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

Dear Colleagues,

I am excited to announce that Katie Engel has been promoted to the position of Director, Prospect Research effective immediately. Katie has served as an integral member of the research team since she started at the University in July of 2018.

In addition to leading the prospect research team in her new role, Katie will be responsible for establishing the future vision of the team as we finish the Boldly Campaign and prepare for campaign 9. Along with other key priorities, Katie and her team will be instrumental in developing the prospect pipeline, leading efforts around education and training for the fundraisers regarding high-impact research questions that can be used during visits, and driving strategy around best practices for wealth research (technology, tools, practices, etc.). Through this role, Katie will work to implement a new set of innovative, creative, donor-centric and transformative initiatives that elevate the team’s contribution to the overall goals of the department.

Katie is a graduate of Pepperdine University, where she earned a BA in English, and Rochester Institute of Technology, where she earned a MS in Public Policy. Prior to coming to Notre Dame, Katie worked in legal writing and research. In her free time, Katie enjoys running and cycling. She hopes to one day qualify for the Olympic Trials in the marathon! Please join me in congratulating her as she embarks on the next phase of her career in serving Notre Dame.

We will look to post Katie’s former position of Research Analyst in the coming days. Please contact Katie or Tara if you have an interest in discussing the position.

All my best,

Brad

Business as Usual. All support will be available via phone, email, or zoom meetings.

Reporting/Business Applications
For any issues or data needs related to reporting, crmND, Advance Web or other business applications, submit a ticket through the Data Request Form in ServiceNow  and a member of the IT team will respond to your request.  A link to the form is located on the UR website also.

Technical Support
For technical support, you can submit a help desk ticket or request through ServiceNow, or contact the OIT Help Desk at 574-631-8111, the Development Help Desk at 574-631-2678, or you can email devhelp@nd.edu

Instructions on how to access your Zoom account, forward your office number to your mobile phone, and enable voicemail forwarding to email can be accessed here.

Escalation Contact Information:
Carleen Quinlan  574-274-7493
Patty Kokesh       219-477-9556

Contacts

• David Chaudoir 269-313-7660
• Lin Wang 574-339-1272

Regional Fundraising

Proposals in the Pipeline

• We will contact each fundraiser with a proposal in the queue to seek instruction for how to proceed if they want a print copy to mail or a digital copy to email.
• Lin and David will be accessible via cell phone and email. We can also arrange Zoom meetings.

New Proposals

• Lin and David will be accessible via cell phone and email. We can also arrange Zoom meetings.
• Business as usual in terms of process. The only difference will be working from home instead of the office.
• We have a recent precedent for designing email and digital-friendly proposals.

Video

• Communication with Lin and David via cell phone, email and Zoom.
• While we will not be able to shoot new footage, we do have the ability to make videos similar to the MacArthur Foundation videos.
• We can use stock footage, photographs, and supplied videos.
• We can write original scripts and commission voiceovers or record voiceovers ourselves.
• Kathy Wadolowski will be dedicated to the voiceover. We will supply her with the microphone and training to record from home.

Printing

Express Press plans to operate business as usual. FedEx can still print at multiple locations as of now. Those who request printed copies will need to pick them up at either Express Press or the FedEx location they have designated. Lin Wang is the Storytelling point-person for printing.