Major Gifts Officer Duke Medicine Development and Alumni Affairs
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Major Gifts Officer Duke Medicine Development and Alumni Affairs Duke University Durham, NC www.duke.edu Send Nominations or Cover Letter and Resume to: Anne Norton Search Director 617-262-1102 anorton@LLLsearches.com The Opportunity: LOIS L. LINDAUER SEARCHES is proud to partner with Duke University in its search for the position of Major Gifts Officer for Duke Medicine Development and Alumni Affairs. Younger than most other prestigious U.S. research universities, Duke University consistently ranks among the very best. Duke’s graduate and professional schools — in business, divinity, engineering, the environment, law, medicine, nursing and public policy — are among the leaders in their fields. Duke Medicine is also the youngest of the nation’s leading medical institutions. It has grown in just 85 years from a regional hospital, medical school, and nursing school into one of the country’s leading clinical and biomedical research enterprises. Today, Duke’s health system stretches across North Carolina, the Southeast, and nationally. Duke Medicine works with faculty in schools and institutes across Duke University to lead research, education, and health initiatives LOIS L. LINDAUER SEARCHES DUKE UNIVERSITY BACKGROUNDER ⏐ 1
with numerous global partners, including a sister school, Duke National University of Singapore Graduate Medical School. As a world-class academic and health care system, Duke Medicine strives to transform medicine and health locally and globally through innovative scientific research, rapid translation of breakthrough discoveries, educating future clinical and scientific leaders, advocating and practicing evidence-based medicine to improve community health, and leading efforts to eliminate health inequalities. This is the ideal opportunity for a skilled and proven major gifts fundraiser who seeks to bring his or her expertise, energy, and initiative to a world-class academic medical center affiliated with a top-ranked university. The Major Gifts Officer will be a proven frontline fundraiser with a background in a complex system who can demonstrate a track record of soliciting and securing high-level gifts from individuals. The Major Gifts Officer will be self-motivated, resilient, and creative – a strategist who can work both independently and as a member of a talented team and who can expertly navigate the complexity of Duke Medicine and serve as a partner with colleagues and faculty. The preferred candidate for this role will be an individual with a proven background in a complex medical institution, who has experience working effectively with faculty to build a grateful patient portfolio, who thrives in a results-oriented environment that utilizes metrics to track progress, and who has a deep drive and proven ability to close major gifts from individuals. Position Overview – Major Gifts Officer for Duke Medicine The Major Gifts Officer is responsible for identifying, soliciting, and stewarding gifts of $100,000 to $1M primarily from grateful patients and will develop and carry a portfolio of 75 prospects at various stages of engagement. Through partnerships with faculty, the Major Gift Officer will become effective at understanding and articulating the critical work of Duke Medicine, and be adept at connecting grateful patients who have the capacity to support this work with the projects and priorities of the institution. The successful candidate will have skills to build a portfolio of donors and the sophistication to develop those relationships into a robust pipeline of support for a range of medical areas, including endocrinology, rheumatology, transplantation, orthopedics, and the neurosciences. The Major Gifts Officer will bring a supreme work ethic, an intellectual curiosity to his/her approach, and an unflagging desire to raise money for the medical research and quality care that Duke LOIS L. LINDAUER SEARCHES DUKE UNIVERSITY BACKGROUNDER ⏐ 2
Medicine provides. The Major Gift Officer will bring a maturity and diplomacy to developing relationships with faculty and the confidence and vision to design and execute compelling proposals for individuals. The Major Gift Officer will develop programs and strategies to identify, cultivate, solicit, and steward grateful patients, families and friends for significant gifts to fund projects and priorities. Work Performed: Develop and maintain major gift portfolio; identify, cultivate, and solicit major gifts prospects ($100K or more); recommend and implement cultivation and solicitation strategies for individual prospects, working with administration, faculty and volunteers as appropriate. Build partnerships, establish and maintain regular communication with faculty to increase and manage the level of faculty referrals of grateful patients to enhance major gifts activities. Assist