Strengthening our Nonprofit Community
The Room Where it Happens
 by Mary Moss, Partner
If you’ve seen Hamilton, you know that the “Room Where it Happens” means more than just clever lyrics and melody. History is made by having the right people in the room, people whose actions and commitment will change everything. Alexander Hamilton was in the room, and as they say, the rest is history.
  
Who is in your room? As staff, do you have the right people in your room? As board or committee members, do you have the right volunteers in your room?

This past month has been an extraordinary one for some moss+ross clients. To name only a few: * SECU Family House and Oak City Cares celebrated successful campaign conclusions * Healing Transitions and Durham Tech met huge milestones in their campaigns * Voices Together hired a Director of Development and Eno River Association hired an Executive Director * Alliance Medical Ministry created a new major gifts effort and Compass Center launched a campaign for domestic violence crisis housing in Orange County * UNC Rams Club launched For ev Her Tar Heels in support of women’s athletics * Beth El Synagogue dedicated its beautifully renovated space * Saint Andrews Presbyterian Church and The Pauli Murray Center launched feasibility studies.

What made all of this happen? Committed volunteer leaders were in the room. Recruiting the right volunteer leadership means starting at the top and focusing on who and what you need. As examples, Oak City Cares campaign co-chairs Trish Healy and Charles Meeker selected a team that could bring new vision to services for homelessness. Co-chairs of the ongoing Healing Transitions “Recovery Can’t Wait” campaign Carol and Bob Bilbro lead volunteers who are committed to expanding services for those caught in the spiral of addiction. Charles Helton and Laura Helton Kalorin are leading the charge to serve more patients at Alliance Medical Ministry. At SECU Family House, campaign co-chairs Becky and Bob Woodruff, Maureen O’Connor, and Matt Ewend reached out across the state. Nathan Bearman and Gary Zarkin challenged Beth El’s community with strong support from Rabbi Daniel Greyber. And community leaders Willis Whichard and Lois Deloatch are leading Durham Tech’s effort. 

The take-away for those of you reading this: success depends on leadership, the right people in the right room.

1.   Start with the top leadership. Do not settle for less, because the dominoes fall from here.

2. Define roles, and recruit for that purpose. For a campaign: passion, commitment, and willingness to make time are the answers. For a job search, ask people who know the organization’s needs. For strategic planning, seek knowledge and thinkers. Including people for the wrong reasons, such as financial capacity and political connections, may well backfire if they are not going to feel successful in doing the job.

3.   Orient, train, and evaluate all volunteers. Give them the tools to succeed, and then evaluate them.

4.    Fix what is broken. It may take a while, but fix your committee if it is not working. Do not accept the status quo if it does not have the right people on it.

5.    Manage the team well, appreciate each volunteer. Clear communication with volunteers is crucial for their success and yours. Hundreds of people were touched this month by the celebrations and gatherings of the organizations mentioned here. People may forget exactly what was said or what gifts were listed, but they will never forget how they felt when they were appreciated. November is the month of thanksgiving, so show those in your “room where it happens” some love.

I am proud to say that at moss+ross we have the right people in our room, and each professional was hand-picked to help you mobilize your team. Let us know how we can help you be successful. 
Engaging Your Board in Foundation Grant Seeking
by Kathryn Williams, Senior Associate
Family foundations comprise the largest segment of the private foundation sector, a sector that grew by an estimated 7.3% to $75.86 billion last year, according to Giving USA 2019: The Annual Report on Philanthropy for the Year 2018. Foundation giving represented 18% of all 2018 charitable dollars, which is unprecedented, both for the dollar amount and for the share of total giving.
 
A pproaching a family foundation requires a personal connection. You can’t just send in an unsolicited letter of inquiry or grant request; no one will read it. Your Board may have the ability to positively influence the grant process.

1.   Identify connections among your Board members. Someone on your Board may have a relationship with a funder that can open doors. Gather as much information as you can about the foundation and its staff and leadership, and engage your Board to help you build a relationship with the foundation.

Maybe a Board member goes to church with someone who sits on the Board of a family foundation? Or maybe they are neighbors? Ask whom they know and how they know them.

2.   Ask for an introduction. If possible, have that Board member join you for an introductory meeting with the funder. Assure your Board member that the purpose is to help you open a door to share the story of your organization, not to ask for money.

Would your Board member be willing to invite a family foundation Board member to lunch? Or better yet, to meet him or her for a tour of your organization? If so, set up a visit when key staff members are available to join them. 

3.   Remind Board members that their personal commitment will make a strong impression on a foundation executive. Make sure your Board member knows and can share basic facts about your organization and why he/she became involved. Staff can share additional details and answer a funder’s questions about your organization.

Remember - it’s all about building relationships. Foundations are led by boards of individuals who ultimately decide where those foundation dollars are invested. People give to people. Though family foundations are relatively small, usually don’t have paid staff, and customarily support only local causes, they are typically loyal grant makers, giving unrestricted gifts year after year to the same organizations with minimal written proposal requirements.  

