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SEARCH SPECIFICATIONS Executive Director Lebanon Community Hospital Foundation Lebanon, Oregon Prepared By BRYANT GROUP Building Powerful Teams

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Page 1: Lebanon Specs final€¦ · Samaritan Health Services Lebanon Community Hospital Foundation Page 2 ... personalized, quality care to patients and promoting the good health of the

SEARCH SPECIFICATIONS

Executive Director Lebanon Community Hospital Foundation

Lebanon, Oregon

Prepared By

BRYANT GROUP

Building Powerful Teams

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Samaritan Health Services

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Samaritan Health Services

Executive Director, Lebanon Community Hospital Foundation Search Specifications

The Opportunity Lebanon Community Hospital Foundation is seeking an Executive Director to lead the hospital’s fundraising efforts. This position calls for an experienced fundraising professional who wants to make an impact in the local community, enjoys working with the Foundation board and has a passion for quality healthcare. Samaritan Health Services and the Lebanon Community Hospital Foundation have retained BRYANT GROUP to manage the search for the Executive Director, Lebanon Community Hospital Foundation. Samaritan Lebanon Community Hospital Samaritan Lebanon Community Hospital is a full-service, 25-bed critical access hospital serving the east Linn County communities of Lebanon, Sweet Home, Brownsville and smaller neighboring Oregon communities. The hospital was built in the late 1940s and early 1950s through an impressive community-based fundraising drive that raised more than $500,000 in a community of 2,500 at the time. https://lebanon-express.com/news/local/features/samaritan-lebanon-community-hospital-celebrates-years-of-service/article_38d1a672-db55-11e1-af4a-0019bb2963f4.html

The hospital opened on its current site in 1952. The facility has been modernized and remodeled in recent years, making the facility look and feel brand new. Recognized for a commitment to a healing environment, the hospital features a unique healing garden for patients, visitors and staff.

View from Lebanon Community Hospital infusion room

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Hoichi Kurisu, the internationally-known Japanese landscape artist, developed the gardens for Samaritan. “The garden’s ‘remedy in green’ and ‘infusion of serenity’ extend throughout the hospital,” Kendall H. Brown wrote of the hospital garden in his book Visionary Landscapes. Kurisu developed the hospital’s 11,000-square-foot garden in 2004, followed by a garden to the entrance to the Samaritan Health Sciences Campus, just across the street, in 2009. The Samaritan Health Sciences Campus features the Western University of Health Sciences (a local campus of the Pomona, California-based university), a Samaritan-owned hotel (the Boulder Falls Inn) and an additional one-acre Kurisu-designed garden.

The hospital’s staff is highly skilled in many fields of health care, from nursing to radiology to diabetes education to rehabilitation and therapy services. The staff is committed to providing personalized, quality care to patients and promoting the good health of the entire community.

As a not-for-profit hospital, the Hospital and Foundation are committed to building healthier communities together through community benefit activities based on meeting needs identified in community health assessments. Medical Services provided at Samaritan Lebanon Community Hospital include: Cardiac Rehabilitation Diabetes Care Emergency Care Nutrition Services

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Physical Rehabilitation Pulmonary Care & Rehabilitation Women’s Health Lebanon Community Hospital Foundation Created in 1999, the Lebanon Community Hospital Foundation in partnership with a generous community has enhanced nearly every aspect of the hospital and clinics in Lebanon, Sweet Home and Brownsville. The impact of giving to Lebanon Community Hospital Foundation includes:

• Emergency and Surgery expansion at Samaritan Lebanon Community Hospital • Establishment and upkeep of the famous Japanese-themed gardens for the community

and hospital patients and staff • Critical Care Unit expansion • Girod Birth Center suite and nursery expansion • Health Career and Training Center development for health education classes for

Samaritan staff and the community • Construction of the Emenhiser Center for oncology and infusion patients • Remodel of Sweet Home physical Rehabilitation and Sports Medicine

Current fundraising initiatives at the Lebanon Community Hospital Foundation include:

• Samaritan Treatment & Recovery Services Capital Campaign Raising $4 million to build a residential substance addiction treatment center to serve the region. This is a collaborative effort, involving the other two hospital foundations in Samaritan Health Services.

• Scholarships for health career students from east Linn County Including scholarships for students in medical school, nursing school and health career programs at Linn-Benton Community College

• State of the art equipment upgrades Including $10 million in purchases for hospital departments, clinics and Wiley Creek Community

Samaritan Health Services Samaritan Health Services is a not-for-profit network of hospitals, physician clinics and health services caring for the mid-Willamette Valley and central Oregon Coast. Each of Samaritan’s five hospitals can chronicle its caring service to the community. The history of the regional network that is today called Samaritan Health Services is now more than a decade old. Born of a community mission to provide exemplary healthcare and keep decision-making local, Lebanon’s Mid-Valley Health Care and Corvallis’ Samaritan, Inc. were the first to merge in 1977 to form the not-for-profit Samaritan Health Services. The merger reflected the belief that an integrated organization would serve their communities more effectively and efficiently.

