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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|

Take the Bored Out of Board Meetings

By Anna White Hosea. Taylor Swift and Michael Scott were deep in conversation. Across the room, Buzz Lightyear and Frida Kahlo were having a spirited debate. Meanwhile, at the front of the room, two 90’s era game show hosts and Big Bird were watching the clock. Three... two... one... Buzzzzzz! A Halloween party? A new game show on Bravo? No - a custom designed Board retreat for moss+ross client Marbles Kids Museum. Anna White Hosea, Big Bird, Brooke Jenkins Marbles is known for emphasizing play, fun and creativity. Mirroring their culture, Partner Mary Moss, Senior Associate Brooke Jenkins and I developed a creative costume/game show themed retreat. In one game, modeled after Family Feud, Board members and Senior Leadership laughed and learned about Marbles signature programs and community impact. During the Amazing [Marbles] Race, teams bonded while [...]

2020-02-28T18:12:15+00:00January 9th, 2019|All Posts, Client Highlights, Team Expertise|

Staying True to Campaign Timelines

By Brooke Jenkins. One key question in campaign planning is: “What is the timeline for meeting goal?” There is no one-size-fits-all answer to this question. Campaigns with goals of less than $1 million can require as much time as multi-million dollar efforts, depending on an organization’s prospect pool and available staff and volunteer leadership. Still most campaigns entail three key phases:       The Readiness Phase is a critical period that helps an organization define its strategic objectives and what will be needed to accomplish these objectives through a campaign. This phase often begins with organization-wide strategic planning and assessing the fundraising program’s capacity for campaign success (a.k.a. feasibility study). If deemed ready for a campaign, then it is time to: recruit staff and volunteer leadership who will help with campaign planning and solicitations, identify your most [...]

2020-02-28T18:21:07+00:00October 30th, 2018|All Posts, Campaign Counsel, Team Expertise|