THOMAS JEFFERSON UNIVERSITY & HOSPITALS
PHILADELPHIA, PA WWW.TJU.EDU
ASSISTANT VICE PRESIDENT OF THE JEFFERSON FUND
THE SEARCH
A premier academic health center founded in 1824, Thomas Jefferson University and Thomas Jefferson
University Hospitals provide outstanding clinical care, superior education for tomorrow’s health care
providers, and opportunities for discoveries that can change the way diseases are managed. Thomas
Jefferson University and Hospitals (“Jefferson”) are redefining the delivery of healthcare, saving lives, and
improving the patient experience.
Under the innovative leadership of President and CEO Stephen Klasko, Executive Vice President of
External Relations & Strategic Development Charles Lewis, Senior Vice President and Chief Development &
Alumni Relations Officer Elizabeth Dale, and other leaders, Jefferson has created a new, institution-wide
strategic plan that builds on its historical integrity, reputation for quality, and potential for ground-breaking
partnerships. A key component of this plan is the yet-to-be-announced, historic-level campaign, focused on
supporting Jefferson’s continued transformation into the health sciences university of the future. The
campaign is slated to successfully conclude on the institution’s 200th anniversary in 2024.
As a member of the Office of Institutional Advancement’s Senior Management Team, the Assistant Vice
President of the Jefferson Fund will provide leadership and strategic management of Jefferson’s annual
giving programs, which include gifts from all constituencies (i.e., grateful patients, alumni, students,
volunteers, faculty, physicians, researchers, staff, parents, families, and friends). The AVP will have
primary responsibility for creating and implementing a comprehensive and integrated plan to maximize
annual fund contributions. To that end, the AVP will design, execute, and monitor state-of-the-art, datadriven strategies for cultivation, solicitation, and stewardship through multiple engagement channels, e.g.,
direct mail marketing, social media, electronic and web-based communication, and personal solicitation. In
addition, he or she will maintain a personal portfolio of top annual donors and create an enterprise-wide
employee giving campaign.
The ideal candidate for this role will be a dynamic fundraising professional with deep annual fund expertise,
ideally in an academic medical center environment. He or she will possess an in-depth knowledge of and
fluency of employing data-driven fundraising tools (e.g., quantitative and qualitative research) for effective
analysis, segmentation of data, and formulation of strategies based on these detailed analytics. The AVP
will possess the stature and interpersonal skills to meaningfully engage and support Jefferson’s diverse
constituencies in a way that generates excitement, facilitates action, deepens commitment, and increases
support. He or she will be a transparent, collaborative, and proactive team member who flourishes in a fastpaced workplace that strongly values creativity, cooperation, innovation, diversity, and entrepreneurial
perspectives.
Jefferson has retained Freeman Philanthropic Services, LLC to assist on this executive recruitment. Please
see the attached appendices and www.tju.edu for more information about Jefferson’s continuing tradition of
revolutionary medical care and education.
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ABOUT THE OFFICE OF INSTITUTIONAL ADVANCEMENT
In support of the “One Jefferson” reunification of Thomas Jefferson University and Thomas Jefferson
University Hospitals, the launch of the Blueprint for Strategic Action and the appointment of a new
president and CEO, Jefferson’s Office of Institutional Advancement has set its sights on becoming a worldclass, innovative, entrepreneurial and highly collaborative fundraising organization. Institutional
Advancement will be expanding and enhancing its internal infrastructure, creating multiple new initiatives
to rapidly build major and principal gift prospect pools, integrating data-driven processes into the fabric of
the organization and creating a supportive learning environment for the Office’s staff. Institutional
Advancement has begun to develop a multi-faceted business plan that will lead to launching the institution’s
largest comprehensive fundraising campaign. The campaign is slated to successfully conclude in 2024, in
celebration of the institution’s bicentennial.
Building upon a team of approximately 40 accomplished, committed, and results-driven staff members, it is
anticipated that the Office of Institutional Advancement staff will grow by nearly 200% in the next twenty
four to thirty months. The staff recently identified the values and qualities that characterize the Office’s
culture. These values include those found in the Jefferson’s Core Values (found later in this position
description). The Institutional Advancement team placed special emphasis on the following values and
qualities: collaboration, communication, collegiality, strong work ethic, accountability, entrepreneurial
spirit, and a team approach and donor centricity.
