ASSOC DIR, PLANNED GIVING, DUKE HEALTH DEVELOPMENT
Medical Center Development

Occupational Summary:

Responsible for working collaboratively with development officers across Duke Health to identify, cultivate, solicit, andsteward alumni and friends of the Schools of Medicine and Nursing, and grateful patients of DukeUniversity Health System. The Associate Director of Gift Planning will report to theSenior Executive Director of Gift and Endowment 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 Healthand for its volunteer advisory boards.

Counsel for ComplexOutright 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. Other related duties as assigned.

EDUCATION/TRAINING - Work requires communications, analytical and organizational skills generally acquired through completion of a bachelor's degree program. Strongly prefer JD, Certified Financial Planner, CPA or advanced degree in business, finance, or related field.
EXPERIENCE - Work requires seven years of experience 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. Experience in academic medical center is a plus.OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE

SKILLS
The ability to collaborate with diverse groups across Duke Health toachieve shared success.
The flexibility to adapt to and work effectively within a variety ofsituations, 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 orprojects simultaneously.
Excellent written and verbal communication skills and the ability tocommunicate effectively with adiverse group of individuals in a diplomatic and professional manner.
The ability to explain complex legal vehicles and documents in laylanguage.
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 withindividual 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.

Requisition Number
401517082

Location
Durham

Duke Entity
MEDICAL CENTER

Job Code
1662 ASSOC DIR, PLANNED GIVING

Job Family Level
16

Exempt/Non-Exempt
Exempt

Full Time / Part Time
FULL TIME

Regular / Temporary
Regular

Shift
First/Day

Minimum Qualifications
Duke University is an Affirmative Action/Equal Opportunity Employercommitted to providing employment opportunity without regard to anindividual's age, color, disability, gender, gender expression, genderidentity, 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 robustexchange of ideas—an exchange that is best when the rich diversity ofour perspectives, backgrounds, and experiences flourishes. To achievethis exchange, it is essential that all members of the community feelsecure and welcome, that the contributions of all individuals arerespected, and that all voices are heard. All members of our communityhave a responsibility to uphold these values.
Essential Physical Job Functions:Certain jobs at Duke University and Duke University Health System mayinclude essential job functions that require specific physical and/ormental abilities. Additional information and provision for requests forreasonable accommodation will be provided by each hiring department.

Education

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

Experience

Work requires seven years experience 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 todevelop and coordinate charitable gift plans to promote planned gifts toUniversity by alumni, faculty and friends.OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE

Auto req ID

106775BR

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

Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essential job 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.

PI106684528