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Major Gifts / Legacy Giving Counsel

Ashley | Rountree and Associates can help you plan and launch a new major gifts initiative, or strengthen and expand your existing program, lifting your program to new heights.

Our approach is based on the collective, hands-on experience of our staff and associates who, combined, have assisted over 300 capital campaigns across the nation. We work side-by-side with you to assemble the building blocks of a successful major giving program: identification of the top prospects; creation of a strong case for support, gift policies and standards; building a clear plan for cultivation and gift stewardship; and coaching volunteer leaders and staff on the fundamentals of listening, probing for affinity, asking for a gift, and overcoming obstacles. Our major gifts philosophy is centered on a donor-centric approach, as well as building and cultivating long-term relationships with key major gift and legacy giving prospects.

As Major Gifts counsel we understand that no two organizations are exactly alike and we can provide as much—or as little—assistance as your staff, volunteers and budget require. Our services can include everything from a "start-up" for a major gifts program (such as analyzing your database, creating a plan and structure, assisting in recruitment and training of volunteer leaders, refining prospect lists and strategies), or we can simply provide targeted, strategic support for key elements of your major gifts program, such as prospect identification/strategies or volunteer/staff training.

Legacy Gift Planning

Legacy Gift Planning

Case Studies

2525 Nelson Miller Parkway, Suite #106 | Louisville, KY 40223 | P: 502.244.5835 | F: 502.244.5837

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