The AADs have populated this spreadsheet (one tab per unit) to showcase the status of development-related events in the Academy through May 31st, 2020. If you have any questions related to a particular event, please reach out to the AAD.

The University’s existing policy on payments/reimbursements for travel cancellations remains in effect, with one policy exception noted below due to the unusual circumstances of COVID-19.

Per existing policy, travelers who have purchased tickets or incurred expenses for travel events which are subsequently canceled are encouraged to rebook unused airfare and cancel lodging reservations and conference bookings, whenever possible. Credits from canceled flights booked through TravelND (Anthony Travel or the Concur Booking Tool) will be tracked by the University.

If an individual paid for a flight personally that was subsequently canceled due to COVID-19, reimbursement can be requested even though the flight was not taken. This policy departure is allowed for COVID-19 related cancellations with the understanding that the airline ticket will be reused for University purposes in the future. The employee and/or their department will be responsible for keeping track of the unused flight ticket and ensuring it is used at a later point in time for University purposes.

To request reimbursement for canceled travel, the traveler will file an expense report and document that the flight/conference/trip was canceled due to COVID-19 and therefore the ticket could not be used. Please fully document the issue and utilize the activity code 11019 “COVID-19 Related Costs”, which the University has established for tracking purposes.

Once the ticket credit is finally used, the employee will include the previous reimbursement when documenting the “full trip” on the future trip expense report. Any change fees associated with rebooked flights will be reimbursed, regardless of booking method.

Any remaining out of pocket expenses incurred for travel cancellations will be reimbursed at the discretion of the department. Please be sure to use activity code 11019 “COVID-19 Related Costs”, when applicable.

Note that refunds received by a traveler (in the form of credits issued or cash reimbursements) for other University prepaid travel items (e.g., conference fees), whether paid by the University directly to the vendor or via reimbursement to the employee, are to be repaid to the University when received by the traveler. If this step is not followed, the budget unit may incur double costs and the traveler receives double reimbursement.

Greetings from the Office of Student Employment!

As we continue to work through next steps related to the University’s COVID-19 response, we want to take this opportunity to address our student workers. These students provide important services to our offices, and their compensation is often integral to how they pay for their Notre Dame education.

With that in mind, we are encouraging all departments to make remote work available, if possible, for current student workers. This will not be possible in all cases, but we ask for your creativity in trying to make this option available.

Our current policy for student workers is as follows:

Undergraduate Students:

• No undergraduate students may work on campus.
• No undergraduate students will be allowed on campus to perform research. Department chairs/PIs should make efforts to reformat the research to be done remotely, if possible.
• Undergraduate students who were not employed prior to spring break are not eligible to begin new work (this is consistent with HR policies around the hiring freeze as well as the practical issue of processing I-9’s).
• Undergraduate students can work remotely if a department has a need for the work and the student chooses to work.
• The employing department will be responsible for paying the students’ wages, per usual practice.
• Student workers are responsible for entering their hours in Ultratime and supervisors must verify the accuracy of the entered hours. If a student worker does not have online access to Ultratime, this access can be established by contacting Payroll Services at payroll@nd.edu or 631-7575.
• Non-Notre Dame undergraduate students are either temp or part-time employees and must follow guidance from HR.

Graduate Students:

• Research Assistants should continue to work on their projects and continue to be paid. There are many activities that can continue if physical access to labs is not possible, including manuscript writing, data analysis, etc. Students should be in contact with their faculty/Principal Investigators for guidance.
• Teaching assistants should be teaching via distance and should continue to be paid.
• Graduate students on fellowship/stipend will continue to receive their stipend.
• Graduate students with hourly jobs can work remotely if a department has the need for the work and the student chooses to work.

There will be situations where remote work is possible but the student decides not to continue working, we ask that you let the Student Employment office know of these “vacancies”. Because there may be situations when a student wants to work and needs the resources to support themselves, but cannot because the job they previously performed cannot be performed remotely. In these situations we’ll encourage them to find another “vacant” student job.

If the student finds themselves in the situation where:

1. 1. their existing student job is unable to be completed remotely, and
   2. they cannot find another “vacant” student job,

then the student can reach out to the Office of Student Employment at stdempl@nd.edu to see if they might qualify for wage replacement. Consideration for wage replacement will be given to students who have a demonstrated pattern of work and who demonstrate a certain level of financial need.

