Special Events & Stewardship Team Updates

Dear colleagues:

I am happy to share several staffing announcements and promotions for the Special Events & Stewardship team (please note that our unit is no longer to be referred to as Donor Engagement). First of all, we want to thank Libby Schleiffarth and Pat James for their dedication and commitment to Notre Dame’s mission; both are retiring this summer. I am inspired to share the following staff changes:

  • Heather Moriconi has been promoted to Director of Special Events & Stewardship with a focus on the stewardship programs in support of the academy, and the ownership of the acknowledgment processes. She will partner with the East team of Regional Development and Principal Gifts.
  • Sara Kassen has been promoted to Director of Special Events & Stewardship with a focus on the stewardship programs for financial aid as well as all public and personal recognition of donors, including new and refurbished buildings. She will support the West team of Regional Development and Principal Gifts.
  • Mary Fisher, who was promoted earlier this spring to Director of Special Events & Stewardship responsible for all impact reporting, will be moving to Chicago in October and therefore will be supporting the Midwest team of Regional Development and Principal Gifts.
  • Kris Machalleck has been promoted to Lead Coordinator for Special Events & Stewardship and will be focused on the programs for financial aid. She will partner closely with Gift Planning on many activities, including Donor Advised Funds, principal stewardship and the Badin Guild Weekend.
  • Kathy Lentych has been hired as Coordinator for Special Events & Stewardship supporting the stewardship programs for financial aid, with an emphasis on fellowships. She will be partnering with the West Region of Development.
  • Lauren Fox has been promoted to Associate Director of Special Events. Lauren will continue to lead the campaign events, among other event responsibilities.

We currently have two openings, an assistant director of special events and stewardship (with a focus on the endowed professorship and library programs) and a stewardship writer/editor. Thank you for your support during these transitions. As always, please let me know if you have any questions.

Warm Regards,

Katherine Lane

June 30, 2014 Year End Close

In order to properly account for pledges and gifts through June 30, 2014, Advance will be held open for FY14 through the end of business, Thursday, July 3rd.  Following are several items to consider:

Gifts/Pledges

  • Gifts in the form of cash received by the University by June 30, 2014 (in hand or post marked) should be delivered to Donor Services by noon, July 3, 2014.
  • Gifts in the form of cash wired to the University should be in the University’s bank account by Monday, June 30, 2014.
  • Gifts in the form of securities should be to the University’s broker by Monday, June 30, 2014 to be considered a FY14 gift.

o   Note:  Gifts intended to be invested in the endowment need to be to the University’s broker by Wednesday, June 25, 2014.  If the gift is received after this date, gift credit will be given in FY14 but the gift will post to the endowment in FY15.

  • Gifts sent to the lockbox with postmarks through June 30, 2014 will be processed by the end of day, July 3, 2014.
  • Gifts received on July 1st for FY15 will be processed on July 7, 2014.
  • FY14 pledges with the appropriate supporting documentation should be to Donor Services by noon, July 3, 2014 for FY14 processing.

Reporting

  • Advance will post June 30, 2014 gifts the evenings of July 1 through July 3, 2014.  Reports via Advance and Business Objects through June 30 will be available beginning July 4, 2014.
  • Note – the Daily Transaction Report dated July 1 through July 4, 2014 will represent June 30, 2014 activity.

Please let us know if you have any questions.  Happy Fiscal Year End!

Stacy L. Koebel-Harder, CPA, CGMA

Director, Development, Donor Services

 

Google Training for Off-Campus Staff

As you know, all Notre Dame faculty and staff will transition to Gmail and Google Calendar on Tuesday, June 17. In an effort to help those off campus become familiar with Gmail and Google Calendar, the Office of Information Technologies (OIT) will conduct several informative webinar sessions. These sessions will last approximately an hour and will include a brief demonstration of both applications and a question-and-answer period. All sessions will cover the same material. The remaining webinars are scheduled for:

Thursday, June 12: 6 a.m. EST and 1 p.m. EST

To sign up for a session, go to:
https://docs.google.com/a/nd.edu/forms/d/1oHSkaBT8h_dQlpdu6P3L9x9nJLcd1LoHT3jU9fHMd88/viewform?usp=send_form

An email will be sent to all those who register with information on how to access the webinar.

For additional information and training resources, visit https://oit.nd.edu/going-google. If you have additional questions, please contact the OIT Help Desk at 574-631-8111,oithelp@nd.edu or chat at https://help.nd.edu.

Linda

Welcome John Lloyd, Academic Advancement Director for the Law School

I am pleased to announce that John Lloyd (J.D. ’92) has been appointed Academic Advancement Director for the Law School effective June 30, 2014. A brief bio is included below.

As part of the Academic Advancement team, the Academic Advancement Directors work across the University to surface, devise, and implement strategic academic fundraising initiatives to bolster the University’s research enterprise.

As the Academic Advancement Director for the Law School, John will serve as a liaison between the Law School and the development team. He will also serve as a member of the dean’s senior leadership team.  The scope of John’s responsibilities includes working with the dean to understand the priorities and needs for Law School funding and subsequently educating development employees on such items.  These priorities will direct the capital, endowed, and special fundraising activities for the school.

