RICHTER v. DUQUESNE UNIVERSITY OF THE HOLY SPIRIT

CourtDistrict Court, W.D. Pennsylvania
DecidedOctober 15, 2024
Docket2:23-cv-00550
StatusUnknown

This text of RICHTER v. DUQUESNE UNIVERSITY OF THE HOLY SPIRIT (RICHTER v. DUQUESNE UNIVERSITY OF THE HOLY SPIRIT) is published on Counsel Stack Legal Research, covering District Court, W.D. Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
RICHTER v. DUQUESNE UNIVERSITY OF THE HOLY SPIRIT, (W.D. Pa. 2024).

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE WESTERN DISTRICT OF PENNSYLVANIA

WILLIAM RICHTER,

2:23-CV-00550-CCW Plaintiff,

v.

DUQUESNE UNIVERSITY OF THE HOLY SPIRIT AND JAMES MILLER,

Defendants.

OPINION Plaintiff William Richter claims that his former employer, Duquesne University of the Holy Spirit, and his former Senior Department Head, James Miller, discriminated against him on the basis of his age and retaliated against him for engaging in protected activity, all in violation of the Age Discrimination in Employment Act (“ADEA”) and the Pennsylvania Human Relations Act (“PHRA”).1 Defendants have moved for summary judgment on all claims. ECF No. 34. For the following reasons, the Court will grant Defendants’ Motion. I. Material Facts

The following facts are drawn from the parties’ consolidated factual statements and responses, which appear at ECF No. 52, and are undisputed unless otherwise noted. Duquesne University of the Holy Spirit is a private Catholic institution of higher education. ECF No. 52 ¶ 1. Through the University’s Advancement Division, it secures private philanthropic support by securing donations and planned gifts. Id. ¶¶ 2–4. Since July 2021, James Miller has led the Advancement Division as its Senior Vice President. Id. ¶ 5. In September 2015, Duquesne

1 The Court has federal question jurisdiction over the ADEA claims under 28 U.S.C. § 1331 and supplemental jurisdiction over the PHRA claims under 28 U.S.C. § 1367. hired Mr. Richter as a Major Gift Officer in the Advancement Division. Id. ¶ 7. At the time, he was 55 years old. Id. ¶ 8. In January 2020, when Mr. Richter was 60 years old, he was promoted to Senior Major Gifts Officer. Id. ¶ 9. In November 2021, when he was 61 years old, Mr. Richter was given a new title—Senior Major and Gift Planning Officer—and he was given a new direct

supervisor, Mary Frances Dean. Id. ¶ 10. At some point in early 2022, University President Ken Gormley directed Mr. Miller to restructure the Advancement Division, including reviewing and rebalancing the gift officers’ donor portfolios. Id. ¶ 53. At the time of this rebalancing, Mr. Richter had 431 donors in his portfolio which he agreed was too large. Id. ¶¶ 55, 56. As part of the rebalancing, Mr. Miller reassigned one of Mr. Richter’s donors to Melissa Krebs, another gift officer in the Advancement Division. Id. ¶57. In March 2022, Ms. Krebs met with this donor and indicated to the donor that Mr. Richter “ha[d] shared some of [his] thoughts . . . with her” regarding his portfolio, which was not true. Id. ¶¶ 57, 72. That donor eventually made a $50,000 donation to the University. Id. ¶ 58. Mr. Richter believed, however, that the credit for this donation should go to him because

Ms. Krebs “stole” the donor from him and falsely told the donor that she had spoken with him about the donor’s profile. Id. ¶ 108. On March 10, 2022, Mr. Richter complained to Mr. Miller about Ms. Krebs’ actions regarding this donor, asserting that she lied to the donor about her interactions with Mr. Richter. Id. ¶¶ 71, 72. Mr. Miller later informed Mr. Richter of the donor reassignment and stated that Ms. Krebs had done nothing wrong. Id. ¶ 82. On April 1, 2022, Mr. Richter filed a formal complaint with the Human Resources Department regarding Ms. Krebs’ conduct with the donor. Id. ¶ 86. He specifically alleged violations of university policies but did not mention age discrimination. Id. ¶¶ 87, 88, 90. On April 5, 2022, Jefferson Dedrick, Director of the Human Resources Department, began investigating Mr. Richter’s April 1 complaint. Id. ¶¶ 88, 98, 111. On May 15, 2022, during Mr. Dedrick’s investigation, Mr. Richter filed a second complaint elaborating on his issues with Ms. Krebs. Id. ¶ 110. Neither complaint mentioned age discrimination. Id. ¶¶ 97, 110. Also on May 15, 2022, Mr. Richter sent an email to a human resources representative

