Regional Gift Officer Summit

This two hour discussion, designed by regional gift officers, for regional gift officers, will equip you with practical tools and advanced strategies to build portfolios, fill visit gaps, and close transformational gifts—while seamlessly collaborating with unit officers and leveraging the latest technology.

What You’ll Learn:

• Steps to Build Strategic Portfolios and Close Transformational Gifts — Use data-driven insights to manage your portfolio, find filler visits, and close major gifts efficiently.
• Tips to Maximize Trip-Planning  — Maximize your time on the road
• Best Practices for Personalized Follow-up and Engagement — Learn strategies to create personalized connections after every visit and enhance your long-term strategy.
• How to Master Collaboration with Unit Officers — Discover how to leverage your strengths as a regional gift officer to complement unit-level goals, align metrics, and maximize impact. Know when to bring in campus partners and make handoffs seamless.

Whether you’re new to regional fundraising or a seasoned expert, this workshop offers actionable insights tailored to the unique challenges you face in the field. You’ll leave with a toolbox of strategies, templates, and best practices, ready to implement immediately.