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DUKE HEALTH BACKGROUNDER | 1 Senior Executive Director, Foundation Relations and Corporate Giving Duke Health Development and Alumni Affairs Durham, NC www.duke.edu Send Nominations or Cover Letter and Resume to: Anne Norton Search Director 617-262-1102 [email protected] The Opportunity: LOIS L. LINDAUER SEARCHES is proud to partner with Duke Health in its search for the position of Senior Executive Director, Foundation Relations and Corporate Giving. This is the ideal opportunity for a seasoned, talented, and collaborative institutional fundraiser to bring expertise, initiative, and new ideas to an established foundation pipeline and a growing corporate giving program. The Senior Executive Director will be a proven fundraiser and experienced manager with a demonstrated track record of soliciting, securing, and stewarding six-, seven-, and eight-figure institutional gifts for an academic medical center, large university, or similar complex system.

Senior Executive Director, Foundation Relations and ... · offices of Research Administration, Sponsored Programs, and Corporate Relations. A minimum of ten years’ progressive experience

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DUKE HEALTH BACKGROUNDER | 1

Senior Executive Director, Foundation Relations and Corporate Giving

Duke Health Development and Alumni Affairs Durham, NC

www.duke.edu

Send Nominations or Cover Letter and Resume to:

Anne Norton

Search Director

617-262-1102

[email protected]

The Opportunity:

LOIS L. LINDAUER SEARCHES is proud to partner with

Duke Health in its search for the position of Senior

Executive Director, Foundation Relations and

Corporate Giving.

This is the ideal opportunity for a seasoned, talented,

and collaborative institutional fundraiser to bring

expertise, initiative, and new ideas to an established

foundation pipeline and a growing corporate giving

program. The Senior Executive Director will be a

proven fundraiser and experienced manager with a demonstrated track record of soliciting, securing, and

stewarding six-, seven-, and eight-figure institutional gifts for an academic medical center, large university,

or similar complex system.

DUKE HEALTH BACKGROUNDER | 2

The Senior Executive Director will provide leadership

in identifying, securing, and supporting a host of

institutional approaches across Duke Health. The

Senior Executive Director will work independently

and as a member of a talented team, and will

expertly navigate the complexity of Duke Health to

partner effectively with physicians, researchers,

faculty, and colleagues. The Senior Executive Director

will be the primary contact for Duke Health’s yearly

submission to The Duke Endowment (TDE), and will

work closely with the Chancellor’s office around this

critical and multi-faceted effort.

The Senior Executive Director will have the opportunity to infuse the established work of the unit with new

approaches and innovative tactics. Candidates who bring the requisite experience, coupled with a flexible,

creative, and collaborative nature, are strongly encouraged to apply.

Position Overview – Senior Executive Director, Foundation Relations and

Corporate Giving

The Senior Executive Director, Foundation Relations and Corporate Giving will spearhead Duke Health’s

fundraising activities with a range of foundations and oversee the unit’s activities around corporate

philanthropy. Reporting to the Associate Vice President, Duke Health Development and Alumni Affairs, the

Senior Executive Director will guide Duke Health leadership, faculty, and staff in initiating, strengthening,

and managing strategic relationships with foundations to advance philanthropic support for a variety of

programs and priorities.

The Senior Executive Director will coordinate efforts with Duke University’s office of Foundation Relations,

Duke University Health System’s office of Licensing and Venture Development, and the university-wide

offices of Research Administration, Sponsored Programs, and Corporate Relations.

A minimum of ten years’ progressive experience in foundation relations is required, as is experience at the

intersection of university and corporate partnerships. This is a unique opportunity for a strong, seasoned, team-

oriented fundraiser to manage at the highest level in the distinctive Duke Health environment.

DUKE HEALTH BACKGROUNDER | 3

Work Performed:

45%

Serve as the lead for the highest level and most complex institutional philanthropic relationships,

managing them through the matrixed environment at Duke Health.

Effectively manage, initiate, and maintain the institutional relationship with top Duke Health

foundation prospects.

Steward Duke Health’s relationship with The Duke Endowment, working closely with the Chancellor,

and the Vice President for Duke Health Development and Alumni Affairs.

Serve as the foundation relations advisor to colleagues within the DHDAA office, and to the Schools

of Nursing and Medicine, and the clinical and basic science departments and divisions. Partner and

work with colleagues on funding ideas to help meet DHDAA overall goals.

Coordinate Foundation and Corporate activity with faculty partners and build relationships with

them.

