The AADs have populated this spreadsheet (one tab per unit) to showcase the status of development-related events in the Academy through May 31st, 2020. If you have any questions related to a particular event, please reach out to the AAD.
We’ve set up a form to submit your frequently asked questions in an effort to provide clarity to our generous donors who are seeking answers about the University’s response to COVID-19 and other happenings on campus. Stu and the UR Leadership team will investigate your question and provide a University-approved response here on the University Relations blog.
Please use this link to submit your question. We will post questions and answers below as they become available.
I am receiving several donor inquiries about the University accepting Federal funding. Please provide information on the University’s decision process.
- We agree that the funds Congress allocated for small businesses should be used exclusively by them.
- While Notre Dame has yet to apply for any funds allocated separately for universities,we are open to doing so if the funds can be used to support needy families who want college educations for their children. They are among the hardest hit by the pandemic’s economic fallout. We will of course support them with the University’s own funds, as we always do. They are also in our prayers in these perilous times.
- Almost one-half (48 percent) of Notre Dame students receive financial assistance in the form of need-based scholarships that do not require repayment. The median amount per student is $38,000, about three-quarters the cost of tuition to Notre Dame.
- Student financial aid has been Notre Dame’s top funding priority for more than 30 years. Beyond fund-raising, one recent example of the efforts in this regard was putting savings generated by the University’s early retirement program last year toward student financial aid.
- While endowment spending is constrained legally by thousands of donor agreements, one-third of Notre Dame’s endowment earnings is expended on student financial aid.
- Congress has allocated $746 billion to small businesses to date, and $14 billion to all sectors of higher education, with guidance from the Department of Education to use the funds to respond to student and campus needs related to the crisis.
- While there has been some confusion on this point, the funds Congress allocated to higher education are completely separate from those allocated to small businesses, and any funds not used by higher education would not transfer to small businesses.
How does this year’s Admitted Class profile compare to previous years?
The following is a link to Don Bishop’s annual interview with The Observer in which he gives an overview and profile of the admitted class of 2024.
Are any faculty members doing research on COVID-19 that we could share?
University of Notre Dame faculty members in both the College of Science and College of Engineering are working on all aspects of COVID-19 research, from diagnostic testing for infection, to vaccine identification and development, therapeutic drug development, community-wide measurements of infection, transmission modeling and mapping, and the social media and societal response to this pandemic. Each of the scholars listed below are among the top faculty researchers at the University; put another way, our best and brightest faculty have stepped up and are doing all they can to help in this time of need. Please see below for more details:
Norm Dovichi (Chemistry and Biochemistry), Matt Champion (Chemistry and Biochemistry), and Kyle Bibby (Civil Engineering) are all monitoring COVID-19 in the Mishawaka regional sewage system as a community-wide measure of infection. Measuring the amounts of COVID-19 in sewage systems allows for a better understanding of disease spread within a community and also could be a predictor of outbreaks to come. The easy way to look at their work is that one test of sewage potentially shows the amount of COVID among thousands of people, versus the 1:1 testing of individuals. It could also alert a community to a possible outbreak as the COVID starts to show up in feces prior to symptom onset and subsequent hospitalization and testing.
Chia Chang (Chemical and Biomolecular Engineering) and his team are working on a rapid pretreatment technology that can reduce the false negative rates of COVID diagnostics, which is estimated to be as high as 30% with the current tests. Their technology isolates the viruses from the other debris in the sample that reduces the sensitivity of the detection. Their technology works fast, about 15 minutes, and it works well with any downstream diagnostic platform. The usual time for the diagnostic part is 1 hour. While the most mature technology is for sample preparation, they are also working on direct testing technology.
Shariar Mobashary (Chemistry and Biochemistry) and his team are going after everything that this virus has. The 29 genes produce both enzymes critical for the viral lifestyle as well as proteins that serve the structural functions (how the virus is assembled). The structural genes will be useful for vaccine development. Brian Baker is interested in that aspect, see below. For them, the enzymes will be targets of drug discovery.
Brian Baker (Chemistry and Biochemistry) is working on viral immunology and potential therapeutic SARS-CoV2 therapeutic vaccines. Right now he and his team are identifying potential sites in the various SARS-Cov2 structural proteins that are likely to elicit strong antiviral immune responses, with an emphasis on identifying those that are resistant to viral “escape” as it mutates (which it is, albeit slowly). This is currently being done computationally, and we are using our network of various collaborators to find mouse and then other non-human models to test immunogenicity.