administrators and faculty in the identification and prioritization of institutional and departmental funding needs; keep abreast of institutional programs. Develop, evaluate, and refine plans and timetables for departmental or theme assignments; assist in planning and/or directing cultivation events or programs. Identify and participate in special events, recognition, and stewardship programs as appropriate; write acknowledgement letters as needed to enhance relationships with donors. Write or assist in drafting proposals and other materials as necessary; assist with publicity arrangements on important gifts, programs, accomplishments or events. Follow procedures in coordination with the Office of Alumni and Development Records to ensure effective collecting, recording, accounting, acknowledgement, and follow-up on all private gifts to assigned departments. Develop contact reports and enter moves with prospects in the database. Work with colleagues across the institution to collaborate on prospects with multiple interests. Follow best fundraising and operational practices for Duke Medicine Development. LOIS L. LINDAUER SEARCHES DUKE UNIVERSITY BACKGROUNDER ⏐ 3
Perform other related duties incidental to the work described herein. Education/Training: Work requires completion of a bachelor's degree program. Experience: Work requires five years of progressive fundraising experience in a related organization with a proven track record of developing institutional relationships resulting in major gifts. Campaign experience is desirable. Skills/Requirements: Proven success in securing major gifts of $100,000 and up. Demonstrated ability to handle multiple, complex fundraising activities simultaneously and coordinate solicitation strategies in a decentralized environment. Ability to develop strategies to move prospects through the donor cycle. Flexibility in work hours may be necessary at times to accomplish objectives and satisfy goals. Ability to travel. Successful candidates must have a high level of competency in: collaborating with others, goal and task management, information seeking, decisiveness and judgment, ability to influence, flexibility, dealing with ambiguity, written and oral communication, listening, organizational awareness, and leadership. Development Overview Duke Medicine Development and Alumni Affairs (DMDAA) drives Duke Medicine’s philanthropic efforts, from identifying opportunities for individuals to support a host of health areas to facilitating transformational gift opportunities for donors. The Duke Medicine Development and Alumni Affairs department encompasses a full slate of resources and services designed to support the department’s donor-centric fundraising and includes dedicated staff for research, communications, donor relations, and events. The department has grown in size over the last 18 months, and comprises more than 100 LOIS L. LINDAUER SEARCHES DUKE UNIVERSITY BACKGROUNDER ⏐ 4
development professionals. As the department has expanded, it has continued to elevate its ambition around the campaign, as well as around the long-term philanthropic goals and needs for Duke Medicine. The recent arrival of Dr. A. Eugene Washington as the Chancellor for Health Affairs, Duke University and President and CEO of Duke University Health System, promises to be a pivotal moment for the DMDAA. From his first days in the post, Dr. Washington identified development as one of his top three priorities for the institution, and he has fulfilled that focus in his short time in the role. He and Ellen Medearis, Vice President for Duke Medicine Development and Alumni Affairs, are establishing a partnership that reflects his ambition for increased philanthropy for Duke Medicine, as well as establishing his role in that work. Reporting to the Senior Executive Director of Major Gifts for Duke Medicine Development and Alumni Affairs, the Major Gifts Officer will work as part of a team of talented and dynamic fundraisers who are wholly committed to the mission of Duke Medicine and to fostering a culture of collaboration and respect. Client Overview Duke University: Duke’s home campus is situated on nearly 9,000 acres in Durham, N.C, a city of more than 200,000 people. Duke also is active internationally through the Duke-NUS Graduate Medical School in Singapore, Duke Kunshan University in China and numerous research and education programs across the globe. More than 75 percent of Duke students pursue service- learning opportunities in Durham and around the world through DukeEngage and other programs that advance the university’s mission of “knowledge in service to society.” Duke University School of Medicine ranked 10th in research funding from the National Institutes of Health in the 2014-2015 fiscal year The University is highly ranked by most national and global league tables, placing 18th and 8th respectively on THE World University Rankings and U.S. News' National Universities Rankings. In 2014, Thomson Reuters named 32 Duke professors to its list of Highly Cited Researchers, making it fourth globally in terms of primary affiliations. Duke also ranks 5th among national universities to have produced Rhodes, Marshall, Truman, Goldwater, and Udall Scholars, a Nobel laureate, 3 Turing Award winners and 25 Churchill scholars are also affiliated with the university. Duke's sports teams compete in the Atlantic Coast Conference and LOIS L. LINDAUER SEARCHES DUKE UNIVERSITY BACKGROUNDER ⏐ 5
