September Chapter Meeting

When:  Wed, Sep 9, 2026 from 11:30 AM to 01:00 PM (ET)
Associated with  AFP FL, Polk County Chapter

Heart Over Pocket - a Relationship-First Approach to Fundraising

This session traces the arc from a single volunteer relationship, through a chain of introductions, to a million-dollar donor and $6M raised for Gospel Village, a housing community for people experiencing homelessness. Drawing on Jim Collins' Good to Great, it shows how the Hedgehog Concept, the Flywheel, and a clear logic model create compounding fundraising momentum, then introduces Dream Pilot and Wheel of Generosity, the platforms I built to turn this relationship-first strategy into a repeatable system for any organization.

LEARNING OBJECTIVES

After this session, attendees will be able to:

1. Apply the Hedgehog Concept to clarify their organization's unique fundraising position
2. Build a logic model that connects fundraising activities to mission outcomes
3. Identify the flywheel dynamics that compound relationship investments into major gifts
4. Shift from transactional sponsorship asks to relationship-first donor engagement
5. Evaluate tools for building and delivering professional event collateral at every stage

Location

United Way of Central Florida
5605 US-98
Lakeland, FL 33812
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Contact

Kellie Phillips
8637327000
afppolk@gmail.com