Faculty
Message from the Chair
Whether you are new to the advancement profession or have been in the business twenty years, you will find this Institute extremely helpful. With the help of a dynamic and professional faculty, you will cover topics that range from industry basics to senior level discussions of complex solicitations, stewardship strategies and governance guidelines.
Equally as important to the planned curriculum is spending a week immersed in an environment rich with energy and passion for the advancement profession. On behalf of the entire faculty we hope to see you in Vermont this summer!
 Jay Goulart, Institute Chair 
Executive Director of Advancement
Ridley College (Canadian Independent School)
Jay Goulart is the executive director of advancement at Ridley College. He is known for building advancement models that are innovative, dynamic, fun and focused. His strategic and creative approaches have attracted national attention from all nonprofit segments in the areas of the ask, communication models and customized stewardship.
He is the architect of the Family of Funds annual fund concept that allows donors a choice for their philanthropy and one that has been embraced by many independent schools. He has cut new paths with stewardship and communication strategies—strategies that have been studied by hundreds of nonprofits including organizations such as Dartmouth and MIT.
Goulart has designed a nationally recognized Ask Training Program, used to train professionals from the American Red Cross, Harvard Business School, Williams College and Purdue University. He is a co-founder of the WOW Institute, a unique and innovative conference for development professionals. With laser beam attention to the donor experience, his techniques have redefined the roles and the look of a development office
Goulart has the distinction of being one of the few people to have received CASE’s Crystal Apple Award for teaching excellence in less than eight years in the development profession.
 Nathan Follansbee
President
Browning Associates
Born in Boston, Nat Follansbee grew up in Andover, Mass., on the campus of Phillips Academy, where his father, Harper Follansbee, taught biology for over thirty-five years, ran dormitories and coached. After attending The Pike School and The Governor’s Academy, Follansbee went on to Hamilton College, where he captained the soccer and lacrosse teams and graduated in 1973 with a bachelor’s degree in government.
After a year of teaching English as a Near East Fellow at Athens College, a private school in Greece, he returned to New England and Loomis Chaffee, where he spent eleven years in the classroom teaching English, on the athletic fields coaching soccer, intramural hockey and tennis, and in the dormitory before becoming the director of development in January of 1986.
After eleven years as the director of development, during which time Loomis Chaffee raised over $50 million in total voluntary support, Follansbee became the associate headmaster for external affairs in 1997, continuing to focus on governance, strategic planning, development, alumni affairs, communications and admissions. During his six years as associate headmaster, Loomis Chaffee raised an additional $50 million in total voluntary support. In June 2003, he left Loomis Chaffee to become the president of Browning Associates.
A recipient of CASE’s Crystal Apple Award for teaching excellence, Follansbee has frequently presented at CASE/NAIS conferences and CASE District I conferences. He has served on several planning committees for CASE and, for the last nine summers, as a faculty member of the CASE Summer Institute in Independent School Advancement, chairing it in 2003. He has also presented often at CAIS conferences and workshops and at one time served on the CAIS Commission for Development.
 Michael Barret Jones
Director of Development
Staten Island Academy
Since 2007, Michael Barret Jones has been the director of development at Staten Island Academy, the only independent school in NYC's southernmost borough. Prior to his tenure at SIA, he spent three years more than doubling the annual fund and participation in alumni activities at The Cathedral School of St. John the Divine on Manhattan's Upper West Side.
For the last fifteen years, Jones has served in a variety of capacities as a senior administrator in a wide range of nonprofit organizations including The American Academy of Dramatic Arts, Louise Wise Services, the Union County Arts Center, and the Shakespeare Theatre of New Jersey. Professionally, he has served on the conference committee of New York State Association of Independent School's annual Development, Alumni and Communications conference, where he has presented several times on annual giving, donor stewardship and board development. Jones has also served on the Boards of Big Apple Performing Arts/NYC Gay Men's Chorus, the Imperial Court of New York and the Gay Activists Alliance of Morris County (NJ), the marketing and membership committees of the Association of Fundraising Professionals - NYC Chapter, and the Rahway Center Partnership. For the last four years, he has been a team member of The Wow Institute, where he works to help other development professionals in designing the ultimate philanthropic experience. He attended the CASE Summer Institute in 2004, and is honored to be joining the team this summer as a member of the faculty.
Jones graduated from Drew University with dual degrees in theatre arts and English, and his passions for those two fields inform his work to this day. Still an actor and director, he has directed several off-off Broadway productions, run a Shakespeare Company for high school students, and performed up and down the east coast as a singer and cabaret artist.
