IRA Charitable Rollover Email and Updated Brochures

Dear Colleagues,

This Sunday, November 14, an email will be sent to approximately 25K entities who are 70 1/2 or older to remind them that they can make an impact at Notre Dame this year and reduce their tax liability through an IRA Charitable Rollover. Recipients will also have the opportunity to download our revised IRA Charitable Rollover and Tax Strategies for 2021 Charitable Giving brochures.

If you have any questions regarding this communication, please contact Laura Walker.

Welcome Samantha and Susan to the DC Team!

Dear UR,

Please join us in welcoming two new DCs to UR!

Samantha Checkley brings 6 years of ND campus experience to the team, beginning in the DC role on 11.01.21 and reporting to Deena Chamberlin. Samantha was previously the Restaurant Manager for Garbanzo’s on campus, and her previous roles include Retail Lead Associate for our Duncan Student Center. She holds an Associates degree from Ivy Tech and she studied Biochemistry at IUSB. For fun facts, Samantha’s mother is Lisa Checkley Needham, Lab Program Manager in the Ferdig Lab of ND Biology. Samantha enjoys hiking, kayaking and spending time with her 3 children (ages 10 mons, 7 and 9).

Susan Morse started her ND career on 11.01.21 as DC reporting to Tashana Kenny. Susan last served as Instructional Aide for St. Joseph Catholic Grade School for 6 years due to her love of education. The role was a departure from her earlier project and people management experience as Account Manager for Press Ganey (8 years) and Manager for Gap Inc. (14 years). Susan holds a Bachelors degree in Apparel & Textile Marketing from Kansas State University. Her family includes son Mitchell (16), son Mason (13), and puppy Otis (3).

Go Irish!

Lori and the DC Management Team

Welcome Kimberly Bakle to the DC Team!

Dear UR,

Kimberly Bakle began her tenure as DC on 10.25.21, reporting to Deena Chamberlin. Kimberly’s ND experience began in the Robinson Center (2016) before her transition to Mendoza’s Graduate Business Program. where she served as Staff Assistant (2017-2019) and Administrative Coordinator (2019-2021). In her last role, Kimberly supported several Associate Deans and worked on special projects for the MBA and EMBA programs. Kimberly is the recipient of the 2018 Mendoza Dean’s Award for Excellence and is ND certified in Project Management. She holds a Bachelors degree from IUPUI and an Associates degree from Ivy Tech. In her free time, Kimberly enjoys reading, listening to true crime podcasts, and watching Hallmark Channel Christmas movies.

Deena and Lori

Do You Need Christmas Gifts for Your Donors?

Consider these awesome options:

Meghan Sullivan’s Book: The Good Life Method
Meghan Sullivan, Wilsey Family College Professor of Philosophy and Director of NDIAS, has a new book “The Good Life Method” coming out on January 4 (co-authored with ND philosopher Paul Blaschko). It’s based on her legendary “God and the Good Life” class. We anticipate the book will make a big splash, and Penguin is going all out with its promotion. The book is a love letter to Notre Dame and the formation we offer to our students, and the thousands of students who have taken the class have had a huge part in shaping the book.

We’re making an advanced order of the books and would like to invite you to consider it as a Christmas gift for your benefactors. We are pleased to be able to offer you the book at a price of $17 (list price is $28). NDIAS can assist you to make a journal transfer from your budget FOAPAL to pay for your order. Books are scheduled to be delivered the first week of December to the NDIAS and we will then deliver them to you at the Eddy Street Development office.

Please fill out this form to let us know how many copies you’d like to order. We ask you to complete the form by November 2. Please let Karen Deak know if you have any questions, and thank you!

Does your benefactor (or you) like tea? Support an IDEA Center Startup
Sila is a premium self-care tea brand that helps you take a pause and return to yourself. They create moments of introspection through carefully written questions, reflections, and reminders designed to help you cultivate a specific virtue in your life. Sila makes tea an intentional beverage focusing on the importance of taking the time to connect with ourselves and others. You can find their products and learn more at Feel free to reach out to founder Cristina Riojas Pennington if you have any questions!

UR November Birthdays

Happy birthday to all our UR colleagues celebrating their special days in November! We’re so thankful to work with you!

11/2 – Ling Sun
11/4 – Tom Molnar
11/7 – Mike Sullivan
11/8 – Michelle Joyce
11/10 – Ernestine Gardner
11/10 – Jennifer Witucki
11/12 – RaeLee Rea
11/13 – Sean Sharpe
11/14 – Shannon Forry
11/17 – Sara Liebscher
11/20 – Sara Kassen
11/23 – Debra de St. Jean
11/23 – Jennifer Odell
11/27 – Vahid Sadrzadeh
11/29 – Casey Miles
11/30 – Angel Hess