building relationships

Cultivate Gratitude Throughout the Year

By Anna White Hosea. Gratitude and philanthropy go hand in hand. As we enter this season of giving and giving back, many nonprofits are thinking about Giving Tuesday campaigns. Now a firmly entrenched part of the shopping and spending days that follow Thanksgiving, Giving Tuesday on November 28 provides nonprofits with a messaging opportunity not to be missed. Donors and community members are primed to respond to messages asking for support on that day. But what about the rest of the year? Successful nonprofits cultivate gratitude year-round, not just as the holidays approach. Our clients’ mission-focused work requires patience and long-term planning. Through strategic planning, annual fundraising, and capital projects, our clients envision the future while mapping a clear pathway to get there. Nurturing a spirit of gratitude among donors, staff, and volunteers helps animate the work [...]

An Investment Worth Its Weight in Gold

By Dave Monaco, Subject Matter Expert. Want to raise the anxiety level of nonprofit executives or board members? Engage them in yet another conversation about how to do a lot with a little! Indeed, discussions about how best to allocate an organization’s ever-finite resources of time and dollars dominate many a meeting agenda. Even with a laser-like focus on mission, nonprofit leaders regularly confront difficult budgetary choices and have to cut critical non-programmatic areas. Employee professional development is one such cost-saver that can prove to be a short-sighted decision. Research from corporate and nonprofit sectors shows that organizations who invest in their people promote healthier workplace cultures, improve employee retention, and steel themselves for the inevitable departure of key leaders. When wrestling with knotty budgetary decisions and evaluating their professional development programming, nonprofit board members and executives should [...]

Creating Great Chemistry

By Susan Ross, Founding Partner. Maybe it is because Lessons in Chemistry is on nearly every book list this year (and it is a great read), but I have been thinking lately about CHEMISTRY and how it plays a role in successful relationships of all kinds. It is not AP Chem I am thinking about, but what is defined as “the complex emotional or psychological interactions among people.” This goes beyond marriages and friendships and includes other kinds of associations, like those between nonprofits and their volunteers and donors or Executive Directors and their staffs. At moss+ross, we take very seriously the chemistry involved in our professional relationships with clients. We work with all kinds of nonprofits and all kinds of people. Well over half of our 257 clients have hired us for multiple engagements over the past [...]

Planning For Legacy

By Wes Brown, Senior Associate. August is National Make-a-Will Month—a timely reminder to the nearly 67% of American adults who do not have a legal will in place. Wills and other estate planning documents such as health care power of attorney are on the to-do list, but many people simply don’t get around to the review, reflection, division, and designation of cash, property, and other assets accumulated over a lifetime. At death there are heirs by default of course. But responsible stewardship—the ultimate sharing of our resources with people and causes we care deeply about—requires plans, decisions, and documents. Philanthropic giving is often part of an estate plan and can be a tax-wise strategy to leave a legacy beyond one's lifetime. I have known many families who have felt gratification knowing the impact of their gift will [...]

Say the Thing and Then Do the Thing: “This is The Way”

By Vince Bayyan. Many of you reading this piece may recognize “this is the way” as the creed from the hit Disney Star Wars spin-off, The Mandalorian. For those unfamiliar, these words are the often-repeated affirmation and code of conduct at the heart of the Mandalor community. Okay, if you haven’t guessed by now, yeah, I’m a sci-fi geek and proud “blerd” (Black Nerd). It is often said that life imitates art. I was among a diverse group of some 200+ attendees at this spring’s CASE African American Development Officers’ Conference in Atlanta who were given a charge, that soon became a creed, that resonated for the duration of the conference: Say the thing and then do the thing. Note the parallel to the Mandalorian creed: This is the way! Speakers Janelle Williams and Tene’ Traylor with [...]

2023-06-20T12:10:32-04:00June 20th, 2023|All Posts, Team Expertise|

Keep Doing The Work.

By moss+ross Team. moss+ross approaches each client engagement as an opportunity to ask: are we doing the work that recognizes diversity and builds inclusivity and equity? What does this look like in our day-to-day work, in our strategic visioning, and in our reflections on current events as well as history? We only get better as we work together – and keep doing the work. Our clients are doing the work, day in and day out. The moss+ross team works alongside our clients, learning from one another, guiding strategy based on our experiences, and understanding what it means to be accountable. We support our clients as they do the work, including these examples: Many nonprofits are lifting up Black History in ways that are authentic to their missions, including the Durham Sports Commission and UNC Athletics which are [...]

It’s Year-End: Pick up the Phone and Smile!

By Mary Moss, Founding Partner. Are you worried that you have not reached your year-end goals, that you have not talked to the people you thought you should, and that no one is returning your emails? It’s not too late. Pick up the Phone and Smile! In front of you, have the information you need: (1) their names and family names; (2) past giving amounts and patterns of what they usually support; (3) materials that will give you language about the impact of their gift and other details, and (4) how much you are going to ask for. If they have been a past supporter, thank them at least twice during your call. If they have not, make sure they know the impact their gift will have and how they will be recognized, if that’s important to them. Wish [...]

Living Lived Experiences

By Carolyn Rhodes, Senior Associate. As a Black woman gaining momentum in the non-profit sector, I used to begin every new interaction with my lived/living experiences. It was something I felt like I had to do in order to be connected to mission-driven work. I have grown to understand that my lived/living experiences do not have to be my identity and only need to be shared as I choose to disclose them. My lived/living experiences can help organizations see or do things differently in the communities they serve, but it is my skills and experiences that will help make long-lasting change in the organization. I believe you need both. And I recently sat down with some amazing leaders who felt the same way. At the North Carolina Center for Nonprofits Conference earlier this month, my colleague Jeanne [...]

Next Gen Board: Recruiting for a New Day

By Susan Ross, Founding Partner. If your Board nominees look like mirror images of your current board, perhaps it’s time to try a new approach. Most of our nonprofit clients are actively seeking ways to embrace Diversity, Equity, Inclusion, and Belonging. A stated commitment to DEIB is a good step, but it needs to be followed by actions and outcomes. Nonprofit leaders need board members to be their trusted advisors on strategic questions. If your whole board has the same perspective or the same skillset, you won’t get the best guidance. Board members play important roles as ambassadors and outside eyes, for which you need multiple networks represented. Our clients tell us that they know their boards need new blood, but they don’t know how to find new people. Great candidates are all around us, but it [...]

Gettin’ Lucky: Not a wise strategy for securing major gifts

By Mary Moss, Founding Partner. In my experience, there is not much luck in major gifts work. I believe that you make your own luck. I have been in this business for four decades, as staff and consultant, and I have witnessed comments such as: “Wow, they just got lucky with that big gift. I work with that same donor and didn’t get that kind of gift,” or “That gift just came out of the clear blue” or “That donor had no history with that organization. Wonder why they left their estate there?” In most instances of “gettin’ lucky,” there is a solid connection with the donor and strategy behind the gift. I have had a handful of happy occasions where “true luck” happened, and have always wished for more (don't we all?). Nothing replaces a compelling [...]

2022-11-06T09:45:20-05:00September 20th, 2022|All Posts, From The Partners, Fundraising Counsel|
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