 Anne Seltzer
Consultant
Development Strategies
After fifteen years on the academic side at Peddie School where she served as acting head of school, chair of English Department and dean of faculty, Anne Seltzer became director of development in the early 90s in time to receive the transforming $100 million gift from Ambassador Annenberg. Under Seltzer’s guidance, the school successfully completed the largest capital campaign in its history. She retired from Peddie in 2003 and is thoroughly enjoying consulting with a wide array of schools and nonprofits on fundraising and strategic planning.
Seltzer is a frequent speaker and presenter for CASE and NAIS on all aspects of development and has received a CASE Crystal Apple for her work. In her spare time she is an amateur violinist and an avid runner. She serves on the board of Peddie as well as various arts organizations and is board chair of People and Stories. This is her sixth year on the faculty of the Summer Institute.
 Herbert P. Soles
Assistant Headmaster for Advancement
Norfolk Academy
Herb Soles is the assistant headmaster for advancement at Norfolk Academy in Norfolk, Va. He has previously headed development programs at St. Andrews School, St. Stephen’s School, Flint Hill School, and St. Albans School. His thirty-eight years of independent school work include time as a teacher, coach, administrator and fundraiser. Soles has coached advancement teams that have been recognized twice by the CASE Circle of Excellence awards, in the Achievement in Mobilizing Support Award competition, as well as seven other awards in alumni participation, publication improvement and fundraising management. He has led seven seminars for Independent School Management where he is an adjunct consultant.
Over the past twenty-six years, Soles has presented at eighteen national conferences for CASE, NAIS and NAES. In 2001, he received CASE’s Crystal Apple Award for teaching excellence and in 2005 he received CASE’s Robert Bell Crow Award for service to the independent school community.
His belief in volunteerism is demonstrated by having served on the CASE Commission on Alumni Relations 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 and served on the Development Advisory Committee for the National Association of Independent Schools. Since 1998, he has been a member of the judging panel of the CASE Circle of Excellence Awards for Independent Schools. This is his tenth year on the faculty of the CASE Summer Institute in Independent School Advancement.
Soles has helped his church as senior warden of the vestry and the Southeast Florida Episcopal Foundation Board of Directors as chair of the Major Gifts Planning Committee.
He has been an associate consultant with John Brown Ltd., coached three state champion wrestling teams and was cofounder of Blue Ridge Outfitters, a whitewater rafting company in West Virginia.
 Travis Warren
President and Founder
WhippleHill
Travis Warren is the president and founder of WhippleHill in Bedford, N.H. From teletypes to Ataris and Apples, to Windows and the Internet, Warren had a front-row seat to the evolution of computing as we know it.
He is a graduate of Proctor Academy and attended Carnegie-Mellon in Pittsburgh. After college, he spent five years working for his father's software company before leaving to start WhippleHill. His ability to apply technology to communication has helped WhippleHill evolve from a home-page company to a Web platform that drives communication for more than 300 private K-12 schools worldwide.
Warren frequently speaks about technology and the Internet to school boards and member organizations, such as NAIS, CASE and TABS.
 Meg Wilson
Director of Advancement
Concord Academy
Prior to joining Concord Academy in August 2007, Meg Wilson served for three years as the director of development at St. Ignatius’ College/Riverview in Sydney, Australia—a boys, Jesuit, day/boarding school with approximately 1,600 boys in grades 5-12.
She began her career in institutional advancement as the director of alumni relations and annual giving at Pitzer College (member of the Claremont Colleges) for five years, before moving on to be the director of development for KUED-TV in Salt Lake City (public television station that served Utah, Montana and Wyoming) for nine years, and as director of development at Fountain Valley School of Colorado for eight years. In her current role at CA, Wilson oversees a department that is responsible for annual and capital fundraising, alumni and parent programs, stewardship, publications and events.
Prior to her career in institutional advancement, Wilson worked as a special education teacher, administrator for the special education programs for a school district in Rhode Island and as a college admissions officer in Denver.
She has been involved with CASE since the early 1980s and was also active with the national PBS organization throughout her tenure in public television and a frequent speaker at the annual PBS Development Conferences. Wilson became reengaged with CASE upon arriving at FVS in 1997. She served on the Planning Committee for the 2003 and 2004 CASE/NAIS Independent Schools Conferences and has spoken at many of the annual conferences. She has been on the Summer Institute faculty for five years. While in Australia, she took an active role with the national organization, ADAPE, which has now become a part of CASE Asia-Pacific.
She received a bachelor’s degree in early childhood education from Rhode Island College, a master’s degree in education from The Pennsylvania State University in special education, and a Certificate in Educational Administration from Providence College.
This faculty member has earned a CASE Crystal Apple award in recognition of excellence in teaching at 10 or more conferences, workshops, and institutes
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