in the event of a spouses death would advise transferring membership.... you
can  bag them next year for  money but at least keep them on the hook for a
while and continue to cultivate their interest in your organization.

ed sharpe archivist for smecc
----- Original Message -----
From: "Kim Olsen-Clark" <[log in to unmask]>
To: <[log in to unmask]>
Sent: Friday, January 25, 2002 10:54 PM
Subject: Re: membership guidelines


> 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
>
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