The Office of Institutional Advancement’s Senior Management Team (SMT), led by Senior Vice President
and Chief Development and Alumni Relations Officer, Elizabeth Dale, Ed.D., consists of the Office’s leaders
that oversee the major functional areas. Members of the SMT are actively engaged, both as a group and in
conversations among individual SMT members, in identifying Institutional Advancement’s strategic
priorities, developing and executing the plans to achieve and exceed established metrics and with a laserlike focus, to create a world-class fund raising organization.
The Office of Institutional Advancement operates under key four guiding principles:



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People first
Money matters
Performance counts
Time is the enemy
REPORTING & IMPORTANT RELATIONSHIPS
The Assistant Vice President of the Jefferson Fund will be part of the Senior Management Team of the
Office of Institutional Advancement, which is led by Senior Vice President and Chief Development & Alumni
Relations Officer, Elizabeth Dale. Reporting to the Vice President for Development & Chief Operating
Officer, Stephen Smith, the AVP will oversee and manage the Jefferson Fund operation (including the
Assistant Director of the Jefferson Fund).
He or she will have frequent interaction and coordinate closely with colleagues throughout Institutional
Advancement, as well as volunteer leaders, to ensure a coordinated, prospect-driven, and collaborative
approach to annual giving efforts and related communications. The AVP will also work with stakeholders
across campus to create and implement an employee, i.e. faculty and staff, campaign.
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KEY OPPORTUNITIES & RESPONSIBILITIES
The Assistant Vice President of the Jefferson Fund will be expected to contribute broadly to all aspects of the
fulfillment of Jefferson’s mission and growth. Jefferson seeks an exceptional fundraising leader with both
the capacity and the demonstrated track record to respond effectively to the following key opportunities and
challenges:
 Provide strategic leadership of Jefferson’s annual giving programs, with priorities including:
o Design of the annual strategic plan to achieve specific, measurable goals, e.g., dollars raised
(unrestricted and restricted), donor acquisition, upgrades and retention, participation
(comprehensive and by constituency), and average gift size;
o Creation and implementation of state-of-the-art strategies for cultivation, solicitation,
stewardship, and relationship management (e.g., social media, direct mail marketing,
electronic and web-based communication, and individual relationship management) based on
predictive modeling, marketing research, and national best practices;
o Further integration of all annual giving initiatives;
o Appreciate annual giving as the enabling component of successful campaign, major, and
planned giving programs and develop effective policies and procedures for activity
coordination with those areas;
o Provide transparent, easily accessed, and up-to-date annual giving information to
stakeholders and colleagues throughout Jefferson;
o Effective management of the Jefferson Fund operation and staff;
o Ensure that Jefferson is a leader among peers as measured externally in terms of
unrestricted dollars raised, percentage of grateful patient/alumni and faculty/staff
participation, donor retention and average gift size, and internally in terms of collaboration
across the institutions, clean data, ease of access to data, and timely and effective donor
stewardship;
 In collaboration with key campus stakeholders, conceive, design, implement and execute an
enterprise-wide employee annual giving campaign;
 Maintain a personal portfolio of top annual donors and conduct regular visits for the purpose of
cultivation, volunteer d
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IDEAL EXPERIENCE & QUALITIES
The ideal candidate will be a strategic, effective, and agile fundraising leader. The AVP will have the
intellectual stature and professional experience necessary to effectively meet the responsibilities listed in the
preceding section. Expected experience and personal qualities include:
 Fundraising professional with a proven track record (at least seven years) of progressive leadership
responsibilities, with concentrated annual giving experience, ideally for an academic medical center.
This includes:
o Entrepreneurial and strategic risk taker, who applies an innovative, cutting-edge approach
to engagement and fundraising strategies in order to generate excitement, create
momentum, facilitate action, deepen commitment, and increase support;
o Proven ability to achieve annual giving goals, including dollars raised, donor retention, and
participation;
o Solid understanding of social media and new technologies;
o Demonstrated experience in developing an annual giving strategic plan;
o In-depth understanding of effective marketing techniques for both broad and highly
segmented constituencies at all ages and life stages, from faculty/physicians and staff, to
current students to parents, from grateful patient and alumni non-donors to long-term
donors (including non-alumni/non-patient donors and trustees);
o Facility to effectively analyze and segment data and strategize based on detailed analytics.
 Poise and collaborative skills to engage, inspire, and support high-caliber leaders and volunteers,
esteemed faculty, physicians, researchers, grateful patients, donors, prospects, alumni, colleagues,
staff, and other internal and external constituencies;
 Strategic management and mentoring skills to help guide a results-oriented, cohesive annual giving
operation, while maintaining best practices, camaraderie, and shared accountability;
 Excellent communication skills, including:
o Facility to eloquently articulate Jefferson’s mission, programs, research, services, impact,
and goals to diverse constituencies;
o Active listening and translational abilities: the talent to elicit information from varied
sources and then render that disparate, complex information into a sound, well-organized
case for support;
o Understanding of current and emerging communication technologies, social media, and
trends;
o Impeccable writing and proofreading ability.
