HFI will remain grounded in barbershop.
HFI will invest in a range of programs and initiatives in the singing community that can change lives.
HFI will seek a broader impact, remain true to its mission, and strive to become a better version of who we are.
HFI is a granting organization that fundraises to achieve its mission.
Be Donor Centric
HFI's donors will feel an emotional connection to the Foundation's work.
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More donors are incentivized to advance to the “next level”
Who: HFI Exec Team & Fundraisers
When: FY 24-25
Hurdles: Negative Effects of Partner Actions
Honor donor wishes to tailor their donation to the specific programs they chose.
Who: HFI Exec Team & Staff
When: FY 24-25
Hurdles: Negative Effects to HFI Revenue
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Further a culture of gratitude for donors - They are thanked
Who: HFI Exec Team & Staff
When: FY 24-25
Hurdles: Sufficient Funding
Commit to regular & timely communication (not only thanks and recognition but reports and info)
Who: HFI Exec Team & Staff
When: FY 25
Hurdles: Staff Time
Build a more robust KAMR program
Who: HFI Exec Team
When: FY 25
Hurdles: Staff Time
Keep A Melody Ringing virtual recognition wall
Who: Director of Communications
When: FY 25
Hurdles: Staff Time
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Clearly articulate options that are of value to donors
Who: HFI Exec & Fundraisers
When: FY 25
Hurdles: Potential BHS negative response
Identify philanthropic and programmatic needs within the community
Who: HFI BOT/Exec & Fundraisers/Partner Orgs
When: FY 25-26
Hurdles: Adequate gathering of information
Expand Power of Harmony Program to each US State
Who: HFI CEO / Program Manager
When: FY 25-27
Hurdles: Sufficient Funding & potential partners
Share impactful program videos and personal stories with the giving community
Who: Director of Communications, program leaders & staff in the field
When: FY 25
Hurdles: Gathering impactful assets
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Broaden our definition of potential donor
Who: BoT & HFI Exec
When: FY 25
Hurdles: Potential BHS negative response
Open grants up to outside organizations
Who: BoT & HFI Exec
When: FY 26
Hurdles: Potential BHS negative response
Establish HFI apparel options and design appropriate campaigns (quarterly)
Who: HFI Exec
When: FY 25
Hurdles: Need to capture names & contact info
HFI merchandise to engage younger donors
Who: BoT & HFI Exec
When: FY 24-25
Hurdles: Potentially some IRS regulations
Be A Model Organization
HFI will pursue industry best practices and be recognized for its professionalism
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The Board will focus on strategy, leaving operational matters to the CEO
Who: BoT & Chair
When: FY 24-27
Hurdles: Habit
The Board will implement the flipped agenda for regularly scheduled meetings of the BoT
Who: BoT, Chair & CEO
When: FY 24
The Board will regularly review policies & HR documents.
Who: BoT
When: FY 24-27
The Board will renegotiate the relationship with the Barbershop Harmony Society after settlement agreement ends
Who: BoT
When: FY 25
Hurdles: Potential BHS Negative Response
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HFI will continue to seek impactful programs (like Power of Harmony & AIC Outreach)
When: FY 25-27
Potentially:
Music and Memory for Seniors (like Giving Voice Org)
Who: CEO/Program Manager
When: FY 26
Hurdles: Sufficient Funding
Music & Wounded Warriors
Who: CEO/Exec Team
When: FY 25
Hurdles: Funding/Potential BHS Negative Response
Music Medics Program Support
Who: CEO/Exec Team
When: FY 25
Hurdles: Funding/Potential BHS Negative Response
Expand Power of Harmony Program to each US State
Who: CEO/Program Manager
When: FY 26-27
Hurdles: Sufficient Funding
Develop post-release communities formerly incarcerated youth
Who: CEO/Program Manager
When: FY 25
Hurdles: Sufficient Funding
Seek diversification of revenue and programs
Who: CEO/Exec Team
When: FY 25
Embrace technology to find new ways to connect with people
Who: CEO/Exec Team
When: FY 25
Continually evaluate CRM/ operating system (for potential opportunities)
Who: CEO/Exec Team
When: FY 24-25
Hurdles: Availability of resources
Implement programs such as Docusign
Who: CEO/Exec Team
When: FY 24
Hurdles: Availability of resources
Commit to intentionally pursue professional development for Board & staff
Who: BoT / CEO
When: FY 25
Hurdles: Availability of resources
Optimize Board makeup to reflect our donors plus prioritize needed experience/skills
Who: BoT / CEO
When: FY 25
Hurdles: Dependent on available talent
Consistently solicit feedback and respond to feedback
Who: Exec Team & Dir of Communications
When: FY 25
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The BoT will regularly evaluate itself, as a Board
Who: BoT
When: FY 24
The BoT will regularly evaluate the CEO
Who: BoT
When: FY 24
The BoT will regularly update orientation documents for new members of the Board
Who: BoT Gov/Ed Comm
When: FY 25
Implement post-meeting self-evaluations for BOT members at the end of regularly scheduled meetings
Who: BoT Chair
When: FY 24
Implement regular CEO reports on the Board Portal
Who: CEO
When: FY 24-25
Regularly evaluate staff
Who: Exec Team & CEO
When: FY 24
Regularly update staff orientation packet & policies.
