Our Firm is Expanding

By Mary Moss and Susan Ross, Co-founders. moss+ross celebrated its 13th anniversary just a few days ago. Our firm has grown tremendously over these years, fueled by the increased demand for our extensive suite of services. In response, as of January 1, we named three longtime senior associates as partners. Joining us as senior managers will be Kim Glenn, President; Lizzy Mottern, Vice President of Talent; and Kate Hearne, Vice President of Corporate Services. Please join us in congratulating them on these new roles. We set a goal when we founded the firm to focus on relationships, not jobs. This deep caring for our community in which we both were born has been rewarded with continued year-over-year growth. As we look toward the future, we reflect on how moss+ross has grown its footprint in many important ways. 220 [...]

Building Capacity for the Future

By Kim Glenn, President. Over the last 13 years, moss+ross has had the privilege of working with 220 central North Carolina nonprofits to help them deliver on their missions. We partner with board and staff members alike to evaluate fundraising capacity, operational efficiency, and program impact, and help them develop plans that will enable them to thrive. The National Council of Nonprofits says it well: “Capacity building is not just about the capacity of a nonprofit today — it’s about the nonprofit’s ability to deliver its mission effectively now, and in the future.” When clients engage us to help them build capacity, we approach each situation as a unique opportunity to refocus on mission and find new ways to grow. We start by listening to key stakeholders, inside and outside of the nonprofit, who can help answer [...]

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 [...]

2020-02-28T17:56:31-05:00April 11th, 2019|All Posts, Staffing, Team Expertise|

Building a Successful Major Gifts Program

Moving Your Donors to Major Gifts All fundraisers know they need more major gifts. In a packed room at our recent presentation at the 2017 North Carolina Philanthropy Conference, moss+ross offered a variety of tools to support fundraisers to get those major gifts. The handouts from that session (linked below) offer guidance about creating a major gifts program and step-by-step strategies for soliciting major gifts and managing a program. We hope you will be able to use this “toolkit” to enhance donor meetings in every stage of the solicitation process. We're grateful to the individuals who shared their positive feedback about the conference presentation: "I loved your presentation. It was so entertaining and informative." "The session was very helpful as a refresher to train others." "My colleague and I were both in there [for the presentation]. She just started and [...]

2020-02-21T18:39:48-05:00September 21st, 2017|All Posts, Fundraising Counsel, Team Expertise|

Annual Planning: The Importance of Creating an Annual Development Plan by Kim Glenn

“If you don’t know where you are going, you’ll end up someplace else.” Wise words from Yogi Berra that remind us good planning is essential to success on many levels, and in the case of fundraising, can be critical to your organization’s long-term sustainability. Why? Because good development planning will not only help sustain your mission, but it's also a proven tool for growing and transforming your organization. Kim Glenn, Senior Associate Development planning starts with an understanding of where your organization wants to go and setting annual fundraising goals that will help get you there. Adding stretch goals that go above and beyond your annual funding needs is important, especially when your Executive Director or Board has plans to expand the organization’s impact. If you’ve ever heard discussion about the need to increase the number of clients served, [...]

From the Front Lines

moss+ross helps clients plan and run campaigns of varying sizes and purposes, from under $1 million to $400 million. We asked two of our clients to talk about the benefits of working with us at various stages in their campaign planning and execution.  The Rams Club at UNC has a long history of great fundraising, but a big campaign creates the opportunity to look creatively at complex messaging and funding structures as well as develop strategic funding goals. Executive Director John Montgomery reached out to moss+ross for involvement at multiple levels, and had this to say in response to the following question: What did you find helpful about working with moss+ross on campaign readiness? “We have just finished our second campaign planning retreat with Mary, Susan and Kim and they have provided our organization with an excellent roadmap for [...]

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