LOIS L. LINDAUERSEARCHES DUKE UNIVERSITY BACKGROUNDER ⏐ 1

Major Gifts OfficerDuke Medicine Development and Alumni Affairs

Duke UniversityDurham, NCwww.duke.edu

Send Nominations or Cover Letter and Resume to:Anne NortonSearch Director617-262-1102anorton@LLLsearches.com

The Opportunity:

LOIS L. LINDAUER SEARCHES is proud to partnerwith Duke University in its search for the positionof Major Gifts Officer for Duke MedicineDevelopment and Alumni Affairs.

Younger than most other prestigious U.S. researchuniversities, Duke University consistently ranksamong the very best. Duke’s graduate andprofessional schools — in business, divinity,engineering, the environment, law, medicine,nursing and public policy — are among the leadersin their fields.

Duke Medicine is also the youngest of the nation’s leading medical institutions. It has grown injust 85 years from a regional hospital, medical school, and nursing school into one of thecountry’s leading clinical and biomedical research enterprises. Today, Duke’s health systemstretches across North Carolina, the Southeast, and nationally. Duke Medicine works with facultyin schools and institutes across Duke University to lead research, education, and health initiatives

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with numerous global partners, including a sister school, Duke National University of SingaporeGraduate Medical School.

As a world-class academic and health caresystem, Duke Medicine strives to transformmedicine and health locally and globallythrough innovative scientific research, rapidtranslation of breakthrough discoveries,educating future clinical and scientific leaders,advocating and practicing evidence-basedmedicine to improve community health, andleading efforts to eliminate health inequalities.

This is the ideal opportunity for a skilled and proven major gifts fundraiser who seeks to bring hisor her expertise, energy, and initiative to a world-class academic medical center affiliated with atop-ranked university. The Major Gifts Officer will be a proven frontline fundraiser with abackground in a complex system who can demonstrate a track record of soliciting and securinghigh-level gifts from individuals.

The Major Gifts Officer will be self-motivated, resilient, and creative – a strategist who can workboth independently and as a member of a talented team and who can expertly navigate thecomplexity of Duke Medicine and serve as a partner with colleagues and faculty.

The preferred candidate for this role will be an individual with a proven background in a complexmedical institution, who has experience working effectively with faculty to build a grateful patientportfolio, who thrives in a results-oriented environment that utilizes metrics to track progress,and who has a deep drive and proven ability to close major gifts from individuals.

Position Overview – Major Gifts Officer for Duke Medicine

The Major Gifts Officer is responsible for identifying, soliciting, and stewarding gifts of $100,000to $1M primarily from grateful patients and will develop and carry a portfolio of 75 prospects atvarious stages of engagement. Through partnerships with faculty, the Major Gift Officer willbecome effective at understanding and articulating the critical work of Duke Medicine, and beadept at connecting grateful patients who have the capacity to support this work with the projectsand priorities of the institution.

The successful candidate will have skills to build a portfolio of donors and the sophistication todevelop those relationships into a robust pipeline of support for a range of medical areas,including endocrinology, rheumatology, transplantation, orthopedics, and the neurosciences. TheMajor Gifts Officer will bring a supreme work ethic, an intellectual curiosity to his/her approach,and an unflagging desire to raise money for the medical research and quality care that Duke

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Medicine provides. The Major Gift Officer will bring a maturity and diplomacy to developingrelationships with faculty and the confidence and vision to design and execute compellingproposals for individuals.

The Major Gift Officer will develop programs and strategies to identify, cultivate, solicit, andsteward grateful patients, families and friends for significant gifts to fund projects and priorities.

Work Performed:

Develop and maintain major gift portfolio; identify, cultivate, and solicit major giftsprospects ($100K or more); recommend and implement cultivation and solicitationstrategies for individual prospects, working with administration, faculty and volunteers asappropriate.

Build partnerships, establish and maintain regular communication with faculty to increaseand manage the level of faculty referrals of grateful patients to enhance major giftsactivities.

Assist administrators and faculty in the identification and prioritization of institutional anddepartmental funding needs; keep abreast of institutional programs.

Develop, evaluate, and refine plans and timetables for departmental or theme assignments;assist in planning and/or directing cultivation events or programs.

Identify and participate in special events, recognition, and stewardship programs asappropriate; write acknowledgement letters as needed to enhance relationships withdonors.

Write or assist in drafting proposals and other materials as necessary; assist with publicityarrangements on important gifts, programs, accomplishments or events.