Cultivating a relationship with a family foundation may take months or even longer, but engaging your Board members with their foundation contacts and taking the time to build awareness and establish trust will pay off in the end.
m+r Interim Solutions = Efficient Temporary Staffing
 moss+ross Interim Solutions is proud to match highly skilled nonprofit professionals with clients across the Triangle. Currently, we are supporting:

Camp Corral, Development Associate
Eyes Ears Nose and Paws, Development Officer
Habitat for Humanity Durham, Director of Development
Habitat for Humanity Wake, Database support
Housing for New Hope, Development Associate
The Innovation Project (TIP), Development Officer
Inter-Faith Food Shuttle, CEO
MedServe, Managing Director
Miracle League of the Triangle, Grant Writer
North Carolina Advocates for Justice, Development Officer
North Carolina Roadside Alliance, Development Associate
OLLI – Duke University, Event Support
UNC Law, Operations Director
If you are curious about how moss+ross Interim Solutions can help you, we’d love to hear from you.
moss+ross Associate News

moss+ross is pleased to announce two new team members.
Associate Kimberly Moore

Previously Vice President of Marketing and External Relations with North Carolina Mutual Life Insurance Company, Kimberly's experience includes writing, editing, project management, marketing plan development, quantitative and qualitative research, higher education curriculum development as well as board leadership specifically in fundraising and stakeholder development. Click here for Kimberly's full bio.
Senior Associate Sandy Roberts

Sandy brings more than 25 years of fundraising experience as a senior manager and frontline fundraiser to her consulting with moss+ross . Her skills include major gifts, planned giving, annual giving, stewardship, event management, board development, volunteer management and administration.  Sandy came to moss+ross after five years with Penn Medicine Princeton Health where she developed fundraising strategies for service lines and expanded the grateful patient program in collaboration with clinical staff.  Click here for Sandy's full bio.
Client News

  • Congratulations to our longtime moss+ross client, the newly named Hussman School of Journalism and Media, which celebrated a $25 million gift from Walter and Ben Hussman in October. This gift and many others have brought the UNC Chapel Hill campaign to $2.97 billion through November 1, 70% of the $4.25 billion goal. UNC and this campaign have been moss+ross’s largest client in recent years.
 
Keep up with our client news between newsletters by following us on social media.
Executive Search Updates

We are pleased to announce the conclusion of recent executive searches.
The Eno River Association has hired Jessica B. Sheffield as its new Executive Director.

Sheffield comes to the Eno River Association after eleven years as the Program Coordinator at Duke University’s Nicholas Institute for Environmental Policy Solutions. Prior to joining the Nicholas Institute, Sheffield was Executive Director of Schoolhouse of Wonder in Durham, where she led a 10-person team in providing hands-on science and history programs to 3,500 Durham schoolchildren each year. She also served a four-year term on the Board of Directors for Friends of the West Point City Park. Sheffield holds a Master of Science degree in Environmental Education and Parks and Recreation from Slippery Rock University and a Bachelor of Arts in Environmental Studies and Writing from Allegheny College, both in Pennsylvania.
Voices Together has hired John Mitterling as its new Director of Development.

Mitterling brings more than 30 years of fundraising experience having served most recently as the Senior Director of Development at MDC in Durham. His past experience also includes serving in fundraising leadership roles at Big Brothers Big Sisters of the Triangle, John Avery Boys and Girls Club, YMCA of the Triangle and the North Carolina Symphony as well as work with health-related nonprofits and higher-education. In 2001 he was awarded Outstanding Fundraising Executive, NC Triangle Association of Fundraising Professionals (AFP – Triangle). John has a Bachelor of Arts in Speech Communication with an emphasis in Public Relations & Rhetorical Studies from UNC Chapel Hill.
NC State College of Agriculture and Life Sciences has hired Dinah Schuster as its new Director of Development.

Schuster joins the CALS Advancement team as the Senior Director of Development, Plant Sciences Initiative. Dinah has more than twenty years of experience in higher education advancement (most recently in development roles at Louisiana State University) and an extensive background in private philanthropic giving, corporate/industry engagement as well as campaign development, and management oversight.
moss+ross is currently managing the following executive searches:

Camp Corral seeks a Chief Development Officer.

The NC State College of Engineering and Engineering Foundation
seeks an Executive Director of Major Gifts.

The North Carolina School of Science and Mathematics
seeks a Vice Chancellor for Development and
President of the NCSSM Foundation.

Our firm is not leading the following searches but we are happy to share on behalf of our clients.
Marbles Kids Museum: Development Coordinator
NC Advocates for Justice: Director of Development and Membership Engagement
Habitat for Humanity of Durham: Director of Development

Our website lists all active searches and you can sign up for notifications about new search announcements here.
New moss+ross clients include: Eyes Ears Nose and Paws, Local Start Dental, Saint Andrews Presbyterian Church, Trinity Academy, and William Peace University.