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  • 1.  Alumni Participation for USNWR, S&P, Moody's, etc.

    Posted 02-03-2023 04:16 PM

    Happy Friday everyone!

    With the most recent change on the VSE to split out any alumni spouse soft credit recognition within the 4a section, are institutions planning to refer to section 4a or 4b for your USNWR, S&P, etc. reporting of alumni participation percentage?  

    Thanks!

    Marylyn



    ------------------------------
    Marylyn West
    Assistant Vice President for Advancement Services
    University of Alabama at Birmingham
    marylyn@uab.edu
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  • 2.  RE: Alumni Participation for USNWR, S&P, Moody's, etc.

    Posted 02-03-2023 04:37 PM
    USN&WR continues to permit counting an alumni spouse toward their participation rate calculation - provided their legal partner made a legal gift. You must also count that same soft-credit spouse in the denominator.

    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




    Original Message


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