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.