Estate Planning 101 Webinar

Dear Colleagues,

This Thursday, May 9 at 12:30 pm EST, the Office of Gift Planning will be hosting a complimentary webinar, Estate Planning 101, for Notre Dame benefactors.  Anthony McCormick, counsel with the Trust & Estate Planning practice at Perkins Coie LLP will be our special guest presenter.  An email promoting this event was sent on April 10, May 3 and a final on May 8 to ~27,000 benefactors to the University.  Registration is required for this event and a list of current registrants is available here.

For more information about this webinar, please contact Laura Snell Walker.

Annual Giving Announcements


As we continue to look towards bold new goals in unrestricted, donor count, and undergraduate alumni participation, we are excited to announce some structural changes within the Annual Giving team and announce open positions for which we are actively recruiting new talent:

  • Ashley Gerard, reporting to me, will lead our recently re-titled “Giving Society Advancement” team. This team will focus primarily on the recruitment of new giving society members through mass solicitation and direct fundraising, stewardship of $25k and $50k level donors (outside of PC/CC), planned giving marketing, matching gifts, and partnership with the field on new giving society member asks. Reporting to Ashley in this role are: Kasey O’Conner (Associate Director of Development), Brian Benedict (Associate Director of Development), Pablo Martinez (Associate Director of Development), Conor Montijo (Associate Director, Sorin Society), Sarah Carruthers (Associate Director, Law and Graduate Business Annual Giving), and Laura Snell (Associate Director, Badin Guild).
  • Kim Borza has been named Program Director, Athletics Annual Giving, and will report to Ashley Gerard. In this new role, Kim will continue to provide broad leadership and strategic vision for the Rockne Athletics Fund, with an enhanced focus on Athletic Director’s Circle and Jesse Harper Council members. Many of you have had the pleasure of working with Kim over the past 18 months as she as partnered with you to bring tremendous growth to the Rockne Athletics Fund while delivering a truly best-in-class stewardship experience to AD Circle members, all while launching our new premier level, the Jesse Harper Council. I am thrilled that Kim has agreed to take on this new leadership role as we continue to push for increased resources for our Fighting Irish coaches and student-athletes.
  • Lindahl Chase, Program Director, Sorin Society and Donor Experience, will report directly to me. Lindahl will be the lead on annual giving and giving society renewals and the execution of the membership experience for our giving society members in collaboration with the Donor Experience Team. The Donor Experience Team (Kristin Trosper, Darlean Vance, and Shannon Longo) continues to report to Lindahl.
  • Brandon Tabor, Director, Operations and Technology, will report directly to me. The Operations and Technology Team consists of Richard Kohler, Lori Rush, Lauren Brown, and Devon Aragona, and provides leadership for marketing execution, data quality, and new and emerging fundraising and engagement technologies.
  • The Director, Volunteer Leadership position, formerly held by Matt Gelchion, will report directly to me.

With these changes, we have the opportunity to recruit and welcome new talent to the Annual Giving Team. The following positions are (or soon will be) posted on Please let me or any member of our team know if you or someone you know of might have an interest in any of these new and important roles on our team:

Director, Volunteer Leadership (reporting to Brian Diss)
Assistant Director, Annual Giving (reporting to Lindahl Chase)
Associate Director, Athletics Annual Giving (reporting to Kim Borza)

Thank you for your continued collaboration and engagement. Please let me know if you have any questions. The Annual Giving team remains poised and excited to partner with you in FY19, FY20 and beyond!

Brian Diss

Mother’s Day Prayer Service

Please join the Notre Dame Alumni Association, students, staff, and faculty as we pray in honor of all mothers. We will pray the Rosary and offer submitted intentions.
Friday, May 10, 12:30-1:00 p.m. at the Grotto (Sacred Heart Crypt if inclement weather)
Dan Allen
Spirituality Program Director

New Financial Aid & Student Life AAD starts today

Hello again.

Today we welcome Matt Gelchion to his new role as AAD for Financial Aid & Student Life. Like all of our Academic Advancement Directors, Matt serves our fundraisers to help them hit their goals. In this role he will be working with fundraisers on proposals at the $1 million level and above.

Following the recent success of Notre Dame Day, Matt commented in an interview about how he viewed goals. He shared one measure of success, “Do we help more groups raise more funds and help them reach their goals?” This collaborative approach and focus on helping others hit their fundraising goals is one of many reasons we are confident that Matt is the right fit for this critical new role on our team.

Matt is based in the Eddy Street Commons office, next to the Storytelling & Engagement Team. You will also see Matt around Main Building as he gets to know better the units on campus that he serves.

You can connect with Matt by email and by phone at 1-6735.

