Location: San Antonio, TX ●
Certification Credits: 20 IACP
Schools are driven by the ever-increasing demand for more funding, yet are also aware of return on investment. Therefore, many focus their fundraising efforts on major gifts. This workshop explores the latest methodology for creating a fundraising program that produces generous returns, now and in the future.
Topics include how to systematically inspire and retain donors, create an efficient fundraising team, demystify planned giving, and cultivate major donor relationships. Participants will leave with a new understanding of how to immediately maximize opportunities and increase fundraising potential.
- Learn about the major gift funnel and how to calculate the total value of a major gift.
- Discover how to create an efficient fundraising team.
- Train your staff and volunteers to become effective and dynamic solicitors.
- Master and implement the “Five Rules of Engagement.”
- Understand how to magnify prospects’ potential for making major gifts.
Who Should Attend
School Heads, Development Directors, Major Gift Officers, Board Chairs, and Development Committee members, along with other interested Trustees, will all benefit from this workshop.
Herbert P. Soles, CFRE, IAP-L
Herb provides consulting services in the areas of development and fundraising. His expertise includes extensive knowledge of major gifts programs, endowment, and planned giving as a way to increase donors’ capacity to give at leadership levels.
As a member of ISM’s Advancement Team, Herb:
- Consults in the areas of major gift fundraising, capital campaigns, and staff development
- Serves as one of the planning architects for ISM’s weeklong Advancement Academy
- Acts as an instructor and mentor during Advancement Academy
- Co-teaches ISM’s Summer Institute workshop on capital campaigns
He holds the Leader Certification through ISM’s International Advancement Program (IAP−L) and is a Certified Fundraising Executive.
Herb has coached advancement teams that have been recognized twice by the Council for the Advancement and Support of Education in the Achievement in Mobilizing Support Award competition. He has received seven other national awards for alumni participation, publication improvement, and fundraising management.
Herb has presented at 21 national education conferences, including CASE, NAIS, and NAES.
Herb served as Headmaster for Development at Norfolk Academy, VA, where he helped close a $40 million capital campaign for endowment and a new performing arts center. He also headed development programs at St. Stephen’s School ($10 million) and Flint Hill School ($2 million), both in VA. He collaborated on a $15 million campaign at St. Albans School, a day-boarding school in Washington, D.C.
Herb also directed an advancement program that raised more than $31 million in gifts and pledges at Saint Andrew’s School in Boca Raton, FL, and helped complete a campaign for $65 million to be used for endowment and campus improvement at Norfolk Academy.
A recipient of CASE’s Steuben Crystal Apple and CASE’s Robert Bell Crow Award, he served as Chair of the 37th CASE-NAIS national conference. He has been a member of the judging panel of the CASE Circle of Excellence Awards for Independent Schools, chairing it for six years. He also served 11 years on the faculty of the CASE Summer Institute for Independent School Advancement Professionals.
Herb has participated on or been a member of the CASE Alumni Relations Commission, the Development Advisory Committee for the National Association of Independent Schools, and the Development Steering Committee of the Association of Independent Schools of Greater Washington. He is a former Program Chair and President of the Planned Giving Study Group of Greater Washington. In Helen Colson’s book, Philanthropy in Independent Schools, Herb authored the chapter on planned giving.
Herb holds a bachelor’s degree in education from the University of Virginia, VA, and has done graduate work at Virginia Polytechnic Institute.
Schedule to be announced soon
Hyatt Regency San Antonio
123 Losoya Street
San Antonio, TX 78205
A group hotel reservation rate of $189 is available until October 5, 2020. Subject to availability. Please wait until the workshop status is 'confirmed' before making your travel and hotel arrangements.
Make your hotel reservations by calling 210-222-1234 and letting then know you are with ISM or Independent School Management Summer Institute
The closest airport is San Antonio International (SAT).
How will ISM communicate workshop information with me?
It is essential that your school approves the following email addresses from ISM:
You will be receiving all communication—including your confirmation email and access to your workshop's Google Drive account—from these emails.
What does my registration fee include?
All workshop materials, breakfasts, lunch or dinner daily, and social hours are included.
What is not included in my registration fee?
Hotel accommodations and travel expenses, other meals not noted.
What should I wear?
Meetings rooms are generally cold, as temperature control in meeting spaces and large convention centers is difficult. Please bring a sweater, jacket, or sweatshirt.
What should I bring?
You’ll receive a letter from your workshop instructor letting you know what to bring. However, please bring a laptop or tablet for online access.
Can my special dietary requirements be met?
Absolutely. Just give the Workshops Department a call at 302-656-4944, and we'll make sure your needs are accommodated.
Should I need medical or dental attention, where should I go?
Should you need medical attention in a non-emergency, notify ISM staff and the hotel staff. The hotel can recommend what facilities are available, and may be able to supply transportation. In an emergency, call 911.
Event Confirmation and Cancellation Policy
We take the health and safety of our school leaders seriously.
In an abundance of caution and to protect the health of all participants, ISM will hold its 2020 Summer Institute and Advancement Academy as distance learning events.
Should ISM cancel an event, we ensure a 100% money-back guarantee for all registrants—so you can buy with confidence. You can feel free to direct any questions to firstname.lastname@example.org.
Confirmation and Cancellation Policy
Tuition Payment and Cancellation Policy for ISM’s Professional Development Events
Tuition must be paid in full 10 business days prior to the start date of the event. An attendee with a balance due on the start date will be denied entrance to the program until the balance is paid in full.
Cancellation requests must be made in writing by emailing email@example.com, faxing to 302-656-0647, or mailing to: Event Experience Manager, ISM, 1316 N. Union St., Wilmington, DE, 19806.
- Cancellations received more than 15 business days prior to the start date of the program will be fully refunded. Gold Dollars will also be fully refunded.
- Cancellations received less than 15 business days prior to the start date of the program will not be refunded.
- Non-payment of tuition or no-show to the event does not constitute a cancellation. Full tuition will be due and payable.
The Substitution Option and Wallet Option
If a member of your team can no longer attend a workshop for which they have registered and it is past the cancellation window, your school has two options to avoid penalty. Schools may also exercise these options at any time for cancellations.
- The school may substitute another employee.
- The school may bank the funds for a future ISM registration. These funds must be applied to a professional development event within one year from the start date of the original workshop. After one year, the funds will be forfeited. To use banked funds, please call the Event Experience Manager at 302-656-4944 x152.
*We DO NOT accept enrollments from consultants.
ISM believes in providing quality and excellence in all of our events and in ensuring the satisfaction of everyone who attends. Nearly 100% of our participants say they would recommend our events to their colleagues. If you are not satisfied with your event for any reason, ISM will credit the fee you paid toward another similarly priced workshop or will refund it.
If you have any questions, click below to send us an email.
Upcoming Workshops and Events
6/18/2020 — 6/19/2020
Scheduling in a Pandemic: How to Create Your School’s Fall 2020 Schedule
6/22/2020 — 6/25/2020
Mastering Enrollment Management