Alex Perkins (Biological Sciences) works on predictive modeling of disease transmission and spread, transmission dynamics and mapping. The goal of his research is to attain a predictive understanding of where and when this disease occurs, what the impact of interventions will be in curtailing its burden, and how the distribution of the disease and the response to interventions will change over time as a result of changes in its underlying drivers
Society’s Reaction to the Pandemic
Nitesh Chawla (Computer Science and Engineering) is collecting social and digital media data as it relates to society’s reaction to news and data on progression of the pandemic. Not sure where the data will take him, but he is excited to find out.
How will students retrieve their belongings?
The following is a link to the letter that Erin Hoffman Harding sent on 3/31, plus below is an excerpt from that letter.
With the State of Indiana under a stay-at-home order until at least April 7, many states under similar or more stringent regulations, and the Centers for Disease Control and Prevention recommending against any large gatherings well into May, we realize and truly regret that move-out options will be less than ideal for students and families.
Within these constraints, we have worked hard to prepare options that will provide opportunity for travel planning and consideration for unique circumstances. Thank you for your patience.
- As you know, the residence halls are currently closed. To honor public health guidelines, please do not return until instructed.
- We will offer students the opportunity to sign up in advance for a move-out appointment in the Home Under the Dome system.
- The quantity of move-out appointments available each day will be based on public health guidelines and limited accordingly. We will offer as many appointments as we can as quickly as possible while honoring relevant recommendations about crowds.
- Based on current information, we anticipate the earliest move-out appointments might take place in late May. May move-out appointments, if feasible, would limit the numbers of individuals returning to campus each day.
- We anticipate some students, potentially international students, may be unable to return to campus to retrieve their things. In these limited situations, students or families could select an approved packing service.
- Packing services would occur after the move-out appointments.
- The Office of Student Enrichment is available to assist students for whom a return trip to campus might present a particular financial hardship.
- The Office of Residential Life will be in touch with further details, and you can direct any questions to email@example.com.
Please note that teams from Student Affairs, Building Services, and Maintenance are in the process of emptying and unplugging refrigerators, securing windows, and attending to other maintenance matters to ensure student belongings remain safe until they can be retrieved.
How is Admissions handling the recruitment of admitted students given the fact that yield events on campus have been cancelled?
Admissions has been communicating more extensively with admitted students online. They are sending out a weekly newsletter and have organized three informational webcasts to date (4/2/20).
- March 23 Newsletter: https://admissions.nd.edu/visit-engage/stories-news/weekly-update-3-23-20/
- March 30 Newsletter: https://admissions.nd.edu/visit-engage/stories-news/weekly-update-for-admitted-students-and-families-3-30-20/
- March 24 Webcast: Admitted Students and Parents Q&A with Don Bishop and Christy Pratt
- March 25 Webcast: Student Life and Community Panel with three ND undergrads
- March 31 Webcast: Engaging in Career Development with Ryan Willerton
How is Gateway student recruitment being addressed given the cancellation of on campus Gateway visits?
Admissions will be hosting a couple of online panels and other points of contact for the gateway group.
The panel layout is to offer a Welcome from ND (Erin Camilleri. in our office) and Mike Griffin (EVP at HC) for the first ten minutes and then we’ll pivot to the students (current and previous Gateways) to share their experiences. We will then field questions for the next 30 minutes. We plan to cover :
- Academics at ND versus HC
- How to get involved on both campuses
- How to understand why they were offered Gateway and what is the spirit of the Gateway Program
- How was the transition to ND for the upperclassmen
The students were all sent invitations, so they should easily be able to register. Additionally, all of the students have already been connected with current Gateways and prospective parents have been connecting with other previous Gateway parents.
Would the University consider extending funds raised in the student relief fund to help the families of students in need whose parents have had a loss of employment and other financial difficulties due to Coronavirus (outside of financial aid for tuition and room and board)?
The purpose of the Student Emergency Relief Fund is to solely provide financial aid for students whose lives have been upended by this health and economic crisis. The University does not want a single student to withdraw from Notre Dame because of financial duress or to put an undue burden on their families to ensure their child graduates.
What is the timing on the refund for prorated housing and meal plans?
The Office of Student Accounts will be communicating with students on the prorated refunds by the end of next week (w/o 4/6). Scott Clyde shared that the refund process is not as straightforward as one would think. It is a very detailed process due to the numerous variables that need to be considered with how each student pays for these expenses — ranging from students/families paying the full bill to zero (which are easy) to everything in between (think almost but not quite full need students, study abroad unique amounts, merit awards that cover some of these costs, other outside funds that cover some, athletes, etc.).