complaining about age discrimination because Ms. Krebs was receiving credit for the $50,000 donation from the donor originally assigned to Mr. Richter. Id. ¶ 110. There is no record of what subsequently happened with this email—nothing indicates that it was ever received, viewed, or discussed by Mr. Miller or Mr. Dedrick.2 As part of his investigation, Mr. Dedrick interviewed eight employees between April 5 and May 24, 2022. Id. ¶ 111. On May 16, 2022, Mr. Dedrick met with Mr. Miller to discuss Mr. Richter’s two formal complaints. ECF No. 50, Ex. 2 at 162–180. Between May 24 and June 15, 2022, Mr. Dedrick conducted additional follow-up communications as part of the investigation. ECF No. 52 ¶ 112. On July 11, 2022, Mr. Dedrick released an Investigative Report recommending a finding of no policy violation as to Ms. Krebs’ conduct. Id. ¶ 115. Mr. Dedrick’s Investigative

Report did not mention age discrimination. ECF No. 50, Ex. 2 at 162–180. On July 20, 2022, Mr. Dedrick shared his Investigative Report regarding Ms. Krebs’ actions with Mr. Richter. Id. ¶¶ 321, 322; ECF No. 50, Ex. 2 at 162–180. On August 2, 2022, Mr. Richter appealed Mr. Dedrick’s conclusion but did not mention age discrimination. ECF No. 52 ¶¶ 121–23. During mid-March and April 2022, Mr. Richter was also working to secure a large gift from other donors in his portfolio. ECF No. 52 ¶ 127. Around this time, Mr. Richter and two donors (hereinafter, “Donor Couple”) reached a non-binding oral understanding that the Donor Couple would make a deferred, revocable seven-figure gift in exchange for naming rights to a

2 Although Mr. Richter asserts that Mr. Miller had a meeting with this human resources representative, see ECF No. 52 ¶ 321, as discussed below, nothing in the record supports this assertion. university-wide building. Id. On May 13, 2022, a Donor Statement of Charitable Intent (“DSCI”) was drafted to memorialize the parties’ obligations. Id. ¶ 144. On June 22, 2022, the Donor Couple signed the DSCI, and on July 7, 2022, Mr. Richter’s direct supervisor, Ms. Dean, signed it. Id. ¶¶ 149, 150. The DSCI provided that the Donor Couple would give $1.5 million to the

University in exchange for naming rights to a university-wide center. Id. ¶¶ 156, 158, 272. The DSCI further affirmed that the “gift is revocable during [the Donor Couple’s] lifetimes” and that it is entirely deferred until the Donor Couple’s death. Id. ¶¶ 151, 153, 154. The DSCI provided, however, that the university-wide center would be renamed “[u]pon receipt of documentation of the proposed gift.” Id. ¶ 156. In violation of university policy, Mr. Richter never brought the gift and naming rights before the Gift Acceptance Committee or the University President, nor is he aware of anyone else who did. Id. ¶¶ 146–48. So, when University President Ken Gormley learned of the agreement, he was “shocked.” Id. ¶ 159. Mr. Dedrick then opened an investigation into the DSCI with the Donor Couple and the circumstances surrounding it. Id. ¶ 161. Mr. Richter was placed on paid

administrative leave pending the outcome of the investigation. Id. ¶ 171. On August 10, 2022, Mr. Dedrick issued an Investigative Report, finding that Mr. Richter violated two university policies—the Gift Acceptance Policies and the Naming Policy—because he solicited a 100% deferred, revocable gift that promised naming rights to a university-wide center in perpetuity without obtaining the necessary approvals from the Gift Acceptance Committee and the President. Id. ¶ 172. Although Mr. Richter agrees that Mr. Dedrick found violations of university policy, he denies that he violated any policy or did anything improper regarding the gift. Id. On August 17, 2022, Mr. Miller terminated Mr. Richter’s employment. Id. ¶¶ 14, 174, 322. Mr.

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RICHTER v. DUQUESNE UNIVERSITY OF THE HOLY SPIRIT, Counsel Stack Legal Research, https://law.counselstack.com/opinion/richter-v-duquesne-university-of-the-holy-spirit-pawd-2024.