MEET JOHN LLOYD     John Lloyd

John is a South Bend native, a graduate of Northwestern University (1989) and Notre Dame Law School (1992). As a practicing lawyer for over 20 years (most recently as a partner at Krieg DeVault), John focused on transactional and litigation matters in the areas of real estate and health care, as well as general commercial litigation. He has been a member of the St. Joseph County Bar Association since 2003, serving as President during 2009-2010. John is licensed to practice in Indiana, Michigan and Illinois. John has been recognized by Best Lawyers In America® as well as by Indiana Super Lawyers.

John and his wife Margaret reside in South Bend with their 4 children, Meg, Jack, Josie and Jane.

Visitation and Funeral Details for Carolyn Hardman’s Father

Visitation for the family of Jack Haynes will be from 2:00 – 4:00 and 6:00-8:00 pm on Friday, June 6, at Miller-Stewart Funeral Home, 1003 South Main Street, Middlebury, IN.

Funeral services will be at 10:00 am on Saturday, June 7, at the First United Methodist Church, Middlebury.   http://www.fumcmiddlebury.org/apps/location/

 

FY2014 Giving Society Reminders

The Sorin Society and Corby Young Alumni of the Sorin Society FY2014 Giving Society Reminders (GSRs), dropped on Wednesday, May 28th.

The mailings were sent first-class presort and should begin arriving in local mailboxes Monday, June 2.

The mailings contained a total of 2,243 pieces.

Emails versions of the GSRs were sent on Sunday, June 1st.

Please contact the Donor Experience team at 1-5198 or Kevin Madden at 1-0448 if you have any questions.

In Sympathy for Carolyn Hardman

Please join us in prayer for Carolyn Hardman and her family upon the passing of her father, Jack Haynes. As many of you know, Carolyn has been working very hard to support her beloved father during this last phase of his life. Jack died peacefully early Sunday morning, and as Carolyn said, heaven gained a great man.

I will pass along funeral arrangements as they become available.

Brian Dean

Reunion 2014

More than 3,300 alumni, family, and friends are returning to campus this week for Reunion. Please help us welcome them back home.
Thursday through Sunday, May 29 through June 1

 Documentary Screening:  “88 and 1”

The Alumni Association is offering free admission to one of the marquee events of Reunion weekend. The documentary chronicles the Notre Dame’s basketball team’s legendary upset of UCLA in 1974.  After the movie, former head basketball coach Digger Phelps and Ted Mandell, the co-director of the film and a faculty member in the Department of Film, Television, and Theatre, will take questions from the audience. Please register on myNotreDame if you’d like to attend.
Friday, May 30; 8:30 p.m. in Purcell Pavilion, Joyce Center

Going Google

If you haven’t heard or seen the messages from OIT, we are in fact Going Google next month. To prepare employees and transition them from Microsoft Outlook to Gmail, OIT has done the following.

1. Created a Website with multiple Google training resources (reference guides, videos, etc…)

https://sites.google.com/a/nd.edu/going-google/

2. Subscribed to a one year interactive training system for Google Apps called Synergyse. Users will need to download the plugin after receiving access to Gmail on the 17th.

https://sites.google.com/a/nd.edu/going-google/training/synergyse

3. Organized training opportunities (the Training schedule is located on the Going Google site and registration is available through Endeavor)

– General overview sessions (Demonstration)
– Hands on instructor led training for general users and delegates

4. Worked with our DIS staff to identify departmental users who will be your Google Guides.

Sara Bogucki
Julie Burnett
Matthew Cook
Carolyn Hardman
Linda Klaybor
Rick Kohler
Jennah Marino
Kristin Trosper
Rita Udvardy
Lin Wang
Brooke Wenzel

And don’t worry…There is life after Outlook just like there was life after Eudora.

If you’ve participated in training, reviewed online materials and still find that you need a comparison between the two systems then follow the link below. You will be directed to a site containing presentations on Gmail and the Google Calendar.

http://learn.googleapps.com/outlook-users
–Linda Klaybor

Welcome Sean MacCready to the Midwest Region

Please join me in welcoming Sean MacCready as a new Associate Regional Director for the Midwest Region. Sean will be working in our Chicago office beginning June 9, 2014.  Sean comes to Notre Dame after coordinating the leadership gift advancement efforts of one of Chicago’s oldest academic institutions, Saint Ignatius College Prep.

Originally from Pottsville, PA, Sean earned his Bachelors of Arts in Anthropology and Gender Studies at Notre Dame before moving to Chicago and obtaining his Masters of Arts in Curriculum, Instruction, and Educational Planning as part of Loyola University of Chicago’s LU-CHOICE volunteer teaching program. Following three years of teaching junior high English, science, and social studies, Sean created St. Agnes of Bohemia’s alumni and development program while concurrently completing his Masters of Education in Educational Administration through Notre Dame’s Remick Leadership Program in the Alliance for Catholic Education (ACE). In 2010, Sean transitioned to St. Ignatius College Prep and led the leadership gift efforts at Saint Ignatius with a focus on alumni-driven philanthropy to support a robust tuition assistance program. Sean volunteers with the Notre Dame Club of Chicago’s Non-Profit Networking Committee, serves as the Board Chair of Saint Agnes of Bohemia Catholic Elementary School, is a member of the Auxiliary Board of the Big Shoulders Fund, and serves on the leadership team of Chicago’s ACE Advocates. As a proud Chicagoan of ten years and resident of the Little Italy neighborhood, Sean is excited to return to his alma mater and join Notre Dame’s Chicago-based team.

Michael Sullivan