Servant Leadership and the Usher Protocol

By Kimberly Moore. My first experience with servant leadership was watching my grandmother serve as an usher in our small rural Baptist church in Gibsland, Louisiana. I am reminded of that usher protocol through moss+ross’ work in executive search, strategic planning, and fundraising counsel as well as my service on nonprofit boards. Through my grandmother’s example as a servant leader, I witnessed her preparation, setting of the tone, and anticipation, and can trace it through all the stages of organization engagement. Preparation My grandmother spent a few hours each Saturday washing and ironing her uniform – a starched white dress with matching stockings, shoes and gloves. This first step in her process was a labor of love to meet the crisp uniform standard. Similarly, when the moss+ross team assists an organization with executive search they come to [...]

2022-05-25T10:46:19-04:00May 25th, 2022|All Posts, Team Expertise|

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 [...]

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 [...]

Mobilize with Temporary Staff Support

By Kathryn Williams. Clients often call us when they need interim staff to support temporary needs. I’ve been called on when a position becomes vacant, to assist with researching and writing grant proposals, to help prepare for a capital campaign, or to support volunteers with a project or event. When a client identifies a need, moss+ross develops a contract that spells out the scope of work, priorities, and fees, as well as the anticipated timeline for completion of the work. When a moss+ross person steps into a temporary role, the first meeting is to assess organizational needs, clarify expectations, and outline roles and responsibilities for everyone involved on the team. Whether on site or online, we communicate progress with the client through regular emails and weekly team meetings. The best way a client can support an interim [...]

Focus

By Mary Moss, Partner. Almost every day this month, as emotional headlines about rising Covid cases, the Afghan war departure, and historic weather events scrolled across my screen, I was inspired by the uninterrupted focus that comes from great nonprofit leadership. Featured below are three unstoppable moss+ross clients: Orange Habitat, Healing Transitions, and Trinity Academy. We could have featured many more who are equally focused on doing great work in our communities. The secret sauce of focus includes more than dedication to mission. Here are some tips: (1) make fundraising a weekly top priority (so you do not fall behind); (2) partner with capable volunteer and staff leaders who meet regularly (to infuse ideas and energy and share the work load); and (3) don’t forget the fun (plan agendas that highlight the work of others and recognize [...]

Expert Extra Hands

By Lizzy Mottern, Senior Associate. m+r interim solutions can fill gaps to make everyone’s life a little easier – especially during fundraising campaigns. Affiliate contractor Deborah Thompson has been working as a member of the North Carolina School of Science and Math development team to support their $50 million capital campaign. “Each member of the NCSSM team already has a very full workload,” says Deborah. “One of the most beneficial parts of my role is that the team knows they can rely on me to drive many of the moving parts and pieces of the campaign.” Deborah adds extra value by partnering with the moss+ross consulting team that was already on the project. The moss+ross counsel team develops strategy and focuses on long-term planning, and Deborah, the affiliate contractor on the ground, helps execute the plan. During [...]

2021-03-19T18:38:20-04:00March 19th, 2021|All Posts, Staffing, Team Expertise|

Building Great Partnerships

By Susan Ross, Partner. Last month I loved being a volunteer faculty member for AFP’s three-day intensive Fundamentals of Fundraising course. My portion of the training used 46 slides and two hours to reinforce one critical point: “Building and maintaining relationships is at the core of successful fundraising.” What does that mean for you and your nonprofit? Based on a dozen years leading moss+ross and three decades of fundraising for Duke, my experience says that building great working relationships with good people interested in your cause starts with valuing them beyond their gifts. Take time to hear their stories and learn from them. Seek their input and make sure they hear important information directly from you. As you bring them closer to the work you are doing, you may see them invest in a bigger way and become your organization’s biggest [...]

Partnering with Corporations

By Emily Bruce, Senior Associate. Local corporate partnerships are often part of the funding mix for many nonprofits, though typically a small proportion (only 5% of overall philanthropic giving, according to Giving USA.) Developing a win-win partnership that aligns your mission with the philanthropic priorities of a local corporation has benefits for both parties. How do you build a relationship with a company? Begin building relationships within a local company by getting to know its people. 1.     Employee Volunteerism. Local companies invest where their employees are investing their time. Many corporations provide paid hours for their employees to volunteer, and even better, several also provide matching gifts for every hour an employee volunteers. Recent trends also reflect companies’ willingness to provide grants or reimburse nonprofits for the expenses they incur for hosting volunteers. 2.     Community Affairs/Corporate Social Responsibility. Many corporations invest in [...]

2021-03-19T17:41:37-04:00March 19th, 2021|All Posts, Fundraising Counsel, Team Expertise|

Challenging Times Bring Solutions and Hope

By Mary Moss, Partner. It’s 2021. The hope for a bright and shiny new year was dashed with images from January 6th at the U.S Capitol. An already beleaguered nation that is dealing with issues of life and death – the pandemic, racial inequity, and economic insecurity – is struggling to come to terms with how the first week in January affects the rest of this year and beyond. At moss+ross, we hold fast to our mission to support nonprofits in their missions, amid growing crises. Hope lives brightly on the horizon. Working together, through the toughest of times, we will find ways to get there. Phase I-B for vaccine distribution has been announced, and we are better positioned to address open festering wounds in racial justice and democracy. We will be stronger working together on these issues. For [...]

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|
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