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Case Study: Burlington Baptist Church (Burlington, KY)

Burlington Baptist Church has served the Northern Kentucky/Cincinnati area since 1842, making this faith community one of the oldest in the Tri-state region. In 2010, the Church turned to Dr. Steve McSwain of Ashley|Rountree for counsel on planning their capital campaign.

As our lead consultant in the Religion and Faith Division of Ashley|Rountree, Dr. Steve McSwain is a former minister and Kentucky native who has over 15 years of experience in leading similar studies and managing campaigns for 200-plus churches across the nation. Working with the staff of Ashley|Rountree, as well as the staff of Burlington Baptist, McSwain led the congregation in a thorough pre-campaign assessment, engaging all leaders and members of the Church in a dialogue about a proposed $1.7 million capital campaign. The campaign study required numerous confidential interviews with key leaders and donors, as well as several group meetings and a church-wide survey.

As a direct result of the campaign study, the Church conclusively decided that it could successfully raise at least $1 million, with the real possibility of raising even more once that goal was achieved. In order to assure a smooth transition to their goal, they asked Dr. McSwain and Ashley|Rountree to manage the campaign, leading the campaign volunteers to achieve their goal. Within just a few months, Burlington Baptist Church successfully went over its $1 million goal and they continue to collect more funds.

At the conclusion of the campaign, Pastor Todd Toole wrote, "I am thrilled with the outcomes in our campaign. Steve McSwain fulfilled every request from every one concerned. We had more members participate in the campaign than in any effort in the history of the church. I would also say that I have been involved as a pastor in several capital campaigns and this was by far the most organized, pointed and successful. Dr. McSwain and Ashley|Rountree served our church well and I would be more than happy to offer my personal endorsement to any church leader wishing to know more about the quality of expertise they brought to our campaign and the experience we had with them."

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Case Study: Spalding University (Louisville, KY)

Founded in 1814, Spalding University is one of the most historic institutions of higher education in the Commonwealth of Kentucky and combines a dedication to comprehensive, modern education with a genuine respect for its rich academic heritage. Evolving from the Nazareth Academy, founded by the Sisters of Charity of Nazareth near Bardstown, Kentucky, Spalding University is the oldest University west of the Alleghenies to be steeped in the Catholic tradition. Today Spalding is an urban, co-educational institution offering twenty-five degree programs at the bachelor's, master's and doctoral levels to over 2000 students.

At the end of its last major capital campaign, Spalding faced a Presidential transition and turned to the team of Ashley|Rountree for guidance on its major gifts and planned giving programs. As the University's former Vice President for Advancement, Jeff Ashley was uniquely positioned to provide expert insight regarding donor relationships and additional giving opportunities during the final phase of Spalding's capital campaign and moving into post-campaign initiatives. Ashley worked closely with the University's staff leadership team and board to also identify new donors who could be approached for major gifts, as well as recommending initiatives to return to prior donors and asked for renewed support. Spalding was successful in raising over $15 million on a $10 million goal.

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Case Study: Jewish Family & Career Services (Louisville, KY)



Jewish Family & Career Services (formerly known as Jewish Family & Vocational Service) is a nonprofit comprehensive human services organization that serves the Louisville Metro community. Founded in 1908, the roots of JFCS began within the Jewish community, but today JFCS serves people of all faiths in Metro Louisville with programs focusing on family, work, education, older adults, immigrants and refugees.

In 2007, as JFCS approached its Centennial, staff and board leadership envisioned a $2.75 million campaign specifically targeted for growing the organization's endowment. Knowing that an endowment campaign was an unusual and ambitious step, JFCS leaders sought expert outside counsel to assess the feasibility of such a campaign and they turned to Ashley|Rountree for advice. In addition to conducting numerous confidential interviews with leading donors and prospective donors, our consultants also evaluated JFCS annual programs, looking at the potential to sustain critical annual donations and also grow major gifts program during and after an endowment campaign. Knowing that the board had not undertaken such a campaign in many years, we also worked side by side with staff and board to provide training that would strengthen their capacity to engage in a major campaign and serve to clarify roles and expectations.

Due in large part to information confirmed by Ashley|Rountree consultants in confidential interviews, our assessment study concluded that the $2.75 million campaign was feasible. The JFCS board accepted the study's recommendations and moved ahead with their campaign, asking Ashley|Rountree to provide ongoing campaign management. Midway through the campaign, the goal was raised to $3 million thanks to the early success of major gift solicitations. Our consultants helped the campaign committee and JFCS articulate that the new, higher goal reflected increased needs and JFCS was now able to build upon the early success of the campaign. In the months that followed, the campaign topped $3.2 million in cash and confirmed planned gift commitments to the JFCS endowment, including a lead gift of nearly $1 million. The final goal tally also provided an extra $275,000 in new programmatic funds.

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Case Study: Assumption High School (Louisville, KY)

Founded in 1955 by the Sisters of Mercy, Assumption High School is a college preparatory school that brings together approximately 875 young women, grades 9-12, in a Catholic environment. Accredited by the Southern Association of Colleges and Schools, Assumption is a faith community, guided by the gospel teachings of the Catholic Church, offering special prayer services and liturgies, along with interesting theology classes and a four-year overnight retreat program.

Looking for expert local guidance to assist their largest fundraising effort, Assumption's board and staff turned to Ashley|Rountree to provide ongoing campaign counsel during their most recent capital campaign, Mind, Body & Spirit. Our consultants helped the staff and campaign volunteers identify key underwriters, build successful cultivation strategies and guide successful solicitations in an effort focused on projects for the art & theatre program, new athletic facilities, as well as tuition assistance and faculty funds.

Simultaneous with these efforts, our consultants identified a need for cost-effective, experienced interim administrative staffing to provide short-term administrative support for the campaign and development office. As a result of this relationship, Assumption's development staff members were able to receive the benefit of expert support without having to search, hire and train a full-time replacement.

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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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