Oversight for all reporting to foundation and corporate donors.

Prioritize according to ability, readiness, and inclination.

Manage cultivation and solicitation strategies and prepare strategies in moves management format.

15%

Direct planning, train and mentor, oversee activities, and evaluate performance of positions

reporting to the Sr. Executive Director, including an Associate Director for Foundation Relations, an

Associate Director for Foundation Relations and Corporate Giving, and an administrative support

position.

Manage staff operations to define and meet ambitious goals of the unit and the DHDAA office.

Determine fiscal and personnel requirements of the office and prepare budgetary recommendations

as appropriate.

10%

Organize, plan, and carry out solicitation activity involving a wide range of participants, including the

Chancellor, Deans, and other medical center leaders and faculty members.

Provide leadership in organizing and planning trips and accompany administrators and faculty to

meetings with foundation and corporate representatives.

Similarly, working with the DHDAA teams, coordinate campus visits by foundation and corporate

representatives.

DUKE HEALTH BACKGROUNDER | 4

10%

Working with DHDAA teams, prepare briefings for senior administrators and faculty for meetings,

travel, and campus visits.

Advise and coordinate the work of Duke Health gift officers on all foundation and corporate-related

funding requests.

Manage the corporate and foundation acknowledgement process and the stewardship activity as

needed with the Director of Donor Relations.

7%

Partner with University and Health System programs involved in corporate relations to develop and

expand philanthropic opportunities with corporate partners for Duke Health initiatives.

Guide the Associate Director for Foundation Relations and Corporate Giving in developing

community corporate partnerships in fundraising support of the Duke Health priorities that have an

impact on the citizens of our region.

7%

Analyze and recommend methods to match current interests of foundations and companies with

Duke Health priorities and faculty initiatives.

Ensure that current and up-to-date information on foundation opportunities is maintained and

appropriately disseminated.

Coordinate with the Offices of Research Administration and Research Support to alert faculty to

competitive awards and to manage internal competitions.

6%

Recommend policies and procedural guidelines for foundation relations and corporate giving that

are aligned with the needs and priorities of the DHDAA office and the Duke Health administration.

Perform other related duties incidental to the work described herein.

Development Overview

Duke Health Development and Alumni Affairs (DHDAA) is the philanthropic arm of Duke Health, and its

work ranges from identifying opportunities for individuals to support a host of health areas to facilitating

transformational gift opportunities for donors. The 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.

DUKE HEALTH BACKGROUNDER | 5

The Senior Executive Director supervises three

staff: two Associate Directors and a Staff Assistant.

The foundation arm of the unit has an established

pipeline, with corporate giving offering

opportunities for growth. Foundation support

comes largely from approaches around basic

science discovery, as well as research support for

cardiology, cancer, and various diseases. Some of

the key priorities for the Chancellor include

transplantation and immunology, cancer,

cardiology, and neurology, and the Senior

Executive Director will need to be adept at working across different service lines and possess the ability to

translate scientific language into compelling cases for support.

Last year, Duke Health earned $61M in foundation support, including gifts from family and community

foundations and one eight-figure gift. The unit works with upper six-figure gifts in most cases, and is

looking to increase higher-level gifts in its portfolio. This year’s target for the unit is $28M: $25M from

foundations and $3M from corporations. Over the last three years, the foundation pipeline for the unit has

averaged $23M in potential gifts; in the next several years, the goal is to grow the annual pipeline to $35M,

featuring at least one transformational gift.

Duke Health Overview

Duke Health is the youngest of the nation’s leading medical institutions, growing in just 87 years from a

regional hospital, medical school, and nursing school into one of the country’s leading clinical and

biomedical research enterprises. Duke Health encompasses the Duke University School of Medicine, Duke

National University of Singapore Graduate Medical School, Duke University School of Nursing, Duke

University Health System, and extends to programs within the Duke Global Health Institute and in schools

and centers across Duke University.

DUKE HEALTH BACKGROUNDER | 6

As a world-class academic and healthcare

system, Duke Health is committed to improving

the health and wellbeing of people throughout

North Carolina and around the world by

conducting the most innovative biomedical

research; translating that research into new

methods of prevention, diagnosis, and

treatment; educating the healthcare

professionals of tomorrow; and developing

better models of global and community health.

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 healthcare 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 Health. 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.

Rankings

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.

U.S. News & World Report consistently

ranks Duke University School of Medicine

DUKE HEALTH BACKGROUNDER | 7

among the top ten medical schools in the country and ranked it eighth in research and eighth in primary

care among all medical schools in the nation in 2016.