Follow procedures in coordination with the Office of Alumni and Development Records toensure effective collecting, recording, accounting, acknowledgement, and follow-up on allprivate gifts to assigned departments.

Develop contact reports and enter moves with prospects in the database.

Work with colleagues across the institution to collaborate on prospects with multipleinterests.

Follow best fundraising and operational practices for Duke Medicine Development.

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Perform other related duties incidental to the work described herein.

Education/Training:

Work requires completion of a bachelor's degree program.

Experience:

Work requires five years of progressive fundraising experience in a related organization with aproven track record of developing institutional relationships resulting in major gifts. Campaignexperience is desirable.

Skills/Requirements:

Proven success in securing major gifts of $100,000 and up.

Demonstrated ability to handle multiple, complex fundraising activities simultaneously andcoordinate solicitation strategies in a decentralized environment.

Ability to develop strategies to move prospects through the donor cycle.

Flexibility in work hours may be necessary at times to accomplish objectives and satisfygoals.

Ability to travel.

Successful candidates must have a high level of competency in: collaborating with others,goal and task management, information seeking, decisiveness and judgment, ability toinfluence, flexibility, dealing with ambiguity, written and oral communication, listening,organizational awareness, and leadership.

Development Overview

Duke Medicine Development and Alumni Affairs (DMDAA) drives Duke Medicine’s philanthropicefforts, from identifying opportunities for individuals to support a host of health areas tofacilitating transformational gift opportunities for donors.

The Duke Medicine Development and Alumni Affairs department encompasses a full slate ofresources and services designed to support the department’s donor-centric fundraising andincludes dedicated staff for research, communications, donor relations, and events. Thedepartment has grown in size over the last 18 months, and comprises more than 100

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development professionals. As the department has expanded, it has continued to elevate itsambition around the campaign, as well as around the long-term philanthropic goals and needs forDuke Medicine.

The recent arrival of Dr. A. Eugene Washington as the Chancellor for Health Affairs, DukeUniversity and President and CEO of Duke University Health System, promises to be a pivotalmoment for the DMDAA. From his first days in the post, Dr. Washington identified developmentas one of his top three priorities for the institution, and he has fulfilled that focus in his shorttime in the role. He and Ellen Medearis, Vice President for Duke Medicine Development andAlumni Affairs, are establishing a partnership that reflects his ambition for increased philanthropyfor Duke Medicine, as well as establishing his role in that work.

Reporting to the Senior Executive Director of Major Gifts for Duke Medicine Development andAlumni Affairs, the Major Gifts Officer will work as part of a team of talented and dynamicfundraisers who are wholly committed to the mission of Duke Medicine and to fostering a cultureof collaboration and respect.

Client Overview

Duke University:

Duke’s home campus is situated onnearly 9,000 acres in Durham, N.C, a cityof more than 200,000 people. Duke alsois active internationally through theDuke-NUS Graduate Medical School inSingapore, Duke Kunshan University inChina and numerous research and

education programs across the globe. More than 75 percent of Duke students pursue service-learning opportunities in Durham and around the world through DukeEngage and other programsthat advance the university’s mission of “knowledge in service to society.”

Duke University School of Medicine ranked 10th in research funding from the National Institutesof Health in the 2014-2015 fiscal year The University is highly ranked by most national and globalleague tables, placing 18th and 8th respectively on THE World University Rankings and U.S. News'National Universities Rankings. In 2014, Thomson Reuters named 32 Duke professors to its list ofHighly Cited Researchers, making it fourth globally in terms of primary affiliations. Duke alsoranks 5th among national universities to have produced Rhodes, Marshall, Truman, Goldwater,and Udall Scholars, a Nobel laureate, 3 Turing Award winners and 25 Churchill scholars are alsoaffiliated with the university. Duke's sports teams compete in the Atlantic Coast Conference and

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the basketball team is renowned for having won five NCAA Men's Division I BasketballChampionships.

The university is part way through Duke Forward, a seven-year fundraising campaign that aims toraise $3.25 billion by June 30, 2017, to enrich the student experience in and out of theclassroom, invest in faculty and support research andinitiatives. Every dollar donated to Duke's ten schoolsand units, Duke Medicine, or university programsand initiatives counts toward the campaign's goal.

