0 Missouri
Learning Objectives
- Understand what High Net Worth clients want from an advisor when it comes to their philanthropic planning.
- Understand how to grow a professional practice with philanthropic planning.
- Understand how to use creative giving techniques like Donor Advised Funds and Charitable Remainder Trusts to make these asset gifts even more powerful for donors and charities.
- Understand important tax and legal concerns for donations of complex assets – from both the donor’s and the charity’s perspectives.
Date: Thursday, August 27, 2026
Time: 11:30 a.m. - 1:00 p.m. (Check-In begins at 11 a.m.)
Location: Quincy Country Club Ballroom, 2410 State Street, Quincy, IL
Thanks to our event sponsors, this event is free for professional advisors to attend. Registration is required. Kindly RSVP by August 19, 2026.
With gratitude to our event Premier sponsors
With gratitude to our event Champion sponsors
Meet your presenter
Dana J. Holt, JD RICP AEP® CAP®
Dana is an award-winning author, charitable gift planning educator, professional speaker, and consultant. She teaches fundraisers how to raise millions more by accessing wealth, not just cash. 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. She helped wealth advisors all over the U.S. with their most complex cases and taught them how to integrate charitable planning into their practice.
Dana has been quoted in Forbes and has been a featured writer for the Thomson Reuters Estate Planning Journal and Planned Giving Today. Dana teaches gift planning through public speaking, consulting, her online training program, and award-winning book Turning Wealth Into What Matters™: A Practical Step-by-Step Guide to Accepting Non-Cash Gifts.
Dana is a graduate of Mitchell Hamline School of Law and Southern Illinois University. She served as Chair of the Minnesota Gift Planning Association in 2020 and 2021, serves as a member of the National Association of Charitable Gift Planners Leadership Institute and editorial board of Planned Giving Today. Dana is an avid gardener at her home in the Twin Cities where she lives with her retired racing greyhound.
Tools & Resources
A collection of tools an advisor needs when considering options giving through the Foundation.
Questions? We're here to help.
