THOMAS JEFFERSON UNIVERSITY & HOSPITALS
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THOMAS JEFFERSON UNIVERSITY & HOSPITALS PHILADELPHIA, PA WWW.TJU.EDU ASSISTANT VICE PRESIDENT OF THE JEFFERSON FUND THE SEARCH A premier academic health center founded in 1824, Thomas Jefferson University and Thomas Jefferson University Hospitals provide outstanding clinical care, superior education for tomorrow’s health care providers, and opportunities for discoveries that can change the way diseases are managed. Thomas Jefferson University and Hospitals (“Jefferson”) are redefining the delivery of healthcare, saving lives, and improving the patient experience. Under the innovative leadership of President and CEO Stephen Klasko, Executive Vice President of External Relations & Strategic Development Charles Lewis, Senior Vice President and Chief Development & Alumni Relations Officer Elizabeth Dale, and other leaders, Jefferson has created a new, institution-wide strategic plan that builds on its historical integrity, reputation for quality, and potential for ground-breaking partnerships. A key component of this plan is the yet-to-be-announced, historic-level campaign, focused on supporting Jefferson’s continued transformation into the health sciences university of the future. The campaign is slated to successfully conclude on the institution’s 200th anniversary in 2024. As a member of the Jefferson Foundation’s Senior Management Team, the Assistant Vice President of the Jefferson Fund will provide leadership and strategic management of Jefferson’s annual giving programs, which include gifts from all constituencies (i.e., grateful patients, alumni, students, volunteers, faculty, physicians, researchers, staff, parents, families, and friends). The AVP will have primary responsibility for creating and implementing a comprehensive and integrated plan to maximize annual fund contributions. To that end, the AVP will design, execute, and monitor state-of-the-art, data-driven strategies for cultivation, solicitation, and stewardship through multiple engagement channels, e.g., direct mail marketing, social media, electronic and web-based communication, and personal solicitation. In addition, he or she will maintain a personal portfolio of top annual donors and create an enterprise-wide employee giving campaign. The ideal candidate for this role will be a dynamic fundraising professional with deep annual fund expertise, ideally in an academic medical center environment. He or she will possess an in-depth knowledge of and fluency of employing data-driven fundraising tools (e.g., quantitative and qualitative research) for effective analysis, segmentation of data, and formulation of strategies based on these detailed analytics. The AVP will possess the stature and interpersonal skills to meaningfully engage and support Jefferson’s diverse constituencies in a way that generates excitement, facilitates action, deepens commitment, and increases support. He or she will be a transparent, collaborative, and proactive team member who flourishes in a fast- paced workplace that strongly values creativity, cooperation, innovation, diversity, and entrepreneurial perspectives. Jefferson has retained Freeman Philanthropic Services, LLC to assist on this executive recruitment. Please see the attached appendices and www.tju.edu for more information about Jefferson’s continuing tradition of revolutionary medical care and education. Jefferson: Page 1
ABOUT THE THOMAS JEFFERSON FOUNDATION In support of the “One Jefferson” reunification of Thomas Jefferson University and Thomas Jefferson University Hospitals, the launch of the Blueprint for Strategic Action and the appointment of a new president and CEO, the Jefferson Foundation (Foundation) has set its sights on becoming a world-class, innovative, entrepreneurial and highly collaborative fundraising organization. The Foundation will be expanding and enhancing its internal infrastructure, creating multiple new initiatives to rapidly build major and principal gift prospect pools, integrating data-driven processes into the fabric of the organization and creating a supportive learning environment for the Foundation’s staff. The Foundation has begun to develop a multi-faceted business plan that will lead to launching the institution’s largest comprehensive fundraising campaign. The campaign is slated to successfully conclude in 2024, in celebration of the institution’s bicentennial. Building upon a team of approximately 40 accomplished, committed, and results-driven staff members, it is anticipated that the Foundation staff will grow by nearly 200% in the next twenty four to thirty months. The Foundation staff recently identified the values and qualities that characterize the Foundation’s culture. These values include those found in the Jefferson’s Core Values (found later in this position description). The Foundation team placed special emphasis on the following values and qualities: collaboration, communication, collegiality, strong work ethic, accountability, entrepreneurial spirit, and a team approach and donor centricity. The Foundation’s Senior Management Team (SMT), led by Senior Vice President and Chief Development and Alumni Relations Officer, Elizabeth Dale, Ed.D., consists of the Foundation’s leaders that oversee the major functional areas. Members of the SMT are actively engaged, both as a group and in conversations among individual SMT members, in identifying the Foundation’s