To those who have responded, thank you.  However, it seems I need to be
more clearer as to what I am requesting.

What I need to find out and write up for my board are some of the ways
other museums have handled situations or gray areas like the examples
below. And has your museum developed procedures or guidelines for your
staff that pertains directly to the membership scheme and covers areas like
ethics, fiscal responsibility, staff restrictions, staff authority, etc.?

Example 1: Does your museum staff have any $ restrictions or thresholds
placed upon them by their board on how much the staff can give to a member
or a non-member as a token of appreciation or for the purposes of
cultivation and solicition?  Tokens could be books, free admission passes,
extra ticket to a special event, even a free membership, etc. Please note
that we are very selective and frugal about when and what we give away, but
during the course of cultivating and soliciting sometimes little gifts are
given away.

Example 2: A non-member calls you and says that her spouse, who had an
individual membership, has recently died.  He renewed only two months ago.
She wants his membership transferred to her name. Does your membership
office automatically make the change?  Does your museum staff have any
written authority from your board to make these decisions?

Thank you in advance for those responding to this message.

Cheers,

Kim Olsen-Clark
Evanston Historical Society
Evanston, Illinois

=========================================================
Important Subscriber Information:

The Museum-L FAQ file is located at http://www.finalchapter.com/museum-l-faq/ . You may obtain detailed information about the listserv commands by sending a one line e-mail message to [log in to unmask] . The body of the message should read "help" (without the quotes).

If you decide to leave Museum-L, please send a one line e-mail message to [log in to unmask] . The body of the message should read "Signoff Museum-L" (without the quotes).