Endowment Report Mailing dropped today!

Dear colleagues:

I am thrilled to share that over 3,200 personalized letters and endowment reports have been mailed today (November 13, 2013) to University benefactors. You may recall that in past years, these reports were mailed piecemeal throughout the fall semester (library collection reports were mailed in October, professorships in November, and scholarships in December). Moving forward:

  • All reports will be mailed at once (3,289 reports to over 2,604 donors this year)
  • Donors who have numerous endowments will receive all their reports in one envelope with a cover letter from Lou Nanni (745 reports to 291 donors this year)
  • Principal donors will receive special updates along with their endowment reports in a special package, again with a highly personalized note from Lou Nanni. (332 reports and updates to 101 donors this year)

These efficiencies have been achieved as a result of an official green belt project with the Office of Continuous Improvement and tremendous partnership with DIS and OIT. I want to thank Carleen Quinlan, Jim Reeves, Jay Rizzi, Donna Adams, Larry Helmsing, and Ron Rose (OIT) for their hard work and dedication! I also want to thank the entire stewardship team for their tireless efforts. Special appreciation goes to Mary Fisher, who is leading the green belt project, as well as Kris Machalleck and Libby Schleiffarth, who served on the greenbelt project team.

Future enhancements include linking all the individual endowment reports to the allocations in Advance. This should be operational within a few months. Here is a link to  an excel file containing all the donors who received reports. We grouped this by fundraiser for an easy review. If you need a copy of a report, please contact your stewardship partner as follows:


CFR: Sara Kassen

Central: Libby Schleiffarth

East: Mary Fisher

Gift Planning: Kris Machalleck

Midwest: Heather Moriconi

West: Beth Ferlic

VP Office: Katherine Lane


In Notre Dame.

Katherine Lane



Katherine Lane, MSA ‘00
Director of Stewardship Programs
Department of Development
University of Notre Dame
Eddy Street Commons at Notre Dame
1251 North Eddy Street, Suite 300
South Bend, IN  46617-1403
o:  574.631.9785
c:  574.261.0999
f:  574.631.8325
e:  katherine.lane@nd.edu



One thought on “Endowment Report Mailing dropped today!