FundSvcs Community

Actually, US News does not have varying definitions. In fact, they reiterated that their definition is exactly the same as that provided by CASE. This is from the US News FAQ: "Please follow the standards set by the Council for Aid to Education (CAE) and the Council for Advancement and Support of Education (CASE), and used for reporting to CAE for the Voluntary Support of Education Survey when answering these questions." And here is the VSE definition: " Number of Record - number of living individuals in the given category (alumni, parents, etc.) for whom the institution believes it has a valid address or way to contact." Essentially, they are "of record" as long as they aren't dead or permanently coded as "lost." John John H. Taylor Principal John H. Taylor Consulting, LLC 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Thu, Aug 22, 2019 at 1:04 PM Tracy Forkin <Tracy.Forkin@jwu.edu> wrote: > Good afternoon, everyone. > > > > JWU has been revisiting how the university determines its alumni of record > number. We worked with a consultant a few years back. The result was the > following: > > > > - Valid mailing address (regardless of location) > > - All graduates (grad/undergrad), each alum with multiple > degrees counts only once > > - Married alums counted twice > > - Exclude deceased > > - Exclude no valid address > > - # is as of 6/30 (our FYE) > > > > U.S. News and VSE have varying definitions for alumni and what should be > reflected in this number. > > > > I am hoping to gather some information from other higher education > institutions. Could you share with me how you determine this number each > year? Meaning, the criteria or what you consider to be alumni of your > institution? > > > > Thank you! > > Tracy > > > ------------------------------ > > *Tracy A. Forkin '13, ’18 MS* > > Director of Advancement Services > > > > Advancement & University Relations > > Johnson & Wales University > > 111 Dorrance Street > > Yena Center | 3rd Fl | #326 > > Providence, RI 02903 > > p. 401.598.4661 > > e. tforkin@jwu.edu > > www.jwu.edu > > > > Johnson & Wales University … an exceptional education that inspires > professional success and lifelong personal and intellectual growth. > > > > *Join the new* *JWU Alumni Connect* <https://jwuconnect.com/>* portal to > connect with fellow alumni! * > > > > >

I think part of Tracy’s question was, “Who do you consider an Alum?” Only graduates? People who finished at least half their degree? Anyone who ever passed through the halls?—Bill --------------------------------------------------------------------------------------------- Actually, US News does not have varying definitions. In fact, they reiterated that their definition is exactly the same as that provided by CASE. This is from the US News FAQ: "Please follow the standards set by the Council for Aid to Education (CAE) and the Council for Advancement and Support of Education (CASE), and used for reporting to CAE for the Voluntary Support of Education Survey when answering these questions." And here is the VSE definition: " Number of Record - number of living individuals in the given category (alumni, parents, etc.) for whom the institution believes it has a valid address or way to contact." Essentially, they are "of record" as long as they aren't dead or permanently coded as "lost." John John H. Taylor Principal John H. Taylor Consulting, LLC 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com <mailto:johntaylorconsulting@gmail.com> 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Thu, Aug 22, 2019 at 1:04 PM Tracy Forkin <Tracy.Forkin@jwu.edu <mailto:Tracy.Forkin@jwu.edu> > wrote: Good afternoon, everyone. JWU has been revisiting how the university determines its alumni of record number. We worked with a consultant a few years back. The result was the following: - Valid mailing address (regardless of location) - All graduates (grad/undergrad), each alum with multiple degrees counts only once - Married alums counted twice - Exclude deceased - Exclude no valid address - # is as of 6/30 (our FYE) U.S. News and VSE have varying definitions for alumni and what should be reflected in this number. I am hoping to gather some information from other higher education institutions. Could you share with me how you determine this number each year? Meaning, the criteria or what you consider to be alumni of your institution? Thank you! Tracy _____ Tracy A. Forkin '13, ’18 MS Director of Advancement Services Advancement & University Relations Johnson & Wales University 111 Dorrance Street Yena Center | 3rd Fl | #326 Providence, RI 02903 p. 401.598.4661 e. <mailto:tforkin@jwu.edu> tforkin@jwu.edu <http://www.jwu.edu/> www.jwu.edu Johnson & Wales University … an exceptional education that inspires professional success and lifelong personal and intellectual growth. Join the new <https://jwuconnect.com/> JWU Alumni Connect portal to connect with fellow alumni!