The above policies were developed jointly with representatives from the Enrollment Division, Student Affairs, Finance Division, Human Resources, Graduate School, ND Research and General Counsel. This policy will be noted on the coronavirus.nd.edu site and will be communicated to Undergraduate and Graduate students via a newsletter from the Division of Student Affairs.

For questions regarding these policies, please reach out to one of the following individuals:

Yolanda Teamor, Senior Assistant Director of Financial Aid
yteamor@nd.edu or 631-5119

Jason Little, Associate Controller
jlittle1@nd.edu or 631-3579

We hope this information allows you to move forward with your decisions on student employment. Please note this email will also be sent to Business Managers and Student Worker Supervisors; however, please forward as appropriate.

Sincerely,
Student Employment

Dear colleagues,

It is with mixed emotions I share that Andrew Whittington will be leaving the Annual Giving team to take a new role within the University as a Program Director with the Center for University Advising – an initiative here at ND dedicated to accompanying and forming our students as they grow into fuller versions of themselves.

During Andrew’s time in Development, he has been an incredible partner and leader in growing the ND Loyal volunteer program. We will certainly miss Andrew, but know he will bring his professionalism, integrity, and commitment to excellence to this new role and continue to serve and better the University.

Andrew’s last day is this Friday – please join me in congratulating Andrew!

-Ellen Roof

During these times of remote work and social distancing, it can be hard to maintain a sense of community and connection to one another. We want to remind you that the 5-9 platform is a great tool for virtually engaging with one another. Whether you want to organize a digital event, such as an informational webinar or a video-chat coffee, or want to post and discuss articles you’ve found helpful, such as tips for working from home or keeping young kids occupied, 5-9 is a great resource to explore and share. For example, feel free to add your dog/pet pictures to this thread! If you need help setting up your account or have any questions, please feel free to reach out to Grace Prosniewski.

Dear Campus Community,

We know these are unprecedented times in our history, requiring us to respond in new ways in how we teach and offer campus services. As we adapt, we must ensure that departments, faculty and staff have the resources they need for success, while also ensuring good stewardship and appropriate business practices.

To that end, following are a few general reminders (please see below for specific guidance for faculty related to remote teaching):

• buyND is the preferred purchasing platform for Notre Dame needs, and items can still be ordered through buyND, which can be accessed through https://buy.nd.edu/. For more information on using buyND please view the buyND User Guide.
• Our strategic and preferred suppliers are, in most cases, able to deliver your goods within one to two days.
• Purchasing items through purchase order, the use of procurement cards or through OIT or our campus bookstore as direct FOAPAL charges is preferred to the use of a personal credit card. If items purchased through a personal credit card are deemed to not have a clear and reasonable business purpose, reimbursement will be denied.
• Home delivery of items is typically not allowed. However, we realize these are unprecedented times. For this reason, approved purchases can be delivered to your normal office location or directly to your home. Alternate delivery to a location other than your normal campus location must be arranged by directly communicating with the carrier for the parcel at the moment of placing the order. If you need assistance please contact the Procurement Services Helpdesk.
• Coordinating technology purchases through OIT or the campus bookstore ensures that equipment meets the University’s standards for security and capability.
• Purchases of home office equipment, printers and ink, and related office supplies are typically not allowed. However, we understand these are rare circumstances and certain items can be obtained with approval of the Dean/Vice President or their designee for your college or school. It is recommended that faculty and staff bring their devices from their offices on campus or use the multi-function devices on campus.
• There is no reimbursement of home internet or cell phone expense.
• Please do not buy supplies such as masks, gloves and sanitizers that are in critical supply, unless they are a core requirement of performing your duties (i.e. gloves and masks for use in research and cleaning supplies used by custodial staff are allowed).
• Please call the Procurement helpdesk at 574-631-4289, or contact anyone on the Procurement team. View contacts at: https://buy.nd.edu/contact/.
• Practice good stewardship of University resources by purchasing items that are a core need of your business purpose.

In a time of so much uncertainty, prudent stewardship of our resources is of high importance. We thank you in advance for your support of good business practice. Should you need assistance in acquiring items, Procurement Services is ready to help you.

