This week, Herb Soles and I talk about independent school fundraising. We cover working with trustees, the value of a feasibility study, and what is means when we say "culture beats our strategy every time". Herb Soles is a consultant for ISM.

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Herb provides consulting services in the areas of development and fundraising, with expertise including extensive knowledge of endowment and planned giving as ways to increase donors’ capacity to give at leadership levels.

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 also 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.

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