Revised Tax Strategies Brochure for 2021

Dear Colleagues,

A fully revised tax strategies brochure is now available here and may be useful in conversations with your benefactors.

This information was promoted in an email that was sent on Monday, May 17 to ~50K giving society members, FY21 donors, and entities that had requested this information previously.

Please contact Laura Walker with any questions regarding this material.

May Matching Gift Email

The May Matching Gift Email will send Tuesday, May 18, to this list of assigned entities who work for matching gift companies, have made a gift since April 24, 2021, and as of today have not yet matched their gift. These gifts represent nearly $64K in potential matches.

Please note that individuals on the second tab of the excel file (“Fundraiser Outreach”) have not received the matching gift email message (all gifts exceeding $25,000) but may be eligible to match their gifts totaling over $990K. You are encouraged to reach out to your assigned benefactors directly to discuss the details and answer questions related to the matching gift process.

If you have any questions regarding this matching gift communication, please reach out to Laura Walker.

Congratulations to Jason and Jerry


I am honored and excited to announce the promotion of two of our own — Jason Scarlett and Jerry Barca — as the new Senior Regional Directors for the Central and Illinois regions, respectively.

Jason joined the Notre Dame Development team as a Regional Director in March 2010 and has steadily climbed through the ranks to become a Tier 4 Fundraiser. He is a 1992 ND grad with a BA in English and Public Policy. After six years as a logistics officer in the Navy, he earned a MBA from the Kellogg School of Management at Northwestern University in 2000 before joining Eli Lilly, where he held various roles in strategy, marketing, and sales leadership and management. Jason and his wife Kathryn Pilot Scarlett (a proud “Double Domer”) have two sons, William, 14, and Peter, 12. Jason is very excited to be able to continue to work with his Central Region teammates, and I have all the confidence in his ability to lead them to new levels of success.

Jerry is a 1999 ND grad with a masters degree from the esteemed Syracuse University’s Newhouse School of Public Communications. Prior to coming to Notre Dame, Jerry wrote two books and produced four documentary films, including the ESPN “30 for 30” “Catholics vs. Convicts” and “Hesburgh.” His additional experience includes print journalism and work as a communications director for a New Jersey mayor. In his nearly two years as a member of the New York Metro team, Jerry has demonstrated a keen ability to build strong relationships with benefactors and teammates alike. Coupled with his passion for this work and a competitive spirit second-to-none (and despite his love for the Yankees), I believe Jerry will provide great leadership to Team IL in this next campaign and will be espousing the virtues of Chicago-style deep-dish pizza before you know it. Jerry and his wife Beth live in Granger, Ind. with their four children and two litter-trained rabbits.

Thank you to Jason and Jerry for answering the call to lead, and I hope you will all join me in congratulating them on their new roles.


ESC Parking Enforcement

Please note that our partners at Kite Realty have informed us that in the next two weeks, they are expecting to see a lot of activity in the Building A and C Loading Dock (from Napoleon to Eddy Street) area due to move out and graduation. As business is picking up, they need to make sure that Old National Bank’s drive is accessible, delivery trucks are able to access their businesses, and the parking spots are available to the correct individuals. Starting Monday, May 17, Kite Realty will be strongly enforcing the private parking signs, 45 min signs, and no parking signs. They will be towing cars parked in these areas. Please also do not park in the “island” of the circle outside the ESC offices, as this makes it difficult for delivery trucks to get in and out. Thank you in advance for complying with these requests.

SAVE THE DATE: May 26 Notre Dame Wall Street & Financial Services Virtual Event


Please note the below invitations to the Notre Dame Wall Street & Financial Services Virtual Event were distributed earlier today. The event is scheduled for Wednesday, May 26th 3:30-5pm ET. Feel free to join the virtual event via the link below. Here is a list of recipients, sorted by primary solicitor:

It is my pleasure to invite you to the University’s 2021 Wall Street & Financial Services Virtual Event. Please plan to join me on Wednesday, May 26, at 3:30 PM ET for a conversation between Jim Parsons ‘96, Notre Dame Trustee, and Anthony Noto, CEO of SoFi, as they discuss the economic impact of the financial markets in the current environment, the evolution of financial technology, and more.

This short program will also feature updates from several other members of the Notre Dame family, including:

  • Martijn Cremers, the Martin J. Gillen Dean and Bernard J. Hank Professor of Finance in the Mendoza College of Business
  • Erin Bellissimo, Managing Director of the Notre Dame Institute for Global Investing
  • Ryan Willerton, Associate Vice President for Career and Professional Development
  • D.J. Washington, Director of Employer and Regional Engagement in the Meruelo Center for Career Development
  • Meg Baumbach ‘21, Co-President of the Notre Dame Wall Street Club

In a typical year, the University hosts similar events across the country, as we meet with alumni, parents, and friends of Notre Dame working in the financial industry in cities such as Boston, Chicago, Los Angeles, New York City, and San Francisco. While we are very much looking forward to once again holding these events in person, the benefit of this year’s virtual event is that members of the Notre Dame family from around the globe will be able to participate.

We hope you will join us virtually on May 26 for this informative Notre Dame event, and we look forward to seeing you again in person.

Yours in Notre Dame,

Shannon Cullinan
Executive Vice President

Farewell Maribeth Spittler


It is with mixed emotions that I announce the resignation of Maribeth Spittler from the University of Notre Dame effective Friday, May 14, 2021. Maribeth has decided to retire to enjoy time with family, friends, and life! Maribeth has been an integral part of Notre Dame Development for the past twelve years. Her contributions, hard work, commitment, dedication, and grace are worthy of admiration. Maribeth will be greatly missed by all. Filling her shoes will be an almost impossible task. Maribeth is a friend, and I wish her all the luck in the future. Please join me in wishing Maribeth well in this next chapter of her life!

