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Executive and Senior Team Coaching

Case Study: Hosparus (Louisville, KY; New Albany, IN; Elizabethtown, KY; Bowling Green, KY)

Hosparus is the region's leading hospice care provider, serving more than 5,000 patients annually in 36 counties across Kentucky and Southern Indiana. A Joint Commission-accredited, nonprofit hospice organization, Hosparus has for has been providing care, comfort and counseling over 30 years.

After undergoing a significant change in staff leadership, Hosparus turned to Ashley|Rountree in 2009 for assistance to help provide campaign direction and counsel for a new capital campaign. The campaign envisions a $14.5 million effort to support renovation and construction for facilities used for staff at the headquarters in Louisville, as well as offices in New Albany (Indiana) and Elizabethtown (Kentucky). The campaign supports new programs and endowment funds, providing much-needed stability in a time of shifting health care funding dynamics. Our consultants helped to provide structure and recruiting strategies for campaign volunteers and directed efforts to cultivate and secure major gifts. The campaign is currently in a quiet phase but has already secured three $500,000 gifts—the largest in the agency's history. Our consultants recently devised a comprehensive, 30-county prospect-screening program to assist Hosparus staff and board in boosting new prospects for gifts to the campaign.

Recently, Hosparus asked Ashley|Rountree to evaluate its annual giving programs and make recommendations on how to grow and sustain a new base of entry-level donors during the campaign. Using best-practice methods from peer hospices nationally, the program was redesigned to focus on gaining new support from families served by Hosparus and improving the cost-efficiency for special events, among other efforts. Later that same year, Hosparus leadership asked Ashley|Rountree to serve as interim staff, leading a staff of 18 in Advancement and Public Affairs, and to direct a national search for a new Senior VP. Both the reorganization and the search were successfully concluded within 4 months.

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Case Study: Volunteers of America - Kentucky (Louisville, KY)

Volunteers of America of Kentucky (VOAKY) is committed to serving individuals and families throughout Kentucky, Tennessee, West Virginia, and Southern Indiana, by creating positive change in the lives of individuals and communities through a ministry of service.

In addition to being one of the region's largest and most comprehensive human services organizations, VOAKY is an interdenominational church with a distinctive ministry of service. VOAKY opened its first location in Kentucky in 1896, the same year social reformers within the Methodist faith founded the national organization on the promise to "go wherever we are needed, and do whatever comes to hand," filling important gaps for those who would otherwise be overlooked. Today the organization provides professional services to individuals with developmental disabilities, families facing homelessness, individuals at risk for HIV/AIDS and affected by HIV/AIDS, veterans who are homeless and addicted, and other individuals recovering from addiction.

Seeking assistance with a strategic initiative focused on community engagement, the organization turned to Ashley|Rountree. Ashley|Rountree evaluated Volunteers of America's major gift program and focused on increasing corporate support in the Louisville Metro area. Efforts included identifying qualified prospects that were uniquely matched to the organization's mission, developing winning strategies to secure new gifts and consulting on potential future board leadership for the organization. Through the entire project, Ashley|Rountree staff remained on-call providing timely coaching and guidance to senior staff.

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Case Study: Farmington Historic Home (Louisville, KY)

Farmington Historic Home is one of Kentucky's most invaluable historic and educational resources. A 14-room Federal-style home that was built for John and Lucy Fry Speed and their family of 13 children in 1815-1816, the house was the center of a 550-acre hemp plantation. In 1959, Farmington opened as the first house museum in the Louisville area and today the museum owns 18 acres of the original property.

Beginning in 2007, the staff and volunteer leaders at Farmington started planning for a comprehensive capital campaign to enhance educational exhibits and visitor services, and to complete critical restorations throughout the property. The Farmington Historic Home Trustees, which operates Farmington on behalf of the Historic Homes Foundation, contacted Ashley|Rountree for assistance in conducting a campaign feasibility study to determine the likely success of a proposed $1 million effort.  Since such a large campaign had never been attempted and the philanthropic appeal of the programs was admittedly specialized, the board thought it wise to engage outside expert help with deep expertise in local philanthropy and campaign management.

In addition to  conducting numerous confidential interviews with prospective donors, our consultants worked with staff and board to provide board training to prepare them for a major campaign and clarify roles and expectations. As a result of the study's  affirming results, the board asked Ashley|Rountree to remain as campaign counsel, assisting staff (only two full-time employees and no dedicated fundraising professional) and a newly formed campaign committee. Early in the campaign, our consultants were helpful in guiding efforts to receive a $200,000 challenge grant and two $100,000 gifts, among others. Despite the recent national recession, Farmington was successful in going over its $1 million goal. Just prior to the campaign's completion in early 2011, Ashley|Rountree consultants led the board in two planning retreats focused on strengthening and growing the membership of the board with an eye on increasing sustained annual support for Farmington.

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Case Study: The Louisville Zoo

The Louisville Zoo, the state zoo of Kentucky, is a nonprofit organization founded 42 years ago and dedicated to the pursuits of education, conservation, scientific study and recreation. The Zoo's extensive collections include botanical gardens and exhibits with over 1,300 animals in naturalistic  settings representing both geographical areas and biomes or habitats. The Zoo has over 35,000 members and 800,000 annual visitors, making it one of the nation's most-visited zoos.

Ashley|Rountree consultants have been honored to help the Zoo successfully complete two successive capital campaigns. In 2004, board and staff leaders approached Ashley|Rountree to assist in managing the final phase of a campaign for a new aviary exhibit that would highlight the Zoo's lorikeets.  Once finished, the Zoo asked our consultants to undertake an assessment study to examine the feasibility of a campaign for an ambitious new exhibit, Glacier Run, which would require more than $20 million, the largest fundraising effort in the Zoo's history. As a result of helpful information secured by Ashley|Rountree in over 40 community interviews, the boards of the Zoo and the Zoo Foundation concluded that a goal of $25 million-plus was achievable.  The Zoo once again turned to Ashley|Rountree in 2005 to serve as campaign counsel, guiding staff and board to successfully go over goal with more than $26 million raised by campaign's end in 2010, including a successful $900,000 challenge grant from the Kresge Foundation.

Simultaneously with these campaigns, Zoo staff has asked for focused assistance in evaluating opportunities for growing the annual giving program. The team from Ashley|Rountree guided the Zoo in creating innovative methods for converting members to donors, as well as strategies for identifying affinities within non-donor groups. Also, our consultants provided ongoing coaching to senior staff leadership, covering a variety of areas in development, community outreach and board relations.

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