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).