The NCAA just passed a resolution today 3/30 that approved another year of eligibility for all spring sport athletes due to the cancellation of all spring sports. Will Jack Swarbrick be able to share an analysis of how this will impact the total cost of athletic grants-in-aid for the 2020-21 academic year for the students who choose to participate in their sport for another year?
While the NCAA passed this resolution to grant another year of eligibility for spring sport athletes, they also left the decision to pursue and implement this policy up to the individual universities/colleges. As such, Jack is using this week to work through his recommendation with Father John and will report out to our coaching staffs likely by week’s end or early next week. At that time, and based on that decision, the discussion around future costs and the impact to the scholarship bill can be analyzed.
Will the football season be affected?
There have been no decisions made yet as to the football season. We are proceeding as planned for now and will continue to monitor the national climate for making any changes.
I brought up the question in this morning’s Sport mtg regarding the potential for an abbreviated offering a Notre Dame Day-style celebration for our alumni, friends, and family. This could serve our constituents, in light of the postponed official ND Day events, to celebrate our ND family using some material from last year’s ND Day, messages from our leadership, visit the Grotto for a virtual group prayer. It could be a short program of 60-90 minutes of pre-recorded vignettes similar to the Elton John concert that took place last evening on tv. Just thinking of a way to bring “campus”‘ into homes through a YouTube livestream.
The Storytelling Team continues to explore ways to effectively connect donors to campus and has worked with University partners to reach out to the Notre Dame family through the use of technology. With the postponement of ND Day, we are aware that we lost a special day to communicate all that is unique and inspirational about the Notre Dame family. Jim and his team appreciate the recommendation and plan to review this and several other options after Easter. Once plans are confirmed, we will notify the team. In the meantime, please continue to use the stories and resources contained in the Alumni Association’s weekly email update.
Will students have the option to receive a Pass/Fail grade for spring semester courses? What if it is a course for their major?
The following is an excerpt from Provost Burish’s letter to students on COVID-19 issues sent on March 27.
Changes to Undergraduate Student Grading for the Spring 2020 Semester. This semester undergraduate students will have the opportunity to view their final course grades at the end of the semester, and then choose whether to accept their letter grades or elect a pass/no credit option. Those receiving a letter grade of A through D can choose to receive a pass (P); those receiving an F grade can choose to receive a no credit (NC). Pass and no-credit grades will have no effect on a student’s grade point average. Undergraduates may make this choice for any or all of their courses. The Registrar will provide in the near future administrative instructions for choosing the pass/no credit option. This grading option does not apply to courses completed prior to spring break.
What is the status of summer sessions?
The status of summer session has not been confirmed as of 3/30/20. You should expect an announcement sometime in the next few weeks.
If commencement is postponed, is there a chance a virtual commencement will take its place? Or would the primary option be to gather on campus for regular commencement activities at a later date?
In a letter today (3/30/20) to the Class of 2020, University of Notre Dame President Rev. John I. Jenkins, C.S.C., announced that the University Commencement Ceremony on May 17 will be held online rather than in Notre Dame Stadium, and that an on-campus celebration has been scheduled for the spring of 2021.
In order to ensure that the graduates’ degrees are conferred and certified in May for the purposes of employment or further studies, Notre Dame will live-stream a ceremony May 17. The commencement speaker, His All-Holiness Bartholomew, Orthodox Archbishop of Constantinople-New Rome and Ecumenical Patriarch, and others will be asked to record remarks for the graduates.
After speaking with Class of 2020 officers, Father Jenkins also announced that the University plans to bring this year’s graduates back to campus on Memorial Day weekend 2021 to, in his words, “spend time with your friends, classmates, faculty and others who have been part of your Notre Dame experience … and celebrate your accomplishments.” Details will be announced in coming months.
The University’s existing policy on payments/reimbursements for travel cancellations remains in effect, with one policy exception noted below due to the unusual circumstances of COVID-19.
Per existing policy, travelers who have purchased tickets or incurred expenses for travel events which are subsequently canceled are encouraged to rebook unused airfare and cancel lodging reservations and conference bookings, whenever possible. Credits from canceled flights booked through TravelND (Anthony Travel or the Concur Booking Tool) will be tracked by the University.
If an individual paid for a flight personally that was subsequently canceled due to COVID-19, reimbursement can be requested even though the flight was not taken. This policy departure is allowed for COVID-19 related cancellations with the understanding that the airline ticket will be reused for University purposes in the future. The employee and/or their department will be responsible for keeping track of the unused flight ticket and ensuring it is used at a later point in time for University purposes.
