Do you already miss the sweet sound of your co-workers’ voices? Never fear! The latest episode of “The Grace of Giving” is here, featuring Annual Giving’s Volunteer Leadership Assistant Director Katie Kerby! Listen here. And don’t forget to follow us on Instagram!

Annual Giving (Business Continuity Plan)

Contacts
The Annual Giving team is all available by cell and email as needed. Cell phones may be found on the UR Directory. Key contacts:

Brian Diss (402.319.4113)
Ashley Gerard (574.286.5593)
Kim Borza (724.480.7113)
Lindahl Chase (574.261.2550)
Brandon Tabor (574.299.3864)
Ellen Roof (574.850.3593)

Donor Experience
The Donor Experience Team is monitoring the Donor Experience Concierge Line (574.631.5198) remotely. Giving Society members can continue to call this line for assistance with membership questions, tickets, etc. All giving society email inboxes are being monitored as well.

Solicitations
All asks coming out of annual giving are being thoroughly vetted in this uncertain time. At this point, we are not actively soliciting any benefactors (including giving society renewals) and will evaluate this policy on a weekly basis. We will communicate with the field when solicitations resume. Please contact Lindahl Chase with any question regarding a giving society member’s membership status.

Notre Dame Day
Notre Dame Day is currently scheduled for April 26-27. We will make a final decision on whether to hold or postpone this year’s Notre Dame Day on or before April 6. Please contact Ellen Roof with any Notre Dame Day related questions.

Office Entry
Use your ND ID card to access the office. Please contact Mary Flynt and/or Lana Taylor if your swipe access is not working.

Phones
Voicemail messages left on the main office number will roll over to Amy Walter’s email and will be forwarded to the appropriate staff member or returned by Amy Walter.

Mail
USPS mail will be held at the South Bend post office. Staff will pick up the mail on Tuesday and Friday and follow the same process as during Christmas break: open all mail, make copies of anything with a gift and/or gift agreement, put copy in DC mailboxes, and deliver originals to Grace Hall for processing. All non-gift related mail will also be placed in DC mailboxes. We will email DCs and RDs regarding gift documents received.

Staff will collect UPS and FedEx items from the respective “will call” windows in South Bend and process per mail protocol outlined above. Please discontinue shipping to the office address during this period to reduce the amount of mail we need to process.

Please contact directly Amazon or any vendors from whom you are expecting packages and update the delivery location.

Questions or concerns? Please contact Marilyn Bassett (mbassett@nd.edu or 301-523-7990) or Carolyn Hardman (chardma1@nd.edu or 574-514-1632.)

Philanthropic Strategy

Although we are not in the office, it is still business as usual for the Philanthropic Strategy team. We are available via phone, email, or zoom meetings. Since we are transitioning some regions and consultants, you may want to send direct emails to multiple prospect consultants and we will work together for a timely response.

Urgent requests for research can be communicated directly to Katie Engel and Ben Moeller via email or phone. All research will be provided via email within the standard time frame (approximately 1-2 weeks). Katie and Ben are also available for Zoom Meetings and phone calls as needed.

Escalation Contact Information:
Brad Goff: bgoff@nd.edu 574-315-3000
Cindy Karpovs: ckarpovs@nd.edu 574-286-3269
Katie Engel: kengel2@nd.edu 585-208-5947

Prospect Strategy & Development team:
Cindy Karpovs: ckarpovs@nd.edu 574-286-3269
Kevin McMannis: kmcmanni@nd.edu 281-814-8328
Meghan Walsh: mwalsh19@nd.edu 574-339-1043
Tori Hommel: vhommel@nd.edu 574-315-8891

Prospect Research team:
Katie Engel: kengel2@nd.edu 585-208-5947
Ben Moeller: bmoeller@nd.edu 712-574-9388

Internal Engagement

Contact:
James Riley – 574-210-9175
All team members are available via phone and email. See https://ur.nd.edu/directory/ for contact information.

Interviews:
All scheduled interviews for the week of March 16 have been postponed until further notice and the candidates have been notified.

Special Events Team

Contact:
All team members are available via cell or email.

Events:
Most all events have been cancelled for the months of March and April.

Financial Administration & Strategy

Contact:
Each of us has our office phones forward to our cell phones, but both numbers are listed below:

Jill Calderone x2622; (574) 339-3214
Andrew Frye x2430; (574) 339-4685
Rachel Parks x2886; (574) 303-8450
Geoff Stookey x2986; (509) 638-3779
Kathryn Valenti x0392; (609) 865-0786 (Kathryn will be out on leave until July 14th)

Finance – Contact Geoff or Rachel

• • Position Management – University has instituted a staff hiring freeze that is effective until further notice. This includes halting the posting of new staff positions, replacement positions, and temporary positions.
  • Budget
    • FY21 non-labor budget meetings will continue as planned, though over Zoom instead of in person
    • Information is forthcoming to managers about timing of merit and FY21 labor budget
  • Other financial, budget, and position inquiries can always be sent to Geoff and Rachel
  • The Controller’s Office created an activity code for departments to track costs related to dealing with the coronavirus: 11019 “COVID-19 Related Costs”. Departments should charge all operating costs (including those related to dealing with coronavirus) to their respective department resources. However, using the activity code will allow the University and University Relations to track the overall financial impact.

Tickets – Contact Jill or Andrew

• • • With the cancellation of NCAA play, no tickets are currently being distributed
    • Look to souNDoff for updates on season renewals and the football lottery

SPORT – Contact Jill if you need any changes made

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