Category Archives: General

Gifts Through Year End

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In order to properly account for pledges and gifts through June 30, 2015, Advance will be held open for FY15 through the end of business, Thursday, July 2nd.  Following are several items to consider:

Gifts/Pledges

·         Gifts in the form of cash received by the University by June 30, 2015 (in hand or post marked) should be delivered to Donor Services by noon, July 2, 2015.

·         Gifts in the form of cash wired to the University should be in the University’s bank account by June 30, 2015.

·         Gifts in the form of securities should be to the University’s broker by Tuesday, June 30, 2015 to be considered a FY15 gift.

o   Note:  Gifts intended to be invested in the endowment need to be to the University’s broker by Wednesday, June 24, 2015.  If the gift is received after this date, gift credit will be given in FY15 but the gift will post to the endowment in FY16.

·         Gifts sent to the lockbox with postmarks through June 30, 2015will be processed by the end of day, July 2, 2015.

·         Gifts received on July 1st for FY16 will be processed on July 6, 2015.

·         FY15 pledges with the appropriate supporting documentation should be to Donor Services by noon, July 2, 2015 for FY15 processing.

Reporting

·         Advance will post June 30, 2015 gifts the evenings of July 1 and July 2, 2015.  Reports via Advance and Business Objects throughJune 30 will be available beginning July 3, 2015.

·         Note – the Daily Transaction Report dated July 1 through July 3, 2015 will represent June 30, 2015 activity.

Please contact me at extension 1-5546 if you have any questions. Happy Fiscal Year End!

Stacy Koebel-Harder, Director, Donor Services

Fiscal Year End Information

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In order to properly account for pledges and gifts through June 30, 2015, Advance will be held open for FY15 through the end of business, Thursday, July 2nd.  Following are several items to consider:

Gifts/Pledges

·         Gifts in the form of cash received by the University by June 30, 2015 (in hand or post marked) should be delivered to Donor Services by noon, July 2, 2015.

·         Gifts in the form of cash wired to the University should be in the University’s bank account by June 30, 2015.

·         Gifts in the form of securities should be to the University’s broker by Tuesday, June 30, 2015 to be considered a FY15 gift.

o   Note:  Gifts intended to be invested in the endowment need to be to the University’s broker by Wednesday, June 24, 2015.  If the gift is received after this date, gift credit will be given in FY15 but the gift will post to the endowment in FY16.

·         Gifts sent to the lockbox with postmarks through June 30, 2015 will be processed by the end of day, July 2, 2015.

·         Gifts received on July 1st for FY16 will be processed on July 6, 2015.

·         FY15 pledges with the appropriate supporting documentation should be to Donor Services by noon, July 2, 2015 for FY15 processing.

Reporting

·         Advance will post June 30, 2015 gifts the evenings of July 1 and July 2, 2015.  Reports via Advance and Business Objects through June 30 will be available beginning July 3, 2015.

·         Note – the Daily Transaction Report dated July 1 through July 3, 2015 will represent June 30, 2015 activity.

Please contact me at extension 1-5546 if you have any questions.  Happy Fiscal Year End!

Stacy Koebel-Harder

Director, Donor Services

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Carolyn Hardman

Promotions, Special Events & Stewardship

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Dear colleagues:

I am happy to share news of several changes and promotions within the Special Events & Stewardship team! I am happy to announce the following promotions and changes effective July 1:

  • Beth Ferlic has been promoted from an assistant director to an associate director. Beth has led the stewardship programs for fellowships and lifetime stewardship benefactors with grace and intellectual curiosity. She has served as a skillful writer on our team as a voice of Father John, and other campus leaders. She is also gifted at connecting with people and creating meaningful events and experiences for our benefactors. She will continue to partner closely with Dan Crossen, and her newer partners, Shannon Cullinan and Drew Buscareno, on principal donor stewardship.
  • Lauren Fox has been promoted from an associate director to a program director. Lauren has added much creativity and discipline around the campaign events. She has also been instrumental with Executive Officer events including the Faculty Dinner, Advisory Councils and Commencement. Lauren helped to develop and teach standardized tools surrounding event planning and execution. She is passionate about messaging the priorities and mission of the University within the event experience.
  • Cristi Ganyard has been promoted from an assistant director to a program director. Cristi has led several major programs with much grace this year. In addition to managing the Advisory Councils’ fall meetings and events as well as Commencement, Cristi also led the team in the Fr. Ted Hesburgh events and activities planning. She has developed an excellent rapport with the Executive Officers and their teams and has received specialized training in protocol this past year.
  • Jessica Reasons has been promoted from an assistant director to a program director. Jessica has received many accolades for her management of the Wall Street engagement events taking place throughout the country. She is also known for her “can do” attitude, and has contributed greatly to the Advisory Councils, Music City Bowl, campaign events, and Commencement.
  • Kris Machalleck has been promoted from lead coordinator to assistant director of Special Events & Stewardship. As the partner to Gift Planning, Kris is responsible for developing principal stewardship plans for all donors within Gift Planning Officers’ portfolios, taking a leadership role in Badin Weekend planning, and leading Donor Advised Fund reporting. Her knowledge base on reporting and systems is exceptional, and she serves as a team leader in these areas. Kris also has key roles in event planning, capital reporting, and the stewardship program for scholarships.