To request reimbursement for canceled travel, the traveler will file an expense report and document that the flight/conference/trip was canceled due to COVID-19 and therefore the ticket could not be used. Please fully document the issue and utilize the activity code 11019 “COVID-19 Related Costs”, which the University has established for tracking purposes.
Once the ticket credit is finally used, the employee will include the previous reimbursement when documenting the “full trip” on the future trip expense report. Any change fees associated with rebooked flights will be reimbursed, regardless of booking method.
Any remaining out of pocket expenses incurred for travel cancellations will be reimbursed at the discretion of the department. Please be sure to use activity code 11019 “COVID-19 Related Costs”, when applicable.
Note that refunds received by a traveler (in the form of credits issued or cash reimbursements) for other University prepaid travel items (e.g., conference fees), whether paid by the University directly to the vendor or via reimbursement to the employee, are to be repaid to the University when received by the traveler. If this step is not followed, the budget unit may incur double costs and the traveler receives double reimbursement.
Greetings from the Office of Student Employment!
As we continue to work through next steps related to the University’s COVID-19 response, we want to take this opportunity to address our student workers. These students provide important services to our offices, and their compensation is often integral to how they pay for their Notre Dame education.
With that in mind, we are encouraging all departments to make remote work available, if possible, for current student workers. This will not be possible in all cases, but we ask for your creativity in trying to make this option available.
Our current policy for student workers is as follows:
- No undergraduate students may work on campus.
- No undergraduate students will be allowed on campus to perform research. Department chairs/PIs should make efforts to reformat the research to be done remotely, if possible.
- Undergraduate students who were not employed prior to spring break are not eligible to begin new work (this is consistent with HR policies around the hiring freeze as well as the practical issue of processing I-9’s).
- Undergraduate students can work remotely if a department has a need for the work and the student chooses to work.
- The employing department will be responsible for paying the students’ wages, per usual practice.
- Student workers are responsible for entering their hours in Ultratime and supervisors must verify the accuracy of the entered hours. If a student worker does not have online access to Ultratime, this access can be established by contacting Payroll Services at firstname.lastname@example.org or 631-7575.
- Non-Notre Dame undergraduate students are either temp or part-time employees and must follow guidance from HR.
- Research Assistants should continue to work on their projects and continue to be paid. There are many activities that can continue if physical access to labs is not possible, including manuscript writing, data analysis, etc. Students should be in contact with their faculty/Principal Investigators for guidance.
- Teaching assistants should be teaching via distance and should continue to be paid.
- Graduate students on fellowship/stipend will continue to receive their stipend.
- Graduate students with hourly jobs can work remotely if a department has the need for the work and the student chooses to work.
There will be situations where remote work is possible but the student decides not to continue working, we ask that you let the Student Employment office know of these “vacancies”. Because there may be situations when a student wants to work and needs the resources to support themselves, but cannot because the job they previously performed cannot be performed remotely. In these situations we’ll encourage them to find another “vacant” student job.
If the student finds themselves in the situation where:
- their existing student job is unable to be completed remotely, and
- they cannot find another “vacant” student job,
then the student can reach out to the Office of Student Employment at email@example.com to see if they might qualify for wage replacement. Consideration for wage replacement will be given to students who have a demonstrated pattern of work and who demonstrate a certain level of financial need.
The above policies were developed jointly with representatives from the Enrollment Division, Student Affairs, Finance Division, Human Resources, Graduate School, ND Research and General Counsel. This policy will be noted on the coronavirus.nd.edu site and will be communicated to Undergraduate and Graduate students via a newsletter from the Division of Student Affairs.
For questions regarding these policies, please reach out to one of the following individuals:
Yolanda Teamor, Senior Assistant Director of Financial Aid
firstname.lastname@example.org or 631-5119
Jason Little, Associate Controller
email@example.com or 631-3579
We hope this information allows you to move forward with your decisions on student employment. Please note this email will also be sent to Business Managers and Student Worker Supervisors; however, please forward as appropriate.
It is with mixed emotions I share that Andrew Whittington will be leaving the Annual Giving team to take a new role within the University as a Program Director with the Center for University Advising – an initiative here at ND dedicated to accompanying and forming our students as they grow into fuller versions of themselves.
During Andrew’s time in Development, he has been an incredible partner and leader in growing the ND Loyal volunteer program. We will certainly miss Andrew, but know he will bring his professionalism, integrity, and commitment to excellence to this new role and continue to serve and better the University.
Andrew’s last day is this Friday – please join me in congratulating Andrew!
During these times of remote work and social distancing, it can be hard to maintain a sense of community and connection to one another. We want to remind you that the 5-9 platform is a great tool for virtually engaging with one another. Whether you want to organize a digital event, such as an informational webinar or a video-chat coffee, or want to post and discuss articles you’ve found helpful, such as tips for working from home or keeping young kids occupied, 5-9 is a great resource to explore and share. For example, feel free to add your dog/pet pictures to this thread! If you need help setting up your account or have any questions, please feel free to reach out to Grace Prosniewski.
Dear Campus Community,
We know these are unprecedented times in our history, requiring us to respond in new ways in how we teach and offer campus services. As we adapt, we must ensure that departments, faculty and staff have the resources they need for success, while also ensuring good stewardship and appropriate business practices.
To that end, following are a few general reminders (please see below for specific guidance for faculty related to remote teaching):
- buyND is the preferred purchasing platform for Notre Dame needs, and items can still be ordered through buyND, which can be accessed through https://buy.nd.edu/. For more information on using buyND please view the buyND User Guide.
- Our strategic and preferred suppliers are, in most cases, able to deliver your goods within one to two days.
- Purchasing items through purchase order, the use of procurement cards or through OIT or our campus bookstore as direct FOAPAL charges is preferred to the use of a personal credit card. If items purchased through a personal credit card are deemed to not have a clear and reasonable business purpose, reimbursement will be denied.
- Home delivery of items is typically not allowed. However, we realize these are unprecedented times. For this reason, approved purchases can be delivered to your normal office location or directly to your home. Alternate delivery to a location other than your normal campus location must be arranged by directly communicating with the carrier for the parcel at the moment of placing the order. If you need assistance please contact the Procurement Services Helpdesk.
- Coordinating technology purchases through OIT or the campus bookstore ensures that equipment meets the University’s standards for security and capability.
- Purchases of home office equipment, printers and ink, and related office supplies are typically not allowed. However, we understand these are rare circumstances and certain items can be obtained with approval of the Dean/Vice President or their designee for your college or school. It is recommended that faculty and staff bring their devices from their offices on campus or use the multi-function devices on campus.
- There is no reimbursement of home internet or cell phone expense.
- Please do not buy supplies such as masks, gloves and sanitizers that are in critical supply, unless they are a core requirement of performing your duties (i.e. gloves and masks for use in research and cleaning supplies used by custodial staff are allowed).
- Please call the Procurement helpdesk at 574-631-4289, or contact anyone on the Procurement team. View contacts at: https://buy.nd.edu/contact/.
- Practice good stewardship of University resources by purchasing items that are a core need of your business purpose.
In a time of so much uncertainty, prudent stewardship of our resources is of high importance. We thank you in advance for your support of good business practice. Should you need assistance in acquiring items, Procurement Services is ready to help you.
Professional Development: Ask a Recruiter! Hosted by your Friendly Neighborhood Talent Acquisition Team, next week we will have two LIVE 30-minute Q&A sessions about all those questions you may have about resume writing, talking to managers (your current one or reaching out to a hiring manager), figuring out if you are qualified for a role, answering interview questions, and more! You can submit a question or two in sign-up sheet, or ask during the session. (Or both.) If the feedback is good and demand high, we’ll continue these sessions over the next few weeks.Each session is limited to 20 participants, so be sure to grab your spot using this link now!
Are you a Hiring Manager? We’ve created special Ask A Recruiter! – Hiring Manager Edition sessions just for you! Offered two days next week, same format (30 minute LIVE Q&A, 20 participants max), we’ll help answer your questions about interview situations that you want to create – or avoid. Use this link to sign up today – learn from the direct experience of Talent Acquisition and your peers in this (hopefully) fun & fast-paced format. If you find it valuable, we have a list of additional topics we can cover over the next few weeks.
Academic Advancement and Annual Planning:
Especially as we begin Annual Planning, please know that we have a full Academic Advancement team in full service. Individual team members will continue to operate as usual, and do so remotely. Our team can be a valuable resource as you build out your plans for the coming fiscal year, and also close out this year as strong as possible.
We are available via phone call, email, text, or Zoom meetings. Below is a directory of our team, sorted by the areas we serve, and including our email addresses and cell phone numbers.