the basketball team is renowned for having won five NCAA Men's Division I Basketball Championships. The university is part way through Duke Forward, a seven-year fundraising campaign that aims to raise $3.25 billion by June 30, 2017, to enrich the student experience in and out of the classroom, invest in faculty and support research and initiatives. Every dollar donated to Duke's ten schools and units, Duke Medicine, or university programs and initiatives counts toward the campaign's goal. Duke Medicine: The School of Medicine, School of Nursing, and Duke University Health System comprise the biomedical and health components of Duke University. “Duke Medicine” unites them. At its core, the mission of an academic institution like Duke University is to advance knowledge and understanding and to transfer that knowledge to others. At an academic medical center, these principles can be applied to improve the health of patients by accelerating scientific discovery and its transfer to clinical practice and by training the next generation of clinicians and scientists. A health care delivery system provides inpatient and outpatient services, but also reaches out to bring quality care to the doorsteps of patients and to work with community providers to improve the health not only of individuals but of whole communities. Connecting these components in a seamless and patient-centered way is the promise of Duke Medicine. Its goal is to build alliances that accelerate discovery, improve patient care, and strengthen education and training - in short, to be a whole greater than the sum of its parts. Alignment of goals is its overarching strategy. Duke Medicine Signature Initiatives: Global Health Institute Globalization is profoundly affecting worldwide disease patterns and revealing enormous disparities in health care stemming from economic, social, environmental, political, and other inequalities. Since 2006, Duke has gained a reputation as an international leader in global health research and training. With leadership from the Duke Global Health Institute, faculty and students are working to reduce health disparities both in our local community and worldwide. LOIS L. LINDAUER SEARCHES DUKE UNIVERSITY BACKGROUNDER ⏐ 6
The institute brings together interdisciplinary scholars and students to research important global health problems such as chronic disease, emerging infections and environmental health, to generate new ideas powerful enough to influence policy makers, and to train the next generation of global health leaders. Duke-NUS Graduate Medical School In 2005 Duke and the National University of Singapore signed an agreement to partner in establishing a new medical school in Singapore. The school has a curriculum patterned after that of the Duke University School of Medicine. Duke-NUS graduates receive dual diplomas from Duke University and Duke-NUS. The Singapore government has made a significant investment in the Duke-NUS Graduate Medical School as part of a national strategy to become a leading center for medical research and education. The partnership also presents a valuable strategic opportunity for Duke to expand its global reach and research. Thomas Coffman MD, currently serves as dean designate of Duke NUS Graduate Medical School. Duke Translational Medicine Institute The Duke Translational Medicine Institute (DTMI) is Duke’s academic home for the clinical and translational research community. It is an integrated support structure that provides resources and training and facilitates collaborative research in clinical and translational research. DTMI’s mission is to catalyze translation across the continuum of scientific discovery, clinical research, care delivery, and global health. DTMI facilitates team science by joining multidisciplinary investigators and industrial-model project management, while providing investigators easy access to emerging technologies and methodologies. DTMI serves as the administrative liaison for the following entities. (Learn more about how DTMI is organized.) The Duke Translational Research Institute (DTRI) fosters collaborations between "bench" scientists and clinical researchers to rapidly and effectively invent, develop, and test new drugs, diagnostics, and devices for human use. The Duke Clinical Research Unit (DCRU) provides infrastructure support to sponsors and investigators who are testing new drug candidates and other cutting-edge therapies and seeking to identify and validate novel biomarkers. LOIS L. LINDAUER SEARCHES DUKE UNIVERSITY BACKGROUNDER ⏐ 7