strategic priorities, developing and executing the plans to achieve and exceed established metrics and with a laser-like focus, to create a world- class fund raising organization. The Foundation operates under key four guiding principles: People first Money matters Performance counts Time is the enemy REPORTING & IMPORTANT RELATIONSHIPS The Assistant Vice President of the Jefferson Fund will be part of the Senior Management Team of the Jefferson Foundation, which is led by Senior Vice President and Chief Development & Alumni Relations Officer, Elizabeth Dale. Reporting to the Vice President for Development & Chief Operating Officer, Stephen Smith, the AVP will oversee and manage the Jefferson Fund operation (including the Assistant Director of the Jefferson Fund). He or she will have frequent interaction and coordinate closely with colleagues throughout the Foundation, as well as volunteer leaders, to ensure a coordinated, prospect-driven, and collaborative approach to annual giving efforts and related communications. The AVP will also work with stakeholders across campus to create and implement an employee, i.e. faculty and staff, campaign. Jefferson: Page 2
KEY OPPORTUNITIES & RESPONSIBILITIES The Assistant Vice President of the Jefferson Fund will be expected to contribute broadly to all aspects of the fulfillment of Jefferson’s mission and growth. Jefferson seeks an exceptional fundraising leader with both the capacity and the demonstrated track record to respond effectively to the following key opportunities and challenges: Provide strategic leadership of Jefferson’s annual giving programs, with priorities including: o Design of the annual strategic plan to achieve specific, measurable goals, e.g., dollars raised (unrestricted and restricted), donor acquisition, upgrades and retention, participation (comprehensive and by constituency), and average gift size; o Creation and implementation of state-of-the-art strategies for cultivation, solicitation, stewardship, and relationship management (e.g., social media, direct mail marketing, electronic and web-based communication, and individual relationship management) based on predictive modeling, marketing research, and national best practices; o Further integration of all annual giving initiatives; o Appreciate annual giving as the enabling component of successful campaign, major, and planned giving programs and develop effective policies and procedures for activity coordination with those areas; o Provide transparent, easily accessed, and up-to-date annual giving information to stakeholders and colleagues throughout Jefferson; o Effective management of the Jefferson Fund operation and staff; o Ensure that Jefferson is a leader among peers as measured externally in terms of unrestricted dollars raised, percentage of grateful patient/alumni and faculty/staff participation, donor retention and average gift size, and internally in terms of collaboration across the institutions, clean data, ease of access to data, and timely and effective donor stewardship; In collaboration with key campus stakeholders, conceive, design, implement and execute an enterprise-wide employee annual giving campaign; Maintain a personal portfolio of top annual donors and conduct regular visits for the purpose of cultivation, volunteer development, and/or solicitation; Coordinate annual giving efforts with overall Jefferson Foundation initiatives to achieve integrated promotion of philanthropy, including funding priorities, fundraising themes, and methods of gift giving; Serve as public advocate for Jefferson and a lead representative for the Jefferson Fund; Coordinate with marketing, communications, and alumni relations to best align effective and complementary messaging, branding, and activities, i.e., collaborate with colleagues to guarantee that marketing and communication expenditures produce optimum returns in donor acquisition, retention and dollars raised, coordinate and complement communications strategies for other foundation teams and support the branding and messaging within institution guidelines; Monitor all annual giving budgets on a regular basis; this responsibility includes budget development, quarterly projections, and long-term budget assessments; Work in cooperation with Jefferson Foundation leadership and colleagues to foster the growth of best practices in the supporting areas of gift processing and data management as related to annual giving and Jefferson as a whole; Guided by Jefferson’s mission, culture, values, and vision for the future, provide inspirational and effective fundraising leadership through teamwork, collaboration, and loyalty. Jefferson: Page 3
