Development Associate, Individual Giving, Transformational Gifts and Gift Planning

Work Arrangement: 
Requisition Number:  246780
Regular or Temporary:  Regular
Location: 

Durham, NC, US, 27710

Personnel Area:  MEDICAL CENTER
Date:  Jul 16, 2024

School of Medicine

Established in 1930, Duke University School of Medicine is the youngest of the nation's top medical schools. Ranked sixth among medical schools in the nation, the School takes pride in being an inclusive community of outstanding learners, investigators, clinicians, and staff where interdisciplinary collaboration is embraced and great ideas accelerate translation of fundamental scientific discoveries to improve human health locally and around the globe. Composed of more than 2,600 faculty physicians and researchers, nearly 2,000 students, and more than 6,200 staff, the Duke University School of Medicine along with the Duke University School of Nursing, and Duke University Health System comprise Duke Health, a world-class academic medical center. The Health System encompasses Duke University Hospital, Duke Regional Hospital, Duke Raleigh Hospital, Duke Health Integrated Practice, Duke Primary Care, Duke Home Care and Hospice, Duke Health and Wellness, and multiple affiliations.

 

OCCUPATIONAL SUMMARY

 

Responsible for working directly with the Assistant Vice Presidents for Individual Giving and Transformational and Leadership Giving and the Senior Executive Director for Planned Giving to initiate and assist with activities required to develop and implement individual cultivation, solicitation and stewardship strategies and actions aligned with institutional priorities.

 

WORK PERFORMED

 

Prospect Strategy and Portfolio Management (65%)

  • Coordinate prospective donor outreach and prioritization in collaboration with each Assistant VP and Senior Executive Director.
  • Serve as interface with Prospect Development, Strategic Events, and Stewardship.
  • Lead team meetings to track physician and planned giving referral activity and monitor solicitation activity.
  • Utilize donor databases extensively and effectively to track and prioritize gift officer work.
  • Thoroughly review prospect files and gather information about Duke Health constituents, in order to develop briefing materials, talking points, and other supporting information to be used by senior leaders and key alumni, friends, and volunteers for prospect visits. Interface with constituents in planning meetings and visits.
  • Enter donor activity in fundraising systems, including DADD and Salesforce, in a timely fashion.
  • Support Assistant Vice President in overseeing the Individual Giving team’s overall portfolio development.
  • Support Assistant Vice President in overseeing the Transformational and Leadership Giving team’s overall portfolio development.
  • Support Senior Executive Director in overseeing the Gift Planning team’s overall portfolio development.

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Project and Event Management and Stewardship (30%)

  • Draft correspondence for use by senior leaders for a variety of purposes including, but not limited to, letters and/or emails acknowledging gifts and commitments.
  • Coordinate and manage special projects, including development of documents seeking philanthropic support and other external communications, while collaborating with key stakeholders. Interface with School of Medicine, School of Nursing, Strategic Events, Stewardship, Engagement, and Prospect Development teams.
  • Assist in the planning and support of cultivation and stewardship events, working collaboratively with DHDAA colleagues (e.g. Strategic Events, Donor Relations, etc.).
  • Provide stewardship for donors through correspondence and coordination of tailored reports and presentations. Assist colleagues in developing and executing stewardship plans for high-level donors.

 

Administrative (5%)

  • Coordinate and manage schedule, assist with travel arrangements and preparations, contact reports.
  • Book Revocable Deferred Gifts and other duties associated with closing out gifts in database.

Other related duties as assigned.

 

DEPARTMENT SKILLS/PREFERENCES

 

  • Must be proactive, organized and detail oriented and have demonstrated ability to use software applications and databases.
  • Commitment to collaboration with colleagues.
  • Demonstrated knowledge of the fundamentals of fundraising/advancement.
  • Excellent customer service skills.
  • Demonstrated ability to handle multiple, complex fundraising project activities and simultaneously participate in the coordination of solicitation and stewardship strategies.
  • Anticipatory outlook.
  • Solid project management skills.
  • Excellent written and verbal communication skills and the ability to communicate effectively with a diverse group of individuals in a diplomatic and professional manner.
  • Ability to be flexible in working independently as well as collaboratively with senior-level management and others to achieve defined goals.
  • Possess the traits of good judgment and discretion in communicating with colleagues and constituents.
  • Demonstrated initiative to organize and follow through with complex tasks to meet deadlines.
  • An authentic appreciation for the importance of higher education and research conducted at a top-ranked university.
  • Demonstrated ability to thrive and succeed in a culture that is results-oriented and fast paced; where the team is proactive and focused on consistently advancing prospects toward closing gifts.
  • Consensus building skills, collegiality and the agility necessary to build relationships across multiple constituencies.
  • Resourcefulness in analyzing situations, finding and recommending appropriate solutions to problems and initiative in presenting alternatives and implementing solutions.
  • Ability to analyze and prioritize.
  • Demonstrated thoroughness and accuracy in work.

MINIMUM QUALIFICATIONS

 

Education

 

Work requires communications, analytical and organizational skills generally acquired through completion of a Bachelor's degree program.

 

Experience

 

Work requires ability to design, plan and coordinate fund raising activities and special events generally acquired through two years of project coordination experience.

 

OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE.

 

Duke is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.

 

Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.

 

Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essentialjob functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.

 


Nearest Major Market: Durham
Nearest Secondary Market: Raleigh