Team,

Gift Planning has worked with our partners in the Controller’s Office to update our DTC (gifts of securities) instructions. Moving forward, please replace all previous versions of these instructions with the attached version.

The following disclaimer has been added to the instructions:
If you or your broker have reason to believe that the securities you intend to transfer will be subject to any restrictions on public sale, including restrictions imposed by Securities and Exchange Commission Rules and Regulations, please contact the Office of Gift Planning at giftplanning@nd.edu or 574-631-7164 before initiating the transfer.

This disclaimer will allow our Gift Planning team to address atypical gifts before the transfer has been initiated. We are optimistic that this will lead to more efficient processing and receipting!

In gratitude,
Alyssa

DTC Instructions 2025

Colleagues,

I am excited to share that Andrea Swanagan, who has served as our Senior Director of Prospect Strategy and Research since September 2021, has accepted the position of Assistant Vice President of Total Rewards in NDHR. In this role, she will oversee the compensation and benefits strategy and execution for all Notre Dame faculty and staff.

Andrea has been a tremendous leader for our team, providing meaningful insight and change management in the prospect strategy space, along with hiring and developing a highly effective (and growing) prospect management and research team. While she will be sorely missed by this team and our broader UR division, I am excited about the impact she will have on our entire campus community through her new role in NDHR.

Please join me in congratulating Andrea and thanking her for her service in Development and University Relations.

Brian

We hope you can join us on March 17th for lunch in Foley’s after the Blueprint Meeting! Lunch will be available starting at 11:30am and will conclude by 1pm.

The Irish-themed lunch, will include:

• Irish Stew
• Corned Beef Sliders
• Shepard’s Pie
• Seafood Chowder
• Steamed Red Potatoes with Parsley
• Grilled vegetables
• Irish soda bread
• plus some excellent desserts

If you have any questions, please reach out to Lana Taylor or Iliana Contreras.

Greetings UR Family!

It is my pleasure to welcome Kelly Courington to the Southern Team as a Regional Director of Development! Kelly’s first day on our team will be Wednesday, March 12th.

Kelly is no stranger to the UR team, having served on the Academic Advancement Team since 2019, most recently as the Academic Advancement Director of the College of Engineering. We’re incredibly grateful to welcome her hard work and expertise to our team!

Kelly recently attained her M.A. in Theology from Notre Dame and holds a B.A. from Saint Mary’s College and M.B.A. from Bethel University. She also worked in development at both institutions before joining us in 2019.

Please join me in welcoming Kelly!

Tim Kelly

Dear Colleagues,

It is my pleasure to welcome Mary Coghlin to the East team as a Regional Director. Mary will have the privilege of working with our incredible Notre Dame families in North Carolina and South Carolina.

As a Double Domer, Mary earned both her undergraduate degree and MBA from Notre Dame and brings a deep passion for the University, along with a strong commitment to building meaningful relationships.

She joins us from Mendoza, where she served as a Director of Career Coaching and Development, guiding students through their professional journeys. Her experience, dedication, and love for Notre Dame will make her an incredible addition to our team.

Mary’s first day will be Wednesday, March 12. Please join me in extending a warm welcome to Mary as she embarks on this new chapter with Regional Development.

Many thanks,
Nadia

Dear Colleagues,

I write to share the news that Michael Stark will be leaving his role as Regional Director to pursue other opportunities at the University. Michael has served as a Regional Director in the Bay Area. We are grateful for his service and wish him the very best.

– Shaheen

Well-Being Warriors: The University Relations HR wellness communication team is here to keep you informed about the latest University wellness benefits while ensuring you don’t miss out on the ones you already have! Keep an eye out for updates in upcoming editions of the souNDoff and around the office.

We are excited to announce that Caitlyn Clinton has accepted the opportunity to lead our Annual Giving Campaigns & Initiatives team! In this role, she will lead a team in designing, planning, and executing Notre Dame’s campaigns and initiatives to maximize donor count and unrestricted revenue from alumni, parents, and friends. Through various large-scale campaigns, program oversight, and outreach to targeted audiences, the Director is responsible for initiatives that result in $15M+ annually for the university (Think: Notre Dame Day, Friday Night Bash, #GivingTuesday, and so much more!). Additionally, the team largely owns and reports on the department’s goal of 127,000 donors annually.

Caitlyn started her career at Notre Dame in Annual Giving overseeing ND Listens where she led ~100 students in doing meaningful outreach to the Notre Dame family. She significantly grew the program and quickly gained leadership and management skills. Most recently, Caitlyn has served as an Associate Director for Academic Advancement, navigating critical relationships with key leaders on campus to drive fundraising.

Caitlyn will continue to work with and advise the AAD Team as they search for and onboard a new candidate to fill her role.

Please join us in celebrating Caitlyn!

Katie Kerby & MIke Macaluso

We are delighted to share that Koby Keck has been promoted to Regional Associate (RA), Development Administration. In this capacity, Koby will be able to share his subject matter expertise in Gift Planning more broadly with the entire DC team and Development. Koby has been instrumental in onboarding the most recent new cohorts of DCs on Gift Planning subjects, three GPOs, and in our adaptation of AsceND. He is a proud Notre Dame alum, Class of 2011. We are grateful to have him on the team!

Best,

Jen Koebel and the DC Leadership Team