IDEAL EXPERIENCE & QUALITIES The ideal candidate will be a strategic, effective, and agile fundraising leader. The AVP will have the intellectual stature and professional experience necessary to effectively meet the responsibilities listed in the preceding section. Expected experience and personal qualities include: Fundraising professional with a proven track record (at least seven years) of progressive leadership responsibilities, with concentrated annual giving experience, ideally for an academic medical center. This includes: o Entrepreneurial and strategic risk taker, who applies an innovative, cutting-edge approach to engagement and fundraising strategies in order to generate excitement, create momentum, facilitate action, deepen commitment, and increase support; o Proven ability to achieve annual giving goals, including dollars raised, donor retention, and participation; o Solid understanding of social media and new technologies; o Demonstrated experience in developing an annual giving strategic plan; o In-depth understanding of effective marketing techniques for both broad and highly segmented constituencies at all ages and life stages, from faculty/physicians and staff, to current students to parents, from grateful patient and alumni non-donors to long-term donors (including non-alumni/non-patient donors and trustees); o Facility to effectively analyze and segment data and strategize based on detailed analytics. Poise and collaborative skills to engage, inspire, and support high-caliber leaders and volunteers, esteemed faculty, physicians, researchers, grateful patients, donors, prospects, alumni, colleagues, staff, and other internal and external constituencies; Strategic management and mentoring skills to help guide a results-oriented, cohesive annual giving operation, while maintaining best practices, camaraderie, and shared accountability; Excellent communication skills, including: o Facility to eloquently articulate Jefferson’s mission, programs, research, services, impact, and goals to diverse constituencies; o Active listening and translational abilities: the talent to elicit information from varied sources and then render that disparate, complex information into a sound, well-organized case for support; o Understanding of current and emerging communication technologies, social media, and trends; o Impeccable writing and proofreading ability. Agile team members with the proven ability to multi-task, prioritize, and successfully execute in a fast-paced, highly collaborative environment; Keen attention to detail; Critical thinking skills, political savvy, and emotional intelligence; Effective balance between optimism and pragmatism; Steadfast integrity and loyalty, seasoned with a sense of humor and perspective; Experience in the Philadelphia region helpful, but not required; Bachelor’s degree required, graduate degree strongly preferred. Jefferson: Page 4
COMPENSATION The compensation and benefits package will be competitive and commensurate with the selected candidate’s background and experience. Relocation assistance to the Philadelphia region is available. FREEMAN PHILANTHROPIC SERVICES, LLC Jefferson has retained Freeman Philanthropic Services, LLC to assist on this recruitment. FPS is a national leader in executive recruitment for the not-for-profit sector and brings a proven track record of recruiting top talent to diverse institutions. Please visit FPS’ website for more information. CONFIDENTIAL INQUIRIES & APPLICATIONS Jefferson invites nominations and applications for the position of Assistant Vice President of the Jefferson Fund. Please send confidential inquiries directly to Freeman Philanthropic Services, LLC via e-mail JeffersonAnnual@glfreeman.com. To be fully considered, applications must include: (1) an up-to-date resume; (2) a formal letter of interest (addressed to Gail L. Freeman, President of FPS) that specifically cites the experiences that best prepare the applicant for this role and why this particular opportunity at Jefferson is desired, and (3) a list of three references. Additional materials and information will be requested during the search and interview process. COMMITMENT TO DIVERSITY Thomas Jefferson University has a long and proud history in contributing to the national healthcare workforce. It aspires to create a diverse and inclusive environment, knowing that the creative energy and innovative insights that result from diversity are vital for the intellectual rigor and social fabric of the University and is requisite for a highly effective healthcare workforce of the future. As a scholarly community, the University welcomes people of all racial, ethnic, cultural, socio-economic, national and international backgrounds, diversity of thought, pedagogy, religion, age, sexual orientation, gender/gender identity, political affiliation and disability. As an employer, Jefferson maintains a commitment to provide equal access to employment. Jefferson values diversity and encourages applications from women, members of minority groups, LGBTQ individuals, disabled individuals, and veterans. Jefferson: Page 5
APPENDICES FUNDRAISING LEADERSHIP PRESIDENT & CEO In September 2013, Stephen K. Klasko, M.D., joined the Jefferson community as president and CEO of Thomas Jefferson University and Thomas Jefferson University Hospitals System. President Klasko returns to his hometown with more than 30 years of academic leadership experience and business management expertise. He most recently served as dean of the Morsani College of Medicine at the University of South Florida and CEO of USF Health. “I am truly honored to be leading one of the finest academic health centers in the nation, with a rich medical history and stellar reputation for academic excellence, innovative research and compassionate patient care,” says President Klasko. “This is by far one of the greatest opportunities to come along in a decade, to forge Thomas Jefferson University, TJUH System and Jefferson University Physicians into the model for healthcare revolution.” President Klasko joined the University of South Florida as dean of the College of Medicine and vice president of the USF Health Sciences Center (HSC) in 2004. He reorganized the HSC as USF Health, including the colleges and the USF Physicians Group, and was named its CEO. While at USF Health, Dr. Klasko was responsible for a series of program changes in medical education. He created the SELECT (scholarly excellence, leadership education, collaborative training) Program, by which students are chosen on quantitative emotional intelligence parameters, and reformed the medical education curriculum, which is now based on the science, business, teamwork and communication skills needed for the physicians of tomorrow. Dr. Klasko also created the USF Center for Advanced Medical Learning and Simulation. Notably, NIH funding doubled under his leadership. Prior to joining USF, Dr. Klasko served in a series of leadership positions at Drexel University College of Medicine from 2000 to 2004, including dean of the College of Medicine, professor of ob-gyn and CEO of Drexel University Physicians. He also served as president and CEO of the Lehigh Valley Physician Group from 1996 to 1999. President Klasko received a bachelor of science degree in chemistry and biology from Lehigh University; a doctor of medicine degree from Hahnemann University; and master of business administration degree from the Wharton Executive Program of the University of Pennsylvania. He is board certified in obstetrics and gynecology. See Dr. Klasko’s full biographical profile and home page: http://leadership.jefferson.edu/about/. EXECUTIVE VICE PRESIDENT, EXTERNAL RELATIONS & STRATEGIC DEVELOPMENT Charles “Chuck” Lewis is the Executive Vice President, External Relations & Strategic Development. He is responsible for partnerships, business development, marketing, communications, public relations, creative services, social media, web, community relations, call center, media relations, government relations and philanthropy. He is the former Senior Vice President, External Affairs for Lehigh Valley Health Network (LVHN) in Allentown, Pennsylvania. Prior to LVHN, Mr. Lewis was the Vice President of St. Mary Medical Center Foundation in Langhorne, Pennsylvania. He also directed his own consulting business, Charles G. Lewis & Associates, serving a number of healthcare and non-profit clients throughout the United States. See Chuck Lewis’ full biographical profile on www.tju.edu. Jefferson: Page 6
SENIOR VICE PRESIDENT, CHIEF DEVELOPMENT & ALUMNI RELATIONS OFFICER On February 24, 2014, Elizabeth Dale, Ed.D., joined the Jefferson Foundation as its new senior vice president and chief development and alumni relations officer. "Elizabeth is an entrepreneurial, forward-thinking, high energy, disciplined, enthusiastic and motivated problem solver who will simply inspire the Jefferson family," said Charles G. Lewis, executive vice president, external relations. "She will lead Jefferson’s philanthropic planning process for a yet-to-be announced campaign which will culminate on our 200th anniversary in 2024." Dr. Dale joined Jefferson from Drexel University where she served as the senior vice president for Institutional Advancement since 2006. Most recently, she conceived, launched and successfully completed Drexel’s $400MM Dream It. Do It. Capital Campaign. This campaign began in FY2008 and was completed 13 months ahead of schedule; it raised $455MM — 14-percent over the goal. . Prior to Drexel, she was the vice chancellor for advancement and founding executive director of the University of Massachusetts’ Amherst Foundation. She holds a doctoral degree in Educational Policy, Research and Administration from UMass Amherst, and in 1999 was awarded an American Council on Education Fellowship. ABOUT JEFFERSON Thomas Jefferson University and Thomas Jefferson University Hospitals are partners in providing excellent clinical and compassionate care to the community in the Delaware Valley region; educating the health professionals of tomorrow in a variety of disciplines; and discovering new treatments and therapies that will define the future of clinical care. Founded in 1824 as Jefferson Medical College, Thomas Jefferson University also includes the Jefferson Graduate School of Biomedical Sciences, Jefferson School of Health Professions, Jefferson School of Nursing, Jefferson School of Pharmacy, and Jefferson School of Population Health. The University enrolls more than 3,700 future physicians, scientists and healthcare professionals. Jefferson Medical College is one of the largest private medical colleges in the nation and is known for its balanced and interprofessional approach to medical education. Approximately 1 in 4 medical school applicants in the U.S. apply to our medical college. The Jefferson School of Population Health is the first such designated school in the country. Our occupational therapy program, offered in the Jefferson School of Health Professions, is ranked among the top ten in the nation by U.S. News & World Report, and the Jefferson School of Nursing graduates regularly score among the highest in Pennsylvania on national licensure and certification examinations. One hundred percent of graduates from the Jefferson School of Pharmacy who took the licensure exam last year passed this demanding test. As an academic medical center within a regional healthcare system, Thomas Jefferson University Hospital, founded in 1825, is dedicated to excellence in patient care, patient safety and the highest quality healthcare experience. It is one of only 18 hospitals in the country that is a Level 1Trauma Center and a federally designated Regional Spinal Cord Injury Center. Jefferson’s Regional Spinal Cord Injury Center of the Delaware Valley, in affiliation with Magee Rehabilitation Hospital, is designated as one of the nation's 14 Model Spinal Cord Injury Centers by the National Institute on Disability and Rehabilitation Research. Our Kimmel Cancer Center is a National Cancer Institute (NCI)-designated clinical cancer center for excellence in cancer care and research. In 2013 Jefferson Hospital was named to U.S. News & World Report’s elite Honor Roll—a designation given to the top one percent of hospitals nationwide. U.S. News & World Report also consistently ranks Thomas Jefferson University Hospital among the nation's top hospitals for a number of specialties including cancer, diabetes, digestive diseases, ear, nose and throat, endocrinology, geriatrics, gynecology, neurology, neurosurgery, nephrology, orthopedics, rehabilitation medicine, respiratory disorders, and urology. Jefferson: Page 7
Thomas Jefferson University Hospitals has 969 licensed acute care beds and provides the full range of clinical care delivery—from primary through complex quaternary—both in inpatient and ambulatory settings and in all specialties and subspecialties. Services are provided at five locations — Thomas Jefferson University Hospital and Jefferson Hospital for Neuroscience in Center City Philadelphia; Methodist Hospital in South Philadelphia; Jefferson at the Navy Yard, and Jefferson at Voorhees in Southern New Jersey. Outpatient and community-based services are delivered through an extensive network of owned and affiliated physician practices, satellite medical and surgical centers, outpatient laboratories and radiology centers and retail pharmacies. FY 2013 STATISTICS Thomas Jefferson University Hospitals $135 million in community benefit 969 licensed acute care beds 7,000+ employees 2,000 RNs 800+ house staff 1,000+ medical staff 46,386 admissions 118,590 ED visits 17,657 inpatient surgeries 475,031 outpatient visits Thomas Jefferson University More than 3,700 students enrolled Over 1,000 full-time faculty 5,000+ employees 560,558 outpatient visits $88 million+ in public/private research funding JEFFERSON TIMELINE 1824 - Jefferson Medical College established 1826 - First US studies in acupuncture therapy performed 1846 - First surgical use of anesthesia in Philadelphia 1877 - Thomas Jefferson University Hospital established (Jefferson is the 2nd medical school in the country with a separate teaching hospital) 1891 - Jefferson Hospital Training School for Nurses (Jefferson School of Nursing) established - Artificial larynx developed to activate speech using lips and tongue motion 1892 - Methodist Hospital established 1926 - Formal training of nurse anesthetists began 1930s - X-ray technicians training program established 1950 - REM sleep discovered 1953 - First successful open-heart operation conducted using heart-lung machine, developed by John Gibbon, Jr., MD 1967 - College of Allied Health Sciences (later renamed College of Health Professions) established 1969 - College of Graduate Studies (Jefferson Graduate School of Biomedical Sciences) established - Thomas Jefferson University established 1984 - Jefferson performs Delaware Valley’s first liver transplant 1985 - Innovative surgical approach to remove tumors from the skull base developed - First map of brain stem of rats establishes location/amount of hormones regulating cardiovascular, respiratory or gastrointestinal function Jefferson: Page 8
1986 - Bodine Center for Cancer Treatment established 1987 - Erythropoietin discovered and mass produced 1990 - Researchers discover first gene defect that causes common arthritis - Researchers identify defective gene causing aortic aneurysms 1991 - NCI-designated Kimmel Cancer Center established 1995 - Jefferson University Physicians established 1996 - Methodist merges with Jefferson Hospital 2002 - Farber Institute for Neurosciences established 2003 - Jefferson Hospital for Neuroscience established - Jefferson-Myrna Brind Center of Integrative Medicine established 2005 - Dr. Robert and Dorothy Rector Clinical Skills and Simulation Center established 2006 - Jefferson College of Health Professions transformed into Jefferson School of Nursing and Jefferson School of Health Professions 2007 - Dorrance H. Hamilton Building opened - Dr. Robert and Dorothy Rector Clinical Skills and Simulation Center moves to Hamilton Building, laying the foundation for interprofessional education in state-of-the art simulation labs - First hospital in PA to implant Jarvik 2000 Heart Assist System - One of only four US medical Centers implanting “neo-bladder” grown from a patient's own cells 2008 - Jefferson School of Pharmacy opens - Jefferson School of Population Health opens 2009 - First in PA to offer a new device allowing spinal cord injury patients to breathe without a ventilator - Hospital earns MAGNET® designation (less than 7% of hospitals nationwide earn this distinction) 2010 - Jefferson drops anchor at Navy Yard 2011 - Jefferson celebrates 120 years of teaching nurse leaders 2012 - 901 Walnut opens to accommodate Jefferson expansion - Jane and Leonard Korman Lung Center established 2013 - Hospital earns MAGNET® re-designation - Jefferson Hospital named to U.S. News & World Report’s 2013-14 Best Hospitals Honor Roll list (less than one percent earn this distinction) - Colon Cancer Vaccine undergoes clinical trials Jefferson: Page 9
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