God Bless and Go Irish!

Anita Sareen

Announcing New Hires and Promotions in Annual Giving

Please join me in welcoming some new team members to the Annual Giving team:

Indi Jackson will join the team on Thursday, May 13th as an Associate Director, Leadership Annual Giving on the Sorin Society team. Indi is a 2017 Notre Dame alumna and former Notre Dame student-athlete who joins us from the Fighting Irish Media team where she served as an associate producer. Her passion for storytelling is not only contagious, but will serve her well in her new fundraising role.

Abigail (Abbie) Spica will join the team on Monday, May 17 as the new Associate Director, Law and Graduate Business Annual Giving. Abbie is a 2017 graduate of St. Mary’s College and has worked in sales and recruitment since graduating, most recently with Northwestern Mutual. She and her fiancée will be relocating to South Bend from Grand Rapids in the coming months.

Kasey O’Connor will make a return to the Annual Giving team on Tuesday, June 1 as the new Director of Academic and Athletic Annual Giving. In this role, Kasey will oversee a team charged with raising unrestricted funds for the Law School, Mendoza, and Notre Dame Athletics, as well as the stewardship and engagement strategy for the Badin Guild, Order of St. Thomas More, O’Hara Society, and Rockne Athletics Fund. Kasey will have a particular focus on growing the revenue from and experience for the $25k and $50k levels of these societies, and will co-lead Friends of Ted and Ned with Mary Jane Anon. Kasey has served in numerous roles in both Athletics and Development, including on the Annual Giving team as a leadership annual gift officer from 2018-2019. Most recently, she served as a Regional Director on the Southwest Team.

I’d also like to congratulate the following colleagues in Annual Giving who have been promoted to new roles:

Brandon Tabor will now serve as Director, Annual Giving Programs and Operations. In this capacity, he will oversee 2 teams charged with the execution of all mass communications and solicitations, as well as a focus on growing both total donors and undergraduate alumni participation. Brandon has been a leader on the Annual Giving team for 3 years after several years on the Storytelling and Engagement team. I am thrilled for him to expand his leadership in this way.

Katie Kerby will serve as the Senior Associate Director, Annual Giving Programs. Katie and her team are charged with the growth of all programmatic efforts of annual giving outside of the giving societies, including the Notre Dame Fund, ND Loyal, Notre Dame Day, ND Listens, For Good, and Senior Legacy. Katie, a former UR intern, has served as the manager of ND Listens since 2019 where she helped shape an incredible culture that empowers students and has become one of the top student employers on campus. Additionally, Katie has been a key player in engaging students in creative ways to generate a pipeline of future undergraduate alumni donors to Notre Dame.

Lauren Dolzan will serve as the Senior Associate Director, Marketing Operations. Lauren’s team oversees the development and execution of engagement, cultivation, and stewardship vehicles including email, mail, and digital. This team also plays a critical role in the execution of Notre Dame Day, The Fight, and other crowdfunding campaigns. Lauren has served as Annual Giving’s Project Manager since 2018 where she has invented and implemented processes that guide the execution of all Annual Giving campaigns and solicitations. Additionally, Lauren has helped to oversee the vision, creation, launch, and maintenance of For Good, our new monthly giving program at Notre Dame.

Please refer to the UR Pingboard as these changes become effective for an overview of the new annual giving team structure, and let myself or any of the leaders on the team know if you have any questions. We look forward to collaborating with all of you as we close FY21 and look to FY22. -Brian Diss

In-Person Office Protocol Reminder

As we look forward to more opportunities for in-person collaboration, we want to remind everyone of the campus health & safety protocols that remain in place for the time being.

  • Wear a mask 
    • Masks must be worn indoors at all times, except when alone in a private office.
    • Masks are not required outdoors, except during University programming.
    • Carry a mask at all times and be ready to wear it should it become necessary.
    • If you see a colleague without a mask or with a mask pulled down,  we encourage everyone to help by reminding each other of the protocols.
  • Physical distancing – 6 feet social distancing is still required when meeting in person.
  • Wash your hands
  • Use the spray disinfectant 
    • Spray disinfectant is provided in the conference rooms. 
    • It is highly recommended to wipe down the surfaces before and after use of conference rooms. 


The UR protocol guidelines are currently being updated and we expect to be able to share the updated document within the next week but there is one protocol being lifted as of today:

  • Conference room usage is no longer restricted to only two (2) meetings per day per room.  We will allow for multiple meetings per day in the same room.  
  • Rooms should be reserved using the specific room’s Google calendar and availability will be on a first-come, first-serve basis,
  • It is incumbent on everyone to disinfect the area (table, chairs, etc)  when you arrive and before you leave the room.  For the health and safety of all, do not assume the room has been disinfected.  


We also encourage you to upload your vaccination documentation, as updated and complete information is one of the factors that the University uses to determine health and safety protocol updates.  You can find more on the HERE site.


With the warmer spring weather on the way, we are all experiencing fatigue but we are all in this together and together we can make a difference and hopefully forward look at even more restrictions being lessened soon

Volunteer at Unity Gardens on May 11

Come join your fellow colleagues as we get our hands dirty at the Unity Gardens of South Bend. We will plan to meet at the Welcome Center located at 3701 Prast Blvd on Tuesday, May 11th at 9AM and will do a variety of projects until noon. Tools, sunscreen, gloves, and water will be provided but feel free to bring your own if you prefer. If interested, please sign up here.