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Two years later, they were joined by Albany’s FirstCare Health, which included a hospital, physicians’ group and outpatient services. By 2002 Samaritan expanded to include the central Oregon coast. Samaritan now operates hospitals in Lincoln City and Newport as part of long-term management contracts with the North Lincoln Health District in Lincoln City and the Pacific Communities Health District in Newport. Today the five Samaritan-affiliated hospitals – together with associated physician clinics and several health plans – continue to serve their local communities while working to “build healthier communities together.” The five hospitals that comprise Samaritan Heath are:

Good Samaritan Regional Medical Center Corvallis

Samaritan Albany General Hospital Albany

Samaritan North Lincoln Hospital Lincoln City

Samaritan Lebanon Community Hospital Lebanon

Samaritan Pacific Communities Hospital Newport

SHS serves 290,000 residents in Linn, Benton, Lincoln and portions of Polk and Marion counties. Mission, Vision, Values and Strategic Priorities Mission: Building Healthier Communities Together Vision: Serving Our Communities with PRIDE Values: Passion, Respect, Integrity, Dedication, Excellence Strategic Priorities:

• Quality and Service Excellence • Employee Engagement • Community Partnership • Sustainability

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Samaritan Health Services Facts Service area: 290,000 residents in Benton, Lincoln, Linn and portions of Marion and Polk counties Employees: 5,100 Projected annual revenue: $500 million Hospitals: 5 Primary care and specialty physician clinics: 80 Health plans: Medicare, Medicaid and employer group insurance plans serving more than 70,000 people Foundations: Raise on average $4 million annually from thousands of donors to support facility improvements, equipment purchases, scholarships for low-income patients and more Lebanon Community Hospital Facts

Founded:

July 20, 1952

President: Marty Cahill, MBA, FACHE

Medical Staff:

150

Licensed Beds:

25

Babies Delivered Annually:

350

Emergency Room Visits Annually:

21,000

Inpatient Admissions Annually:

1,262

Surgeries Annually:

2505

Governance: Hospital: Foundation:

Hospital – Mid-Valley Health Care: 13 members Foundation: 22

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Volunteer Services:

75+ volunteers

Assets:

$54.5 M

Operating Budget:

$127.7 M

Website: https://www.samhealth.org/find-a-location/s/samaritan-lebanon-community-hospital

SHS Foundations Fundraising Samaritan Health Services Foundations include the five system hospitals’ foundations, each separately incorporated entities. SHS and SHS Foundations provides central operating resources, including gift processing, database services, and human resources services. Each foundation’s fundraising programs consist of Annual Giving, Major Individual Giving, Planned Giving and Corporate and Foundation grants. The five foundation’s annual average fundraising totals are just over $4.2 million. The following charts reflect philanthropic support to the Lebanon Community Hospital Foundation and the SHS System in FY 2018:

SOURCE LCHF SHS SYSTEM Annual Giving $539,715 $2,043,333 Major Giving $233,988 $1,563,988 Planned Giving $44,026 $194,022 Grants $4,366 103,784 TOTAL $822,095 $3,906,127

Totals in 2017: LCHF: $544,659 SYSTEM: $3,296,894 Totals in 2016: LCHF: $801,838 SYSTEM: $4,300,663 Board of Trustees, Lebanon Community Hospital Foundation Debbie Paul, President Judge Richard Triska, Vice President Lori Hill, Secretary Steve Hanscam, CPA, Treasurer Bill Rauch, CPA, Trustee / Past President

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Joanne Nelson, Trustee / Past President Bob Adams, Trustee Linn Armstrong, Trustee Linda Bahrke, Trustee Maxine Bailey, RN, Trustee Al Barrios, Trustee Marda Blem, RN, Trustee Louise Crittenden, Trustee John Dinges, Trustee Charlie Eads, Trustee Jan Hull, Trustee Kristin Hyde, Trustee Judge Jessica Meyer, Trustee Mike Patterson, Trustee Aida Van den Bos, Trustee Brian Vandetta, Trustee Robert Wimmer, MD, Trustee Several of these are founding board members. Biographical Profiles

Doug Boysen, JD, MHA President & CEO Samaritan Health Services An Iowa native, Doug Boysen attended University of Northern Iowa where he received a bachelor’s degree in business administration. He continued his education at the University of Iowa, graduating with both a Master of Health Administration and a Juris Doctorate. He has maintained his connection to the University of Iowa by serving on the Alumni Board of Directors for the Master of Health Administration program. Upon graduation, Mr. Boysen worked for several years at a health law firm, as an associate in Milwaukee, Wisconsin. He then spent more than five years as Oregon. Mr. Boysen joined Samaritan Health Services in 2006 as vice president and general counsel, and in 2012 he was promoted to vice president general counsel and human resources. Mr. Boysen returned briefly to Wisconsin, spending a year as regional counsel for UnityPoint Health, a large regional health system with more than 30 hospitals and 30,000 employees. In June 2015, Mr. Boysen returned to Samaritan Health Services as executive vice president and chief administrative officer. He became president and CEO of Samaritan Health Services in early 2018.

