Preparing for a Blockbuster Capital Campaign

Chase Center on the Riverfront • Wilmington, DE
TOPIC FOCUSED
?

28

JUN

25

JUN
Status: CONFIRMED
Certification Credits: 30 IACP

$3,073 Non-Member

Travel and accommodations not included

[$2,612.00 Gold Member]

This was a very educational and enjoyable session. Great networking opportunities and good relationships developed with the other participants, and a solid conference with a ton of great takeaways.

Greg Monfiletto, Director of Advancement
Harbor Country Day School, NY
Workshop participant 2017

This workshop earns 30 credits towards your IACP credit requirements

Bring your team! Pay only $2,096 tuition for each additional team member attending with you. Call 302-656-4944 to register.

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, 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 for the highest return on your investment. We encourage you to bring one or more members with you to coordinate and amplify your campaign efforts.

Topics Include:

  • Discovering best practices for evaluating your school’s campaign readiness
  • Evaluating what preparation your specific school needs before beginning a campaign, focusing on your school’s size, experience, and culture
  • Defining your case for giving and why your campaign will deliver your mission with greater excellence
  • Determining essential planning steps to help your school successfully reach its goals
  • Mastering writing a dynamic campaign plan
  • Understanding how to inspire, coach, and train volunteers and staff members to be dynamic fundraisers
  • Learning how to lead personnel and manage time and financial resources of a campaign
  • Uncovering the secrets of successfully asking individuals for large gifts (also known as major gifts fundraising) and exploring techniques to increase potential gift size
  • Understanding common opportunities and pitfalls of each campaign stage
  • Individualizing your training through one-on-one meeting opportunities with the workshop leaders
  • Leaving 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.

staff photo herb soles

Herbert P. Soles, CFRE, IAP-L

ISM Consultant

Expertise

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.

Current Role

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.

Prior Experience

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.

Education

Herb holds a bachelor’s degree in education from the University of Virginia, VA, and has done graduate work at Virginia Polytechnic Institute.

• Continental breakfast is available starting at 7:15 am on Day 2

Day 1

2:30-3:30 Registration

3:30-5:00 Session One

5:00-5:30 General Session

5:30-6:00 Reception with ISM

6:00 Dinner with ISM

Day 2

8:30–10:15 Session Two

10:15-10:30 Break

10:30-12:15 Session Three

12:15-1:15 Lunch with ISM

1:15-3:00 Session Four

3:00-3:15 Break

3:15-5:00 Session Five

5:00–6:00 Reception with ISM

Day 3

8:30–10:15 Session Six

10:15-10:30 Break

10:30-12:15 Session Seven

12:15-1:15 Lunch with ISM

1:15-3:00 Session Eight

3:00-3:15 Break

3:15-5:00 Session Nine

5:00–6:00 Reception with ISM

Day 4

8:30-10:15 Session Ten

10:15-10:30 Break

10:30-12:00 Session Eleven/Action Planning

Workshop Location
Chase Center on the Riverfront
815 Justison St.
Wilmington, DE 19801

Hotel Location
Westin Wilmington
818 Shipyard Dr.
Wilmington, DE 19801
302-654-2900

Group hotel reservation rate of $169 is available until May 25, 2018. Subject to availability. Please wait until the workshop status is 'confirmed' before making your travel and hotel arrangements.

Once you have registered for a workshop, please make your hotel reservation by clicking on the RESERVE YOUR ROOM link above or calling 302-654-2900 and letting them know you are with ISM. Follow the hotel link on your workshop page for room rates and reservations.

The riverfront has a lot to offer you to occupy your downtime after an intense day of professional development training. Follow the river walk for restaurants, the Russell Peterson Wildlife Refuge and the DuPont Environmental Education Center, the Delaware Children's Museum, and Stratosphere Trampoline Park, to name a few.

Take in a movie at the new Penn River Cinema, with not only comfortable stadium seating but also an IMAX theatre. At various times during Summer Institute, the Class A Wilmington Blue Rocks will take to the diamond at the next-door Frawley Stadium. For Planet Fitness members, there is a large facility across from the Westin.

The outstanding River Rock Kitchen is right inside the Westin, but you are also walking distance to the first-class Iron Hill Brewery, Delaware's Big Fish Grill, Timothy's on the Riverfront, Joe's Crab Shack, and Firestone; Udon Thai Cuisine and Del Pez for Mexican; Molly's Ice Cream (sandwiches too!), the Riverfront Market and Harry's Seafood Grill just a little further down the Riverwalk. If you need your fix, yes, there is a Starbucks too...and a Subway.

You can also hop one of the Dart First State Route 12 Riverfront buses ($2) to go to LOMA, or Lower Market Street, for more excellent restaurants we well as the Queen Theatre.

Getting There

Please do not make any non-refundable travel arrangements until you receive an e-mail from ISM informing you the workshop is confirmed to run.

By plane and shuttle: Philadelphia International is the closest airport. A shuttle to Wilmington —a 45–60 minute ride, depending on traffic—costs about $33 each way. Visit the del express.com reservation page and enter 207866 at the bottom under FREQUENT USER ID.You can reach Delaware Express at 800.648.5466.

Flights to Baltimore (BWI) can be less expensive, but it is an 80-mile trip to Wilmington. A shuttle costs about $125 each way, or you can rent a car at the airport.

By train: There is an Amtrak station in downtown Wilmington. You can request the hotel shuttle for transportation.

By car: Click here for directions from the Philadelphia Airport to the Westin Wilmington.

How will ISM communicate workshop information with me?

It is essential that your school approves the following e-mail addresses from ISM:

workshops@isminc.com
marie@isminc.com
tomi@isminc.com

You will be receiving all communication—including your confirmation e-mail 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 Westin has a state-of-the-art fitness room and an exercise pool. Planet Fitness members can walk across the hotel parking lot to the expansive Riverfront Planet Fitness facility. The Riverwalk provides an excellent running and walking path as well.

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 Policy

We will correspond with you through e-mail as soon as your workshop is confirmed, no later than two weeks prior to its beginning. 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.)

Cancellation Policy

If circumstances change and you cannot attend the workshop, you must confirm your cancellation in writing via fax (302-656-0647) or email (workshops@isminc.com). If you do so at least 10 business days prior to the start of the workshop, you can request a full refund of monies paid. Thereafter, but prior to the first day of the course, we will refund you all but $600. If you do not cancel in writing prior to the start date of the course, you will forfeit the entire workshop fee.

If you enroll using Consortium Credits, and cancel your attendance in writing at least 10 days prior to the start date of the workshop, all Credits will be returned to your school. Thereafter, but prior to the first day of the course, if you cancel, all but two of the Credits will be returned to your school. (You have the option of buying back those two Credits for $600.)

If you do not cancel in writing prior to the start date of the course, your school loses all the Consortium Credits used for payment.

Please note that non-payment of tuition does not constitute a cancellation. Failure to appear does not constitute a cancellation.

*We DO NOT accept enrollments from consultants.

blog comments powered by Disqus
Connect with ISM: