Planning

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 [...]

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 [...]

Prioritizing Pay Equity

By Carolyn Rhodes, Senior Associate. Prioritizing pay equity may seem like an additional task for nonprofit leaders and board members to tackle, but it can have significant benefits for both the organization and society. By promoting diversity, equity, and inclusion, nonprofit leaders can create a positive impact on their employees, stakeholders, and the community they serve. Pay equity ensures that all employees are compensated fairly and equally, regardless of their position within the organization, gender, race, age, or ethnicity. Prioritizing pay equity can foster a diverse, equitable, and inclusive workplace, which can attract and retain talent, improve employee morale, and advance the organization's mission. Additionally, pay equity is a critical component of social justice, promoting equality and fairness in society. To ensure pay equity, nonprofit leaders and board members can take the following steps: Establish clear and [...]

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 [...]

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 [...]

Help Us Help You: Three Tips for RFPs

By Kate Hearne, VP for Corporate Services. Like many of you, our team is feeling the pace of business activity approach pre-pandemic levels. At moss+ross, this means we are seeing multiple Request for Proposals (RFPs) each week. Campaigns that were being considered in early 2020 are being revived; strategic plans and development plans need adjustments to incorporate new ways of delivering programs and engaging with donors; and clients are assessing staffing needs for an increased level of activity. As we determine our capacity for responding to campaigns, searches, assessments, or other consulting projects, the quality of the RFP helps guide those decisions. The best RFPs have three things in common: A deadline date. RFPs with defined deadlines for submission and selection will help your organization get to your real goal – starting the project! We have seen RFPs with [...]

Welcome Normal Days

By Susan Ross, Partner. I’ve kept a newspaper column for many years called “Learning to be grateful for life’s normal days.” Encouraging us not to overlook their beauty, Donna Britt writes in the Washington Post of their “magnificent mediocrity” and says “those are days worth loving.” Never was that more true than during the 2020-21 pandemic-related upheaval of our normalcy. Nonprofits did what they could. Some hunkered down while others geared up, and most of those who continued fundraising just closed one of their best years ever. Our advice, shared through every Zoom call and e-newsletter over the last year, was not to wait it out but instead to continue to do the hard work of asking people to support the mission. So now as you begin to plan your 2021-22 fiscal year, how do you account [...]

The Five W’s of Development Planning

By Elizabeth Hopkins, Brooke Jenkins, and Lizzy Mottern. The summer months are a good time to refresh and renew our enthusiasm for the important work we do – and to create a Development Plan for the year ahead. The Five W’s of Development Planning will help you focus on the important elements of your plan. Why Plan? A plan provides common understanding of what is being done, who is doing it, and by when. Development plans: Secure resources for your organization Keep donors connected, informed, and feeling appreciated Ensure the development team works efficiently and effectively. When to Plan? For many organizations, the summer marks the end of one fiscal year and the beginning of another, making this an ideal time to assess what worked well last year and plan for the year ahead. Start early and [...]

Strengthening Our Abilities

By Mary Moss. For tomorrow belongs to the people who prepare for it today.  African Proverb The past six weeks have tested all of our abilities – personally, professionally, and societally. By almost any measure, the blow of this virus has been mitigated by the selfless response of people and nonprofits that have stepped up in ways unthinkable two months ago. What have we learned? While we and our society have changed forever, we can be ready when the cloud lifts, as it surely will. Before you miss the moment, stop, think, document, and act on what you have learned. This new knowledge will make us stronger. Review the following five …abilities to assess what has happened and how you can be stronger in the future. Capability – You have now seen what you are capable of [...]

2020-04-22T16:17:44-04:00April 22nd, 2020|All Posts, From The Partners, Special Topics|

Dream Big, Plan Well, Execute to Perfection by Mary Moss

Those are three phrases that I use to guide many facets of my personal and professional life.  I did not grow up knowing how to do any of these things with respect to advancement (or much of anything else).  It is through 35 years of practice that I have become more seasoned in these areas. With respect to planning (i.e., the focus of this issue), in my very first development position, I was asked to write a plan on how to increase totals aggressively in a relatively new phonathon program.  Terrified does not even begin to describe what 25-year old me felt. I had no clue what the vice president of this university wanted to see or how to begin or why I had to do it.  My first step was to ask my peers what they thought should be in [...]

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