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Gifts That Keep On Giving

By Wes Brown, Director of m+r Faith Communities. The year 2020 winds down with some questions answered about life in the pandemic, yet much remains unknown on the far horizon. In this digital age many of us have discovered new ways to move our lives forward. Stores, classrooms, offices, gathering places, and resources have gone virtual, continuing to be accessible online—but not for everyone. The best institutions form us to be resourceful and collaborative, particularly in unusual circumstances. My vocation working to strengthen faithfulness and develop spiritual leadership has taught that unusual times offer extraordinary opportunities. Traditionally, faith communities tend to think more about the past than the future. The pandemic has pushed us into new practices such as online giving, reordering priorities about physical facilities, and innovative ways of witness and service. This summer when it became clear that [...]

To Keep Your Donors, Keep It Clean!

By LisaCaitlin Perri. Database clean-up will help retain your nonprofit’s donors by equipping you with the tools to get those second- and third-time donations through the door. 1. Identify the top 25-50-100 individual donors and prospects, and make sure you have accurate email addresses and phone numbers on their records. 2. Generate the following lists for your development staff, executive director, and board to review. Then, make notes in the database about who is connected to whom so you can improve solicitation assignments for large gifts and maximize stewardship actions like appeal follow-up and thank yous. a.      New donors above a certain giving amount b.     Top donors from the previous year (LYBUNT, or Last Year But Unfortunately Not This Year) c.      Top, lapsed donors going back no further than 3-5 years, considering that the average “recapture” rate of lapsed donors [...]

2020-09-09T18:45:07+00:00September 9th, 2020|All Posts, Fundraising Counsel, Team Expertise|

Working Through Transitions with m+r interim solutions

By Lizzy Mottern. As your organization adjusts and innovates to move successfully through the COVID-19 crisis, you will have opportunities to evaluate your needs and rethink how you do what you do. An m+r interim solutions contractor can provide specialized expertise as a temporary member of your team to help during the transition. At moss+ross, we view transitions – whether planned or unplanned - as opportunities to help clients navigate new challenges and emerge even stronger than they were before. For example, do not put off projects that will strengthen your nonprofit. See our website for a list of project ideas for which an experienced m+r interim solutions contractor can roll up his or her sleeves to work on with your nonprofit. When clients who are facing a transition contact us to explore the idea of staffing [...]

2020-05-22T16:00:16+00:00May 22nd, 2020|All Posts, Staffing, Team Expertise|

Risk Management and Continuity Planning

By Chuck Fyfe and Jim Roberts. Many organizations are now asking themselves: Could we have been better prepared? As nonprofits look to the future, risk management and continuity planning is a high priority. Effective emergency and crisis management planning cannot foresee every possible scenario, but it can prepare organizations for addressing adversity from any quarter. Organizations need this type of planning to face the future realistically and avoid the optimistic bias of everyday operations. Checklist for Planning Your organization must systematically identify and prioritize risks, articulate prevention and mitigation strategies, develop contingency plans to ensure business continuity, and provide a framework for effectively managing through unavoidable emergencies. In addition, you should consider the possibility that some change may be permanent and require a modified business model. Addressing this whole spectrum is essential to prepare for what could [...]

2020-05-22T15:26:28+00:00May 21st, 2020|All Posts, Strategic Planning, Team Expertise|

Welcome to Our New Website!

By Jeanne Murray. moss+ross has served nearly 200 clients, grown to 20+ associates, and offers a suite of services to nonprofits, including temporary staffing through m+r interim solutions. As we begin our second decade, we have launched a robust new website commensurate with the powerful services offered by the firm. Beyond excitedly announcing “hey, look what we did!” we also want to share our process. We used the same approach to our internal project that we do in communications counsel with clients. In our consulting engagements, we advise clients on goal setting, strategic messaging, and integrated communications planning. We followed our own advice as we revised the website: Setting Goals: The impetus for the upgrade was, frankly, modernity! The previous site was seven years old, which is light years in web technology, and as we took a [...]

