AFP NC Triangle Chapter: I Thought I Had A Plan: How to Create an Annual Tactical Development Plan

Members of the moss+ross team will discuss how to create an annual tactical development plan for your office. They will walk you through the basic elements that should be in any plan, and they will show you how to create the detail underneath each office goal that will position you for success and hold you and your team accountable.

Time: 2:00 – 4:30 PM
Location: Virtual via Zoom
Cost: $40.00 for AFP Triangle members; $75.00 for non-members

2.5 CFRE credits will be awarded.

Speakers Biography:

Mary Moss

Mary Moss launched moss+ross in 2009 after a career in which she was known as one of North Carolina’s leading independent school fundraisers. She and Susan Ross have guided the firm’s growth to a $1.5M firm with 20 associates.

Mary specializes in campaign management, feasibility studies, strategic planning, executive search and coaching, and board and volunteer training. Mary’s fundraising career began at Duke, where she worked in annual and planned giving at the University and in major gifts at the Duke Cancer Center. Her careers panned more than two decades at three prominent Research Triangle schools. To create moss+ross, she stepped down in 2008 as associate head for institutional advancement at Saint Mary’s School, her high school alma mater, having raised gifts of more than$21.5 million, including back-to-back $1 million Annual Fund totals. Prior to that, she was director of development at Ravenscroft for 11 years and at Durham Academy for nearly five years. Her work earned national and regional CASE awards for fundraising and communications. She also earned valuable skills while working in major gifts for the Duke Comprehensive Cancer Center.

Mary is an active community volunteer. She served a six-year tenure on the Board of Trustees of Ravenscroft School, where she co-chaired the Advancement Committee and still chairs a special board committee. She is Immediate Past President of the Rotary Club of Raleigh, and she is a member of the Raleigh Fine Arts Society, having chaired the Grants Committee. She has also served on the Board of Directors of the New Voices Foundation. Mary has been a volunteer consultant with numerous schools and nonprofits including the Junior League of Raleigh, Hayes Barton United Methodist Church, and other organizations.

A native of the Triangle area, Mary is a graduate of UNC-Chapel Hill, the Institute of Paralegal Training in Philadelphia, and the Leadership Raleigh program. She is married to Bill Moss, and they have three grown sons and three grandchildren. She and Bill enjoy spending time with family, traveling, and enjoying the North Carolina beaches.

Fun fact: A devout Tar Heel now, she was born a staunch Blue Devil!

Kim Glenn

Kim Glenn is one of moss+ross’s senior fundraising consultants with over 17 years of experience in university development, nonprofit management and fundraising, board development and engagement, prospect research, and community outreach. Kim joined moss+ross in 2011 after a career in nonprofit management, higher education fundraising, and government auditing.

Kim brings extensive knowledge of the region’s philanthropic community to her work with moss+ross clients. Her breadth of experience and strategic thinking has supported a variety of engagements including capital campaigns, annual fund campaigns, development and organizational assessments, feasibility studies, strategic planning, board training, executive search, and prospect research.

Kim is past board chair of The Green Chair Project in Raleigh where she has led the Executive, Development, and Strategic Planning Committees, and chaired the Campaign Planning Committee for The Green Chair Project’s $3 million capital campaign. Kim has also served on the Stewardship Taskforce at Edenton Street United Methodist Church. Kim graduated with honors from UNC Chapel Hill’s Kenan-Flagler School of Business. She lives in North Raleigh with her husband, Tres, and has two grown children, Matt and Peter.

Fun fact: Kim is a former portrait artist


Keith Williams

+1 919.459.8588

Time: 2:00 – 4:30 PM
Location: Virtual via Zoom
Cost: $40.00 for AFP Triangle members; $75.00 for non-members
Register for the Workshop at

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