That is also defined. For US News & World Reports, it is undergraduate degree holders. For the VSE you report three categories - undergraduate degree holders, graduate degree holders, and non-degreed people you "call" alumni. John H. Taylor Principal John H. Taylor Consulting, LLC 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Thu, Aug 22, 2019 at 1:30 PM Bill Wong <wswong@scad.edu> wrote: > I think part of Tracy’s question was, “Who do you consider an Alum?” > > > > Only graduates? People who finished at least half their degree? Anyone who > ever passed through the halls?—Bill > > > > > > > --------------------------------------------------------------------------------------------- > > Actually, US News does not have varying definitions. In fact, they > reiterated that their definition is exactly the same as that provided by > CASE. This is from the US News FAQ: > > > > "Please follow the standards set by the Council for Aid to Education (CAE) > and the Council for Advancement and Support of Education (CASE), and used > for reporting to CAE for the Voluntary Support of Education Survey when > answering these questions." > > > > And here is the VSE definition: > > > > " Number of Record - number of living individuals in the given category > (alumni, parents, etc.) for whom the institution believes it has a valid > address or way to contact." > > > > Essentially, they are "of record" as long as they aren't dead or > permanently coded as "lost." > > > > John > > > > > > > > John H. Taylor > > Principal > > John H. Taylor Consulting, LLC > > 2604 Sevier St. > > Durham, NC 27705 > > johntaylorconsulting@gmail.com > > 919.816.5903 (cell/text) > > > > Serving the Advancement Community Since 1987 > > > > > > On Thu, Aug 22, 2019 at 1:04 PM Tracy Forkin <Tracy.Forkin@jwu.edu> wrote: > > Good afternoon, everyone. > > > > JWU has been revisiting how the university determines its alumni of record > number. We worked with a consultant a few years back. The result was the > following: > > > > - Valid mailing address (regardless of location) > > - All graduates (grad/undergrad), each alum with multiple > degrees counts only once > > - Married alums counted twice > > - Exclude deceased > > - Exclude no valid address > > - # is as of 6/30 (our FYE) > > > > U.S. News and VSE have varying definitions for alumni and what should be > reflected in this number. > > > > I am hoping to gather some information from other higher education > institutions. Could you share with me how you determine this number each > year? Meaning, the criteria or what you consider to be alumni of your > institution? > > > > Thank you! > > Tracy > > > ------------------------------ > > *Tracy A. Forkin '13, ’18 MS* > > Director of Advancement Services > > > > Advancement & University Relations > > Johnson & Wales University > > 111 Dorrance Street > > Yena Center | 3rd Fl | #326 > > Providence, RI 02903 > > p. 401.598.4661 > > e. tforkin@jwu.edu > > www.jwu.edu > > > > Johnson & Wales University … an exceptional education that inspires > professional success and lifelong personal and intellectual growth. > > > > *Join the new* *JWU Alumni Connect* <https://jwuconnect.com/>* portal to > connect with fellow alumni! * > > > > > >

USNWR defines things as Tracy indicated, see https://www.usnews.com/education/best-colleges/articles/ranking-criteria-and-weights which accords with the screengrab posted. USNWR says to use the VSE definitions, but it's probably best to think of the USNWR as a subset of the VSE, since the definition of alumni for USNWR purposes of calculating participation rate is much narrower than the VSE definition. I think of it like this: except where USNWR explicitly says differently, they use VSE definitions. The question with all of this is what the purpose of the measuring is. There's good reason to want to exclude non-degree alumni from these comparisons, mainly because data collection standards for non-degree alumni vary widely. While degree alumni records tend to be accurate and complete, non-degree alumni are often incomplete. You also have to worry about selection bias - the non-degree alumni you keep track of best are the ones who are donors, right? That's going to skew comparisons in the other direction. When you're doing benchmarking work, you have to be sensitive to the issues of varying data collection and data quality practices, because your purpose is to draw meaningful comparisons. But that may not be true when you're doing internal analysis. You should define alumni