Academic Advancement and Annual Planning:
Especially as we begin Annual Planning, please know that we have a full Academic Advancement team in full service. Individual team members will continue to operate as usual, and do so remotely. Our team can be a valuable resource as you build out your plans for the coming fiscal year, and also close out this year as strong as possible.

We are available via phone call, email, text, or Zoom meetings. Below is a directory of our team, sorted by the areas we serve, and including our email addresses and cell phone numbers.

• Arts and Letters – Maria Di Pasquale: mdipasqu@nd.edu, (626) 241-3042
• College of Engineering – Jeff Arnold: jarnold4@nd.edu, (574) 210-4940
• College of Science – Allison Slabaugh: A.Slabaugh@nd.edu, (314) 910-9029
• Financial Aid and Student Life – Matt Gelchion: mgelchio@nd.edu, (201) 988-2516
• IDEA Center and Office of Research – Karen Deak: kdeak@nd.edu, (314) 971-5336
• Keough School of Global Affairs – Jay McAllister: jmcallis@nd.edu, (412) 855-7861
• Law School – Kate Mueller – Kate.Mueller@nd.edu, (574) 339-6073
• Mendoza College of Business – Natalie Sargent: nsargent@nd.edu, (513) 885-6287
• Museum of Art, School of Architecture, Debartolo Performing Arts Center – Michael Loungo: mloungo@nd.edu, (646) 872 9081
• Notre Dame International – Michael Loungo: mloungo@nd.edu, (646) 872 9081

For general questions or if you need help discerning who to contact, reach out to Kelly Courington at kcouring@nd.edu or 708-254-5607.

Given that at calendar year-end Gift Planning employs a “skeleton crew” approach, Gift Planning is uniquely positioned to transition to a remote work environment with minimal disruption.

Generally

All gift planning members are expected to retrieve his/her voicemail messages and monitor his/her email regularly during any period of remote work.

GPOs will be expected to utilize laptops and cell phones to function as normal.  GPOs will continue to take responsibility for the gifts he/she is working on both in engaging with the regional directors and benefactors and processing gifts that come in during this period.

Region directors will continue to work directly with the GPO and per usual, may reach out to Rich Naponelli with any questions and/or issues including gift acceptance requests.

Development Coordinators will be expected to utilize laptops, be generally available during this time, and proactively engage with his/her GPO as would be the case in the office.  We plan to utilize Google chat, text messages, Zoom meetings, conference calls, and emails to mimic the office environment.  Over the last 2 years, we have continued to migrate many of our manual processes online so that most if not all processes may be completed without the need to physically transfer paperwork.

Rich Naponelli • 815-236-0550 (c) • rnaponel@nd.edu
Patrick Brennan • 574-850-6972 (c) • pbrenna3@nd.edu
Chris DeTrempe • 574-387-0308 (c) • cdetremp@nd.edu
TJ Pillari • 574-210-1553 (c) • tpillari@nd.edu
Jessica Brice • 574-276-9154 (c) • jbrice@nd.edu
Jennifer Koebel • JenKoebel@nd.edu
Carolyn Lax • lax.3@nd.edu
Maureen Daday • mdaday3@nd.edu
Anne Wieber • awieber1@nd.edu
RaeLee Rea • rrea@nd.edu

Meetings

All team meetings may be conducted via Zoom or conference calls.

Letters and Other Mailings

Gift Planning tends to be more paper-intensive than other groups.  We are developing a process to allow us to continue to mail physical copies of certain materials.  Letters and other mailings that cannot be sent via email or otherwise postposed may be completed by the DC using the GPOs electronic signature.  We have developed a Word version of Gift Planning’s letterhead which we can utilize with e-signatures to produce letters without the need to physically sign.

Incoming mail poses a unique problem.  However, for any extended period in which Development is working remotely, but mail is still delivered, mail may be handled as we do calendar year-end, with a point person retrieving and opening the mail, assuming access to Eddy Street is granted.

Document Routing – Gift Planning Agreements

We will follow the standard procedure for the review and transmittal of Gift Planning agreements.  All routing forms may be prepared electronically.

Each GPO will continue to be required to prepare his/her own documents for signature and email Rich and/or RaeLee for the initial review.  Once approved, the GPO may arrange for signature by the donor.  Executed documents will be emailed to Carolyn to begin the DocuSign signature routing.  I recommend that during any extended period of remote work, we relax the requirements that CRT and CGA agreements require physical signatures and instead route for signature using DocuSign.

