Chief Development Officer – University Hospital Foundation
Established in 1962 and governed by a volunteer Board of Trustees, the University Hospital Foundation (the Foundation or UHF) has evolved into one of the most successful healthcare fundraising organizations in Canada, having achieved “high performer” status for the past five years through the Association for Healthcare Philanthropy’s (AHP) Performance Benchmarking Service and having achieved Imagine Canada certification. The Foundation values the opportunity to compare itself to its peers, and consistently seeks to improve efficiencies and impact.
With a mission of “advancing the health of Albertans by connecting generosity to support innovation and excellence at the University of Alberta Hospital, the Mazankowski Alberta Heart Institute and the Kaye Edmonton Clinic”, the Foundation strives to ensure that donations make the most significant impact possible and gives donors confidence that their donations are wisely spent through comprehensive, transparent financial reporting.
The University of Alberta Hospital site (Edmonton) is renowned for many areas of specialization which include central and northern Alberta’s only Level 1 trauma centre; world class brain and heart care programs; one of only two dedicated burn units in Canada; and Canada’s busiest multi-transplant program. Donor gifts to the University Hospital Foundation support advancements in patient care, fund innovative clinical research and education, and help purchase advanced medical technology that leads to faster and more accurate diagnosis and treatment.
The University Hospital Foundation works closely in partnership with the leadership teams at the University Hospital site, which includes the University of Alberta Hospital, the Mazankowski Alberta Heart Institute, and the Kaye Edmonton Clinic.
For further information on the University Hospital Foundation, please visit: www.GiveToUHF.ca
|Reports to:||President & CEO|
Director, Philanthropy; Director, Strategic Partnerships; Director, Festival & Community Relations; Director, Annual Giving; Manager of Prospect Management & Research; Professional Associate; Donor Engagement Specialist; and Events Coordinator.
Reporting to the President & CEO, the Chief Development Officer (CDO) serves as a key leadership team member and an active participant in making strategic decisions affecting the University Hospital Foundation. In partnership with the President & CEO, this position is responsible for revenue generation and community development activities and for establishing and implementing the infrastructure needed to increase revenue. Additionally, the CDO is responsible for all fundraising and development activities in the areas of major gifts, annual giving planned giving, capital campaigns, strategic partnerships, donor engagement, and special events, with special focus on the Festival of Trees.
The CDO builds partnerships with multiple stakeholders including individual donors, private industry, multiple levels of government and other external partners to seek investment to advance bench to bedside research and health innovation. Revenues may come in the form of donations, industry investment, government grants, corporate sponsorship and giving and venture philanthropy. When a public private partnership is secured, the CDO ensures that the intent of philanthropic dollars is leveraged and honored. As the organization develops impact, philanthropic methods will be developed to advance innovation and social change, including the introduction of venture philanthropy and profit for purpose opportunities. As venture philanthropy (or other) investments are introduced they will need to be well researched, negotiated and documented for the investor and the UHF. The CDO leads a range of funding competitions including but not limited to those that enhance the strategic and research needs of the health system. Compliance related to funding and investment commitments are managed through the VP Finance & Operations, therefore cooperation with the CDO will be necessary.
The CDO leads the entire philanthropy team and manages a robust fundraising program through the development and implementation of fund development plans, goals and measurements that align with the University Hospital Foundation’s mission and vision and helps to meet strategic priorities and current/future funding needs.
Another focus for the CDO is Community and Festival Relations. The Festival of Trees is a critical fundraising, friend-raising and community building activity of the Foundation that integrates volunteers to deliver a week of events and festival during the holiday season. In this aspect of the role, the CDO and his/her Director will work closely with the volunteer chair of the FOT, a broad group of festival volunteers and UHF staff in most areas of the organization. It is critical that the CDO and his/her Director build strong relationships with volunteers and staff and deliver a successful series of events. As part of our purpose-based work the CDO is also responsible for building community partnerships that will enable health system transformation.
