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Duke University and Duke University Health System require all students, faculty and staff to receive the COVID-19 and influenza vaccines.  After you have officially accepted a position at Duke, you may request a religious or medical accommodation.

SENIOR ASSOCIATE DIRECTOR, PLANNED GIVING-DUKE HEALTH DEVELOPMENT

Requisition Number::  168304
Date:  Jan 6, 2022
Location: 

Durham, NC, US, 27710

Personnel Area:  MEDICAL CENTER

School of Medicine:

 

Established in 1930, Duke University School of Medicine is the youngest of the nation’s top medical schools. Ranked tenth among its peers, the School takes pride in being an inclusive community of outstanding learners, investigators, clinicians, and staff where traditional barriers are low, interdisciplinary collaboration is embraced, and great ideas accelerate translation of fundamental scientific discoveries to improve humanhealth locally and around the globe.

 

Comprised of 2,400 faculty physicians and researchers, the Duke University School of Medicine along with the Duke University School of Nursing and Duke University Health System create Duke Health. Duke Health is a world-class health care network. Founded in 1998 to provide efficient, responsive care, the health system offers a full network of health services and encompasses Duke University Hospital, Duke Regional Hospital, Duke Raleigh Hospital, Duke Primary Care, Private Diagnostic Clinic, Duke Home and Hospice, Duke Health and Wellness, and multiple affiliations.

 

 

Occupational Summary:

Responsible for working collaboratively with development officers across Duke Health to identify, cultivate, solicit, and steward alumni and friends of the Schools of Medicine and Nursing, and grateful patients of Duke University Health System. The Associate Director of Gift Planning will report to the Senior Executive Director of Gift Planning.

 

WORK PERFORMED

Prospect Strategy- 75%

Partnering with development officers across Duke Health, serve as a philanthropic planning advisor to School of Medicine and School of Nursing alumni and friends, and grateful patients of Duke University Health System.

 Produce and/or provide assistance with draft endowments, calculations, proposals, endowment agreements, and other necessary materials as needed by prospects, donors, and advisors.

Partner with annual fund and Schools of Medicine and Nursing colleagues on comprehensive reunion efforts and serve as the gift planning representative for volunteer conference calls and meetings.

Assist with the production of gift planning publications by developing content, reviewing content produced by the University gift planning office and Duke Health Development and Alumni Affairs Communications Team, and writing articles on topics of current interest for the University gift planning blog.

Assist with handling probate, gift designations, and tax matters related to realized planned gifts to Duke Health; help to insure compliance with applicable regulations and university policies.

Develop and maintain a small portfolio of prospects and donors.

 

Staff and Advisory Board Education- 15%

Provide educational programming for development staff of Duke Health and for its volunteer advisory boards.

 

Counsel for Complex Outright and Endowment Agreements- 10%

Serve as an in-house resource for drafting complex gift and endowment agreements, in partnership with individual development officers of Duke Health and the Associate Director of Donor Relations, and consulting with Duke’s Development and Legal Counsel as needed.

 

 

Duke Health Development & Alumni Affairs is building a flexible and hybrid workplace . All team members must have access to and maintain a secure home office environment with high-speed internet service and work collaboratively with others using a variety of technologies and tools. Depending on the type of position and work performed, or as deemed by manager, positions may be required to work in an office located in Durham, NC or a surrounding local area.

 

The above statements describe the general nature and level of work being performed by individuals assigned to this classification.  This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified

 

DEPARTMENT PERFERENCES\SKILLS

 

Experience in academic medical center is a plus.

 

The ability to collaborate with diverse groups across Duke Health to achieve shared success.

The flexibility to adapt to and work effectively within a variety of situations, and with various individuals or groups, adjusting one’s approach as the requirements of a situation change.

The ability to plan, organize, and prioritize work, and to effectively manage multiple tasks or projects simultaneously.

Excellent written and verbal communication skills and the ability to communicate effectively with a diverse group of individuals in a diplomatic and professional manner.

The ability to explain complex legal vehicles and documents in lay language.

An authentic appreciation for the importance of higher education and research conducted at a top-ranked university.

Consensus building skills, collegiality, and the agility necessary to build relationships across multiple constituencies.

The personal skills and professional expertise necessary to work with individual charitable gift prospects and donors, development colleagues, attorneys, trust officers, fund managers, and other tax, insurance, and financial professionals.

This position requires regular travel locally, regionally, and nationally, and participation in occasional evening and weekend activities.

 

Minimum Qualifications

 

 

Education

Work requires communications, analytical and organizational skills generally acquired through completion of a bachelors degree program. Prefer JD, Certified Financial Planner, CPA or advanced degree in business, finance, or related field.

 

Experience

 

Work requires seven yearsexperience in the legal or accounting field, alumni affairs, public relations, fund raising, sales and promotions, marketing or related field in order to acquire skills necessary to develop and coordinate charitable gift plans to promote planned gifts to University by alumni, faculty and friends.  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