Duke Medicine:

At its core, the mission of an academic institution like Duke University is to advance knowledgeand 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 scientificdiscovery and its transfer to clinical practice and by training the next generation of clinicians andscientists. A health care delivery system provides inpatient and outpatient services, but alsoreaches out to bring quality care to the doorsteps of patients and to work with communityproviders 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 DukeMedicine. Its goal is to build alliances that accelerate discovery, improve patient care, andstrengthen education and training - in short, to be a whole greater than the sum of its parts.Alignment of goals is its overarching strategy.

Duke Medicine Signature Initiatives:

Global Health InstituteGlobalization is profoundly affecting worldwide disease patterns and revealing enormousdisparities in health care stemming from economic, social, environmental, political, and otherinequalities.

Since 2006, Duke has gained a reputation as an international leader in global health research andtraining. With leadership from the Duke Global Health Institute, faculty and students are workingto reduce health disparities both in our local community and worldwide.

The School of Medicine, School of Nursing, andDuke University Health System comprise thebiomedical and health components of DukeUniversity. “Duke Medicine” unites them.

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The institute brings together interdisciplinary scholars and students to research important globalhealth problems such as chronic disease, emerging infections and environmental health, togenerate new ideas powerful enough to influence policy makers, and to train the next generationof global health leaders.

Duke-NUS Graduate Medical SchoolIn 2005 Duke and the National University ofSingapore signed an agreement to partner inestablishing a new medical school in Singapore. Theschool has a curriculum patterned after that of theDuke University School of Medicine. Duke-NUSgraduates receive dual diplomas from Duke Universityand Duke-NUS.

The Singapore government has made a significant investment in the Duke-NUS Graduate MedicalSchool as part of a national strategy to become a leading center for medical research andeducation.

The partnership also presents a valuable strategic opportunity for Duke to expand its global reachand research. Thomas Coffman MD, currently serves as dean designate of Duke NUS GraduateMedical School.

Duke Translational Medicine InstituteThe Duke Translational Medicine Institute (DTMI) is Duke’s academic home for the clinical andtranslational research community. It is an integrated support structure that provides resourcesand training and facilitates collaborative research in clinical and translational research.

DTMI’s mission is to catalyze translation across the continuum of scientific discovery, clinicalresearch, care delivery, and global health. DTMI facilitates team science by joiningmultidisciplinary investigators and industrial-model project management, while providinginvestigators easy access to emerging technologies and methodologies.

DTMI serves as the administrative liaison for the following entities. (Learn more about how DTMIis organized.)

The Duke Translational Research Institute (DTRI) fosters collaborations between "bench"scientists and clinical researchers to rapidly and effectively invent, develop, and test newdrugs, diagnostics, and devices for human use.

The Duke Clinical Research Unit (DCRU) provides infrastructure support to sponsors andinvestigators who are testing new drug candidates and other cutting-edge therapies andseeking to identify and validate novel biomarkers.

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The Duke Clinical ResearchInstitute (DCRI) organizes andmanages large-scale internationalclinical trials, disease registries andhealth outcome studies, from theirconception to data analysis andpublication of trial results.

The Duke Translational NursingInstitute (DTNI) improves patient careoutcomes through the development and use of evidence in the delivery of care byfacilitating knowledge development at point of care, evaluating the impact of innovativemodels of care, and advancing effective implementation of innovations.

The Duke Center for Community Research (DCCR) fosters engagement among communitymembers, agencies, practices, and academicians in order to transform research andpractice and demonstrably improve the health of the community.

Rankings:

The 2014-15 U.S. News & World Report rankings again placed Duke University Medical Centeramong its honor roll of top hospitals in the nation. Duke University Medical Center was amongjust 144 facilities – roughly 3 percent of the nearly 5,000 analyzed for the magazine's BestHospitals rankings – to be ranked in at least one of 16 specialties.

For the 14th consecutive year, Triangle residents rated Duke University Hospital as the bestquality hospital in the Raleigh-Durham metropolitan area. Duke University Hospital also was againranked No. 1 in North Carolina.

New U.S. News & World Report rankings again place Duke University School of Medicine amongthe top 10 medical schools in the nation. Duketied for 8th with Columbia University.

Duke University School of Medicine comprises oneof the largest biomedical research enterprises inthe country, with more than $700 million insponsored research expenditures annually. Dukealso ranks among the top American medicalschools in National Institutes of Health grantfunding (excluding R&D contracts and ARRAawards) with $342 million.

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With highly respected research programs in areas ranging from cancer and heart disease to thebasic sciences and health policy research, Duke is home to the nation’s largest and oldestacademic clinical research organization – the Duke Clinical Research Institute.

