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Gift Officer Mastery

About the Course

In this in-person, three hour advanced workshop, you will refine your portfolio by reducing size, increasing focus, and prioritizing relationships that drive results, through hands-on exercises, peer collaboration, and tactical discussions.

Participants will re-segment their portfolio to identify a high-impact “Top 10” prospect list and develop two to four actionable, donor-specific strategies they can implement immediately. The session emphasizes maximizing limited time and attention through disciplined decision-making and plan execution.

Gift Officer Mastery is a pre-conference workshop of the AHP International Conference at the Gaylord Opryland in Nashville. 

Note: This workshop builds on AHP’s on-demand Gift Officer Masterclass. Registration for Gift Officer Mastery includes full access to the Gift Officer Masterclass. Completion of the video series is strongly encouraged prior to attending this workshop, as it provides foundational concepts essential for full participation.

Who Should Attend

This course is designed for experienced frontline fundraisers ready to elevate their strategic portfolio management.

Session Descriptions

Portfolio Optimization

Learn and apply techniques to reduce portfolio size while maintaining or increasing overall performance and donor engagement.

Strategic Prioritization

Identify the most promising prospects through data and judgment to create a high-impact “Top 10” list for near-term focus.

Action Planning

Develop two to four individualized donor engagement plans using real-time input and coaching to take back and activate in your fundraising efforts.

Instructors

Randall Hallett
Randall Hallett

Randall is CEO and Founder at Hallett Philanthropy.

Registration – Full Series

AHPrime Members: $549 – 609

AHP Members: $609 – 669

Non-Members: $669 – 719

Topics

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Course Series

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