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He has served as a guest lecturer at Oregon State University, Pacific University and Western University of Health Sciences, and as an adjunct faculty member at Oregon State University and Pacific University. Mr. Boysen is a member of the American College of Healthcare Executives and the American Health Lawyers Association. Mr. Boysen is an active member of the local community, volunteering with Willamette Neighborhood Housing Services, Center for Nonprofit Stewardship, Big Brothers Big Sisters and Trout Unlimited. He was also appointed in 2017 to the Corvallis Vision 2040 Implementation Group — ICAN (Imagine Corvallis Action Network Advisory Board). Mr. Boysen is married and has two children. He enjoys spending time with family, fly fishing, golfing, hiking, traveling and reading. Marty Cahill, MBA, FACHE President Lebanon Community Hospital A Massachusetts native, Mr. Cahill transferred to the University of Oregon as an undergraduate where he received a bachelor’s degree in sociology. He followed that with a Master of Business Administration with an emphasis in organizational behavior from Marylhurst University. Mr. Cahill has worked for Samaritan Health Services since 2007, when he was hired as the director of physician relations for the medical staff at all five Samaritan hospitals. He served as CEO of Samaritan North Lincoln Hospital from 2009 to 2015. In 2013, he was appointed COO of Samaritan Lebanon Community Hospital and assumed the role of its CEO in 2015. As CEO at Samaritan North Lincoln Hospital, Mr. Cahill played a major role in implementing needed programs, navigating the hospital team through personnel and system changes, working to keep the hospital and various clinics operating at a profitable margin, and showing an unwavering commitment to recruitment, retention and development of a highly skilled health care team. Mr. Cahill actively supported and helped to implement the hospitalist program at Samaritan North Lincoln Hospital. The hospitalist program was designed to help with the recruitment of new physicians to Lincoln City, improve the quality of inpatient care and provide relief to community-based providers. Mr. Cahill’s duties now include executive leadership of Lebanon Community Hospital and its associated primary and specialty physician clinics, the facilities on the Samaritan Health Sciences Campus, and all Samaritan Medical Supplies locations. He has led the expansion of the

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hospital’s Emergency, Surgery and Same Day Care departments and developed a new multi-discipline clinic and retail pharmacy facility, as well as the 84-room award-winning Best Western PREMIER Boulder Falls Inn and 1847 Bar and Grill, Boulder Falls Center conference facility and one-acre Japanese garden and pond on the Boulder Falls campus. He is currently working with Samaritan’s philanthropy team to raise funds to build a residential substance abuse treatment center in Lebanon near the hospital, to help address the growing issue of substance abuse in the Willamette Valley. At home, he enjoys spending time with his two children. Mr. Cahill is an experienced pilot and an avid golfer. Together, the family enjoys traveling, outdoor activities and living in Oregon’s beautiful Willamette Valley. Position Description

Executive Director Lebanon Community Hospital Foundation Lebanon, Oregon JOB SUMMARY/PURPOSE Manages the day-to-day operations and development efforts of the assigned hospital foundation, coordinating volunteer engagement with the foundation board, and partnering with the hospital CEO for engagement of the hospital board. Actively participates in a coordinated, system-wide initiatives-focused campaign for the benefit of SHS hospitals and system programs and facilities. Maintains a major gift portfolio of 80-120 donors and prospects and meets an annual goal for visits, proposals and philanthropic commitments. Partners with the Samaritan Foundations Central Operations team for coordinated annual and planned giving activities and for system-wide and local events. Coordinates the hospital CEO’s fundraising calendar with the CEO and administrative support to ensure visible involvement in development efforts. DEPARTMENT DESCRIPTION Team members of the Samaritan Health Services Foundations actively engage philanthropic partners in the mission of SHS, its five hospitals, and its many healthcare services. This team works with individuals, businesses, and foundations to encourage investment in the SHS vision of providing the highest standard of healthcare to enhance the patient experience and improve the health and well-being of the communities we serve. As active members in the Association for Healthcare Philanthropy, team members are dedicated to developing philanthropic relationships that are guided by the Donor Bill of Rights and managed with integrity and respect. TECHNICAL JOB COMPETENCY 1. Major/Planned Gifts:

a. Utilizing analytics provided by Central Operations, develops and implements a plan for identifying and cultivating top major gift prospects for local and system-wide initiatives.