Location

Durham, NC:

Durham is the home of Duke University, and with Raleigh and Chapel Hill, makes up the ResearchTriangle, a region that features numerous high-tech companies and enterprises, and is anchoredby Duke University, North Carolina State University, and the University of North Carolina at ChapelHill. In 2014, Durham was touted as a top place to live and Forbes.com ranked Durham as one ofthe "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 $164,600according to Zillow.com.

A recent article in the Duke Chronicle highlighted some of Durham’s other recent accolades andtop 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 Cityin America (NBC’s TODAY show), #1 Best Mid-Sized Cities for Jobs (Forbes), and #6 America’sSmartest Cities (Forbes.com).

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In 2013, Durham ranked No. 10 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 Centertop the list of the city’s other large employers.

Many of Durham’s historic tobacco buildings across the city have been converted into loft-styleapartment complexes. The downtown corridor along West Main St. has seen significantredevelopment including a number of bars, entertainment venues, art studios and co-workingspaces in addition to shopping and dining in nearby Brightleaf Square, another former tobaccowarehouse in the Bright Leaf Historic District. Other current and future projects include expansionof the open-space surrounding the American Tobacco Trail, a number of new hotels andapartment complexes, a $6.35-million facelift of Durham City Hall, ongoing redevelopment of theDuke University Central Campus, and construction of the 26-story City Center Building to hostresidential and office space downtown.

In recent years the City of Durham revitalized its downtown and has undergone an economic andcultural renaissance. Partnering with developers from around the world, the city continues topromote the redevelopment of many of its former tobacco districts, projects supplemented by theearlier 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 artscenter, is one such project, having successfully lured a number of restaurants, entertainmentvenues, and office space geared toward hi-tech entrepreneurs, investors, and startups. Thisreinvigoration of the area has resulted in a hive of arts and culture activities and a dizzying arrayof restaurant, food truck, and farmer’s market options, making Durham a foodie destination forresidents and tourists alike.

Durham’s arts scene features jazz festivals, plays, blues festivals, symphony concerts, artexhibitions, and a multitude of cultural expositions, including the American Dance Festival andthe 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 repertoryfilm in its cinemas. The Nasher Museum of Art openedin October 2005 and has produced nationally-recognized traveling exhibitions of global,contemporary art.

Since its opening in 2008, Durham Performing ArtsCenter (DPAC) has become the center for liveentertainment in North Carolina. Recognized for itscontemporary design, DPAC features 2,700 seats,intimate sightlines and state-of-the art sound andvideo. Listed five times in the top 5 in Pollstar

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magazine’s annual worldwide theater attendance rankings, DPAC is currently the #4 rankedtheater in the U.S. With a mission of presenting one-of a-kind live entertainment events, DPACtruly has “something for everyone”, hosting over 200 performances a year including spectaculartouring Broadway productions, high-profile concert and comedy events, family shows, and theheralded American Dance Festival.

The Durham Association for Downtown Arts (DADA) is a non-profit arts organization located inthe 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 tosupport local artists working in a diversity of artistic media. Emphasizing community, DADA helpslocal 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 drawsa large following, and the team has won the NCAA Division I championship five times, mostrecently in March.

Durham's professional sports team is the Durham Bulls International League baseball team andthe movie involving an earlier Carolina League team of that name, Bull Durham, was filmed intown in 1988. Today's Bulls play in the Durham Bulls Athletic Park, one of the newest stadiums inthe minor leagues and usually generate an annual attendance of around 500,000.

Durham experiences hot and humid summers, cool winters, and warm to mild spring andautumn. 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 verifyacademic credentials for its candidates, and our clients frequently conduct background checksprior to finalizing an offer.

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To learn more, callAnne Norton, Search Director at

617-262-1102or send nominations or cover letter and resume to

anorton@LLLsearches.com.All inquiries will be held in confidence.

LOIS L. LINDAUERSEARCHES

420 Boylston Street, Boston, MA 02116

T 617.262.1102 F 888.772.8681Because the right person in the right job makes all the difference.

www.LLLsearches.com

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Appendix

Leadership:

A. Eugene Washington, M.D.Chancellor for Health Affairs,President and Chief Executive Office of the Duke University Health System

A. Eugene Washington, M.D., an internationally renowned clinical investigator,health-policy scholar and executive at the University of California, Los Angeles(UCLA), has been named Duke University’s next chancellor for health affairsand the president and chief executive officer of the Duke University HealthSystem. 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 theUCLA Health System, where he was also a distinguished professor of gynecology and health policyand held the Gerald S. Levey, M.D. Endowed Chair.