Duke University School of Medicine comprises one of the largest biomedical research enterprises in the

country, with more than $650M in sponsored research expenditures annually. Duke currently ranks third

among the top American medical schools in National Institutes of Health grant funding (excluding R&D

contracts and ARRA awards) with $337M.

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.

In recent rankings of top hospitals in the nation, U.S. News & World Report included Duke University Medical

Center among just 144 facilities roughly 3% of the nearly 5,000 analyzed for the magazine's Best

Hospitals rankings to be ranked in at least one of 16 specialties. Duke University Hospital is nationally

ranked in 13 adult specialties and 10 pediatric specialties. Duke University Hospital also was again ranked in

2016 as No. 1 in North Carolina.

Duke University is ranked among the Top National Universities in the 2016 U.S. News and World Report

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 fifth among national universities to

have produced Rhodes, Marshall, Truman, Goldwater, and Udall Scholars. Duke has two Nobel Laureates on

its faculty, and three Turing Award

winners and 25 Churchill scholars

are affiliated with the university.

Duke's sports teams compete in

the Atlantic Coast Conference; its

basketball team is renowned for

having won five NCAA Men's

Division I Basketball

Championships, and the Duke

football team has reached post-

season bowl games several times

in recent years.

DUKE HEALTH BACKGROUNDER | 8

Location

Durham, NC:

Duke’s home campus is situated on nearly

9,000 acres in Durham, North Carolina, a

city of more than 250,000 people.

Together, the cities of Durham, Raleigh,

and Chapel Hill make 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.

Durham’s dynamic neighborhoods and thriving businesses celebrate the combination of old and new, and

will enrich one’s cultural, social, and educational experience. Life here is part cosmopolitan, part small town.

The "City of Medicine," as it's known, is filled with civic-minded individuals who feel passionately about

Durham. With nationally acclaimed restaurants, shopping, historical sites, and more, Durham as a

destination awaits.

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 $184,300, per Zillow.com.

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).

In 2013, Durham ranked tenth 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.

DUKE HEALTH BACKGROUNDER | 9

Many of Durham’s historic tobacco buildings across the city have been converted into loft-style apartment

complexes. The downtown corridor along West Main Street has seen significant redevelopment including

many 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,

several new hotels and apartment complexes, a $6.35M 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 has

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 several

restaurants, entertainment venues, and office space geared toward high-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 2005 and produces nationally recognized traveling exhibitions of global contemporary art.

Since its opening in 2008, the 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 magazine’s

annual worldwide theater attendance rankings, DPAC is currently the No. 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,”

DUKE HEALTH BACKGROUNDER | 10

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 nonprofit 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 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 2015.

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 and 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.

DUKE HEALTH BACKGROUNDER | 11

To learn more, call

Anne Norton, Search Director at

617-262-1102

or send nominations or cover letter and resume to

[email protected].

All inquiries will be held in confidence.

Setting the Standard in Development Search

LOIS L. LINDAUER SEARCHES, LLC

420 Boylston Street, Suite 604, Boston, MA 02116

617.262.1102

www.LLLSearches.com

DUKE HEALTH BACKGROUNDER | 12

Appendix

Leadership:

A. Eugene Washington, M.D.

Chancellor for Health Affairs; President and Chief Executive Officer,

Duke University Health System

A. Eugene Washington, M.D., an internationally renowned clinical

investigator and health-policy scholar, is Duke University’s 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 healthcare 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 healthcare

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.

DUKE HEALTH BACKGROUNDER | 13

Ellen Medearis P’13

Vice President, Duke Health Development and Alumni Affairs

A Duke employee for more than twenty years, Ellen Medearis began at

then-Duke Medicine 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 Duke Health, Medearis has developed a new strategic

plan for development and alumni programs, including a campaign plan

and budget increases. Over the past three years, Medearis and her team

have introduced a comprehensive faculty engagement program, a new

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 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 Health 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 fundraising and operations. Under

her leadership, Development achieved a record number of new gifts and

pledges totaling $91M. 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 fundraising efforts and personnel.

DUKE HEALTH BACKGROUNDER | 14

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 $425M Campaign for Sustained Leadership. Her efforts led to the successful completion

of the $120M Jon M. Huntsman Hall, made possible by a $40M unrestricted gift to the Wharton School. At

Wharton, she managed and led strategy for solicitation of all $1M-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.

Organization Chart

DEVELOPMENT

2/15/2017