Tuesday, October 06, 2015

Membership Programs

Types of Membership Programs

Giving Societies and Donor Clubs

A two-part article from The Fundraising Authority on setting up and using giving societies and donor clubs:

Part 1. Using Giving Societies and Donor Clubs Effectively

Part 2. How to Set Up Successful Giving Societies and Donor Clubs

Three Alumni Membership Models

Pros and cons of three membership models used in alumni associations.

Survey: Lifetime Memberships in Education Associations

Results from a 2011 survey conducted for the Reggio Alliance.
Research report dated October 10, 2011) (Download)

Examples of Successful Membership Programs

The Detroit Regional Chamber's tiered membership structure

Enticing members with loyalty programs and perks: an article from the Wild Apricot blog 

Starting a Membership Program

How to start an association: an ASAE white paper

How to start a partner membership program with the National Park Service

Starting a membership program: a Boardhost answer

How to Set Up a Recurring or Lifetime Membership Program on Blackbaud

Member Management

Non-Profit Help: making unhappy members lifetime members in 3 easy steps

Tax-Related Considerations

An AFP FAQ: Deductibility of Membership Dues

IRS Publication 526 (2011), Charitable Contributions

A Fundraising 123 Article: Are Membership Dues Deductible?

Naming Policies and Opportunities

Why Having a Good Naming Policy is Important

The following article explains the value of establishing a naming policy and the requirements and elements of a good naming policy:

Examples of difficulties that can arise if you don't have a clear policy on naming:

Canada has legal requirements for naming nonprofits and societies. This article gives a summary.

Sample Naming Policies

A Generic Sample from the AFP Hot Topic on Naming:

Oregon State University's Naming Policy:

Baldwin Public Library's Naming Policy:

Sample Naming Agreements

A generic naming agreement in letter form:

The University of Vermont's sample naming agreement:

Columbia University's Standardized Gift Agreement Materials:

San Diego State University's Gift Agreement Templates:

The University of Tennessee Foundation's Gift Agreement Requirements and Templates: 

Crafting Policy on Naming Opportunities

Some considerations in establishing a policy on naming opportunities:

Ten suggested rules for naming policies and reasons for considering them:

A sample policy on gift naming opportunities and levels:

A discussion on the need to provide flexibility in gift policy for today’s reality and as that reality changes over time:

An example of long-term and short-term naming policies for a school district:

Naming Opportunities in Zoos and Gardens

Naming opportunities in public gardens: Results of a 2013 survey of smaller donor naming practices.

Naming opportunities at the Phoenix Zoo:

Donation opportunities at the Henry Vilas Zoo

Dedication opportunities at the Lincoln Park Zoo

The Adopt-a-Bench Program of New York City's Central Park Conservancy

Our related Hot Topic

Donor Relations/Stewardship

Relationships are critical in fundraising.  The focus of philanthropy must be relationship-building that is customized to the needs and desires of the donor. Individuals have different motivations for and patterns of giving. The more an organization knows about potential donors' motives and how they like to give, the better positioned it is to make effective solicitations.