Donor Advised Fund Program

The entirety of the DAF program may be executed remotely.  Regional directors and GPOs should continue to reach out to RaeLee via phone, Google chat, or email.  Donors wishing to make contributions or recommendations may alert RaeLee via email as they do now.

DAF portal development is expected to continue on schedule as we have been conducting Zoom meetings since inception.

Securities/Wire Transfers

If a GPO is expecting a wire or securities transfer, he/she should email the name of the donor, Advance ID, name of security (if applicable), number of shares (if applicable) and expected amount to all of the following people:

• Stacy Koebel (skoebel@nd.edu)
• Lisa Kresnak (Elizabeth.T.Kresnak.1@nd.edu)

Gift receipts will be emailed to Gift Management and uploaded to the shared drive pursuant to our standard procedures.

University Relations – 405 Main Front Office

Contacts:
Deb deStJean: ddestjea@nd.edu 574-360-6910
Sharon Rankert: srankert@nd.edu 574-807-5373

Building/Office Entry
Please use your ND ID card for building and office access. Please contact Notre Dame Police Department at 574-631-5555 if your swipe access is not working.

Phones
The University Relations main number, ext. 5089, is forwarded to Sharon Rankert’s cell phone number and will be handled accordingly.

Mail
Effective March 23, the Mail Distribution Center will be holding mail for all departments on campus. Deb deStJean will pick up mail on Mondays, Wednesdays, and Fridays for University Relations and the Office of Public Affairs and Communications. She will open it and scan anything that may deem necessary to have right away. Normal protocol will be followed for the receipt of gifts with the exception for delivery. Because courier service will not be available, checks will be hand-delivered and placed in the Grace Hall 10th floor dropbox.

As mentioned in today’s souNDoff, we want to promote our local and small businesses during this challenging time. While all restaurant and bar dine-in services are closed until the end of March in the state of Indiana, many of our local establishments are offering carryout and delivery options. Check out a list of local restaurants offering these options here.

Remember, social distancing is key in all interactions, so when possible, limit the amount of in-person interaction you have with the delivery person. If using an app like Postmates or DoorDash, select “Contactless Delivery” or specify to the restaurant to have your food left outside your door for you to pickup.

When you get food into your home, take it out of the containers, throw those out, and then wash your hands thoroughly before eating.

If you’re not comfortable ordering external food at this time, consider purchasing a gift card to use later. Thanks for supporting our local community!

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.

Cell Phones

• Brian Benedict: (607) 743-0683
• Mike Brown: (414) 732-5176
• Sean Carroll: (574) 340-2177
• Brent Henningfeld: (574) 520-3716
• Angel Hess: (574) 850-4914
• Marie Labosky: (267) 980-3147
• Melissa Lechlitner: (574) 276-5632
• Sara Liebscher: (574) 850-2016
• Kevin Nugent: (203) 554-3720
• Brian Powell: (574) 303-4130
• Matt Weldy: (574) 261-5412

Ongoing Business

Athletics Advancement will be continuing our business as a team through remote work. We may be reached by email or at the cell numbers above.  We remain available as a resource to you and your benefactors throughout these challenging times, and we look forward to partnering with you in meaningful ways.  To that end, please note the following.

For specific matters related to:

• Athletics gift acknowledgments, future football requests or other operational/general business questions, please contact Angel or Brent.
• Athletics funding priorities, proposal creation, and personnel or facilities requests, please contact Brian Powell.
• The Monogram Club, please contact Matt.
• The AC4SA, please contact Sara.

Please note:

• We cannot provide any access to Athletics facilities at this time.
• We cannot provide in-person access to Athletics personnel at this time.
• We CAN engage Athletics personnel with your donors as is appropriate – through videos, WebEx, emails, notes, etc.
• We WILL make calls from our staff to your donors if we can add value during this time.
• We will do our best to answer questions regarding Notre Dame Athletics and NCAA matters if those answers are known. Please understand there is much that is not known at this time.

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

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.

Good afternoon,

In light of the University’s recent decisions and guidance surrounding the evolving coronavirus situation, the spring True to Her Name stewardship event has been canceled. Registered benefactors will soon receive the following communication from Katherine Lane, and all will be eligible to attend next year’s event on Saturday, April 17, 2021 as indicated.

