Development & Fundraising | Independent School Management | Advancing School Leadership—Enriching The Student Experience
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  • Consulting
    • Meet Our Consultants
      • Dr. Casey Bell
      • Michael Christopher, IAP-L
      • Roxanne Higgins, MBA
      • Phil Higginson, IAP-L
      • Terry Moore, BCP-E
      • Dr. Bryan Smyth
      • Dr. Maggie Renken
      • Scott Wilson
      • Herb Soles, CFRE, IAP-L
    • Virtual & Onsite Consulting Services
      • School Head
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Building a Leadership Giving Program Through the Annual Fund

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Most schools have an annual fund, but few have a clearly defined leadership giving program within it. Without intentional structure, leadership-level giving can stagnate, rely on a small number of loyal donors, or lack clarity around expectations, recognition, and growth.

Five Things Heads Need to Know about Leading Advancement Efforts

  • Read more about Five Things Heads Need to Know about Leading Advancement Efforts

The head of school is the most influential partner in an independent school’s advancement success. While the role spans every aspect of institutional leadership, a head’s effectiveness is directly tied to the strength of the school’s advancement efforts.

Tuition Increases: Has the Market Reached Elasticity Yet?

  • Read more about Tuition Increases: Has the Market Reached Elasticity Yet?

For years, independent school leaders have asked a deceptively simple question::

AI Readiness Framework Dimension 1 & 2: Mission and Leadership (for Levels 3-4)

  • Read more about AI Readiness Framework Dimension 1 & 2: Mission and Leadership (for Levels 3-4)

As schools move beyond early experimentation with AI, new challenges emerge: overlapping initiatives, unclear authority, faculty fatigue, and difficulty translating values into consistent practice.

AI Readiness Framework Dimension 1 & 2: Mission and Leadership (for Levels 1-2)

  • Read more about AI Readiness Framework Dimension 1 & 2: Mission and Leadership (for Levels 1-2)

Many schools are experimenting with AI in isolated, reactive ways often driven by individual enthusiasm, external pressure, or emerging concerns about risk.

How to Create a Multi-Year Development Plan

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Many development offices are highly productive but still struggle to make meaningful progress toward their goals.  The issue is rarely effort or commitment.

Establishing Your Philanthropic Plan

  • Read more about Establishing Your Philanthropic Plan

Too many strategic plans stall because they lack two critical companions: a financial roadmap and a philanthropic plan to fund them. A strategic vision only gains traction when it is translated into a clear, time-bound fundraising program with defined priorities, targets, timelines, owners, and measures of impact.

Use Strategic Planning to Establish Your Philanthropic Plan

Strategic planning, strategic financial planning, and philanthropy are most effective when developed together—aligning vision, resources, and fundraising priorities into a coherent, fundable roadmap for mission-driven growth.
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  • Read more about Use Strategic Planning to Establish Your Philanthropic Plan

The Five Most Daunting Challenges of School Leadership in 2025–26

  • Read more about The Five Most Daunting Challenges of School Leadership in 2025–26

Join ISM’s Scott Wilson for a candid conversation with two successful and innovative independent school heads about the challenges they (and their peers) are facing today and in the immediate future. 

Enhancing Borrowing Power by Ensuring Financial Stability

Strong endowments and reserves significantly boost an independent school’s borrowing power and open the door to transformational projects.
  • Read more about Enhancing Borrowing Power by Ensuring Financial Stability
  • Read more about Enhancing Borrowing Power by Ensuring Financial Stability

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