FY14 Strategic Plan alignment with Resource Development

November 13, 2013

2

Divisional Objectives (FY14): Grow & Optimize Fundraising

Our People, Who Drive Our Performance:Create a professional environment that encourages and supports a highly functional resource development team.

Donors: Effectively identify, qualify, cultivate, solicit, & steward prospects, donors, volunteers.

Collaborate: Engage cross functional HFHI colleagues in collaborative, comprehensive prospect & donor cultivation and solicitation.

Global Funding Market: Plan and implement, an aggressive investment in DM channels (face-to-face, direct mail, direct response television, phone) intended to increase flexible small-sum monthly giving

$151.9 M

UNRESTRICTED: Generate $85.7 M in private commitments

RESTRICTED: Generate $41.2 M in private commitments

GIK: Generate $25M in commitments

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Generate $85.7 M in private UNRESTRICTED commitmentsUnrestricted

Generate $41.2 M in privateRESTRICTED commitmentsRestricted

Generate $25M in GIK commitmentsGIK

Divisional Objectives (FY14): Grow & Optimize Fundraising Revenue

$151.9 M

4

Divisional Objectives (FY14): Grow & Optimize Fundraising Non-Revenue

Our People, Who Drive Our Performance:Create a professional environment that encourages and supports a highly functional resource development team.

Our People

Donors: Effectively identify, qualify, cultivate, solicit, & steward prospects, donors, volunteers. Donors

Collaborate: Engage cross functional HFHI colleagues in collaborative, comprehensive prospect & donor cultivation and solicitation.

Collaborate

Global Funding Market: Plan and implement, an aggressive investment in DM channels (face-to-face, direct mail, direct response television, phone) intended to increase flexible small-sum monthly giving.

GFM

$151.9 M

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Cross-Cutting Initiatives

Strategic Plan Realization

Growth Strategy Measuring Impact

Foundational Goal: Build a Sustainable Organization

Strategic Initiative: Global Funding MarketsDashboard

Strategic Objective: Fund the MissionScorecard

Seven Divisional Objectives:3 Revenue

UnrestrictedRestricted

GIK4 Non-Revenue

Donors People

CollaborationGlobal Funding Markets

Strategic Planning & Reporting

Strategic Objective Funding Objective $

Livable Communities $18.2 M

1Housing Support Services (HSS) (I)

• Pilot Growth Countries (Bangladesh, Brazil, Colombia, Hungary, India, Kenya, Macedonia, Philippines)

2,3

Community Development • Urbanization Projects (I)*• Neighborhood Revitalization Initiative

(NRI) (D)*• Weatherization (D/I)*• Water and Sanitation (I)*

Restricted Funding Community Impact

Restricted$ 18.2 M

BuildCommunity Impact

1

2

3

Serve Families through sustainable construction and housing support services

Leverage shelter as a catalyst for community transformation

Grow capacity to serve the most vulnerable, the disaster-affected and the urbanizing world

Build a Sustainable Organization • Global Impact Fund $85.7M

8 9 10Fund the mission Grow skills and leadership capabilities Operate with excellence

Strategic Objective Funding Objective $

Disaster Risk Reduction & Response $2 M

3,8 Disaster Risk Reduction & Response ($1M)**

1,2,3 Orphans and Vulnerable Groups (OVG)* ($1M)

Restricted Funding Community Impact

Restricted$2 M

BuildCommunity Impact

1

2

3

Serve Families through sustainable construction and housing support services

Leverage shelter as a catalyst for community transformation

Grow capacity to serve the most vulnerable, the disaster-affected and the urbanizing world

Build a Sustainable Organization • Global Impact Fund $85.7M

8 9 10Fund the mission Grow skills and leadership capabilities Operate with excellence

Strategic Objective Funding Objective

Classic (Donor-directed) $7.3 M1 House Sponsorships $5M

1 Affiliates & NOs (from DM) $2.3M

Restricted Funding Community Impact

Restricted$7.3M

BuildCommunity Impact

1

2

3

Serve Families through sustainable construction and housing support services

Leverage shelter as a catalyst for community transformation

Grow capacity to serve the most vulnerable, the disaster-affected and the urbanizing world

Build a Sustainable Organization • Global Impact Fund $85.7M

8 9 10Fund the mission Grow skills and leadership capabilities Operate with excellence

Restricted Funding Sector Impact

Restricted$2M

Strategic Objective Funding Objective $2M

Housing Finance - $1M*

4 MicroBuild Equity (philanthropy)

4 MicroBuild TA

Advocacy - $1M*

5Habitat on the Hill – Sponsorship ($200K)Educating Youth ($500K)Advocacy Campaigns

BuildSector Impact

Support market approaches that increase products, services and financing for affordable housing

Promote policies and systems that advance access to adequate, affordable housing

4

5

Build a Sustainable Organization • Global Impact Fund $85.7M

8 9 10Fund the mission Grow skills and leadership capabilities Operate with excellence

Strategic Objective Funding Objective $

Volunteers $11.7 M

7

Mobilization Builds • Youth Builds ($1M)• Women Build ($2M)• Veterans Build ($3.5M)• HBB14 ($200K)

5,6,7Mobilization Events

• CWP13 & 14 ($5M)

Restricted Funding Societal Impact

Restricted$11.7 M

BuildSocietal Impact

Serve as a leading voice in growing awareness of housing as a critical foundation for breaking the cycle of poverty

Mobilize volunteers as hearts, hands and voices for the cause of adequate, affordable housing

6

7

Build a Sustainable Organization • Global Impact Fund $85.7M

8 9 10Fund the mission Grow skills and leadership capabilities Operate with excellence