Be Donor Centric

HFI's donors will feel an emotional connection to the Foundation's work.

    • More donors are incentivized to advance to the “next level”

    • Honor donor wishes to tailor their donation to the specific programs they chose.

    • Further a culture of gratitude for donors - They are thanked

    • Commit to regular & timely communication (not only thanks and recognition but reports and info)

    • Build a more robust KAMR program

      • Keep A Melody Ringing virtual recognition wall

    • Clearly articulate options that are of value to donors

    • Identify philanthropic and programmatic needs within the community

    • Expand Power of Harmony Program to each US State

    • Share impactful program videos and personal stories with the giving community

    • Broaden our definition of potential donor

      • Open grants up to outside organizations

    • Establish HFI apparel options and design appropriate campaigns (quarterly)

      • HFI merchandise to engage younger donors

Be A Model Organization

HFI will pursue industry best practices and be recognized for its professionalism

    • The Board will focus on strategy, leaving operational matters to the CEO

    • The Board will implement the flipped agenda for regularly scheduled meetings of the BoT

    • The Board will regularly review policies & HR documents.

    • The Board will renegotiate the relationship with the Barbershop Harmony Society after settlement agreement ends

    • HFI will continue to seek impactful programs (like Power of Harmony & AIC Outreach)

      Potentially:

      • Music and Memory for Seniors (like Giving Voice Org)

      • Music & Wounded Warriors

      • Music Medics Program Support

    • Expand Power of Harmony Program to each US State

      • Develop post-release communities formerly incarcerated youth

    • Seek diversification of revenue and programs

    • Embrace technology to find new ways to connect with people

      • Continually evaluate CRM/ operating system (for potential opportunities)

      • Implement programs such as Docusign

    • Commit to intentionally pursue professional development for Board & staff

    • Optimize Board makeup to reflect our donors plus prioritize needed experience/skills

    • Consistently solicit feedback and respond to feedback

    • The BoT will regularly evaluate itself, as a Board

    • The BoT will regularly evaluate the CEO

    • The BoT will regularly update orientation documents for new members of the Board

    • Implement post-meeting self-evaluations for BOT members at the end of regularly scheduled meetings

    • Implement regular CEO reports on the Board Portal

    • Regularly evaluate staff

    • Regularly update staff orientation packet & policies.

    • Seek recognition from outside rating agencies.

    • HFI Association Model

      • Provide broader services outside of fundraising to member organizations

        • Member development

        • Event management

        • Digital & Print Communications

    • Broaden the pool of grant recipients

      • Re-establish National Granting Pool

        • Provide support for local and regional programming

    • HFI Association Model

      • Provide broader services outside of fundraising to member organizations

        • Member development

        • Event management

        • Digital & Print Communications

      • Research needs of potential member organizations

    • Broaden the pool of grant recipients

      • Re-establish National Granting Pool

        • Provide support for local and regional programming

Be Fiscally Responsible

HFI will maintain financial sustainability as a best-in-class philanthropic organization.

    • Implement endowment campaign

      • Implement renewed campaigns for Legacy of Harmony

      • HFI General Endowment growth - "Draw" covers all HFI overhead (Goal: $25M)

      • Grow BHS Endowment to offset dues (Goal: $40M)

    • Implement Capital Campaign (Annual Fund / Major Gift / Estate Giving)

      • Implement 3 - Part Ask: (Annual Fund, Program, & Estate Giving

    • Explore more services to offer member organizations beyond fundraising alone

      • Research needs of potential member organizations

    • Pursue efficiencies via member organizations & shared resources

    • Research opportunities to diversify revenue streams that may not be donation based

    • More robust pursuit of outside granting organizations

    • Seek partnerships with organizations that have no full-time staff

    • Broaden definition of "potential donor"

    • Maximize potential of current pool of donors

      • Conduct wealth screening on full database of prospects

    • Buy donor contact lists that are curated for music supporters

    • Seek opportunities to connect with donors across different generations

    • Expand HFI reach outside of US

  • HFI Association/Membership Org Model

    • Shared staffing with "member organizations"