 Agile team members with the proven ability to multi-task, prioritize, and successfully execute in a
fast-paced, highly collaborative environment;
 Keen attention to detail;
 Critical thinking skills, political savvy, and emotional intelligence;
 Effective balance between optimism and pragmatism;
 Steadfast integrity and loyalty, seasoned with a sense of humor and perspective;
 Experience in the Philadelphia region helpful, but not required;
 Bachelor’s degree required, graduate degree strongly preferred.
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COMPENSATION
The compensation and benefits package will be competitive and commensurate with the selected candidate’s
background and experience. Relocation assistance to the Philadelphia region is available.
FREEMAN PHILANTHROPIC SERVICES, LLC
Jefferson has retained Freeman Philanthropic Services, LLC to assist on this recruitment. FPS is a national
leader in executive recruitment for the not-for-profit sector and brings a proven track record of recruiting top
talent to diverse institutions. Please visit FPS’ website for more information.
CONFIDENTIAL INQUIRIES & APPLICATIONS
Jefferson invites nominations and applications for the position of Assistant Vice President of the Jefferson
Fund. Please send confidential inquiries directly to Freeman Philanthropic Services, LLC via e-mail
JeffersonAnnual@glfreeman.com.
To be fully considered, applications must include: (1) an up-to-date resume; (2) a formal letter of interest
(addressed to Gail L. Freeman, President of FPS) that specifically cites the experiences that best prepare the
applicant for this role and why this particular opportunity at Jefferson is desired, and (3) a list of three
references. Additional materials and information will be requested during the search and interview process.
COMMITMENT TO DIVERSITY
Thomas Jefferson University has a long and proud history in contributing to the national healthcare
workforce. It aspires to create a diverse and inclusive environment, knowing that the creative energy and
innovative insights that result from diversity are vital for the intellectual rigor and social fabric of the
University and is requisite for a highly effective healthcare workforce of the future. As a scholarly
community, the University welcomes people of all racial, ethnic, cultural, socio-economic, national and
international backgrounds, diversity of thought, pedagogy, religion, age, sexual orientation, gender/gender
identity, political affiliation and disability.
As an employer, Jefferson maintains a commitment to provide equal access to employment. Jefferson values
diversity and encourages applications from women, members of minority groups, LGBTQ individuals,
disabled individuals, and veterans.
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APPENDICES
FUNDRAISING LEADERSHIP
PRESIDENT & CEO
In September 2013, Stephen K. Klasko, M.D., joined the Jefferson community as president and CEO of
Thomas Jefferson University and Thomas Jefferson University Hospitals System. President Klasko returns
to his hometown with more than 30 years of academic leadership experience and business management
expertise. He most recently served as dean of the Morsani College of Medicine at the University of South
Florida and CEO of USF Health. “I am truly honored to be leading one of
the finest academic health centers in the nation, with a rich medical
history and stellar reputation for academic excellence, innovative research
and compassionate patient care,” says President Klasko. “This is by far one
of the greatest opportunities to come along in a decade, to forge Thomas
Jefferson University, TJUH System and Jefferson University Physicians
into the model for healthcare revolution.”
President Klasko joined the University of South Florida as dean of the
College of Medicine and vice president of the USF Health Sciences Center (HSC) in 2004. He reorganized the
HSC as USF Health, including the colleges and the USF Physicians Group, and was named its CEO. While
at USF Health, Dr. Klasko was responsible for a series of program changes in medical education. He created
the SELECT (scholarly excellence, leadership education, collaborative training) Program, by which students
are chosen on quantitative emotional intelligence parameters, and reformed the medical education
curriculum, which is now based on the science, business, teamwork and communication skills needed for the
physicians of tomorrow. Dr. Klasko also created the USF Center for Advanced Medical Learning and
Simulation. Notably, NIH funding doubled under his leadership.
Prior to joining USF, Dr. Klasko served in a series of leadership positions at Drexel University College of
Medicine from 2000 to 2004, including dean of the College of Medicine, professor of ob-gyn and CEO of
Drexel University Physicians. He also served as president and CEO of the Lehigh Valley Physician Group
from 1996 to 1999. President Klasko received a bachelor of science degree in chemistry and biology from
Lehigh University; a doctor of medicine degree from Hahnemann University; and master of business
administration degree from the Wharton Executive Program of the University of Pennsylvania. He is board
certified in obstetrics and gynecology. See Dr. Klasko’s full biographical profile and home page:
http://leadership.jefferson.edu/about/.