Dr. Washington has been a national leader in assessing medical technologies, translating researchinto health policy and shaping health care practice. He helped spearhead efforts to change clinicalpractice and policy guidelines for prenatal genetics, cervical cancer screening and prevention, andreproduction-related infections. He also has been a national thought leader in calling for academichealth systems to reconfigure broadly and to assume the lead in creating new models forresearch, education, clinical care and community engagement.

Dr. Washington received the David E. Rogers Award from the Association of American MedicalColleges and the Robert Wood Johnson Foundation for his “major contributions to improving thehealth and health care of the American people.” His work also has been recognized with theOutstanding Service Medal from the U.S. Public Health Service and election to the IOM and theAmerican Academy of Arts and Sciences.

Ellen Medearis P’13Vice President, Duke Medicine Development and Alumni Affairs

A Duke employee for twenty years, Ellen Medearis began at Duke MedicineDevelopment and Alumni Affairs as Director of Major Gifts, and served in theDuke University Development office from 1996-2011, as Director of Major andLeadership Gifts, with promotions to Executive Director and then Associate VicePresident.

During her tenure at DMDAA, Medearis has developed a new strategic plan for development andalumni programs, including a campaign plan and budget increases. In the past three years,Medearis and her team have introduced a comprehensive faculty engagement program, a new

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principal gifts program, and a gift officer metrics and training program. The office is one of justtwo at the University, outside of the Health System, to launch a culture survey in order to improveworker satisfaction and productivity.

A graduate of Bryn Mawr College, Medearis is married to Richard Superfine, Taylor-WilliamsDistinguished Professor of Physics and Astronomy and Director of the Center for ComputerIntegrated Systems for Microscopy and Manipulation at the University of North Carolina at ChapelHill. They have two daughters, Molly Superfine T’13, and Clara Superfine.

Dorothy S. “Dottie” WilliamsAssociate Vice President, Duke Medicine Development and AlumniAffairs

Dottie Williams joined Duke Medicine Development in 2000 as AssistantVice Chancellor for Development. In 2004 she served as Interim ViceChancellor, with responsibility for all fund raising and operations. Underher leadership, Development achieved a record number of new gifts andpledges totaling $91 million. She also served as director for the 75th

Anniversary of Duke Medicine, including planning and implementing 12 major events andassisting 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 isresponsible for all Core Development fund raising efforts and personnel.

Prior to joining Duke Medicine Development, Williams spent four years as Executive Director forDevelopment and Alumni Affairs at the Wharton School, University of Pennsylvania, where she wasresponsible for the $425 million Campaign for Sustained Leadership. Her efforts led to thesuccessful completion of the $120 million Jon M. Huntsman Hall, made possible by a $40 millionunrestricted gift to the Wharton School. At Wharton, she managed and led strategy for solicitationof all $1 million-plus prospects and managed her own portfolio of potential donors and theschool’s leadership volunteers. From 1993-1997, she was Director of Development and MajorGifts at the Fuqua School of Business, Duke University, and from 1981-1993 she was Director ofDevelopment at Roanoke College.

Kara RaynorSenior Executive Director, Major Gifts

Kara Raynor has recently joined the Duke Medicine Development and Alumni Affairs team after overseeing Leadership Activities at Massachusetts General Hospital for the last 11 years as Senior Director of Development. Prior to her time at MGH, Raynor was Director of Major Gifts for New York Presbyterian Hospital-Weill Cornell Medical College. There Raynor supervised the majorgifts team during a $2B campaign. Prior to New York, Raynor was a Senior Major Gifts Officer at Rutgers College.

DEVELOPMENT

Associate Vice President Development & Alumni Affairs

Administrative Assistant

Executive Director Endowment & Gift

Planning

Staff Assistant

Development Associate

Senior Executive Director Major Gifts

Executive Director Foundation Relations &

Corporate Giving

Associate Director

Staff Specialist

Associate Director

Advancement Officer

Executive Director, Development, Dept. of

Medicine & Heart Center

Senior Major Gifts Officer

P\T Staff Assistant

Staff Assistant

Senior Major Gifts Officer

Director, Major Gift Programs

Director, Development, Eye Center

Development Associate

Major Gifts Officer

Major Gifts Officer

Major Gifts Officer

Staff Assistant

June 5, 2015