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Chapter Meeting & Breakfast - Donor Conversations About Planned Giving

September 19, 2017

Donor Conversations About Planned Giving

For many of us in fundraising, planned giving seems to require a level of expertise not in our tool box. And when a fundraiser is juggling many other duties, it can be easy to avoid the topic. Presenters Courtney Polster and Judi Martinez, however, say that like all aspects of fundraising, it is about building relationships with donors. And while it’s important to be knowledgeable about planned gift vehicles and to identify opportunities to give, it’s much more important to talk with donors about their aspirations for our nonprofit organization and how they want to help. Join us to learn how to start conversations with your donors about planned giving!

Presenters: 

Courtney Polster, PhD, CFRECourtney Polster, Ph.D., CFRE, Campaign and Major Gifts Manager, Agrace HospiceCare Foundation

Courtney has nearly 10 years of development and fundraising experience in the Madison non-profit community. She is the Campaign and Major Gifts Manager at Agrace where she is leading the $15 million Care for All Endowment campaign, planned giving and direct response marketing programs. Prior to her employment with Agrace, Courtney worked for Mobility Training and Independent Living as a Fundraising Coordinator and Job Coach for adults with developmental disabilities.

Courtney received her bachelor’s degree in Psychology and Philosophy from St. Norbert College in 2004 and went on to receive her doctorate degree in Philosophy from Saint Louis University in 2008. Her areas of specialization are ethics, human nature and moral psychology. Courtney also earned her Certified Fundraising Executive credential (CFRE) and carries Project Management Certification through Wisconsin Certified Public Manger Program.

Courtney is active in the community through her volunteerism and is a board member of the Association of Fundraising Professionals Greater Madison Chapter, member of the Association for Healthcare Philanthropy and Wisconsin Association of Charitable Gift Planners. Courtney lives in Waunakee with her husband, Ryan, daughter, Natalie (4) and son, Nolan (2). She enjoys spending time with family, boating and gardening.

Judi Martinez, J.D., CFP, ChFCJudi Martinez, J.D., CFP, ChFC is Director and Financial Advisor at The Burish Group of UBS

Judi Martinez joined the The Burish Group in July 2015 to work with ultra-high net worth clients and help coordinate their investment, estate planning and philanthropic goals. Judi focuses on comprehensive financial planning; she has expertise in personal income, estate, gift and trust tax disciplines, advanced wealth transfer techniques, philanthropic planning, asset protection, planning with concentrated stock positions and stock option and restricted stock issues. She also reviews clients’ estate planning documents to ensure they accurately reflect the family’s philosophy, needs and objectives. 

Judi joined UBS Wealth Management in 2004 and in her most recent role she was a Senior Wealth Strategist with the Advanced Planning group. In that role, she provided strategic planning advice and education to the firm’s wealthiest clients. Prior to joining UBS, Judi was an Account Manager with the Ayco Company, L.P. (a Goldman Sachs company). At Ayco, she provided comprehensive financial planning services to senior executives of Fortune 500 companies. 

Judi received a B.S. from University at Albany and her J.D. from Albany Law School of Union University. Judi is a Certified Financial PlannerTM  professional, a Chartered Financial Consultant® and holds the Series 7 and 66 securities licenses. Judi is a member of the New York Bar and a member of the Financial Planning Association and NY State Bar Association.

Tuesday, September 19, 2017
Nakoma Country Club

Registration & Networking: 7:45 AM - 8:00 AM
Breakfast & Presentation: 8:00 AM - 9:15 AM


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