Gift and Data Management (Business Continuity Plan)

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Gift and Data Management
For the most up-to-date plan, see here.
Contact: Amy Schell 574-339-6791

Gift Agreements
Contact:
Katherine Cinninger 773-263-8074
Matt Rombalski 617-407-9951

    • The gift agreement process will continue to operate as normal. Continue to work with Katherine Cinninger on gift agreements and restriction release requests.
    • Please continue to send donor signed agreements to Matt Rombalski (mrombals@nd.edu) and he will move your agreement through the DocuSign process for internal signatures and booking. The majority of agreements we receive from donors are sent to us electronically, please encourage your donor to sign the gift agreement and scan and send back via email. There may be a delay in processing if they send the agreement to us by postal mail.
    • We are hoping to launch the second phase of DocuSign soon in order to provide this as an option for donors to sign their gift agreements.
    • We plan to send communication that will provide a look at exactly what your donor will see once they receive the agreement via DocuSign.
    • If you are preparing to send a gift agreement and you believe your donor would benefit from receiving the agreement in DocuSign for electronic signature, please reach out to Katherine Cinninger or Matt Rombalski.

 

Gift Management & Advancement Records
Contact:
Stacy Koebel: Stacy.Koebel.1@nd.edu 574-631-5546
Patty Herrity: Patricia.M.Herrity.4@nd.edu 574-631-4292

Processing of Pledges and Gifts – The Advancement Records team will continue to process gifts pledges and pledge payments as follows:

  • Daily
    • Online Credit Cards (iModules, MobileCause, Hivebrite)
    • JP Morgan Lockbox (Checks only)*
    • Digital Gift Processing (Stocks, Wires, Gift Planning)
  • TBD based on volume (X) times per week
    • JP Morgan Lockbox (Credit Cards)
    • Pledge Agreements sent directly to ND PO Box, Eddy Street Commons and Campus Partners

 

*Gift Management will utilize a process called Remote Lockbox Capture to deposit checks and source documents sent directly to campus.

During this time period, please encourage your benefactors, and recognition society members to utilize the JP Morgan lockbox, online giving forms, or wire/ACH transfers should they want to have their gifts processed in a prompt manner. Mailing checks or gift agreements via USPS directly to one of our campus locations will delay processing by 2-5 days depending on volume.

We will be processing payments sent to campus via USPS. We are in communication with Mail Distribution and in the event that there are changes in the delivery process we will work with the Notre Dame post office. Anyone who receives gift related mail on campus should utilize the dropbox on the 10th floor of Grace Hall.

Please direct calls to 574-631-5150 and a team member will return the call.

Please direct emails to givegift@nd.edu and a team member will respond.

Please direct duplicate tax receipt requests to givegift@nd.edu and a team member will respond electronically.

Biographical information updates will continue to be processed daily via the crmND case functionality. Please continue to use this format for your updates. The Data Records team will also be monitoring alumfile@nd.edu.

Business as Usual. All staff will be available via phone, email, or zoom meetings

Resources:
JP Morgan Chase Lockbox
University of Notre Dame
PO Box 802275
Chicago, IL 60680-9841

Online Credit Card Giving
https://giving.nd.edu/

Gift of Securities
https://giving.nd.edu/ways-to-give/how-to-give/securities/

Wire Transfer Instructions
Bank Name JPMorgan Chase Bank, N.A.
Chicago, IL
ABA# – Wire Transfers 021000021
ABA# – ACH Transfers 071000013
SWIFT Code CHASUS33
(Foreign Wire Transfers)
Account Name University of Notre Dame du Lac
Development Receipts Account
Account Number 790301915
Beneficiary Development Office
Attention: Stacy Koebel-Harder (574) 631-5546
Reference donor name and gift purpose on document

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