Executive & Senior Team Coaching
Ashley | Rountree and Associates can guide key managers to achieve their goals, working side-by-side on a weekly or monthly action plan. While our special focus is on helping managers achieve fundraising success, the evolving nature of non-profit 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, too—and fundraising is everyone’s job. While fundraising professionals are held to ever-increasing standards of performance and accountability, executive directors, too, are expected to not only manage the mission and programs, but also to devote more time to fundraising than ever before.
Our team includes former key leaders of small and large organizations with the practical experience to build well-rounded executives who have passion and focus. We know that an executive director or chief development officer must give as much attention to fundraising or community relations as to budget planning and staff management. When we mentor and coach a senior leader, therefore, we not only work to build confidence in cultivating and closing major gifts, but also nurture their skills in areas such staff and volunteer management, program evaluation and planning, client/customer relations and asset management.
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 to help provide direction and counsel for a new capital campaign — a $14.5 million effort to support renovation and construction for the headquarters in Louisville and offices in New Albany (Indiana) and Elizabethtown (Kentucky). The campaign would support new programs and endowment funds, providing stability in a time of shifting health care funding dynamics.
We 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. We 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.
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. We evaluated Volunteers of America’s major gift program and focused on increasing corporate support in the Louisville Metro area.
We identified qualified prospects that were uniquely matched to the organization’s mission, developed winning strategies to secure new gifts, and consulted on potential future board leadership for the organization. Ashley | Rountree staff remained on-call through the entire project, providing timely coaching and guidance to senior staff.
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. 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.
Since such a large campaign had never been attempted and the philanthropic appeal of the programs was admittedly specialized, the The Farmington Historic Home Trustees thought it wise to engage Ashley | Rountree to conduct a feasibility study to determine the likely success of a proposed $1 million campaign.
We conducted extensive interviews with prospective donors and worked with staff and board to clarify roles and expectations and provide board training for a major campaign. As a result, the board asked Ashley | Rountree to remain as campaign counsel, assisting staff and a newly formed campaign committee.
Early in the campaign, we assisted in efforts to receive a $200,000 challenge grant and two $100,000 gifts, among others. Despite a recent national recession, Farmington exceeded its $1 million goal.
Just prior to the campaign’s completion in early 2011, we led the board in two planning retreats focused on strengthening and growing the board, with an eye on increasing sustained annual support for Farmington.
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 has helped the Zoo successfully complete two successive capital campaigns. In 2004, board and staff leaders approached us 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 us 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 our work, 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.
Concurrent with these campaigns, Zoo staff has asked for focused assistance in evaluating opportunities for growing the annual giving program. 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.
We also provided ongoing coaching to senior staff leadership, covering a variety of areas in development, community outreach and board relations.