Location: Philadelphia, PA ●
Certification Credits: 30 IACP
Your school, whether large or small, can run a successful capital campaign—with the correct preparation. Learn the strategies you need to fully prepare you for a successful campaign, motivate and engage your supporters, and create an inspirational and sustainable vision for the future.
Regardless of your student body or community size, your school can run a successful capital campaign—with the correct preparation. Learn surefire strategies to fully prepare you for a successful campaign, motivate and engage your supporters, and create an inspirational and sustainable vision for the future.
Discover the dynamics of independent school fundraising to support your school’s ability to make a difference for your students. You will become more confident in your own role, and understand how to maximize the capacity of your volunteer and donor base. Leave with an action plan for next steps when you return to campus. We encourage you to bring one or more team members with you to coordinate and amplify your campaign efforts.
- Discover best practices for evaluating your school’s campaign readiness.
- Evaluate what preparation your school needs before beginning a campaign, focusing on your school’s size, history, and culture.
- Define your case for giving and describe why your campaign will deliver your mission with greater excellence.
- Determine essential planning steps to help your school successfully reach its goals.
- Master writing a dynamic campaign plan.
- Understand how to inspire, coach, and train volunteers and staff members to be dynamic fundraisers.
- Learn how to lead personnel and manage time and financial resources of a campaign.
- Uncover the secrets of successfully asking individuals for large gifts (also known as major gifts fundraising) and explore techniques to increase potential gift size.
- Understand common opportunities and pitfalls of each campaign stage.
- Individualize your training through one-on-one meeting opportunities with the workshop leader.
- Leave with an action plan to serve as a road map to increase campaign success.
Who Should Attend:
School Heads, Development Directors, Trustees, and Development Committee members should attend. This workshop is ideal for teams.
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.
Workshop Schedule (subject to adjustment)
(Continental breakfast is available starting at 7:00 a.m. and breaks are at 10:15 a.m. and 3:00 p.m. daily.)
7:00 - 8:30 Registration and Breakfast
8:30 – 10:15 Session One
10:15 – 10:30 Break
10:30 – 12:15 Session Two
12:15 – 1:15 Lunch with ISM
1:15 – 3:00 Session Three
3:00 – 3:15 Break
3:15 – 5:00 Session Four
5:00 – 5:30 General Session
5:30-6:00 Reception with ISM
6:00 Dinner with ISM
8:30–10:15 Session Five
10:30-12:15 Session Six
12:15-1:15 Lunch with ISM
1:15-3:00 Session Seven
3:15-5:00 Session Eight
5:00–6:00 Reception with ISM
8:30–10:15 Session Nine
10:30-12:15 Session Ten
12:15-1:15 Lunch with ISM
1:15-3:00 Session Eleven
3:15-5:00 Session Twelve
5:00–6:00 Reception with ISM
8:30-10:15 Session Thirteen
10:30-12:00 Session Fourteen/Action Planning
Hilton Penns Landing
201 South Columbus Boulevard
Philadelphia, PA 19106
The Hilton Penns Landing on the Delaware River, adjacent to Independence Seaport Museum and summer activities alone the river. It is the walking distance to historic Old City Philadelphia. Group hotel reservation rate of $209 is available until June 17, 2019. Subject to availability. Please wait until the workshop status is 'confirmed' before making your travel and hotel arrangements.
Make your hotel reservations by:
- Reserving your room online
- Calling 215-521-6500 and let then know you are with ISM or Independent School Management Summer Institute
The Hilton Penns Landing is pet-friendly. Please contact the hotel for details.
Delta Airlines is offering Advancement Academy attendees discounted fares. Click this link to get to Delta reservations. Fill in your departure city and destination (PHL). If the Meetings Event Code box is empty, use the Meeting Event Code NMSM8. You may also call Delta Meeting Network® at 1-800-328-1111, Monday through Friday, 7:00 a.m. to 7:30 p.m. (CT) and refer to Meeting Event Code: NMSM8.
American Airlines is offering Advancement Academy attendees discounted fares into Philadelphia (PHL). Visit aa.com and select your flights. At the bottom of the passenger info form, you will see “Promo Codes and accounts.” Click “edit” and use code 9979BT. Then proceed to picking your seats.
Getting there from Philadelphia International Airport
DIRECTIONS: Take the Philadelphia ramp on the left to merge onto I-95 N. Take exit 20 for Columbus Blvd. Turn left onto S Columbus Blvd. Hotel will be on the right.
Distance from Hotel: 11.7 miles
Drive Time: 15 minutes
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 e-mails.
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.
Summer temperatures average mid-80s to a low of 65. It can get quite hot—into the 90s—and humid. The classrooms and guest rooms are usually comfortable, but you may want to dress in layers in case the rooms are too warm or too cool for you. Dress is casual. Wear whatever is comfortable—jeans, sweat shirts, sweaters, etc. For current weather conditions, we recommend checking weather.com.
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.
Where can I work out?
The Hilton Penns Landing offers a fitness center and a pool, as well as bicycle rentals. Since the hotel is located on the river, you have easy access to walking in Old City, as well as on the riverfront.
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.
How much free time will I have?
There are periods before, between, and after workshop sessions for relaxation, recreation, and socializing.
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.
Confirmation and Cancellation Policy
We will correspond with you through email as soon as your workshop is confirmed, no later than two weeks prior to its start date. Occasionally, we may be forced to cancel an unconfirmed, scheduled workshop due to insufficient registration. So we ask that you do not make non-refundable travel arrangements until you receive notice that your workshop is confirmed. (ISM will not be responsible for any change/cancellation charges assessed by your airline or travel agent.)
Tuition Payment and Cancellation Policy for In-Person, Group-based Programs
Tuition must be paid in full 10 business days prior to the start date of the in-person, group-based program. 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 firstname.lastname@example.org, faxing to 302-656-0647, or mailing to: Professional Development Coordinator, 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.
- There will be no refunds for cancellations made less than 15 business days before the start of the program. For registrations paid for with membership Gold Dollars, the member school will receive a 50% refund of Gold Dollars.
- 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
Should an attendee need to cancel less than 15 days prior to the start date of the workshop, the school has two options to avoid penalty. Schools may also exercise these options at anytime 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 Professional Development Coordinator at 302-656-4944 x152.
*We DO NOT accept enrollments from consultants.
ISM believes in providing quality and excellence in all of our workshops and in ensuring the satisfaction of everyone who attends. Nearly 100% of our participants say they would recommend our workshops to their colleagues. If you are not satisfied with your workshop 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.
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