in a manner that makes sense for your specific population, knowing that you may have to report to VSE and USNWR differently. Thank you, Isaac Shalev CRM Expert Sage70, Inc. (917) 859-0151 isaac@sage70.com Schedule a *30-minute consultation *now: https://calendly.com/sage70/30min On Thu, Aug 22, 2019 at 1:33 PM Tracy Forkin <Tracy.Forkin@jwu.edu> wrote: > Correct. For us, it is degree awarded. There has been some discussion > around considering only those who were awarded a bachelor’s > (undergraduate). > > > > Tracy > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *Bill Wong > *Sent:* Thursday, August 22, 2019 1:31 PM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* Re: [FUNDSVCS] Alumni of Record > > > > *WARNING:* This email originated from *outside* of Johnson & Wales > University. > *Do not click links or open attachments* unless you recognize the sender > & are expecting the message. > > I think part of Tracy’s question was, “Who do you consider an Alum?” > > > > Only graduates? People who finished at least half their degree? Anyone who > ever passed through the halls?—Bill > > > > > > > --------------------------------------------------------------------------------------------- > > Actually, US News does not have varying definitions. In fact, they > reiterated that their definition is exactly the same as that provided by > CASE. This is from the US News FAQ: > > > > "Please follow the standards set by the Council for Aid to Education (CAE) > and the Council for Advancement and Support of Education (CASE), and used > for reporting to CAE for the Voluntary Support of Education Survey when > answering these questions." > > > > And here is the VSE definition: > > > > " Number of Record - number of living individuals in the given category > (alumni, parents, etc.) for whom the institution believes it has a valid > address or way to contact." > > > > Essentially, they are "of record" as long as they aren't dead or > permanently coded as "lost." > > > > John > > > > > > > > John H. Taylor > > Principal > > John H. Taylor Consulting, LLC > > 2604 Sevier St. > > Durham, NC 27705 > > johntaylorconsulting@gmail.com > > 919.816.5903 (cell/text) > > > > Serving the Advancement Community Since 1987 > > > > > > On Thu, Aug 22, 2019 at 1:04 PM Tracy Forkin <Tracy.Forkin@jwu.edu> wrote: > > Good afternoon, everyone. > > > > JWU has been revisiting how the university determines its alumni of record > number. We worked with a consultant a few years back. The result was the > following: > > > > - Valid mailing address (regardless of location) > > - All graduates (grad/undergrad), each alum with multiple > degrees counts only once > > - Married alums counted twice > > - Exclude deceased > > - Exclude no valid address > > - # is as of 6/30 (our FYE) > > > > U.S. News and VSE have varying definitions for alumni and what should be > reflected in this number. > > > > I am hoping to gather some information from other higher education > institutions. Could you share with me how you determine this number each > year? Meaning, the criteria or what you consider to be alumni of your > institution? > > > > Thank you! > > Tracy > > > ------------------------------ > > *Tracy A. Forkin '13, ’18 MS* > > Director of Advancement Services > > > > Advancement & University Relations > > Johnson & Wales University > > 111 Dorrance Street > > Yena Center | 3rd Fl | #326 > > Providence, RI 02903 > > p. 401.598.4661 > > e. tforkin@jwu.edu > > www.jwu.edu > > > > Johnson & Wales University … an exceptional education that inspires > professional success and lifelong personal and intellectual growth. > > > > *Join the new* *JWU Alumni Connect* > <https://clicktime.symantec.com/3NA1fD648ipNWfuNSeQoo9m7Vc?u=https%3A%2F%2Fjwuconnect.com%2F>* > portal to connect with fellow alumni! * > > > > > >

I do not know where that came from as it does not have a reference or date. Attached is the last official document I received when I was at NC State. And when I met with US News & World Reports research staff around the same time they informed me that they would never change their definitions unless or until CASE did - and CASE has not. John John H. Taylor Principal John H. Taylor Consulting, LLC 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Thu, Aug 22, 2019 at 1:31 PM Tracy Forkin <Tracy.Forkin@jwu.edu> wrote: > That’s what was guiding us. Someone on my team was given the following: > > > > Here are the definitions: > > > > US News reporting: average percentage of living alumni with