What We Do for Human Services
Click a link below to jump to a specific service we provide for Human Services.
- Comprehensive Capital Campaign Assessment and Planning
- Comprehensive Capital Campaign Management
- Major Gifts / Legacy Giving Counsel
- Development and Annual Giving Counsel
- Executive and Senior Team Coaching
- Interim Staffing and Searches
- Board and Volunteer Development
- Strategic Planning for Advancement
- Other Fundraising and Management Services
Comprehensive Capital Campaign Assessment and Planning
An objective analysis of your organization’s fundraising strengths and weaknesses is invaluable, but even more so if you are planning a significant capital or endowment campaign.
When a thorough study is completed by unbiased professionals, the candid feedback and practical recommendations gives you and your organization’s leadership a clear plan of action, detailing what is working, what needs to be fixed and where you can find the best path for fundraising success.
Combined, our staff and associates have led over 300 campaign studies for a wide array of nonprofit organizations across the nation.
We will assess and measure your organization’s readiness to launch a major fundraising effort based on detailed analysis of the organization and interviews with key donors, prospects, board members and staff.
Scope of Services
Case Study: Jewish Family & Career Services
Back to TopComprehensive Capital Campaign Management
Whether it’s a significant capital campaign or a special major gifts initiative, we can work side-by-side with your volunteer leadership and staff to prepare, launch and manage fundraising efforts. We are able to provide consistent week-to-week support to help you implement a plan, anticipate challenges and reach your goal.
Our staff and associates have assisted over 300 capital campaigns across the nation. We understand that successful campaigns depend on the right combination of planning, flexibility, persistence and a commitment to focus each week on key steps for progress. Major efforts such as these require a significant new allocation of staff and volunteer resources. The primary benefit of partnering with temporary, outside counsel to supplement your staff’s expertise is that we have the experience to keep you focused on doing the right things in the most efficient ways.
As campaign 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 “start-up” of the campaign (such as creating a plan and structure, assisting in recruitment and training of volunteer leaders, refining prospect lists and strategies) to week-to-week campaign management. We can also assist in creating all of the essential campaign communications materials, grant proposals and essential reporting that you will need for reports to volunteers and donors.
Case Study: Jewish Family & Career Services
Back to TopMajor 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.
Case Study: Volunteers of America - Kentucky
Back to TopAnnual Giving Counsel
Ashley | Rountree and Associates can help you plan and launch a new annual giving initiative, or strengthen and expand your existing program, expanding your base of donors and creating new revenue for important programs.
We believe that a productive, consistent annual giving program is the single most essential element in the long-term sustainability of a successful development program. To help our clients understand and implement the latest trends and best practices in annual giving, we bring wide expertise from our staff, associates and service partners in areas such as direct mail, data/prospect analysis, telemarketing, email campaigns, social media, recognition systems and special events.
As Annual Giving 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 Annual Giving services can include program assessment and recommendations, database analysis/performance analytics, donor communications (appeal letters, e-communications, donor recognition), creation of policies and standards, or ongoing coaching/mentoring for staff and volunteers on a weekly or monthly basis. We also can provide interim staffing and help guide searches for new staff.
Back to TopExecutive and Senior Team Coaching
Ashley | Rountree and Associates can personally guide key managers to achieve their goals, working side-by-side on a weekly or monthly action plan. Although our special focus is on helping managers achieve fundraising success, the evolving nature of nonprofit staff leadership in the 21st century requires an integrated management approach.
As the need for external funding grows, the demand for knowledgeable and experienced staff members is growing also—and fundraising is everyone’s job. Fundraising professionals are held to ever-increasing standards of performance and accountability and executive directors, too, are expected to not only manage the mission and programs of their organizations, but also to devote more time to fundraising than ever before.
Our senior consultants include former key leaders of small and large organizations who have the practical experience to build well-rounded executives who have passion and focus. We understand that an executive director or chief development officer must successfully balance internal and external duties, paying as much attention to fundraising or community relations as to budget planning and staff management. When we are asked to mentor and coach a senior leader in a nonprofit agency, therefore, we not only work to build confidence in cultivating and closing major gifts, but we believe it’s essential to nurture their skills in areas such as staff and volunteer management, program evaluation and planning, client/customer relations and asset management.
