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SENIOR EXECUTIVE DIRECTOR, GIFT PLANNING-DUKE HEALTH

Requisition Number::  115932
Date:  Jun 2, 2021
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:

Reporting to the Associate Vice President, Duke Health Development & Alumni Affairs, the Senior Executive Director provides strategic and managerial leadership to advance all aspects of a robust and growing planned giving program for DHDAA.  Lead and manage a strategic, comprehensive and proactive planned giving program that reflects industry best practices and maximizes charitable contributions through appropriate, donor-aligned planned giving vehicles. The Senior Executive Director will also advise on complex outright gifts and provide advice regarding gift agreements, endowment changes and similar matters.

 

Through the strategic alignment and execution of planned giving work plans, and in consultation with leaders and peers, the Senior Executive Director will develop and deliver on aspirational annual and campaign fundraising goals with an emphasis on significantly contributing to the expansion and maturation of Duke Health’s gift planning program.

 

The Senior Executive Director will further develop the planned giving consultancy model for all individual fundraisers while managing an individual portfolio of donors.

 

 

Work Performed:

 

Fundraising & Engagement (60%)

 

Work with donors on complex outright gifts, including complicated endowment agreements, bequest commitments, testamentary gifts of retirement accounts, charitable remainder and lead trusts, charitable gift annuities, pooled income fund gifts, and retained life estates. Explain these giving vehicles to prospects and donors, and work with financial advisors and trust and estate attorneys.

 

Implement strategies to build planned giving programs and build programs to increase membership in the Duke Heritage Society, which recognizes planned giving donors.  Develop programming to highlight Duke Health to Heritage Society members who have given to Duke Health.

 

Initiate programs and methodologies to attract new donors/prospects, administer estates, and steward donors.

 

Partner with colleagues to ensure that every donor has an optimal level of interaction with volunteers, leadership and program staff. 

Identify opportunities for fundraising peer collaboration in prospect strategy development for highly complex donor conversations to inspire a culture of teamwork and continued learning.

 

 

Personally, or in collaboration with other gift officers, physicians, academic leaders, solicit individual donors.

 

Maintain and steward a portfolio of donors who have already made planned gifts.  Manage an active portfolio of major/planned gift donors and prospects by creating and implementing personalized cultivation and stewardship plans and gift requests for each donor within the portfolio; assign other donors as appropriate.

 

Work with the Associate Vice President, DHDAA, major gift officers and other senior development staff to adopt appropriate solicitation strategies for potential gift planning prospects.

 

Identify, cultivate and solicit prospects capable of making significant planned gifts to the institution.

 

Meet with grateful patients, physicians, and alumni to encourage personal participation in the gift planning program.

 

Participate in major and principal gift strategy discussions.

 

Program Management (25%)

 

Provide leadership, mentorship, and management to the gift planning team. Direct the work of the gift planning team to develop opportunities that maximize giving.

 

Draft or review gift agreements whose terms go beyond the standard pledge agreements for DHDAA.

 

Establish and maintain relationships with University team members across Duke to insure that DHDAA follows University best practices and guidelines.  Key contacts will include Senior Development Counsel, Office of the Treasury and the Endowment and Investment Office.

Coordinate with the Assistant Vice President for Gift Planning of Duke University and the Duke University Office of Gift Planning with respect to gift administration and marketing.

 

Work with DHDAA Communications Team to develop marketing material.

 

Serve as liaison to Senior Development Counsel of Duke University.

 

Serve as a member of the DHDAA Leadership Management Team.

 

Analyze reports on donor interactions to make strategic decisions for the program to maximize giving opportunities; prepare and present information and progress to the senior management team and other stakeholders.

 

Keep abreast of tax trends impacting gift planning and design programs to take advantage of opportunities created by new tax legislation.

 

 

 

Education and Training (15%)

 

Through seminars and case studies, educate major gift officers and development staff about the benefits of gift planning; identify characteristics of gift planning donors; and provide updates on tax legislation that affects gift planning.

 

Provide advice to DHDAA staff and donors and prospects on the indirect program cost/gift assessment policy of the School of Medicine and Duke University Health System, Inc.

 

 

Performs other duties as assigned.

 

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.

 

EDUCATION/TRAINING

Work requires communications, analytical and organizational skills generally acquired through completion of a bachelors degree program. Juris Doctor Degree or advanced degree and equivalent related professional certification/credentials in tax, finance, business or other related field strongly preferred.

 

EXPERIENCE

Minimum of 8 - 10 years of related fundraising experience in a health care/academic medical center setting or equivalent experience in a non-profit institution, estate or financial planning field. Demonstrated success in fundraising and experience with major gift donors is required. A track record of soliciting and closing six- and seven-figure gifts is preferred and experience in eight-figure gifts a plus.

 

Three years of management experience, more than five years preferred.

 

 

 

REQUIRED SKILLS

 

Excellent written and verbal communications skills.

 

Analytical Skills; including but not limited to the ability to analyze commercial/industrial financial data.

 

Strong leadership skills, with an entrepreneurial spirit and strong business and management skills.

 

Demonstrated ability to inspire and motivate staff, volunteers, donors, and potential partners a must.

 

Strong strategic and implementation skills; ability to grasp the opportunities and challenges of the organization and the role.

 

Outstanding communicator; excellent speaking, writing and interpersonal skills.

 

Demonstrated ability to develop and adapt fundraising strategies based upon the individual strengths and backgrounds of major gift officers.

 

Experience using a development database and high comfort level analyzing data to hone strategies and achieve goals.

 

A commitment to outstanding healthcare and research to advance knowledge and treatments to improve healthcare.

 

 

 

 

 

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