Thank you,

Michael Loungo


Marty Harshman Transition to New Role

Dear Friends and Colleagues,

It is with mixed emotions that I inform you that Marty Harshman has accepted a new position with the University as Senior Advisor to the Executive Vice President.  Marty will serve alongside Shannon Cullinan as he begins his tenure as EVP, assisting with strategic University initiatives and acting as a liaison to Shannon’s greater leadership team.  We wish Marty much success as he begins his new role on May 20 and look forward to his continued partnership.
I would like to take a moment to offer heartfelt thanks to Marty for his outstanding leadership and commitment to our Development Team over the past six years.  We will definitely miss him as we strive to take our fundraising efforts to the next level.
Given the comprehensive Senior Director selection process we just completed, we are in a strong position to identify the new SRD for the Southern region.  Please be on the lookout for an announcement shortly.
As we move forward, I have utmost confidence in the team and eagerly anticipate the opportunities ahead as we work together to serve Notre Dame’s mission.
Best, Stu

Anne Overly to Lead Southern Region

Dear Friends and Colleagues,
I am excited to announce that Anne Overly has agreed to serve as the new Senior Director for the Southern Region.  Anne will begin transitioning to the role immediately as Marty Harshman moves to his new role on May 20.  Anne has been with the University for almost two years successfully serving benefactors in the Washington DC area.  She is a current member of the Burns Leadership Program and serves on the Frontline Leadership and ND Voice Committees.
Before coming to the University, Anne served as District Sales Manager at Pearson where she worked with sales representatives for Pearson’s Higher Education Math and Science lines in Chicago and Michigan. Prior to her management role, she was a Senior Publisher’s Representative and Regional Trainer for Pearson. She has additional sales and communications experience, working in the Chicago area with AstraZeneca Pharmaceuticals, The City of Lake Forest, Giant Step and Accenture.  Anne received her BA from Notre Dame in 1998, majoring in English and Communications (Film/Television).  Anne and her husband Scott have two sons, Emmett (6) and Andrew (4).
Please join me in congratulating Anne as she begins this important role on our Development team.
Best, Stu

Approvals complete in BEAT ….

Good afternoon,
Approvals are now complete in BEAT for President’s Cocktail Reception, Mass and Commencement Preferred Seating. For approved benefactors, we will deliver a packet containing all preferred tickets on Friday, May 10th. This will allow a week for you to either mail these to your benefactors or make arrangements for pick-up prior to Commencement. Please note each donor was sent a personal invitation from Fr. John I. Jenkins, C.S.C. for the President’s Cocktail Reception if you can encourage your donors to formally register by returning the RSVP card. This will help in the process of having them on the guest list and having name tags.
Last year many of you graciously let us know if your benefactors no longer needed the number of tickets originally requested. We ask that you PLEASE do so again this year, which would allow us to help additional benefactors.
While we regret that we are not able to approve all requests, please keep in mind that students can request as many general admission tickets as they need for Commencement and that Mass is full open seating. Please encourage your benefactors to arrive early and they should not have a problem with good seats for either of the events. Doors open at Purcell Pavilion for Mass at 3:30 p.m.on Saturday afternoon and the Stadium opens for Commencement at 8:00 a.m. on Sunday morning. 
On behalf of the Special Events team, thank you all for your partnership.

DocuSign Demo and Urban Swirl, Tuesday May 7th

On May 1, Advancement Services launched Phase I of DocuSign as part of the gift agreement process.  Phase I involves using DocuSign to collect University signatures on gift agreements. We will give a quick demo to show you the benefits of DocuSign, think efficiency and expediency!  We will talk through the minor changes to the gift agreement process and the minimal impact to the regions.  Everyone is welcome to attend Swirl & Learn (with Urban Swirl) on Tuesday, May 7th at 12:30 in the ESC Family Room to see what DocuSign can do. Stop by to learn about it, ask questions, and grab a treat!  We can’t wait to see you!”
Need to zoom in? Here’s the info:
Join Zoom Meeting

One tap mobile
+16465588656,,393801878# US (New York)
+16699006833,,393801878# US (San Jose)

Dial by your location
+1 646 558 8656 US (New York)
+1 669 900 6833 US (San Jose)
Meeting ID: 393 801 878
Find your local number:

Summer 2019 Professional Development Programs

The Summer 2019 Professional Development Programs will help you strengthen and build new skills to achieve your career potential. Topics include Communication, Diversity and Supervision.

If you’re looking for additional options that are flexible and work best with your schedule, you can take one of the many courses, view videos, and choose from a variety of books to read at available at no cost for Notre Dame faculty and staff.

Check out the lineup of Learning Programs and Series at our Learning and Organizational Development website or click on the calendar to the left to see what’s being offered by date.


Enrollment: to register for Learning Programs, log in to Endeavor.