The Duke Clinical Research Institute (DCRI) organizes and manages large-scale international clinical trials, disease registries and health outcome studies, from their conception to data analysis and publication of trial results. The Duke Translational Nursing Institute (DTNI) improves patient care outcomes through the development and use of evidence in the delivery of care by facilitating knowledge development at point of care, evaluating the impact of innovative models of care, and advancing effective implementation of innovations. The Duke Center for Community Research (DCCR) fosters engagement among community members, agencies, practices, and academicians in order to transform research and practice and demonstrably improve the health of the community. Rankings: The 2014-15 U.S. News & World Report rankings again placed Duke University Medical Center among its honor roll of top hospitals in the nation. Duke University Medical Center was among just 144 facilities – roughly 3 percent of the nearly 5,000 analyzed for the magazine's Best Hospitals rankings – to be ranked in at least one of 16 specialties. For the 14th consecutive year, Triangle residents rated Duke University Hospital as the best quality hospital in the Raleigh-Durham metropolitan area. Duke University Hospital also was again ranked No. 1 in North Carolina. New U.S. News & World Report rankings again place Duke University School of Medicine among the top 10 medical schools in the nation. Duke tied for 8th with Columbia University. Duke University School of Medicine comprises one of the largest biomedical research enterprises in the country, with more than $700 million in sponsored research expenditures annually. Duke also ranks among the top American medical schools in National Institutes of Health grant funding (excluding R&D contracts and ARRA awards) with $342 million. LOIS L. LINDAUER SEARCHES DUKE UNIVERSITY BACKGROUNDER ⏐ 8
With highly respected research programs in areas ranging from cancer and heart disease to the basic sciences and health policy research, Duke is home to the nation’s largest and oldest academic clinical research organization – the Duke Clinical Research Institute. Location Durham, NC: Durham is the home of Duke University, and with Raleigh and Chapel Hill, makes up the Research Triangle, a region that features numerous high-tech companies and enterprises, and is anchored by Duke University, North Carolina State University, and the University of North Carolina at Chapel Hill. In 2014, Durham was touted as a top place to live and Forbes.com ranked Durham as one of the "Top 20 Places to Educate Your Child;" Durham was the only Metropolitan Statistical Area (MSA) from North Carolina to make the list. The median home value in Durham is $164,600 according to Zillow.com. A recent article in the Duke Chronicle highlighted some of Durham’s other recent accolades and top rankings, including: #9 Best City for Singles (Yahoo! Travel); America’s #1 Foodiest Small- Town (Bon Appetit); #1 Housing Market in the U.S. (Wall Street Journal), #4 Most Affordable City in America (NBC’s TODAY show), #1 Best Mid-Sized Cities for Jobs (Forbes), and #6 America’s Smartest Cities (Forbes.com). LOIS L. LINDAUER SEARCHES DUKE UNIVERSITY BACKGROUNDER ⏐ 9
In 2013, Durham ranked No. 10 on Forbes' list of the Best Places for Business and Careers. Duke University and Duke University Health System are Durham's largest employers. IBM, GlaxoSmithKline, Blue Cross & Blue Shield of NC, Fidelity Investments, Quintiles, RTI International, Cree, and AW North Carolina, along with Durham Public Schools and Durham VA Medical Center top the list of the city’s other large employers. Many of Durham’s historic tobacco buildings across the city have been converted into loft-style apartment complexes. The downtown corridor along West Main St. has seen significant redevelopment including a number of bars, entertainment venues, art studios and co-working spaces in addition to shopping and dining in nearby Brightleaf Square, another former tobacco warehouse in the Bright Leaf Historic District. Other current and future projects include expansion of the open-space surrounding the American Tobacco Trail, a number of new hotels and apartment complexes, a $6.35-million facelift of Durham City Hall, ongoing redevelopment of the Duke University Central Campus, and construction of the 26-story City Center Building to host residential and office space downtown. In recent years the City of Durham revitalized its downtown and has undergone an economic and cultural renaissance. Partnering with developers from around the world, the city continues to promote the redevelopment of many of its former tobacco districts, projects supplemented by the earlier construction of