Please let me know if you or your benefactors have any questions or concerns as a result of this decision, and thank you as always for your partnership.

Best,
Mary Fisher

—

All:

We have decided to cancel the True to Her Name stewardship event on April 18th. In light of Fr. John’s message yesterday on the decision to suspend in-person classes at least until April 13, as well as the suggestion to cancel unnecessary travel and events, we have decided that this is the best approach for everyone’s safety and wellbeing.

For those of you who have made hotel requests through our Special Events Office, know that we will cancel your accommodations at the Morris Inn. You will not be held responsible. If for some reason you still plan to come to campus, please let me know and we will be able to work with you to adjust your reservations.

I am happy to share that next year’s True to Her Name event will be held April 17, 2021. Please let this message serve as a save-the-date and know that we very much hope you’ll join us then.

Thanks for your understanding, and for everything you do for Notre Dame.

God bless,
Katherine Lane

Per the University’s decision to move courses online, the Yoga on Eddy Class scheduled for this afternoon (03.12) has been cancelled. We will look to reschedule at some point in the future! Thanks!

Hello again. Please see this link for a message that went out earlier today to all Study Abroad students. A message with similar information was also sent to parents of Study Abroad students.

If you have any questions or if I can be helpful in any way related to your engagement with donors who have questions about Study Abroad, please call me at x7712 or contact me by email.

Thank you.

-Michael Loungo

Colleagues,

I am pleased to share with you that Kim Borza has been promoted to Director, Notre Dame Giving Societies within the Annual Giving team. In this role, Kim will oversee the Giving Society team and direct the overall cultivation, solicitation, and stewardship strategy for the Sorin Society, Rockne Athletics Fund, O’Hara Society, Order of St. Thomas More, and Badin Guild, with a particular focus on the member and revenue growth from these societies. At this time, Kim will also maintain direct responsibility for and ownership of Athletics Director’s Circle and Jesse Harper Council.

Since joining the team in December 2017 as Associate Director of Athletics Annual Giving, Kim has distinguished herself has a mission-driven, team-oriented, and goals-focused colleague. The tremendous growth of the Rockne Athletics Fund in the past three years is a direct testament to Kim’s leadership and her collaboration with colleagues in Development and Athletics. I am excited to see her take on this important role and broaden her leadership for the critical unrestricted revenue growth for the University in the years to come.

Please join me in congratulating Kim!

Best,
Brian Diss

Colleagues,

Due to the intense planning effort that OIT is involved in to keep campus operations running smoothly should the coronavirus arrive here, OIT has been asked to postpone the Taste of Technology conference that was scheduled to run this Wednesday and Thursday. Please know that this decision was made to ensure that OIT resources are available when and where they are most needed to protect the well-being of the entire Notre Dame community. We will make an announcement as soon as we receive word of the rescheduled dates.

Please keep Steve Nekic and his family in your thoughts and prayers as they mourn the loss of Steve’s father, Frank Nekic. Over two years ago Frank was diagnosed with ALS and he passed away this past Saturday. Frank was a 1977 graduate of Notre Dame and his obituary can be found here.

Colleagues,

I am thrilled to announce that effective as of March 1st, Dean Ernzen is transitioning to an expanded role as Enterprise CRM Program Manager, reporting directly to me.

In this role, Dean will continue to lead efforts to grow and advance the CRM for University Relations and the entire University enterprise. He will also lead various data enhancement partnership initiatives for our division, including Notre Dame’s newly formed partnership with Fanatics.

Please join me in congratulating Dean as he transitions to this new and expanded role!

-Heather Christophersen

The latest episode of “The Grace of Giving” podcast came out last week and features Regional Director on the Northwest team, Bill Kempf! Check it out here. If you’d like to be a guest on the podcast, please fill out this brief form and we’ll contact you. And don’t forget to follow us on Instagram!

Once again, we will be welcoming a diverse, capable, and accountable intern cohort to complete resume-worthy projects June 1-July 24. To request an intern, please complete this Project Proposal Form by March 27. You may submit multiple projects.

Reasons to participate in the program include:
Enjoy the opportunity to invest in ND students
Accomplish meaningful work for your team
Experience the heart of our mission – helping students
Grow professionally by adding/managing/mentoring new teammates
Approved internships are funded through a central account

Projects should be “resume-worthy” and produce meaningful work. Summer interns will work on projects Monday-Thursday, 8 AM-5 PM. Fridays are devoted to cohort activities and professional development. Host-supervisors of interns collaborate with the LOD team to provide onboarding, ongoing coaching/management, final presentations, and mid-term and final reviews.

