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scholarship criteria

  • 1.  scholarship criteria

    Posted 28 days ago
    Good morning!
    I have a group of donors interested in providing scholarships for students at our University--one of the criterion that they want to include 'feels' off.  While employment, per se, is not a condition, this seems similar.  The clause they want to include reads:

    1. Applicants must agree to be involved in at least two <program name> activities during their senior year (if selected for an award), which may include serving on a student panel at an <program name> event, doing a presentation about their University experience, volunteering at an <program name> class or event, or some other meaningful engagement opportunity in support of <program name>. Awardees would also be invited to participate voluntarily in other <program name> programs.

    It seems to me that this could change the classification of the scholarship.  is that correct or do others include similiar language in their scholarship awards.

    Thanks in advance!

    Tracy Rush
    Exec Dir Adv Services
    Otterbein University

  • 2.  RE: scholarship criteria

    Posted 28 days ago
    If the "program" referenced is not an Otterbein program, but a program run by the donors, this would nullify the gift.  It makes this more of an exchange transaction.  The new CASE Standards go into more detail than they have before on donor control and donor influence matters.  This sort of language should be eliminated.

    If the program is a University program I think this language is probably okay.  But I'd still get Counsel to affirm that!


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

    Serving the Advancement Community Since 1987

  • 3.  RE: scholarship criteria

    Posted 28 days ago
    I agree with John There could be donor control issues. 

    If this a university program, my recommendation would be to open the language a little bit. This could be an administrative issue more than a legal issue (if this is a university program). When I look at this, I think of the following questions:
    1. How are you going to track these activities? 
    2. Is there going to be an application process asking the student how they have participated in the program?
    3. Who is administering this scholarship? 
    4. Does the administer have the capacity and knowledge to be able to award this? 
    5. Does this program restrict its members? (This could be a Title IX or 1964 Civil Rights issue if they do. Just depends.)

    If this is opened to seniors, then they would have had to participate in these program activities before their senior year. You cannot award something to someone after they graduate. I would also make this a preference and not restrict it because you might not be able to award it to someone and then you will have money sitting. 

    I would also work with legal and Scholarships and Financial Aid. 

    I have drafted some language (not sure if this helps or fits your standards):

    "This scholarship will be used to provide scholarships for undergraduate students at ____. Preference will be given to seniors who have participated in at least two <add program name> activities, which may include, but not be limited to, serving on a student panel at an event, presenting on their university experience, volunteering or participating in other activities hosted by the <by programs name>. "

    Hope this helps.