Case Study: Volunteers of America - Kentucky
Back to TopInterim Staffing and Searches
Ashley | Rountree and Associates can quickly assign experienced management and fundraising staff for short-term assignments, either part-time or full-time for as little time as a few weeks or several months. Moreover, we can guide searches for a wide array of nonprofit staffing needs, either regionally or nationally.
Our staff and associates have deep experience in nonprofit management within a wide array of organizations. We are fortunate to have senior team members who maintain an active network of excellent candidates regionally and nationally. Moreover, because of our experience, we understand both the general and particular needs of a mission-driven organization, whether it is managing a capital campaign, overseeing special events, or starting up a new annual fund.
Whether we are asked to provide interim staffing, search guidance, or both, we work with you to evaluate the core skills and goals of each position and match your needs to the right candidate who can best fit the culture of the organization and succeed. Although our special focus is on helping hire and train managers with special expertise in fundraising and advancement, we can also assist with interim staffing and searches for executive, finance and program management positions.
Back to TopBoard and Volunteer Development
As the need for external funding grows, the demand for knowledgeable and experienced board members is growing also—and fundraising is everyone’s job. Ashley | Rountree and Associates can assist your organization with the critical work of building a strong board and, just as importantly, we assist you in nurturing a wider volunteer corps that can assume leadership in the years to come.
Like staff, board members are held to ever-increasing standards performance and accountability and are expected to not only advise staff with the execution of programs but also to devote more time to fundraising than ever before. After all, the board of directors holds the ultimate public accountability for any 501-c-3 organization.
Our senior consultants include former key leaders of small and large organizations who have not only worked as paid staff supporting boards, but are all experienced volunteers as well. We can help your organization assess its board’s effectiveness and make recommendations on how to improve alignment with your mission and goals. We understand not every board member or volunteer leader is fully prepared to cultivate and close major gifts, plan major fundraising events or lead membership efforts. Our job is to help them grow into their role as thoughtful leaders of staff and volunteers.
Case Study: Volunteers of America - Kentucky
Case Study: Seven Counties Services (Louisville, KY)
Strategic Planning for Advancement
The team at Ashley | Rountree understands that a strong strategic plan is essential to the success of any organization's advancement efforts. We take an interactive approach that helps shape your organization's vision, mission and values.
Early in the planning process, we seek to articulate the connections between the greater organizational mission and your specific advancement goals in fundraising, communications and constituent relations. Strong external relationships are essential for the success of your organization and the advancement program. We work with your staff, board, donors and volunteers to develop a compelling vision that motivates increased philanthropic support.
Overall, we help develop a clear strategic plan that signals to current and potential stakeholders that your organization has looked at itself and identified the best way to serve clients and the community.
Case Study: Seven Counties Services (Louisville, KY)
Back to TopOther Fundraising and Management Services
In partnership with associates, we also offer:
- Grants Research, Writing, Advocacy
We can assist in identification and prescreening of grant sources, drafting proposals, or coaching staff and board on strategies for advocating and winning support. - Legacy Planning Counsel
Improve effectiveness of planned giving programs, or provide donors with a comprehensive program to plan their legacy. - Direct Marketing Counsel
A network of top professionals who have extensive experience in helping nonprofit organizations create and produce marketing campaigns that impact fundraising and community support. - CFO/Accounting Outsourcing and Staffing
Whether it's interim or long-term assistance, we can cover essential business operations in nonprofits, ranging from payrolls to complex grant accounting or reimbursement filings. - Public Relations Counsel
Planning and execution of public relations programs for nonprofits, whether for short-term projects or long-range impact. - Institution-wide Strategic Planning
Guiding staff, board, donors, volunteers and community stakeholders with the creation of a comprehensive plan that transforms your mission into reality. - Endowment Planning and Asset Management
Improve financial stability and consistency of annual returns with assistance by professionals who understand the special needs of nonprofits, with services ranging from management assessment to long-term asset management. - Special Events Audit, Planning and Management
Evaluation, planning or full-scale management of special events with a focus on improving net results and creating a more fulfilling, mission-focused experience for volunteers, donors and staff. - Prospect Screening and Database Cleaning
Comprehensive array of services for improving the quality of agency databases screening for key indicators of affinity, creation of predictive models for future success and securing new lists. - Service Outcomes Tracking Software
Improve your agency's ability to expertly track daily service outcomes across all programs and provide detailed accounting to grantors and the community.