Contact Bryan Reaume or Mary Flynt for any questions.

Dear Friends & Colleagues,

Dan Santucci has passed the torch…I am the next participant in ‘Dancing With Our Stars’, the local charity event benefiting the South Bend Center For The Homeless. I am honored to be a part of this wonderful cause and supporting this amazing resource in our community! And, I am excited to tell you my dance lessons are in full swing (a video attached for your viewing pleasure – or a few good laughs at my expense!) I humbly ask for your votes! On April 17th, the votes will be tallied after all participants have danced the night away. However, the real voting begins NOW! I have set a goal to raise $20,000! Remember you are voting for the Center and its guests each time you cast a vote!

• Each vote is $43 which supports one resident at the Center for a day or provides 1 day of diapers for 4 babies or 1 day of housing at the Robert L. Miller Sr. Veteran’s Center
• 2 votes ($86) cover an infant care package for a new mother
• 7 votes ($301) provide 1 week’s worth of diapers for 4 babies or support a guest for 1 week
• 10 votes ($430) provide afterschool programming and tutoring for 12 kids

I hope you will take a second and send in a vote or two (or more!). To vote click here:
https://givegrove.com/stars20/vote/shaheen-goldrick/

THANK YOU! And, please pray for me and wish me luck!
Shaheen Goldrick

Due to a printing error, a number of the reserved parking spots under the Eddy Street office have signs that say reserved for Notre Dame Development. However, we still only have our original seven spaces and all of those spots are currently reserved. Please do not park in any other spots, even if the sign says reserved for Development. New signs are on the way for the Investment office and should be installed in the next week. As always, parking is always available in the Eddy Street garage at no cost to employees. Thanks for your help.

Great opportunities await! Are you excited about meeting benefactors and donors in person? Do you love the thrill of inspiring those who love Notre Dame to commit to sharing their resources by joining key Giving Societies? We are looking for driven, dedicated, and passionate people to join the Annual Giving Team as Associate Directors! If this doesn’t sound like you, that’s OK. Please share the link with folks you think would love – and be successful – in this role. Why do people love this role? The great team members, the opportunity to learn more about Development and partner with Development colleagues, and hey- did I mention the great team? If you are interested in this role or know others who would be, you can: send the position posting link, send me a quick introductory note with their contact information at tgilchri@nd.edu, or even share my Calendly scheduling link for a 20 minute Exploratory Call. Thank you for the privilege of helping you build great teams!

-Tara Gilchrist

Explore new ways to use IT tools and applications in your daily life at OIT’s Taste of Technology 2020, a free mini-conference for ND faculty, staff and students. The conference kicks off on Wednesday, March 11. Feel free to attend one or two sessions or attend them all. To learn more, click here.

Colleagues,

Please join me in welcoming Susan Lynch as the newest Regional Director of Development on the Illinois Region! A native of Detroit, Michigan, Susan’s father was a Notre Dame graduate (Class of 1957) and her two sisters attended St. Mary’s College (Mary Ann Lynch Quinn, Class of 1987; Cathleen Lynch Bottini Class of 1991). She was raised on the tradition of Notre Dame.

Susan is a graduate of Marquette University (1988) and Fordham University School of Law (1995), and has been practicing law since 1996. Simultaneous with this law practice of 24 years, Susan has served as a real estate broker, a Managing Broker for Sotheby’s and a Real Estate Developer. She has spent the last nine years owning an Estate Liquidation Business in Chicago called Tilly Vintage (voted by Chicago Magazine as 2019’s Best Vintage Shop).

Her husband, Morgan Fingleton, hails from Roscommon County, Ireland and is a full-time musician with his own recording studio, playing live music throughout the Midwest. Like most parents they are beyond proud of their two sons, Darragh (age 15) and Eoin (“Owen”) age 12.

Her first day in the South Bend office will be Monday, March 23, 2020 but she will also be attending the Fundraiser Meetings in early March so say hello when you see her. Susan is beyond excited to relocate to South Bend, Indiana, where she says, “I am bringing my family home.”

-Jesse Meyer