2020-03-30T21:32:13+00:00March 2nd, 2020|All Posts, Team Expertise|

Five Ways to Become a More Effective Major Gifts Officer

By Elizabeth Hopkins.  For many major gift officers, summer is the opportunity to take stock of the success and challenges of the previous fiscal year and make resolutions for the new year. The most successful gift officers embrace prospect planning to ensure they are getting out of the office to find, cultivate and solicit the best prospects. If you are at your desk more than you are out, you are missing opportunities. Meetings, database entry deadlines, reports, and proposal writing can tie you down to your desk, preventing you from your primary responsibility of engaging prospects and donors in major gift conversations. Here are five suggestions to help you focus your work to become a more efficient, effective, and productive major gifts officer. 1. Create a personal annual development plan that includes both fiscal-year fundraising goals and engagement goals. Include [...]

Engaging Your Board in Foundation Grant Seeking

By Kathryn Williams. Family foundations comprise the largest segment of the private foundation sector, a sector that grew by an estimated 7.3% to $75.86 billion last year, according to Giving USA 2019: The Annual Report on Philanthropy for the Year 2018. Foundation giving represented 18% of all 2018 charitable dollars, which is unprecedented, both for the dollar amount and for the share of total giving. Approaching a family foundation requires a personal connection. You can’t just send in an unsolicited letter of inquiry or grant request; no one will read it. Your Board may have the ability to positively influence the grant process. Identify connections among your Board members. Someone on your Board may have a relationship with a funder that can open doors. Gather as much information as you can about the foundation and its staff [...]

Should You Hire a Search Firm?

By Fred Stang. When your organization needs to hire a senior-level leader, you may wonder about the value of hiring a search firm versus managing the search in-house. Searches take a great deal of thought, energy, resources and time. Do you have the time to manage a search on your own?  From start to finish, a well-run search takes an incredible amount of time to do well. From revising or creating the job description, to recruitment, screening, interviews and making a decision, each step needs to be done thoughtfully and in a timely manner.  When moss+ross takes on a search, we are committed to giving your search the time it needs at each and every stage of the process.  We are skilled at keeping the process moving and the search team engaged. Do you have the time to [...]

2020-02-28T18:17:35+00:00June 4th, 2019|All Posts, Staffing, Team Expertise|

Taking Time to Hire the Right Skill Set

By Kim Glenn. A familiar refrain in the nonprofit world is: The team is working at capacity and needs help. Even with the help of generous volunteers, the staff are stretched to raise enough dollars and to meet the ongoing demand for your services. Once you’re in the fortunate position of having a new position approved by your board of directors, everyone is thrilled. But what begins as excitement can turn quickly into panic or disappointment without a good action plan. You’ve waited a long time for a new staff person so don’t rush - take the extra time to hire the right skill set. According to the 2019 Nonprofit Employment Report, the Triangle is the nonprofit mecca of North Carolina, comprising 10 percent of the private workforce, compared to 8 percent for North Carolina as a whole. With [...]

2020-02-28T17:56:31+00:00April 11th, 2019|All Posts, Staffing, Team Expertise|

Making the Most of the Midpoint

By Jeanne Murray. In the fundraising world, beginnings and endings are cause for celebration: from kickoffs and launches, to end-of-year campaigns and recognition ceremonies. Yet significant work must also happen in the middle – whether that’s in mid-fiscal year, or in mid-campaign, as many of our clients are experiencing now. Beware of just muddling through the middle! Take proactive steps that will inspire energy and passion among your volunteers, staff, board, and donors. Rekindle that burst of energy you felt at the outset of your year or campaign with these tips. Six tips for midpoint action: Take stock. For an annual fund campaign, examine annual giving trends, and follow up with specific donors whose gifts traditionally came in during the first half of the year but aren't in yet. For a capital campaign, go back to your campaign [...]

2020-02-28T17:58:25+00:00February 27th, 2019|All Posts, Campaign Counsel, Fundraising Counsel, Team Expertise|
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