ISM Consultant
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 delivers leadership coaching in major gift solicitation. He also facilitates consultations, leads workshops and webinars, and works one-on-one with Trustees, volunteers, and school employees on all facets of fundraising activities. He has been affiliated with ISM as a faculty member for over 20 years and joined as a full-time ISM consultant in 2016.
He has earned the Leader (IAP-L) designation through ISM’s International Advancement Certification Program 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 served as Director of Development at Norfolk Academy, Virginia, where he helped close a $40 million capital campaign for endowment and a new performing arts center. He guided an additional campaign for over $65 million for endowment and campus improvement at Norfolk Academy. He also headed development programs at St. Stephen’s School ($10 million) and Flint Hill School ($2 million), both in Virginia.
He collaborated on a $15 million campaign at St. Albans School, a day/boarding school in Washington, DC. Herb directed an advancement program that raised more than $31 million in gifts and pledges at Saint Andrew’s School, in Boca Raton, Florida. He also consulted on a multimillion dollar capital campaign with the Bermuda Institute of Ocean Sciences (formerly, the Bermuda Biological Station for Research).
Over the past three decades, Herb has presented at 21 national conferences for CASE, NAIS, and NAES. 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 also been a member of the judging panel for the CASE Circle of Excellence Awards for Independent Schools, chairing it for more than six years. He also served over 11 years on the faculty of the CASE Summer Institute for Independent School Advancement Professionals.
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.