EXECUTIVE
VICE
PRESIDENT,
EXTERNAL
RELATIONS & STRATEGIC DEVELOPMENT
Charles “Chuck” Lewis is the Executive Vice President, External Relations &
Strategic Development. He is responsible for partnerships, business development,
marketing, communications, public relations, creative services, social media, web,
community relations, call center, media relations, government relations and
philanthropy. He is the former Senior Vice President, External Affairs for Lehigh
Valley Health Network (LVHN) in Allentown, Pennsylvania.
Prior to LVHN, Mr. Lewis was the Vice President of St. Mary Medical Center Foundation in Langhorne,
Pennsylvania. He also directed his own consulting business, Charles G. Lewis & Associates, serving a
number of healthcare and non-profit clients throughout the United States.
See Chuck Lewis’ full
biographical profile on www.tju.edu.
Jefferson: Page 6
SENIOR VICE PRESIDENT, CHIEF DEVELOPMENT &
ALUMNI RELATIONS OFFICER
On February 24, 2014, Elizabeth Dale, Ed.D., joined the Jefferson’s Office of
Institutional Advancement as its new senior vice president and chief development
and alumni relations officer. "Elizabeth is an entrepreneurial, forward-thinking,
high energy, disciplined, enthusiastic and motivated problem solver who will
simply inspire the Jefferson family," said Charles G. Lewis, executive vice
president, external relations. "She will lead Jefferson’s philanthropic planning
process for a yet-to-be announced campaign which will culminate on our 200th
anniversary in 2024."
Dr. Dale joined Jefferson from Drexel University where she served as the senior vice president for
Institutional Advancement since 2006. Most recently, she conceived, launched and successfully completed
Drexel’s $400MM Dream It. Do It. Capital Campaign. This campaign began in FY2008 and was completed
13 months ahead of schedule; it raised $455MM — 14-percent over the goal. . Prior to Drexel, she was the
vice chancellor for advancement and founding executive director of the University of Massachusetts’
Amherst Foundation. She holds a doctoral degree in Educational Policy, Research and Administration from
UMass Amherst, and in 1999 was awarded an American Council on Education Fellowship.
ABOUT JEFFERSON
Thomas Jefferson University and Thomas Jefferson University Hospitals are partners in providing excellent
clinical and compassionate care to the community in the Delaware Valley region; educating the health
professionals of tomorrow in a variety of disciplines; and discovering new treatments and therapies that will
define the future of clinical care.
Founded in 1824 as Jefferson Medical College, Thomas Jefferson University also includes the Jefferson
Graduate School of Biomedical Sciences, Jefferson School of Health Professions, Jefferson School of Nursing,
Jefferson School of Pharmacy, and Jefferson School of Population Health. The University enrolls more than
3,700 future physicians, scientists and healthcare professionals.
Jefferson Medical College is one of the largest private medical colleges in the nation and is known for its
balanced and interprofessional approach to medical education. Approximately 1 in 4 medical school
applicants in the U.S. apply to our medical college. The Jefferson School of Population Health is the first
such designated school in the country. Our occupational therapy program, offered in the Jefferson School of
Health Professions, is ranked among the top ten in the nation by U.S. News & World Report, and the
Jefferson School of Nursing graduates regularly score among the highest in Pennsylvania on national
licensure and certification examinations. One hundred percent of graduates from the Jefferson School of
Pharmacy who took the licensure exam last year passed this demanding test.
As an academic medical center within a regional healthcare system, Thomas Jefferson University Hospital,
founded in 1825, is dedicated to excellence in patient care, patient safety and the highest quality healthcare
experience. It is one of only 18 hospitals in the country that is a Level 1Trauma Center and a federally
designated Regional Spinal Cord Injury Center. Jefferson’s Regional Spinal Cord Injury Center of the
Delaware Valley, in affiliation with Magee Rehabilitation Hospital, is designated as one of the nation's 14
Model Spinal Cord Injury Centers by the National Institute on Disability and Rehabilitation Research. Our
Kimmel Cancer Center is a National Cancer Institute (NCI)-designated clinical cancer center for excellence
in cancer care and research.