- Arts and Letters – Maria Di Pasquale: firstname.lastname@example.org, (626) 241-3042
- College of Engineering – Jeff Arnold: email@example.com, (574) 210-4940
- College of Science – Allison Slabaugh: A.Slabaugh@nd.edu, (314) 910-9029
- Financial Aid and Student Life – Matt Gelchion: firstname.lastname@example.org, (201) 988-2516
- IDEA Center and Office of Research – Karen Deak: email@example.com, (314) 971-5336
- Keough School of Global Affairs – Jay McAllister: firstname.lastname@example.org, (412) 855-7861
- Law School – Kate Mueller – Kate.Mueller@nd.edu, (574) 339-6073
- Mendoza College of Business – Natalie Sargent: email@example.com, (513) 885-6287
- Museum of Art, School of Architecture, Debartolo Performing Arts Center – Michael Loungo: firstname.lastname@example.org, (646) 872 9081
- Notre Dame International – Michael Loungo: email@example.com, (646) 872 9081
For general questions or if you need help discerning who to contact, reach out to Kelly Courington at firstname.lastname@example.org or 708-254-5607.
Given that at calendar year-end Gift Planning employs a “skeleton crew” approach, Gift Planning is uniquely positioned to transition to a remote work environment with minimal disruption.
All gift planning members are expected to retrieve his/her voicemail messages and monitor his/her email regularly during any period of remote work.
GPOs will be expected to utilize laptops and cell phones to function as normal. GPOs will continue to take responsibility for the gifts he/she is working on both in engaging with the regional directors and benefactors and processing gifts that come in during this period.
Region directors will continue to work directly with the GPO and per usual, may reach out to Rich Naponelli with any questions and/or issues including gift acceptance requests.
Development Coordinators will be expected to utilize laptops, be generally available during this time, and proactively engage with his/her GPO as would be the case in the office. We plan to utilize Google chat, text messages, Zoom meetings, conference calls, and emails to mimic the office environment. Over the last 2 years, we have continued to migrate many of our manual processes online so that most if not all processes may be completed without the need to physically transfer paperwork.
Rich Naponelli • 815-236-0550 (c) • email@example.com
Patrick Brennan • 574-850-6972 (c) • firstname.lastname@example.org
Chris DeTrempe • 574-387-0308 (c) • email@example.com
TJ Pillari • 574-210-1553 (c) • firstname.lastname@example.org
Jessica Brice • 574-276-9154 (c) • email@example.com
Jennifer Koebel • JenKoebel@nd.edu
Carolyn Lax • firstname.lastname@example.org
Maureen Daday • email@example.com
Anne Wieber • firstname.lastname@example.org
RaeLee Rea • email@example.com
All team meetings may be conducted via Zoom or conference calls.
Letters and Other Mailings
Gift Planning tends to be more paper-intensive than other groups. We are developing a process to allow us to continue to mail physical copies of certain materials. Letters and other mailings that cannot be sent via email or otherwise postposed may be completed by the DC using the GPOs electronic signature. We have developed a Word version of Gift Planning’s letterhead which we can utilize with e-signatures to produce letters without the need to physically sign.
Incoming mail poses a unique problem. However, for any extended period in which Development is working remotely, but mail is still delivered, mail may be handled as we do calendar year-end, with a point person retrieving and opening the mail, assuming access to Eddy Street is granted.
Document Routing – Gift Planning Agreements
We will follow the standard procedure for the review and transmittal of Gift Planning agreements. All routing forms may be prepared electronically.
Each GPO will continue to be required to prepare his/her own documents for signature and email Rich and/or RaeLee for the initial review. Once approved, the GPO may arrange for signature by the donor. Executed documents will be emailed to Carolyn to begin the DocuSign signature routing. I recommend that during any extended period of remote work, we relax the requirements that CRT and CGA agreements require physical signatures and instead route for signature using DocuSign.
Donor Advised Fund Program
The entirety of the DAF program may be executed remotely. Regional directors and GPOs should continue to reach out to RaeLee via phone, Google chat, or email. Donors wishing to make contributions or recommendations may alert RaeLee via email as they do now.
DAF portal development is expected to continue on schedule as we have been conducting Zoom meetings since inception.
If a GPO is expecting a wire or securities transfer, he/she should email the name of the donor, Advance ID, name of security (if applicable), number of shares (if applicable) and expected amount to all of the following people:
- Stacy Koebel (firstname.lastname@example.org)
- Lisa Kresnak (Elizabeth.T.Kresnak.email@example.com)
Gift receipts will be emailed to Gift Management and uploaded to the shared drive pursuant to our standard procedures.