Philanthropic Revenue Generation
- Build and increase support for the University Hospital Foundation through oversight and active participation in identifying, cultivating and stewarding relationships and connections that lead to major, capital campaign and/or planned gifts;
- Develop strategies to solicit and secure future major gifts, including prospect research, customized proposal writing, presentations and direct involvement in major gift solicitations;
- Manage a personal portfolio of UHF’s highest-level/most-promising major and principal gift prospects and donors, moving them through the stages of cultivation, solicitation, and stewardship;
- Interpret the interests of potential donors or stakeholders and translate them into attractive opportunities for investment in the UHF;
- In strategic partnership with the President & CEO and Executive Leadership Team, identify potential members for the Board of Trustees, create engagement and stewardship opportunities for members, educate members about their role in advancing a culture of philanthropy, cultivate and solicit members’ financial support, and leverage their respective networks to expand the donor base;
- Manage the operation of the Foundation’s pipeline management system including reporting and defined outcomes including the achievement of solicitation and revenue targets;
- Ensure comprehensive, timely, and innovative stewardship of donors, coordinating with colleagues throughout UHF and/or personally stewarding donors as needed. Elevate the importance of stewarding all gifts in ways that strengthen donor interest in, satisfaction with, and commitment to UHF;
- Translate the interests of potential donors or stakeholders into attractive opportunities for investment in the UHF;
- Creatively communicate the objectives of the Foundation both face-to-face and in writing to prospective donors; and
- Deliver on specific revenue targets related to a group of donors assigned to the role.
- Strategically seek investment from private industry, government and donors to form public private philanthropic partnerships that advance the clinical research and innovation priorities of Alberta Health Services;
- Promote the innovation capacity and expertise that exists at the University of Alberta Hospital site;
- Act as a liaison on opportunities and linkages between industry and researchers/clinicians; and
- Collaborate with stakeholders to maximize health outcomes of existing and future partnerships and collaborations.
Community Relations & Festival of Trees (FOT)
- Develop and align a long-term strategy for the FOT to financial goals; achieve and grow annual FOT goals; and
- Develop a strategy for the development of community relationships that may lead to revenue generation and brand recognition.
- Oversee the hiring, management, mentoring, training, and evaluation of an experienced, talented, and highly professional team that is well prepared to meet the ongoing opportunities and challenges of the Foundation;
- Inspire the team to achieve the Foundation’s vision of becoming the Canadian leader in healthcare philanthropy that ‘passionately engages the community’;
- Foster a strategic and creative approach to achieving the Foundation’s revenue goals;
- Illuminate a path to success for team members by establishing core competencies, key performance indicators and personal development goals; and
- Continue to build a culture of excellence through exemplifying performance excellence to continually develop individual and team capacity through coaching.
- Collaborate with colleagues on the Senior Executive Team to further the strategic priorities of the Foundation;
- Partner with leaders across the Foundation to increase cross-departmental collaboration to achieve strategic fundraising goals;
- Engage with the Foundation’s key stakeholders (i.e. Board, donors, site leadership, partners, volunteers, sponsors, etc.) capitalizing on opportunities for collaboration;
- Offer counsel and support to the President & CEO in developing the strategic agenda to raise the profile and the impact the Foundation has with key stakeholder groups;
- Elevate the position of the Foundation in the community. Develop and implement a comprehensive fund development plan which establishes clear goals and a budget for the Development team, plans for obtaining individual major and planned gifts, a strategy to increase affinity to the Foundation and corporate support; and
- Contribute to building and sustaining a culture of philanthropy that supports new program development and initiatives.