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b. Identifies grant opportunities and works with hospital and central operations staff to coordinate and produce grants and maintain reporting upon receipt. c. Maintains working knowledge of planned giving methods and strategies, utilizing the Samaritan Foundation’s planned giving website and partnering with the planned giving consultant as needed. d. Manages a portfolio of 80-120 active donors and prospects, ensuring that moves are tracked in foundation/donor database with appropriate contact reports, proposal updates and stewardship plans. e. In collaboration with Foundation/executive leadership, establishes an annual plan of work that includes metrics for visits, proposals, commitments, dollars received, and activity. f. Successfully meets the individualized metrics in the annual plan. g. Documents all gifts at certain levels and all planned gifts with a signed gift agreement and creates a personalized stewardship plan for donors. h. Identifies potential system-wide donors and partners with Foundation/executive leadership, directors, and development officers to collaboratively cultivate, solicit and steward those donors.

2. Annual Gifts: a. Partners with central operations to produce annual solicitations focused on site and system-wide initiatives. b. Utilizes giving societies for stewardship and growth of annual giving donors (including written stewardship letters. c. Works with central operations and development officers to move leadership annual donors to major gift prospects.

3. Board Management: a. Serves as the staff leadership for the site foundation board, partnering to:

• Schedule and staff regular board meetings. • Provide informative educational opportunities for board members to be able to

work as “volunteer fundraisers.” • Encourage board leadership to participate in system-wide Joint Executive

Committee. • Engage board in development efforts to include fundraising and stewardship. • Identify board committees and staff committee meetings.

b. Cultivates, solicits, and stewards annual and leadership gifts from board members. c. Ensures board materials are produced and communicated in a timely and effective manner.

4. Serves as a representative of the organization in the hospital and local community including: a. Participation in the hospital CEO’s leadership team meetings. b. Availability for attendance at hospital board meetings when appropriate. c. Management of the hospital’s employee caring campaign. d. Involvement in community organizations.

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e. Representation of the hospital and foundation at community events and activities as identified in consultation with the CEO and Foundation/executive leadership.

5. Foundation management:

a. As applicable, oversees the physical foundation office. b. Manages annual allocations process, partnering with central operations and hospital colleagues. c. Oversees grant application and distribution process to hospital.

EXPERIENCE/EDUCATION/QUALIFICATIONS 1. Bachelor's degree required. Master’s degree preferred. 2. Five (5) years experience in a position of similar responsibility and complexity required. 3. Experience or training in fundraising concepts/principles, communications/public relations, problem-solving and budget management required. 4. Proven history of successful fundraising activity preferred. KNOWLEDGE/SKILLS/ABILITIES 1. Leadership - Inspires, motivates, and guides others toward accomplishing goals. Achieves desired results through effective people management. 2. Conflict resolution - Influences others to build consensus and gain cooperation. Proactively resolves conflicts in a positive and constructive manner. 3. Critical thinking – Identifies complex problems. Involves key parties, gathers pertinent data and considers various options in decision-making process. Develops, evaluates and implements effective solutions. 4. Communication and team building – Leads effectively with excellent verbal and written communication. Delegates and initiates/manages cross-functional teams and multi-disciplinary projects. Lebanon, Oregon

From a small timber town in the 1850s to a community today of nearly 16,000 (Linn county population is approximately 120,000) and growing, Lebanon is the perfect choice for businesses and organizations, from higher education to manufacturing.

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Located in the western foothills of the Cascade mountains, Lebanon is noted for its mild climate and proximity to some of the best skiing, kayaking, and fishing in the Pacific Northwest. Golfers play year around at the beautiful Mallard Creek Championship golf course. The natural beauty of the Willamette Valley, a growing economy and quality schools have positioned Lebanon for a bright future.

Education is very important to the citizens of Lebanon. Public education consists of seven elementary schools, one middle school and one high school. In addition, there are two private schools, one for grades K-8 and one for grades PK-12. Post-secondary education is offered at Linn Benton Community College, Oregon State University and Western University of Health Sciences. Citizens of Lebanon and surrounding communities are proud of the place they call home. This is a great place to raise a family and get involved to make an impact.

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Application Procedure To apply for the Executive Director, Lebanon Community Hospital Foundation opportunity, please submit your resume and cover letter in confidence to:

Sally Bryant DeChenne President and CEO, BRYANT GROUP

[email protected]

BRYANT GROUP is the industry leader in executive search for philanthropy. For more than 30 years, BRYANT GROUP professionals have focused on recruiting successful development and advancement professionals at the mid- and senior-executive levels for institutions of higher education, hospitals and medical centers, and other nonprofits nationally and internationally. The firm also offers talent development service and executive education and coaching to help our clients build powerful advancement teams.