Tips to Ease Future Staffing Transitions

By LisaCaitlin Perri. Often a staff transition means losing that person's institutional knowledge of documents, processes, and decision making. From our years of experience stepping into organizations as interim contractors, we see several key areas that can mitigate the turmoil of a turnover, improve internal efficiency, and streamline communication. Prioritize the following areas for up-to-date documentation that is readily accessible to the full team or at least to more than one staff member: Reports – For data reports or filters/queries that supported an appeal or event or board meeting, document how or why final decisions were made and the names of any final reports or filters. Be sure that the final criteria or lists are available in a secure shared location. This applies to financial and program reports to funders or other stakeholders, too. Examples: For your [...]

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 [...]

2020-09-09T18:45:07-04:00September 9th, 2020|All Posts, Fundraising Counsel, Team Expertise|

Staffing Services

Did you know there are 3.1 million temporary and contract employees in the staffing industry on any given day? m+r interim solutions is proud to match highly skilled nonprofit professionals with clients across the Triangle. Our affiliate contractors are highly qualified, experienced nonprofit professionals who work as interim members of a client’s staff. moss+ross develops the general scope of work and contract with the client, manages the client relationship, and supports the affiliate’s work. Current clients include: Community Music School, Event Support Compass Center for Women & Families, Campaign Support Durham Collaborative to End Family Homelessness, Grant Writing Habitat for Humanity of Wake County, Database Support Inter-Faith Food Shuttle, CEO Local Start Dental, Development Officer MedServe, Managing Director Musical Empowerment, Development Officer North Carolina Advocates for Justice, Development Officer North Carolina Medical Society, Database Support North Carolina School [...]

2020-03-30T21:31:03-04:00March 2nd, 2020|All Posts, Staffing|

m+r interim solutions: Personnel Services for Nonprofits

By Lizzy Mottern and LisaCaitlin Perri. Triangle-area nonprofits that need hands-on professional help with leadership, fundraising, grant writing, communications, database support, and more can now call on moss+ross for interim personnel services.Our new service, m+r interim solutions, provides our clients with talented professionals on cost-effective, short-term contracts to:Fill gaps due to planned and unplanned personnel absencesSupport temporary project needs, orAssist during peak workloadsmoss+ross affiliate contractors are highly qualified, experienced nonprofit professionals who work as interim members of a client’s staff.  moss+ross develops the scope of work and contract with the client, manages the client relationship, and provides oversight to the affiliate’s work. Affiliates are guided by moss+ross best practices and understand moss+ross expectations for delivering high-value service to clients.m+r interim solutions roles include:Executive DirectorDirector of DevelopmentGift OfficerDevelopment AssociateDatabase/Data ProcessingGrant WriterCommunications/MarketingEvents Coordinatormoss+ross understand the needs, opportunities, and challenges of area [...]

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|
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