the Durham Performing Arts Center and new Durham Bulls Athletic Park. The American Tobacco Historic District, adjacent to both the athletic park and performing arts center, is one such project, having successfully lured a number of restaurants, entertainment venues, and office space geared toward hi-tech entrepreneurs, investors, and startups. This reinvigoration of the area has resulted in a hive of arts and culture activities and a dizzying array of restaurant, food truck, and farmer’s market options, making Durham a foodie destination for residents and tourists alike. Durham’s arts scene features jazz festivals, plays, blues festivals, symphony concerts, art exhibitions, and a multitude of cultural expositions, including the American Dance Festival and the Full Frame Documentary Film Festival. A center of Durham's culture is its Carolina Theatre, which presents concerts, comedy and arts in historic Fletcher Hall, and Independent and repertory film in its cinemas. The Nasher Museum of Art opened in October 2005 and has produced nationally- recognized traveling exhibitions of global, contemporary art. Since its opening in 2008, Durham Performing Arts Center (DPAC) has become the center for live entertainment in North Carolina. Recognized for its contemporary design, DPAC features 2,700 seats, intimate sightlines and state-of-the art sound and video. Listed five times in the top 5 in Pollstar LOIS L. LINDAUER SEARCHES DUKE UNIVERSITY BACKGROUNDER ⏐ 10
magazine’s annual worldwide theater attendance rankings, DPAC is currently the #4 ranked theater in the U.S. With a mission of presenting one-of a-kind live entertainment events, DPAC truly has “something for everyone”, hosting over 200 performances a year including spectacular touring Broadway productions, high-profile concert and comedy events, family shows, and the heralded American Dance Festival. The Durham Association for Downtown Arts (DADA) is a non-profit arts organization located in the downtown area. The organization's mission is a commitment to the development, presentation and fiscal sponsorship of original art and performance in Durham. DADA strives to support local artists working in a diversity of artistic media. Emphasizing community, DADA helps local residents gain access to these artists by providing free or low-cost venue admission. Collegiate athletics are a primary focus in Durham. Duke University's men's basketball team draws a large following, and the team has won the NCAA Division I championship five times, most recently in March. Durham's professional sports team is the Durham Bulls International League baseball team and the movie involving an earlier Carolina League team of that name, Bull Durham, was filmed in town in 1988. Today's Bulls play in the Durham Bulls Athletic Park, one of the newest stadiums in the minor leagues and usually generate an annual attendance of around 500,000. Durham experiences hot and humid summers, cool winters, and warm to mild spring and autumn. Durham receives abundant precipitation, with thunderstorms common in the summer. The region sees an average of 6.8 inches of snow per year, which usually melts within a few days. Background Checks: Prior to submitting your resume for this position, please read it over for accuracy. LLLS does verify academic credentials for its candidates, and our clients frequently conduct background checks prior to finalizing an offer. LOIS L. LINDAUER SEARCHES DUKE UNIVERSITY BACKGROUNDER ⏐ 11
To learn more, call Anne Norton, Search Director at 617-262-1102 or send nominations or cover letter and resume to anorton@LLLsearches.com. All inquiries will be held in confidence. LOIS L. LINDAUER SEARCHES 420 Boylston Street, Boston, MA 02116 T 617.262.1102 F 888.772.8681 Because the right person in the right job makes all the difference. www.LLLsearches.com LOIS L. LINDAUER SEARCHES DUKE UNIVERSITY BACKGROUNDER ⏐ 12
Appendix Leadership: A. Eugene Washington, M.D. Chancellor for Health Affairs, President and Chief Executive Office of the Duke University Health System A. Eugene Washington, M.D., an internationally renowned clinical investigator, health-policy scholar and executive at the University of California, Los Angeles (UCLA), has been named Duke University’s next chancellor for health affairs and the president and chief executive officer of the Duke University Health System. Prior to his appointment, Dr. Washington, 64, served as vice chancellor for health sciences, dean of the David Geffen School of Medicine and chief executive officer of the UCLA Health System, where he was also a distinguished professor of gynecology and health policy and held the Gerald S. Levey, M.D. Endowed Chair. Dr. Washington has been a national leader in assessing medical technologies, translating research into health policy and shaping health care practice. He helped spearhead efforts to change clinical practice and policy guidelines for prenatal