Associate Director, Patient & Donor Relationships

United States, North America
Feb 27, 2014
About The Unit: Join the University of Chicago Medicine & Biological Sciences (MBSD) team during a time of exciting momentum under the leadership of seasoned, dedicated, and talented professionals. MBSD is part of a University-wide Campaign, which is currently in the planning phase. This is a unique opportunity to work with those creating a forward thinking research agenda commensurate with the University's stature. These ideas will become the visionary and fundraising themes for the Campaign. MBSD's mission is to inspire and facilitate philanthropy at the University of Chicago Medicine by building relationships with those who share its goals of advancing excellence in research, education, and patient care. We accomplish this mission through expertise, integrity, creativity, and collaboration.

Unit Job Summary: Associate Director, Patient & Donor Relationships: Responsible for executing and further developing the Grateful Patient Program for the Individual Giving Team. Build upon the existing Grateful Patient procedures to increase effectiveness and efficiencies. Advance initial, face to face conversations with grateful patients to the point of a tangible next step. Visit, qualify, and assign prospects identified through the patient screening and Friends and Family programs, working with clinical faculty and gift officers when appropriate to strategize and engage these prospects. The aim of this Grateful Patient Program is to identify Major Gift prospects from a HIPAA-compliant pool of University of Chicago Medicine (UCM) patients. This program will assist the Individual Giving team in filling the pipeline with 350-500 prospects to enable a $1B-plus campaign. In most cases, prospective donors will need qualification and cultivation prior to solicitation. Use judgment and discretion in determining whether this cultivation should be managed by themselves or in a clinical fundraiser. Serves as MBSD's qualification specialist; does not carry a portfolio and has no dollar goal. As a fundraising generalist, the Associate Director responsible for collaborating regularly with clinical fundraisers and the faculty they staff, as well as for creating new relationships with faculty. Works closely with the UCM Friends and Family and International Health Programs. Support the development work of these programs, which have the potential to provide Grateful Patients of high net worth. Qualify prospects identified through other portals, including Outreach/events and proactive research. Expected to visit 15-20 potential prospects per month. The Associate Director meets individually with prospective donors identified primarily by the Grateful Patient Program, MBSD's Strategic Research and Analysis Team, and the UCM Friends and Family and International Health programs. Occasionally, s/he qualifies prospective donors recommended by Trustees, Medical Center faculty, volunteers, and MBSD staff. The Associate Director will routinely participate in Outreach events where s/he will interact with Trustees, Prospective Donors and Donors. S/he will identify and qualify prospects given her interaction at these events. Using a Moves Management process, s/he conceives of, promotes, and assists in the coordination of the interaction of newly identified prospects with faculty, volunteers, and other gift officers who have the ability to deepen the prospect's relationship with the institution. S/he assesses donor interest and matches such interest with UCM's institutional priorities, assigning to gift officers based on these interests. The Associate Director will measure transitioned relationships (prospect assignments) and use this metric as an additional tool for evaluating the efficacy of the program. Though s/he will not be responsible for a traditional portfolio, donors and prospects under his/her management will likely number in the hundreds; the primary goal will be to qualify and assign these prospects. S/he assists in the conception and implementation of solicitation strategies and participates in solicitations when appropriate. The Associate Director works with the Associate Vice President of Individual Giving and others to make suggestions/recommendations to enhance the Grateful Patient Program.

Unit Education: A Bachelor's degree or higher is required.

Unit Experience: A minimum of three years of professional work experience in sales, marketing, or development is required. A proven track record of meeting and exceeding goals in a professional sales or fundraising environment is required. A minimum of two years of professional work experience cold calling and generating leads for business to business sales is preferred. Experience managing volunteers is preferred. Experience in data management, systems analysis, and development research is preferred. Comfort with HIPAA and its effect on health care operations is preferred.

Unit Job Function Competencies: Outstanding interpersonal and communication skills, characterized by the ability to listen, to speak, and to write well with a strong commitment to customer service is required. Ability to effectively ask persuasive questions, listen, and respond with messaging that is most important to the prospect or donor is required. Ability to build and maintain trust with key stakeholders and prospects is required. Excellent organizational skills, and a high degree of flexibility and initiative are required. Familiarity with personal computers and database applications is required. Ability to travel and attend evening and weekend functions when necessary is required. Demonstrated skill and knowledge of, or ability to learn quickly, the internal workings of the University as well as the technology tools available to the Office of Development and Alumni Relations, including the Alumni Development Database System Griffin, a Microsoft Windows computer environment, Microsoft Outlook, Word, Excel, and Active Planner is preferred. Ability to work collegially and collaboratively with a team of highly motivated individuals is preferred. Familiarity with The University of Chicago is preferred.