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Sharing Info with Fraternities and Sororities

  • 1.  Sharing Info with Fraternities and Sororities

    Posted 05-10-2021 08:39 AM
    Good morning - 

    I'm curious to hear how others handle sharing information (contact info for alums) with the alumni leadership of the Fraternity or Sorority that they were a member of when they were students.

    We've recently been increasing our partnerships with these organizations and are starting to partner on affinity reunions/carve out events at reunions for these folks.  With respect to co-managed events and communications it's easy for us to handle all of that, but once we start having these conversations more of them are asking for access to data so that they can send their own newsletters and potentially do their own fundraising for fraternity/sorority-related appeals that we would not be able to count (or process) as part of the University's fundraising.

    Our privacy policies prevent us from doing this without asking permission, nor do we want to necessarily become a print/mail shop handling mailings for external orgs, even though much if not all of this partnership is mutually beneficial.

    Thanks for any insights you can share!

    ------------------------------
    Misty McCarty
    AVP, Advancement Services
    University of New Hampshire
    misty.mccarty@unh.edu
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  • 2.  RE: Sharing Info with Fraternities and Sororities

    Posted 05-10-2021 08:46 AM
    Hi Misty,

    I hope someone out there has a great answer for this, because I haven't found one yet. Even if you take a hard line and don't share emails, it is inevitable that alumni leaders will manage to communicate with the membership one way or another - FB and WhatsApp groups, cobbled together email lists on Excel spreadsheets, etc. It really is challenging to try and centralize all of that and maintain control. It can also be quite easy to be left out of these informal, but highly effective communications channels! I'm eager to hear how others have approached this.



    Thank you,
    Isaac Shalev
    CRM Expert
    Sage70, Inc.
    (917) 859-0151
    isaac@sage70.com

    Schedule a 30-minute consultation now:






  • 3.  RE: Sharing Info with Fraternities and Sororities

    Posted 05-10-2021 08:56 AM
    A partial answer to the coordination effort rests with Third-Party Fundraising Policies.  While they do not always "fix" the problem, if they have backing from institutional leadership these policies require Advancement Offices to coordinate all cultivation efforts.

    The Download site has several examples of these policies.

    John

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987







  • 4.  RE: Sharing Info with Fraternities and Sororities

    Posted 05-10-2021 08:53 AM
    Your privacy policies are sound, and they are consistent with the Donor Bill of Rights.  I would not share any information with any student organization without the permission of the individuals and giving them a clear opportunity to opt-out.

    Also, remember that any "fundraising" these Greek organizations might conduct could conflict with your own institutional fundraising efforts.  And, more to the point for your donors, gifts to these organizations are not tax-deductible.

    John

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987






  • 5.  RE: Sharing Info with Fraternities and Sororities

    Posted 05-12-2021 12:59 PM
    Good morning, Misty,
    When I was working at a university, our policy was rather strict in this regard. We did not share alumni information with greek and other student organizations unless approved by the Dean of Students Office and the effort aligned with our policies governing confidentiality and fundraising. The effort for which they requested addresses had to be in direct support of the university and the communication had to be sent by the university. If it was not a fundraising effort and the request was for communication to a very limited group of alumni, then our policies allowed Advancement personnel to consider contacting alumni on behalf of the student org and to ask them to contact the student org for the given reason. I was never part of brokering any such contacts, but it's possible that they occurred. I would not advocate for sharing alumni data from the Advancement database with students in order for them to use it for their own independent communications.
    Best,
    Gregory

    ------------------------------
    Gregory Amarante
    Director of Philanthropy CRM
    The Trust for Public Land
    gregory.amarante@tpl.org
    ------------------------------