genetics, cervical cancer screening and prevention, and reproduction-related infections. He also has been a national thought leader in calling for academic health systems to reconfigure broadly and to assume the lead in creating new models for research, education, clinical care and community engagement. Dr. Washington received the David E. Rogers Award from the Association of American Medical Colleges and the Robert Wood Johnson Foundation for his “major contributions to improving the health and health care of the American people.” His work also has been recognized with the Outstanding Service Medal from the U.S. Public Health Service and election to the IOM and the American Academy of Arts and Sciences. Ellen Medearis P’13 Vice President, Duke Medicine Development and Alumni Affairs A Duke employee for twenty years, Ellen Medearis began at Duke Medicine Development and Alumni Affairs as Director of Major Gifts, and served in the Duke University Development office from 1996-2011, as Director of Major and Leadership Gifts, with promotions to Executive Director and then Associate Vice President. During her tenure at DMDAA, Medearis has developed a new strategic plan for development and alumni programs, including a campaign plan and budget increases. In the past three years, Medearis and her team have introduced a comprehensive faculty engagement program, a new LOIS L. LINDAUER SEARCHES DUKE UNIVERSITY BACKGROUNDER ⏐ 13
principal gifts program, and a gift officer metrics and training program. The office is one of just two at the University, outside of the Health System, to launch a culture survey in order to improve worker satisfaction and productivity. A graduate of Bryn Mawr College, Medearis is married to Richard Superfine, Taylor-Williams Distinguished Professor of Physics and Astronomy and Director of the Center for Computer Integrated Systems for Microscopy and Manipulation at the University of North Carolina at Chapel Hill. They have two daughters, Molly Superfine T’13, and Clara Superfine. Dorothy S. “Dottie” Williams Associate Vice President, Duke Medicine Development and Alumni Affairs Dottie Williams joined Duke Medicine Development in 2000 as Assistant Vice Chancellor for Development. In 2004 she served as Interim Vice Chancellor, with responsibility for all fund raising and operations. Under her leadership, Development achieved a record number of new gifts and pledges totaling $91 million. She also served as director for the 75th Anniversary of Duke Medicine, including planning and implementing 12 major events and assisting with a total of 24 events. From 2010 – 2011 she again served as Interim Vice President, during the search for the Vice President. In her current role as Associate Vice President, she is responsible for all Core Development fund raising efforts and personnel. Prior to joining Duke Medicine Development, Williams spent four years as Executive Director for Development and Alumni Affairs at the Wharton School, University of Pennsylvania, where she was responsible for the $425 million Campaign for Sustained Leadership. Her efforts led to the successful completion of the $120 million Jon M. Huntsman Hall, made possible by a $40 million unrestricted gift to the Wharton School. At Wharton, she managed and led strategy for solicitation of all $1 million-plus prospects and managed her own portfolio of potential donors and the school’s leadership volunteers. From 1993-1997, she was Director of Development and Major Gifts at the Fuqua School of Business, Duke University, and from 1981-1993 she was Director of Development at Roanoke College. Kara Raynor Senior Executive Director, Major Gifts Kara Raynor has recently joined the Duke Medicine Development and Alumni Affairs team after overseeing Leadership Activities at Massachusetts General Hospital for the last 11 years as Senior Director of Development. Prior to her time at MGH, Raynor was Director of Major Gifts for New York Presbyterian Hospital-Weill Cornell Medical College. There Raynor supervised the major gifts team during a $2B campaign. Prior to New York, Raynor was a Senior Major Gifts Officer at Rutgers College. LOIS L. LINDAUER SEARCHES DUKE UNIVERSITY BACKGROUNDER ⏐ 14
DEVELOPMENT Associate Vice President Administrative Development Development & Alumni Affairs Assistant Associate Senior Executive Director Director, Major Gift Executive Director Executive Director Major Gifts Programs Foundation Relations & Endowment & Gift Corporate Giving Planning Associate Director Executive Director, Director, Development, Staff Assistant Senior Major Gifts Development, Dept. of Eye Center Officer Medicine & Heart Center Associate Director Senior Major Gifts Development Officer Associate Staff Assistant Staff Specialist Major Gifts Officer P\T Staff Assistant Major Gifts Officer Major Gifts Officer Advancement Officer Staff Assistant June 5, 2015
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