Stewardship & Donor Relations

Contact:
All team members are available via phone and email. See https://ur.nd.edu/directory/ for contact information.

Acknowledgments:
Beginning March 16, all acknowledgments from Fr. John Jenkins and Lou Nanni will be emailed with scanned signatures to benefactors. Fundraisers will still review the letters, as is the standard process, and fundraisers will be asked to secure email addresses when needed. Questions should be directed to acks@nd.edu.

Events:
All March and April stewardship events have been cancelled; guests have been notified. Questions may be directed to Katherine Lane.

Public Recognition:
The March installation of the new Interaction Recognition Display in the Hesburgh Library has been postponed until the end of April. Any questions can be sent to Jessica Reasons.

It is my pleasure to welcome Rachel Parks to the Financial Administration and Strategy team as Finance and Administration Program Director. Rachel’s first day will be Monday, March 16, and she will lead our division’s day-to-day financial management, including collaborating on budgeting, forecasting, and supporting transactional needs.

Rachel earned her BA from the University of Arkansas and MA from Louisiana Tech University. Thereafter, she began working in grant and research administration at LA Tech and institutional effectiveness at Northwest Arkansas CC. Most recently, Notre Dame Research was her home as Rachel served as a Grants Program Manager and Research Contracts Program Manager. In these capacities, she worked closely with faculty and administrators to manage research grants – from overseeing budgets to monitoring federal fiscal policy compliance and negotiating contracts.

Please join me in welcoming Rachel to the University Relations family! Though it might be a bit down the road, I know that she looks forward to meeting all of you in person!

All the best,
Kathryn Valenti

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

Dear Colleagues,

I am excited to announce that Katie Engel has been promoted to the position of Director, Prospect Research effective immediately. Katie has served as an integral member of the research team since she started at the University in July of 2018.

In addition to leading the prospect research team in her new role, Katie will be responsible for establishing the future vision of the team as we finish the Boldly Campaign and prepare for campaign 9. Along with other key priorities, Katie and her team will be instrumental in developing the prospect pipeline, leading efforts around education and training for the fundraisers regarding high-impact research questions that can be used during visits, and driving strategy around best practices for wealth research (technology, tools, practices, etc.). Through this role, Katie will work to implement a new set of innovative, creative, donor-centric and transformative initiatives that elevate the team’s contribution to the overall goals of the department.

Katie is a graduate of Pepperdine University, where she earned a BA in English, and Rochester Institute of Technology, where she earned a MS in Public Policy. Prior to coming to Notre Dame, Katie worked in legal writing and research. In her free time, Katie enjoys running and cycling. She hopes to one day qualify for the Olympic Trials in the marathon! Please join me in congratulating her as she embarks on the next phase of her career in serving Notre Dame.

We will look to post Katie’s former position of Research Analyst in the coming days. Please contact Katie or Tara if you have an interest in discussing the position.

All my best,

Brad

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

Reporting/Business Applications
For any issues or data needs related to reporting, crmND, Advance Web or other business applications, submit a ticket through the Data Request Form in ServiceNow  and a member of the IT team will respond to your request.  A link to the form is located on the UR website also.

Technical Support
For technical support, you can submit a help desk ticket or request through ServiceNow, or contact the OIT Help Desk at 574-631-8111, the Development Help Desk at 574-631-2678, or you can email devhelp@nd.edu

Instructions on how to access your Zoom account, forward your office number to your mobile phone, and enable voicemail forwarding to email can be accessed here.

Escalation Contact Information:
Carleen Quinlan  574-274-7493
Patty Kokesh       219-477-9556

Contacts

• David Chaudoir 269-313-7660
• Lin Wang 574-339-1272

Regional Fundraising

Proposals in the Pipeline

• We will contact each fundraiser with a proposal in the queue to seek instruction for how to proceed if they want a print copy to mail or a digital copy to email.
• Lin and David will be accessible via cell phone and email. We can also arrange Zoom meetings.

New Proposals

• Lin and David will be accessible via cell phone and email. We can also arrange Zoom meetings.
• Business as usual in terms of process. The only difference will be working from home instead of the office.
• We have a recent precedent for designing email and digital-friendly proposals.

Video

• Communication with Lin and David via cell phone, email and Zoom.
• While we will not be able to shoot new footage, we do have the ability to make videos similar to the MacArthur Foundation videos.
• We can use stock footage, photographs, and supplied videos.
• We can write original scripts and commission voiceovers or record voiceovers ourselves.
• Kathy Wadolowski will be dedicated to the voiceover. We will supply her with the microphone and training to record from home.

Printing

Express Press plans to operate business as usual. FedEx can still print at multiple locations as of now. Those who request printed copies will need to pick them up at either Express Press or the FedEx location they have designated. Lin Wang is the Storytelling point-person for printing.

Good afternoon,

In light of the University’s recent decisions and guidance surrounding the evolving coronavirus situation, the spring True to Her Name stewardship event has been canceled. Registered benefactors will soon receive the following communication from Katherine Lane, and all will be eligible to attend next year’s event on Saturday, April 17, 2021 as indicated.

Please let me know if you or your benefactors have any questions or concerns as a result of this decision, and thank you as always for your partnership.

Best,
Mary Fisher

—

All:

We have decided to cancel the True to Her Name stewardship event on April 18th. In light of Fr. John’s message yesterday on the decision to suspend in-person classes at least until April 13, as well as the suggestion to cancel unnecessary travel and events, we have decided that this is the best approach for everyone’s safety and wellbeing.

For those of you who have made hotel requests through our Special Events Office, know that we will cancel your accommodations at the Morris Inn. You will not be held responsible. If for some reason you still plan to come to campus, please let me know and we will be able to work with you to adjust your reservations.

I am happy to share that next year’s True to Her Name event will be held April 17, 2021. Please let this message serve as a save-the-date and know that we very much hope you’ll join us then.

Thanks for your understanding, and for everything you do for Notre Dame.

God bless,
Katherine Lane

Per the University’s decision to move courses online, the Yoga on Eddy Class scheduled for this afternoon (03.12) has been cancelled. We will look to reschedule at some point in the future! Thanks!

Hello again. Please see this link for a message that went out earlier today to all Study Abroad students. A message with similar information was also sent to parents of Study Abroad students.

If you have any questions or if I can be helpful in any way related to your engagement with donors who have questions about Study Abroad, please call me at x7712 or contact me by email.

Thank you.

-Michael Loungo

Colleagues,

I am pleased to share with you that Kim Borza has been promoted to Director, Notre Dame Giving Societies within the Annual Giving team. In this role, Kim will oversee the Giving Society team and direct the overall cultivation, solicitation, and stewardship strategy for the Sorin Society, Rockne Athletics Fund, O’Hara Society, Order of St. Thomas More, and Badin Guild, with a particular focus on the member and revenue growth from these societies. At this time, Kim will also maintain direct responsibility for and ownership of Athletics Director’s Circle and Jesse Harper Council.

Since joining the team in December 2017 as Associate Director of Athletics Annual Giving, Kim has distinguished herself has a mission-driven, team-oriented, and goals-focused colleague. The tremendous growth of the Rockne Athletics Fund in the past three years is a direct testament to Kim’s leadership and her collaboration with colleagues in Development and Athletics. I am excited to see her take on this important role and broaden her leadership for the critical unrestricted revenue growth for the University in the years to come.

Please join me in congratulating Kim!

Best,
Brian Diss