bachelor’s > degrees who made a gift to the institution in a given year > > > > > > > > Is this dated? I apologize for my confusion. I have not provided > information to or for US News. I am familiar with VSE. > > > > Tracy > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *John Taylor > *Sent:* Thursday, August 22, 2019 1:16 PM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* Re: [FUNDSVCS] Alumni of Record > > > > *WARNING:* This email originated from *outside* of Johnson & Wales > University. > *Do not click links or open attachments* unless you recognize the sender > & are expecting the message. > > Actually, US News does not have varying definitions. In fact, they > reiterated that their definition is exactly the same as that provided by > CASE. This is from the US News FAQ: > > > > "Please follow the standards set by the Council for Aid to Education (CAE) > and the Council for Advancement and Support of Education (CASE), and used > for reporting to CAE for the Voluntary Support of Education Survey when > answering these questions." > > > > And here is the VSE definition: > > > > " Number of Record - number of living individuals in the given category > (alumni, parents, etc.) for whom the institution believes it has a valid > address or way to contact." > > > > Essentially, they are "of record" as long as they aren't dead or > permanently coded as "lost." > > > > John > > > > > > > > John H. Taylor > > Principal > > John H. Taylor Consulting, LLC > > 2604 Sevier St. > > Durham, NC 27705 > > johntaylorconsulting@gmail.com > > 919.816.5903 (cell/text) > > > > Serving the Advancement Community Since 1987 > > > > > > On Thu, Aug 22, 2019 at 1:04 PM Tracy Forkin <Tracy.Forkin@jwu.edu> wrote: > > Good afternoon, everyone. > > > > JWU has been revisiting how the university determines its alumni of record > number. We worked with a consultant a few years back. The result was the > following: > > > > - Valid mailing address (regardless of location) > > - All graduates (grad/undergrad), each alum with multiple > degrees counts only once > > - Married alums counted twice > > - Exclude deceased > > - Exclude no valid address > > - # is as of 6/30 (our FYE) > > > > U.S. News and VSE have varying definitions for alumni and what should be > reflected in this number. > > > > I am hoping to gather some information from other higher education > institutions. Could you share with me how you determine this number each > year? Meaning, the criteria or what you consider to be alumni of your > institution? > > > > Thank you! > > Tracy > > > ------------------------------ > > *Tracy A. Forkin '13, ’18 MS* > > Director of Advancement Services > > > > Advancement & University Relations > > Johnson & Wales University > > 111 Dorrance Street > > Yena Center | 3rd Fl | #326 > > Providence, RI 02903 > > p. 401.598.4661 > > e. tforkin@jwu.edu > > www.jwu.edu > > > > Johnson & Wales University … an exceptional education that inspires > professional success and lifelong personal and intellectual growth. > > > > *Join the new* *JWU Alumni Connect* > <https://clicktime.symantec.com/39BYBzNdKcmeFFERnzver5q7Vc?u=https%3A%2F%2Fjwuconnect.com%2F>* > portal to connect with fellow alumni! * > > > > > >

Good afternoon, everyone. JWU has been revisiting how the university determines its alumni of record number. We worked with a consultant a few years back. The result was the following: - Valid mailing address (regardless of location) - All graduates (grad/undergrad), each alum with multiple degrees counts only once - Married alums counted twice - Exclude deceased - Exclude no valid address - # is as of 6/30 (our FYE) U.S. News and VSE have varying definitions for alumni and what should be reflected in this number. I am hoping to gather some information from other higher education institutions. Could you share with me how you determine this number each year? Meaning, the criteria or what you consider to be alumni of your institution? Thank you! Tracy ________________________________ Tracy A. Forkin '13, '18 MS Director of Advancement Services Advancement & University Relations Johnson & Wales University 111 Dorrance Street Yena Center | 3rd Fl | #326 Providence, RI 02903 p. 401.598.4661 e. tforkin@jwu.edu<mailto:tforkin@jwu.edu> www.jwu.edu<http://www.jwu.edu/> Johnson & Wales University ... an exceptional education that inspires professional success and lifelong personal and intellectual growth. Join the new JWU Alumni Connect<https://jwuconnect.com/> portal to connect with fellow alumni!

