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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