Planned Giving Strategy & Donor Counsel
A well-designed Planned Giving Strategy builds long-term financial strength while deepening some of a nonprofit’s most meaningful donor relationships. Planned gifts—often rooted in alumni loyalty, longtime supporters, and generational wealth—allow donors to align their values with lasting impact, securing future revenue without competing with annual or major gifts. Ashley|Rountree helps organizations identify legacy prospects, steward historic donors with intention, and integrate planned giving into their philanthropic culture in a way that feels natural and donor-centered. Our relationship-based approach simplifies a complex process, strengthens lifetime donor value, and creates a sustainable pipeline of future support – without straining staff or Board members.
What We Offer
Audit & Program Enhancement
- Review of current and historic planned giving efforts.
- Identification of high-potential donor segments.
- Strategic roadmap and messaging.
Private Donor Services
- Guidance on confidential donor meetings and education.
- Support for charitable and estate planning conversations.
Why Partner with Ashley|Rountree
Our approach integrates seamlessly with your current fundraising – strengthening both immediate and future revenue. Our difference lies in how we partner, how we work, and the experience we bring.
- Holistic nonprofit partnership serving staff, boards, donors, and volunteers.
- From strength to strength – building on what works, not imposing one-size-fits-all solutions.
- Candid, experienced guidance from real-world nonprofit practitioners.
- Right-sized strategies designed for your capabilities.
- Capacity-building, high-ROI support that strengthens organizations long after the engagement ends.
Get in touch
If your organization is seeking fundraising solutions, Ashley|Rountree & Associates is ready to listen. Click here to get in touch with a campaign consultant.