Development Associate, Individual Giving and Transformational Gifts

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.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

EDUCATION/TRAINING

Work requires communications, analytical and organizational skills generally acquired through completion of a Bach