Regional Gift Officer Summit - Trip Planning, Metrics, and Major Gift Success

Join us for a 2-hour interactive workshop designed specifically for regional gift officers, in partnership with the Oklahoma State University Foundation. This workshop 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.

You’ll hear from experts at:

• Oklahoma State University Foundation
• OU Health Sciences
• U.S. Naval Academy
• Boston University
• UConn Foundation
• University of Rochester

Why You Should Attend:

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.

Who Should Attend?

This workshop is perfect for:

• Regional gift officers looking to elevate their strategy
• Advancement professionals balancing travel, outreach, and collaboration
• Fundraisers from small and large shops who want to optimize their portfolios

Use the registration link above to reserve your spot, and we'll see you there!