Comprehensive Capital Campaign Assessment & Planning
Before launching a major fundraising effort, nonprofits must understand — not guess — whether they are truly ready. Capital campaigns are high-stakes endeavors. An objective, well-executed assessment lays the foundation for success and prevents costly false starts. Ashley|Rountree has conducted more than 300 comprehensive campaign studies nationwide, drawing on deep experience as former full-time fundraisers, development leaders, and nonprofit executives
What We Offer
- In-depth evaluation of organizational readiness
- Strategic analysis of strengths, gaps, opportunities, and risks
- Confidential interviews with key donors, prospects, board members, and staff
- Honest feedback grounded in data and lived fundraising experience
What if you’re almost ready?
Board & Volunteer Readiness Intensives
Many capital campaigns are delayed, not because donors are unwilling to give, but because boards and volunteer leaders are not fully prepared—emotionally, behaviorally, or practically — to lead major gift efforts. Ashley|Rountree’s Board & Volunteer Readiness Intensives address this critical gap by assessing leadership readiness, clarifying expectations, and building confidence before solicitation begins. Through a combination of candid assessment, one-on-one coaching, group training, and focused Major Gift Leadership workshops, we equip board members with clear roles, practical tools, conversation scripts, and accountability frameworks that support follow-through. Typically integrated into campaign counsel, this work ensures leadership moves beyond agreement to ownership – reducing risk, strengthening alignment, and positioning campaigns for stronger momentum and long-term success. Intensives include:
- Capital campaign board readiness assessments with one-on-one and group training.
- One-day or two-session “Major Gift Leadership” workshops
- Individual board member coaching tied to comfort, confidence, and follow-through with fundraising templates, scripts and role-playing to build confidence and skills.
- Clear board accountability frameworks tied to campaign roles
Campaign Readiness Accelerator & Capacity Building
Many nonprofits are closer to a capital campaign than they realize — but still have critical work to complete before asking donors to invest. Ashley|Rountree’s 6 – 12 month Campaign Readiness Accelerator provides a clear, supported pathway from “almost ready” to fully prepared. This is not a traditional campaign study or lengthy feasibility report; it is hands-on strategic counsel that keeps organizations tethered to the real work required before launch. We help align development staff roles, design major gift portfolios, and build a targeted donor pipeline through intentional one-on-one visits, small-group cultivation gatherings, tours, and stewardship activities that build comfort and confidence — without making premature asks. Our consultants coach and train staff throughout the process, holding organizations accountable while walking alongside them every step of the way. The result is a focused, actionable roadmap that strengthens relationships, builds momentum, reduces risk, and positions the organization to enter a capital campaign from a place of strength rather than urgency.
Why Partner with Ashley|Rountree
Clients receive a clear, candid, and highly customized report that includes:
- Real-world donor insights
- Readiness indicators and potential obstacles
- Campaign goal and timing recommendations
- Leadership structure guidance
- Gift range and prospect strategy
- A clear, actionable roadmap to move forward with confidence
This process equips leadership with clarity — whether the next step is launching a campaign, strengthening internal systems, or refining strategy before asking donors to invest.
For more information
If your organization is considering a Capital Campaign, Ashley|Rountree & Associates is ready to listen. Click here to get in touch with a campaign consultant.