Please join me in congratulating these five colleagues. Happy summer!

Katherine

Katherine Lane, MSA ’00, Sr. Director, Special Events & Stewardship

CASE Award Recognition

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Dear Colleagues,

University Relations is the recipient of four 2015 CASE Circle of Excellence Awards:

Gold Award:

External Audience Newsletter, Digital (Echoes)

Silver Award:

Best Special Event, Single Day (Notre Dame Day)

Bronze Awards:

Best Use of Social Media, Fundraising (Proud to Be ND Virtual Run & Walk)
Best Communications Program Improvement (NDAA)

The Council for Advancement and Support of Education is one of the largest international associations of education institutions, serving more than 3,600 universities, colleges, schools and related organizations in more than 80 countries. CASE is the leading resource for professional development, information and standards in the fields of alumni relations, communications, educational fundraising and marketing.

Congratulations to the entire team!

Jonathan Retartha

Barb Patnaude Retirement

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Please join me in extending best wishes to Barb Patnaude, who is retiring from the University on July 15, 2015.  Barb started at Notre Dame in the year 2000 and has been a valuable member of the Donor Services team where she has worked in Alumni Files and the Lettershop.  Barb is the resident expert in John Affleck-Graves acknowledgement letters and tax receipts, and during her tenure she has been an important part of the exponential improvements and automation of processes in the Lettershop.

Barb will be remembered for her dedication and strong work ethic; her positive attitude has undeniably helped make Donor Services a pleasant place to work.  In addition, she has been a friend to all with her thoughtfulness and quiet encouragement.

Barb looks forward to traveling and spending more time with friends and family, especially visits with her two granddaughters who live in California. We will definitely miss Barb, but a well-deserved respite for her.  Congratulations Barb and Terry!

A job posting for the position of Lettershop Coordinator will be available in the near future.

—

Sharon Rankert

New Dean of the College of Science – Mary Galvin

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A Message from Sean Kassen

Dear Development Colleagues,

This afternoon a press release will be posted on ND.edu announcing the hiring of the new College of Science Dean.

I am excited to announce the hiring of Mary Galvin who is coming from the National Science Foundation and has spent most of her career in government and industry, though she did spend approximately a decade in academic at University of Delaware years back. Her area of expertise is materials science, and she is highly regarded among her peers.

She will start officially on August 17.

In the mean time, Brian Baker, Associate Dean of Science, will serve as interim Dean for July and August.

Once she arrives on campus we will coordinate a meet-and-greet and other meetings to make in person introductions.

Thank you.

Sean

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Sean Kassen, PhD

Academic Advancement Director

College of Science

University of Notre Dame
Office of The Dean
215L Jordan Hall of Science
Notre Dame, Indiana    46556-4618

574-631-4689 (office)

574-302-7568 (cell)

Thank You!

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Well, it has finally come to my last day at Development, and my last full day on Notre Dame’s beautiful campus, and I think it is harder for me to leave now than it was after completing my undergraduate degree here in 2012. I had no idea when I started working for Micki in May 2013 that I would gain so many close friendships and have such a great support system after working at the Development office. I always enjoyed calling myself a cheerleader of sorts to everyone at the office, helping people get things done, encouraging those who may have had a less-than pleasant sort of day, and making people laugh and smile who really needed it. However, when I think of everyone at the office, I realize that you have all done the same for me, and that while things were incredibly busy or stressful with my Masters program, wedding planning, and my various extracurricular activities, Development was like a safe haven and a constant source of kindness. I feel truly blessed to have spent two years working with everyone, and am so thankful for everyone who has supported and encouraged me at different points over the past few years. A HUGE thank you especially to those who came to the wedding shower a few weeks ago, and to all who contributed to making that day so special to me (and to Jaime, who I shared all the details with on the phone). We are both so excited to begin this new and exciting chapter in our lives, and I will remember so fondly my family here in ND Development. If you would like to stay in touch, I will be keeping my llamore@alumni.nd.edu email address and I can also be found on facebook (though my name will soon be changing to Lauren Montes!) I look forward to seeing you all again, and please reach out if your travels bring you to Fort Worth, Texas.
-Lauren LaMore

AGSM Summer Mailing

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Annual Giving & Strategic Marketing’s Renewal and Upgrade segments of the Summer Mailing dropped on Friday, June 5. The direct mail piece was sent in a #10 envelope and includes a BRE and reply card and separate insert promoting two special offers: 1) Proud to Be ND Leprechaun lapel pin for gifts of $54 or more, and; 2) Proud to Be ND flag (3 x 5 feet) for joining a Recognition Society.

The Recruitment segments of the Summer Mailing will drop Friday, June 12. The direct mail piece will be sent in a #10 envelope and include a BRE and reply card and separate insert with pin and flag offerings, as well as the inclusion of four Proud to Be ND stickers for a computer keyboard.

Both mail drops will be followed by email campaigns through the end of the month Special thanks to the IS team for all their support during this process.

Here are images of the offering insert and a sample of the recruitment messaging.

 

-Amy Schell

 

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