It's not a specific option, John, but we've discussed the issue before on
fundsvcs.
The gist of those discussion was that, as you point out, membership payments
cannot be counted in fund raising totals (which many of us find ridiculous
since the IRS recognizes them as gifts!).
And knowing that many of our Alumni make these payments as their annual
support of our institution and certainly do treat them as tax deductible
contributions even if we do not.
And, therefore, given the above many of us, Duke University included, do
include folk who pay membership fees in our alumni participation rates.
But with all that said, our including those folk only increases our
Undergraduate Alumni participation rate by about 1%.
BTW, this is one of the issues that will, hopefully, be addressed in the
next iteration of the CASE Management Reporting Standards.
John
-----Original Message-----
From: [log in to unmask]
[mailto:[log in to unmask]]On Behalf Of Ley, John
Sent: Wednesday, February 14, 2001 4:56 PM
To: [log in to unmask]
Subject: [FUNDSVCS] Alumni Participation
I know I should know this but can't find but one reference in the "black
book".
I thought it was an institution's option whether to count alumni membership
as participation? I know it can't count in fundraising totals but thought
it could count as participants.
Can someone elaborate or point me to the correct ruling?
Thanks. JOHN
*****************************************************
* Information coming soon on the: *
* Annual Conference for Senior Advancement *
* Services Professionals *
* April 25-27, 2001 -- San Antonio, Texas *
* http://www.case.org/training/1002.htm *
* *
*****************************************************
------------------------------------------------
John Ley
IMPACT Project Lead
SMU PeopleSoft Advancement Implementation
Campus-Wide Integrated Higher Ed Project (IHEP)
Development & External Affairs
PO Box 750402 Dallas, TX 75275-0402
ph) 214-768-4124
fx) 214-768-1170
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