Who: Exec Team, CFO & OM
When: FY 25
Seek recognition from outside rating agencies.
Who: Exec Team
When: FY 25
Be Fiscally Responsible
HFI will maintain financial sustainability as a best-in-class philanthropic organization.
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Implement endowment campaign
Who: HFI Staff
When: FY 26
Hurdles: Shrinking donor pool within BHS
Implement renewed campaigns for Legacy of Harmony
Who: HFI Development Staff
When: FY 26
Hurdles: Staff time and focus
HFI General Endowment growth - "Draw" covers all HFI overhead (Goal: $25M)
Who: HFI Development Staff
When: FY 26
Hurdles: Shrinking BHS donor pool & need to expand
Grow BHS Endowment to offset dues (Goal: $40M)
Who: HFI Development Staff
When: FY 26
Hurdles: Shrinking donor pool within BHS
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Implement Capital Campaign (Annual Fund / Major Gift / Estate Giving)
Who: CEO/staff & BoT
When: FY 25-26
Hurdles: Readiness of team, CRM & partner organizations
Implement 3 - Part Ask: (Annual Fund, Program, & Estate Giving
Who: HFI Development Staff
When: FY 26
Hurdles: Staff time and focus
Explore more services to offer member organizations beyond fundraising alone
Who: CEO/Exec Team
When: FY 25-26
Hurdles: Limitations of CRM
Research needs of potential member organizations
Pursue efficiencies via member organizations & shared resources
Who: CEO
When: FY 25-26
Research opportunities to diversify revenue streams that may not be donation based
Who: CEO / Exec Team
When: FY 25-26
More robust pursuit of outside granting organizations
Who: CEO/Program Director
When: FY 25-26
Hurdles: Staff time and available human resources
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Seek partnerships with organizations that have no full-time staff
Who: CEO (BoT)
When: FY 25-26
Hurdles: Trust continues to be an issue here
Broaden definition of "potential donor"
Who: BoT/CEO/Exec Team
When: FY 25
Maximize potential of current pool of donors
Who: Exec/Fundraisers
When: FY 24
Hurdles: Commit to Moves Management principles
Conduct wealth screening on full database of prospects
Who: Exec/OM
When: FY 25 or 26
Hurdles: Heavy cost
Buy donor contact lists that are curated for music supporters
Who: Exec Team
When: FY 26
Hurdles: May carry a high cost & low return response
Seek opportunities to connect with donors across different generations
Who: Exec Team/HFI staff
When: FY 25
Hurdles: Requires accurate demographic understanding
Expand HFI reach outside of US
Who: CEO
When: FY 26-27
Hurdles: International philanthropic & tax knowledge
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HFI Association/Membership Org Model
Who: CEO (BoT)
When: FY 25-26
Hurdles: Trust continues to be an issue here
Shared staffing with "member organizations"
Who: CEO (BoT)
When: FY 25-26
Hurdles: Trust continues to be an issue here
Provide broader services outside of fundraising to member organizations
Who: Exec Team & CEO
When: FY 26-27
Hurdles: Adequate CRM & Programs
Member development
Who: Exec Team & CEO
When: FY 26-27
Hurdles: Adequate CRM & Programs
Event management
Who: Exec Team & CEO
When: FY 26-27
Hurdles: Adequate CRM & Programs
Digital & Print Communications
Who: Exec Team & CEO
When: FY 26-27
Hurdles: Adequate CRM & Programs
Broaden the pool of grant recipients
Who: Exec Team
When: FY 26
Hurdles: BHS Resistance/CRM Upgrade Necessary?
Re-establish National Granting Pool
Who: Exec Team
When: FY 26
Hurdles: Dependent upon resources available
Provide support for local and regional programming
Who: Exec Team
When: FY 26
Hurdles: Convincing Society to use resources this way