In 2013 Jefferson Hospital was named to U.S. News & World Report’s elite Honor Roll—a designation given
to the top one percent of hospitals nationwide. U.S. News & World Report also consistently ranks Thomas
Jefferson University Hospital among the nation's top hospitals for a number of specialties including cancer,
diabetes, digestive diseases, ear, nose and throat, endocrinology, geriatrics, gynecology, neurology,
neurosurgery, nephrology, orthopedics, rehabilitation medicine, respiratory disorders, and urology.
Jefferson: Page 7
Thomas Jefferson University Hospitals has 969 licensed acute care beds and provides the full range of
clinical care delivery—from primary through complex quaternary—both in inpatient and ambulatory
settings and in all specialties and subspecialties. Services are provided at five locations — Thomas Jefferson
University Hospital and Jefferson Hospital for Neuroscience in Center City Philadelphia; Methodist
Hospital in South Philadelphia; Jefferson at the Navy Yard, and Jefferson at Voorhees in Southern New
Jersey. Outpatient and community-based services are delivered through an extensive network of owned and
affiliated physician practices, satellite medical and surgical centers, outpatient laboratories and radiology
centers and retail pharmacies.
FY 2013 STATISTICS
Thomas Jefferson University Hospitals
 $135 million in community benefit
 969 licensed acute care beds
 7,000+ employees
 2,000 RNs
 800+ house staff
 1,000+ medical staff
 46,386 admissions
 118,590 ED visits
 17,657 inpatient surgeries
 475,031 outpatient visits
Thomas Jefferson University
 More than 3,700 students enrolled
 Over 1,000 full-time faculty
 5,000+ employees
 560,558 outpatient visits
 $88 million+ in public/private research funding
JEFFERSON TIMELINE
1824
1826
1846
1877
- Jefferson Medical College established
- First US studies in acupuncture therapy performed
- First surgical use of anesthesia in Philadelphia
- Thomas Jefferson University Hospital established (Jefferson is the 2nd medical school in the
country with a separate teaching hospital)
1891 - Jefferson Hospital Training School for Nurses (Jefferson School of Nursing) established
- Artificial larynx developed to activate speech using lips and tongue motion
1892 - Methodist Hospital established
1926 - Formal training of nurse anesthetists began
1930s - X-ray technicians training program established
1950 - REM sleep discovered
1953
- First successful open-heart operation conducted using heart-lung machine, developed by John
Gibbon, Jr., MD
1967 - College of Allied Health Sciences (later renamed College of Health Professions) established
1969 - College of Graduate Studies (Jefferson Graduate School of Biomedical Sciences) established
- Thomas Jefferson University established
1984 - Jefferson performs Delaware Valley’s first liver transplant
1985 - Innovative surgical approach to remove tumors from the skull base developed
- First map of brain stem of rats establishes location/amount of hormones regulating cardiovascular,
respiratory or gastrointestinal function
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1986
1987
1990
1991
1995
1996
2002
2003
2005
2006
2007
2008
2009
2010
2011
2012
2013
- Bodine Center for Cancer Treatment established
- Erythropoietin discovered and mass produced
- Researchers discover first gene defect that causes common arthritis
- Researchers identify defective gene causing aortic aneurysms
- NCI-designated Kimmel Cancer Center established
- Jefferson University Physicians established
- Methodist merges with Jefferson Hospital
- Farber Institute for Neurosciences established
- Jefferson Hospital for Neuroscience established
- Jefferson-Myrna Brind Center of Integrative Medicine established
- Dr. Robert and Dorothy Rector Clinical Skills and Simulation Center established
- Jefferson College of Health Professions transformed into Jefferson School of Nursing and Jefferson
School of Health Professions
- Dorrance H. Hamilton Building opened
- Dr. Robert and Dorothy Rector Clinical Skills and Simulation Center moves to Hamilton Building,
laying the foundation for interprofessional education in state-of-the art simulation labs
- First hospital in PA to implant Jarvik 2000 Heart Assist System
- One of only four US medical Centers implanting “neo-bladder” grown from a patient's own cells
- Jefferson School of Pharmacy opens
- Jefferson School of Population Health opens
- First in PA to offer a new device allowing spinal cord injury patients to breathe without a ventilator
- Hospital earns MAGNET® designation (less than 7% of hospitals nationwide earn this distinction)
- Jefferson drops anchor at Navy Yard
- Jefferson celebrates 120 years of teaching nurse leaders
- 901 Walnut opens to accommodate Jefferson expansion
- Jane and Leonard Korman Lung Center established
- Hospital earns MAGNET® re-designation
- Jefferson Hospital named to U.S. News & World Report’s 2013-14 Best Hospitals Honor Roll list
(less than one percent earn this distinction)
- Colon Cancer Vaccine undergoes clinical trials
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