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Risk and Reward: Approaching the New Year

By Kim Glenn, President. As January brings us into 2023, many of us are thinking about our New Year’s resolutions. We make lists for ourselves, announce our intentions to others, and think purposefully about how we will live into them. It’s the time of year when we are actively encouraged to grow in different ways. What if we could approach every day with the same enthusiasm of turning the page and starting anew? In November 2022, our moss+ross team engaged an outside consultant to help our team think more creatively and see problems as incredible opportunities to try new things. These concepts are part of our core values, and as a team, we focus every day on being open to new ideas, taking risks with identifying solutions, and remaining nimble with the ways we support our clients. [...]

Transitions Create Opportunities

By Lizzy Mottern, VP of Talent. Transitions are part of every organization’s life cycle. The good news is they are incredible opportunities to rethink, adjust, and become even stronger. We join clients in times of transition in multiple ways: providing interim contractors through m+r interim solutions, helping boards find their next great leader through our Executive Search services, and providing counsel during succession planning, assessments, and strategic planning work. Specific to staffing needs, moss+ross has provided temporary placements since our founding in 2009, and we formalized this service as our m+r interim solutions division in 2018. Our contractor database has a strong pool of 200+ highly-qualified, local nonprofit professionals who understand the Triangle and take great pride in adding value to the important work of nonprofits. These hand-picked contractors work side-by-side with clients, offering their professional experience [...]

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|

Fresh Eyes from Trusted Partners

By Kate Hearne, VP Corporate Services Many of you count yourselves among our more than 230 clients, some with 10-12 different contracts (THANK YOU!) At moss+ross, we begin each client relationship with a base of mutual trust and respect, and through our expertise, bring fresh eyes to each and every engagement. How do we bring fresh eyes after consulting on thousands (literally!) of projects over the past 14 years? The answer is simple: each client is an opportunity to make a difference. As I speak to prospective clients and develop proposals for partnering with them, I look for ways our team approach can be fully customized to each new project. It is exciting to match a client’s needs to what we bring, namely: Creative thinking - With each engagement, we challenge ourselves to think beyond traditional approaches, consider [...]

Local Firm, National Reach

By Susan Ross, Founding Partner. “Shopping local” doesn’t exactly mean the mom-and-pop store on the corner when it comes to choosing strategic counsel. moss+ross takes a community-centric approach to meeting the needs of nonprofits in our region of North Carolina. Clients tell us that the extensive community knowledge and context we bring to our work equip their teams to compete for philanthropic dollars and hire great talent from national as well as local sources. We regularly compete with national fundraising consulting and executive search firms, and we believe moss+ross is a better choice for most nonprofits. Being your local firm is a distinct business advantage – for all of us. Our clients see the impact of our work across sectors and the region. They appreciate having us nearby and nimble, and they are happy not to pay [...]

Talent Makes it Happen

By Susan Ross, Partner. The media is calling it a “resignation revolution,” but when it happens in your shop it’s just painful. Executive Directors, Directors of Development, and other nonprofit staff leaders play an integral role in a team’s ability to deliver the services clients expect, and stay true to the promises made to donors. In both large and small environments, a vacancy or two can wreak havoc on the remaining staff’s ability to perform as they scramble to keep up with an increased workload. We have seen a huge uptick in clients needing executive search services this fall, and no signs of it slowing down. Whether or not this is related to the pandemic, the need for experienced, mission-focused leaders is very real. At moss+ross, we are poised to help with interim professional placement to keep [...]

Creating Urgency for Your Giving Programs

By Susan Ross. Like many of you, I celebrated June 30th again this year. It has been many years since I was Director of the Duke Annual Fund, but I am still tuned in to the importance of this particular day on the calendar, and the hard work with LYBUNTs that leads up to it.  I’d bet anyone whose resume includes annual giving shares my feeling. Of course, our donors may or may not be attuned to the fiscal year-end importance of a random day in mid-summer, focused as they are on the IRS-provided December 31 timeframe.  But we development folks know it is about more than just a budget. There is value in giving donors a deadline. People need a reason to make a decision in a timely fashion, and good development officers can help close gifts [...]

2020-02-28T18:35:09-05:00July 28th, 2017|All Posts, From The Partners, Fundraising Counsel|
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