That’s what was guiding us. Someone on my team was given the following: Here are the definitions: US News reporting: average percentage of living alumni with bachelor’s degrees who made a gift to the institution in a given year [cid:image001.jpg@01D558ED.DF1079B0] Is this dated? I apologize for my confusion. I have not provided information to or for US News. I am familiar with VSE. Tracy From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor Sent: Thursday, August 22, 2019 1:16 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Alumni of Record WARNING: This email originated from outside of Johnson & Wales University. Do not click links or open attachments unless you recognize the sender & are expecting the message. Actually, US News does not have varying definitions. In fact, they reiterated that their definition is exactly the same as that provided by CASE. This is from the US News FAQ: "Please follow the standards set by the Council for Aid to Education (CAE) and the Council for Advancement and Support of Education (CASE), and used for reporting to CAE for the Voluntary Support of Education Survey when answering these questions." And here is the VSE definition: " Number of Record - number of living individuals in the given category (alumni, parents, etc.) for whom the institution believes it has a valid address or way to contact." Essentially, they are "of record" as long as they aren't dead or permanently coded as "lost." John John H. Taylor Principal John H. Taylor Consulting, LLC 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Thu, Aug 22, 2019 at 1:04 PM Tracy Forkin <Tracy.Forkin@jwu.edu<mailto:Tracy.Forkin@jwu.edu>> wrote: Good afternoon, everyone. JWU has been revisiting how the university determines its alumni of record number. We worked with a consultant a few years back. The result was the following: - Valid mailing address (regardless of location) - All graduates (grad/undergrad), each alum with multiple degrees counts only once - Married alums counted twice - Exclude deceased - Exclude no valid address - # is as of 6/30 (our FYE) U.S. News and VSE have varying definitions for alumni and what should be reflected in this number. I am hoping to gather some information from other higher education institutions. Could you share with me how you determine this number each year? Meaning, the criteria or what you consider to be alumni of your institution? Thank you! Tracy ________________________________ Tracy A. Forkin '13, ’18 MS Director of Advancement Services Advancement & University Relations Johnson & Wales University 111 Dorrance Street Yena Center | 3rd Fl | #326 Providence, RI 02903 p. 401.598.4661 e. tforkin@jwu.edu<mailto:tforkin@jwu.edu> www.jwu.edu<http://www.jwu.edu/> Johnson & Wales University … an exceptional education that inspires professional success and lifelong personal and intellectual growth. Join the new JWU Alumni Connect<https://clicktime.symantec.com/39BYBzNdKcmeFFERnzver5q7Vc?u=https%3A%2F%2Fjwuconnect.com%2F> portal to connect with fellow alumni!

