Office of Gift Planning Update

I am pleased to announce that effective July 1, RaeLee Rea will be promoted as Associate Program Director, Gift Planning Administration. In addition to RaeLee’s continued management of the Donor Advised Fund program and the DAF Portal, RaeLee’s role will be formally expanded to include responsibility for administration of realized estate gifts from benefactors’ estates and trusts, preparation of the new Charitable Remainder Trust (CRT) quarterly reports, review and revision of trust instruments, Gift Planning agreements, designations, and other legal documents, and approval of Gift Planning documents prior to execution by the University. RaeLee will also continue to partner with the Controller’s Office, Gift Management, and Stewardship in management of these Gift Planning programs.

In fulfilling these expanded responsibilities, Gift Planning is thrilled to be adding Carolyn Hardman who will transition to Development Associate, Gift Planning Administration, as of July 1st. In this Gift Planning role, Carolyn will work with RaeLee to continue the growth and streamlining of the DAF program and DAF data, aid in the processing and administration of realized estate/trust gifts, and help develop a comprehensive gift processing plan for families of deceased Gift Planning benefactors. Carolyn will also cross-train regional Development Coordinators in Gift Planning processes, assist with coordinating and sending the new electronic CRT statements, and further develop procedures and processes for Gift Planning.

-Rich Naponelli

Eddy Street – Parking Garage – Ramp Closure

REMINDER:

There will be a repair to the 1st floor ramp in the ESC Parking Garage on Wednesday, June 30th from 8am-5pm. During this repair, there will be a complete blockage of the ramp from the first to the second floor for both directions. If your car is on the second, third, or fourth floor and you will need to use it that day, please move to the first floor by Wednesday, June 30th at 7am.

Congrats to Zach Thurston on his Engagement!

Please join me in congratulating Zach Thurston on his engagement! Last Sunday, June 20, Zach asked his now-fiance, Emma, to marry him in Saint Augustine, Florida (she obviously said yes!). One of Emma’s bucket list items has been to swim with dolphins, and Zach sneakily used that activity to formulate the perfect way to propose. We’re so excited for you two!

– Lauren Dolzan

ESC Parking Reminder

Please note that the rules regarding parking at ESC remain unchanged except regarding the June 30th closure. Vehicles cannot be parked in the street spots for longer than two hours, and those parking in the garage must park above the “bump” on the ramp (no first floor parking) and not in any reserved spots on the 2nd level. The building manager will begin issuing tickets to vehicles that do not abide by these rule next week.

Eddy Street Parking Garage Repair – Wednesday, June 30th – First Floor Parking Only

There will be a repair to the 1st floor ramp in the Eddy Street Parking Garage on Wednesday, June 30th from 8am-5pm. During this repair, there will be a complete blockage of the ramp from the first to the second floor for both directions. If your car is on the second, third, or fourth floor and you will need to use it that day, please move to the first floor by Wednesday, June 30th at 7am.

Welcome Martin (Marty) Kokesh!

Congratulations to Patty and Ryan Kokesh on the birth of their new son!

Martin (Marty) Joseph Kokesh joined team Kokesh on Sunday, June 20th.

He weighed in at 7 lbs, 3 oz and was 20 3/4″

The whole family is doing great! Best wishes to the happy Kokesh family!

-The Information Technology and Services team

Welcome Charlotte and Tyler Slabaugh!

Allison and Jon Slabaugh welcomed their twins to the world on June 15th. Charlotte (5 lbs 10 oz) and Tyler (5 lbs 4 oz), and Mom and Dad are all home and well . . . and Madison is loving her new role as a big sister!

Congratulations to the Slabaugh family!

-The Academic Advancement Team

Car Rental Insurance Reminder

Quick rental car reminder: Faculty or staff renting cars for business travel should NOT purchase rental car insurance; the University’s insurance will respond in the event of an incident/accident. This practice applies when renting from Enterprise and Hertz (Notre Dame’s preferred providers) as well as other providers (e.g., Avis, Budget, etc.).

June Matching Gift Email

The June Matching Gift Email will send Tuesday, June 22 to this list of assigned entities who work for matching gift companies, have made a gift since May 15, 2021, and as of today have not yet matched their gift. These gifts represent nearly $75K 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 $888K. 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.

NDAA Clubs Team Promotions

Dear UR Colleagues,

As we approach the new year, I’d like to share some updates with you about our Clubs Team. First of all, I am pleased to announce that Abbey Johnson has been promoted to Clubs Program Director at the NDAA effective July 1, 2021. Abbey brought valuable insight from her time as Vice President of the New York City club, and since joining the Clubs Team in late 2019 as Clubs Program Manager, Abbey quickly established herself as a key member of our team. With Ellie Kuhns’ departure at the start of 2021, Abbey took on additional duties and clearly demonstrated her ability to guide our Clubs in engaging our alumni and friends, even in these difficult times.

Additionally, the role of International Alumni Relations Program Director will once again be a part of the Clubs Team and will report to Abbey. As you know, we were unable to fill this position after Nathalia Casiano resigned in September, but I’m pleased to announce that Lea Barthuly will succeed Nathalia in this important role on our team. Lea has been with the NDAA as the Alumni Education and Professional Programs Coordinator since January of 2018. A native of Bayreuth, Germany, Lea first came to the United States in 2007. In addition to the US and Germany, Lea has also lived and studied in China from 2009-2011, and again in 2012 and 2016. Lea holds an MBA from the University of North Florida and an MA in International Management and Intercultural Communication from the University of Warsaw.

Please join me in congratulating Abbey and Lea on their promotions. I’m excited to see the Clubs Team reach new levels of engagement for our alumni and friends with these changes.

All the best,
Mike Sullivan