FIRST YEAR DELIVERABLES / MEASURES OF SUCCESS
Success in the first year will be determined by the candidate’s ability to:
- Build strong and trusted relationships across the stakeholder spectrum, but with particular focus on the Philanthropy team; create followership within the team and establish a sense of leadership stability;
- Contribute meaningfully to the development of a new strategic plan that will position the Foundation to disrupt their traditional fundraising model;
- Implement and operationalize a corporate partnership program;
- Prepare and deliver upon a comprehensive capital campaign;
- Establish, monitor and actively participate in the development of community partnership targets;
- Develop and implement a corporate giving program in addition to expanding all strategic partnerships;
- Interpret the results from the Festival of Trees strategic review and implement the revitalization of the event;
- Oversee and meet established revenue targets within the Development portfolio; and
- Finalize plans for, and operationalize, a Legacy Society in support of growth within Planned Giving.
The successful candidate will have the following:
- Undergraduate degree;
- Master’s degree is preferred; and
- Certified Fund Raising Executive (CFRE) designation.
- Minimum 10 years of leadership experience in progressively responsible fundraising work and/or stakeholder relations role with successful campaign fundraising in a hospital, health system, academic medical institution or higher education;
- A proven record of successful cultivation and solicitation of major gifts (five and six figure gifts);
- Minimum five years of experience leading a fund development team;
- Tangible experience of having expanded and cultivated existing donor relationships over time;
- Solid knowledge of ethical principles and best practices relating to fundraising, prospect research, donor relations and communications;
- Experience building relationships with government stakeholders, an understanding of government funding agencies and demonstrated impact;
- Previous experience and familiarity with Raiser’s Edge or equivalent donor database management systems and Microsoft Office suite;
- Keen understanding of budgeting processes and data management;
- Knowledge of Canada Revenue Agency, Federal and Provincial laws as they pertain to charitable work;
- Knowledge of fundraising best practices, writing and organizing a case for support and campaign planning and execution;
- Understanding of the clinical research and innovation ecosystem within Alberta Health Services and the province;
- Knowledge of the University of Alberta Hospital and/or the University of Alberta is considered an asset; and
- Association of Fundraising Professionals or Association of Healthcare Philanthropy membership is an asset.
Competencies and Attributes
- A motivated leader who demonstrates individual drive and an uncompromising desire to achieve exceptional results while exhibiting an outgoing, positive, group-win approach and a willingness to learn, teach and share;
- Strategic vision and thinking. Ability to position the organization for the future, looking beyond the present situation to conceptualize key trends and identify viable philanthropic opportunities. Embodies a creative thinking approach that inspires others to embrace an “imagine if” style;
- Flexible and adaptable style; a leader who can positively impact both strategic and tactical philanthropic initiatives;
- Promotes high-level cross-functional collaboration and establishes leadership credibility while influencing teams to achieve common goals;
- Possesses superior expertise in the use of available data, to interpret emerging trends, transfer knowledge to peer executives and implement, as appropriate, to enable continued achievement of the Foundation’s vision;
- Approaches challenging circumstances and relationships with confidence and initiative;
- Leverages strong business acumen/sensitivity, thinks holistically, and incorporates overall Foundation objectives in developing team strategy and decisions;
- Demonstrates leadership courage; appropriately challenges status quo and influences others;
- Operates with the highest standards of integrity and trust;
- Conveys a high degree of comfort in identifying, contacting and developing new major gift prospects;
- Possesses superior interpersonal skills;
- Successfully manages multiple competing priorities in a fast-paced environment;
- Demonstrates professionally maturity, resourcefulness and self-discipline in engaging in the pursuit of the Foundation’s goals;
- Develops and maintains cooperative, successful working relationships with staff, donors and volunteers through exceptional influencing, tact and diplomacy skills;
- Flexible and adaptable style; a leader who can positively impact both strategic and tactical fundraising initiatives;
- An engaged listener with outstanding written and verbal communication skills. Able to effectively express ideas and views through public speaking, presentations, reports, and professional correspondence;
- Exceptional people management, leadership skills, and the capacity to relate to people in a manner that wins confidence, builds trust and establishes support; and
- Strategic vision and thinking. Ability to position the organization for the future, looking beyond the present situation to conceptualize key trends and identify viable fundraising opportunities.
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