Correct. For us, it is degree awarded. There has been some discussion around considering only those who were awarded a bachelor’s (undergraduate). Tracy From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Bill Wong Sent: Thursday, August 22, 2019 1:31 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Alumni of Record WARNING: This email originated from outside of Johnson & Wales University. Do not click links or open attachments unless you recognize the sender & are expecting the message. I think part of Tracy’s question was, “Who do you consider an Alum?” Only graduates? People who finished at least half their degree? Anyone who ever passed through the halls?—Bill --------------------------------------------------------------------------------------------- Actually, US News does not have varying definitions. In fact, they reiterated that their definition is exactly the same as that provided by CASE. This is from the US News FAQ: "Please follow the standards set by the Council for Aid to Education (CAE) and the Council for Advancement and Support of Education (CASE), and used for reporting to CAE for the Voluntary Support of Education Survey when answering these questions." And here is the VSE definition: " Number of Record - number of living individuals in the given category (alumni, parents, etc.) for whom the institution believes it has a valid address or way to contact." Essentially, they are "of record" as long as they aren't dead or permanently coded as "lost." John John H. Taylor Principal John H. Taylor Consulting, LLC 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Thu, Aug 22, 2019 at 1:04 PM Tracy Forkin <Tracy.Forkin@jwu.edu<mailto:Tracy.Forkin@jwu.edu>> wrote: Good afternoon, everyone. JWU has been revisiting how the university determines its alumni of record number. We worked with a consultant a few years back. The result was the following: - Valid mailing address (regardless of location) - All graduates (grad/undergrad), each alum with multiple degrees counts only once - Married alums counted twice - Exclude deceased - Exclude no valid address - # is as of 6/30 (our FYE) U.S. News and VSE have varying definitions for alumni and what should be reflected in this number. I am hoping to gather some information from other higher education institutions. Could you share with me how you determine this number each year? Meaning, the criteria or what you consider to be alumni of your institution? Thank you! Tracy ________________________________ Tracy A. Forkin '13, ’18 MS Director of Advancement Services Advancement & University Relations Johnson & Wales University 111 Dorrance Street Yena Center | 3rd Fl | #326 Providence, RI 02903 p. 401.598.4661 e. tforkin@jwu.edu<mailto:tforkin@jwu.edu> www.jwu.edu<http://www.jwu.edu/> Johnson & Wales University … an exceptional education that inspires professional success and lifelong personal and intellectual growth. Join the new JWU Alumni Connect<https://clicktime.symantec.com/3NA1fD648ipNWfuNSeQoo9m7Vc?u=https%3A%2F%2Fjwuconnect.com%2F> portal to connect with fellow alumni!

As John mentioned, U.S. News has (relatively) recently clarified that its definitions are intended to be the same as the VSE/CASE definitions. The main difference is that U.S. News restricts its focus to degreed undergraduate alumni (sometimes using those “with bachelor’s degrees” apparently interchangeably with “undergraduate”, as in the information that you quote). The VSE wants you to report all alumni, degreed and non-degreed, graduate and undergraduate, but encourages you to further differentiate that population into 3 categories: 1. Those who have received an undergraduate degree 2. Those who have not received an undergraduate degree but have received a graduate degree 3. Those who have not received any degree but have completed some credits toward one of the degrees or certificates offered by the institution That first category should match the figure for U.S. News, since the VSE prioritizes that population, regardless of any other degrees that the alum might have received. So it’s not so much that the definitions are different, but rather that U.S. News, in its ranking of undergraduate schools, quite reasonably wants to focus on undergraduate alumni! The VSE is going to count giving by all alumni, so they want you to report all alumni, secondarily breaking out the degreed undergraduate alumni. One possible slight variation is that the VSE definitions consistently speak of “undergraduate” degrees rather than the “bachelor’s” degrees language sometimes used by U.S. News. Is that a difference, where there are associates degrees in the mix? Maybe…. Also, the VSE instructions say “for whom the institution believes it has a valid address or way to contact” rather than “for whom the college or university has a current address.” I would argue that the intent is the same, especially since neither specifies “postal” address. And, as you note, alumni with multiple degrees count only once: the report is counting people, not degrees, and alumni with both graduate and undergraduate degrees count in the degreed undergraduate category. My US$0.02 worth; the usual disclaimers apply. Good luck! Alan Alan S. Hejnal Data Quality Manager Smithsonian Institution - Office of Advancement 600 Maryland Avenue SW, Suite 600E P.O. Box 37012, MRC 527 Washington, DC 20013-7012 •: 202-633-8754 | •: HejnalA@si.edu<mailto:HejnalA@si.edu> [SNAGHTML5cbfa34]<https://www.si.edu/> [AASP_FundSvcs_LOGO-01(040pct)(mark)] From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Tracy Forkin Sent: Thursday, August 22, 2019 1:31 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Alumni of Record That’s what was guiding us. Someone on my team was given the following: Here are the definitions: US News reporting: average percentage of living alumni with bachelor’s degrees who made a gift to the institution in a given year [cid:image005.jpg@01D558EF.82A77BE0] Is this dated? I apologize for my confusion. I have not provided information to or for US News. I am familiar with VSE. Tracy From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of John Taylor Sent: Thursday, August 22, 2019 1:16 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] Alumni of Record WARNING: This email originated from outside of Johnson & Wales University. Do not click links or open attachments unless you recognize the sender & are expecting the message. Actually, US News does not have varying definitions. In fact, they reiterated that their definition is exactly the same as that provided by CASE. This is from the US News FAQ: "Please follow the standards set by the Council for Aid to Education (CAE) and the Council for Advancement and Support of Education (CASE), and used for reporting to CAE for the Voluntary Support of Education Survey when answering these questions." And here is the VSE definition: " Number of Record - number of living individuals in the given category (alumni, parents, etc.) for whom the institution believes it has a valid address or way to contact." Essentially, they are "of record" as long as they aren't dead or permanently coded as "lost." John John H. Taylor Principal John H. Taylor Consulting, LLC 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Thu, Aug 22, 2019 at 1:04 PM Tracy Forkin <Tracy.Forkin@jwu.edu<mailto:Tracy.Forkin@jwu.edu>> wrote: Good afternoon, everyone. JWU has been revisiting how the university determines its alumni of record number. We worked with a consultant a few years back. The result was the following: - Valid mailing address (regardless of location) - All graduates (grad/undergrad), each alum with multiple degrees counts only once - Married alums counted twice - Exclude deceased - Exclude no valid address - # is as of 6/30 (our FYE) U.S. News and VSE have varying definitions for alumni and what should be reflected in this number. I am hoping to gather some information from other higher education institutions. Could you share with me how you determine this number each year? Meaning, the criteria or what you consider to be alumni of your institution? Thank you! Tracy ________________________________ Tracy A. Forkin '13, ’18 MS Director of Advancement Services Advancement & University Relations Johnson & Wales University 111 Dorrance Street Yena Center | 3rd Fl | #326 Providence, RI 02903 p. 401.598.4661 e. tforkin@jwu.edu<mailto:tforkin@jwu.edu> www.jwu.edu<https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.jwu.edu%2F&data=02%7C01%7CHejnalA%40SI.EDU%7C2370ff91fa7c43602fc708d727268c11%7C989b5e2a14e44efe93b78cdd5fc5d11c%7C0%7C0%7C637020918850006899&sdata=fd9VnD46GO0M%2Fk2sF%2FY3X2EhklZmxJ6KYoI9N9xlL4Y%3D&reserved=0> Johnson & Wales University … an exceptional education that inspires professional success and lifelong personal and intellectual growth. Join the new JWU Alumni Connect<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fjwuconnect.com%2F&data=02%7C01%7CHejnalA%40SI.EDU%7C2370ff91fa7c43602fc708d727268c11%7C989b5e2a14e44efe93b78cdd5fc5d11c%7C0%7C0%7C637020918850016890&sdata=OXNbJeMl1lO8ILmjjFa7oAjMzeHkUbEKTPU7sQWy%2Bwk%3D&reserved=0> portal to connect with fellow alumni!