These are answers to questions frequently asked
by Local Reps upon receiving the UUSC Members and Supporters List.
For general questions about membership, please see the
UUSC Local Rep Handbook.
**********************************************
1)
What do I do if it seems that there are people missing from my list?
2)
What do I do if someone’s membership status seems incorrect?
3)
What do I do if people on my list are no longer members of my church
or have passed away?
4)
How do people get on this list?
5)
Do you want the correct addresses of people who are listed as
non-members, or just those listed as members?
6)
How do you remind members to renew?
7)
How current is this membership list?
8)
I notice congregants’ spouses not on this list. Can I have them
added?
9) Can I receive the list in a format other than PDF?
10)
How can I keep track of this information?
11)
How are gifts matched by the UU Congregation at Shelter Rock?
12) What do the column
headers on my Excel members and supporters mean?
**********************************************
1)
What do I do if it seems that there are
people missing from my list?
Send their names to
volunteerservices@uusc.org .
It is possible that they
are listed in UUSC’s records with a different church affiliation, or
without an affiliation.
2)
What do I do if someone’s membership
status seems incorrect?
Send your question to
volunteerservices@uusc.org .
We will be happy to
research the person’s membership status and gift history, and make
any necessary corrections.
3)
What do I do if people on my list are
no longer members of my church or have passed away?
Send their names to
volunteerservices@uusc.org . Be sure to note whether each person
is no longer with the church or has passed away so that UUSC can
update its records correctly.
UUSC wants to know the
names of all of the people on your list who are no longer members of
your congregation, including the non-members. UUSC welcomes
receiving updated information about all of our members and
supporters, including updated mailing addresses, email addresses and
church affiliation. Our information is only as good as the
information we receive.
Your congregation’s
UUSC awards depend on this information. UUSC calculates the
percentage of congregational members* who are also UUSC members for
the congregational awards. So you’ll want to be sure that all of the
people on your list are indeed members of your congregation, and
that all of the UUSC members in your congregation are indeed
appearing on your list.
*The number of
congregational members is the number reported by the congregation to
the UUA for that year.
4)
How do people get on this list?
People end up in UUSC’s
database by
giving to UUSC, or
signing up to receive mailings or e-mailings from us. They are
listed on your membership list only if they indicated that they are
affiliated with your congregation.
5)
Do you want the correct addresses of
people who are listed as non-members, or just those listed as
members?
Correct mailing and
e-mail addresses for all members and supporters are vital. Before
sharing contact information with UUSC, please be sure that you have
the members’ and supporters’ permission to do so.
6)
How do you remind members to renew?
a)
Upon
becoming a member, you receive a membership card including
expiration date.
b)
UUSC includes membership information on the
newsletter, Rights Now, which is mailed three times per year.
c)
Direct mail appeals are sent to members and non-members up to
six times per year, and usually include a reminder about membership
status and expiration.*
d)
Two to three telemarketing campaigns per year remind
supporters of lapsed membership and encourage monthly sustainer
giving.
e)
UUSC will soon begin sending membership reminders by e-mail.
* UUSC is very thorough in its creation of each
direct mail appeal list. We try to eliminate people who gave
recently so as not to offend or harass our supporters. Supporters
who gave within a short time before a direct mail appeal is sent,
and those who give regularly (even as regularly as every six months)
will not receive such appeals or reminders.
7)
How current is this membership list?
The list reflects gifts
acknowledged two weeks prior to the date of the list, and possibly
more recent gifts, except during exceptionally busy times.
8)
I notice congregants’ spouses not on
this list. Can I have them added?
UUSC's policy is to add spouses per the donor
or spouse's request, and when the gift is in both names. Before
requesting that UUSC add the spouse, you must confirm with the
spouse that they would like to be added to our records.
9)
Can I receive the list in a format
other than PDF?
Because PDF is the only
universal format, UUSC must send out the monthly lists in PDF
format. If you are having trouble opening the PDF, try being sure
you’ve got the most updated
Adobe Reader.
You are welcome to
contact
volunteerservices@uusc.org once or twice each congregational
year to request this data be sent to you in Excel format. Receiving
the data in Excel format will allow you to sort the data however you
like, and easily track your membership changes.
10)
How can I keep track of this
information?
Many Local Reps keep
track of the UUSC members and supporters in their congregation by
creating spreadsheets in programs like Microsoft Excel or simple
databases in programs like Microsoft Access.
You can get started by
requesting that UUSC send you the information about your
congregation’s UUSC members and supporters in an Excel document.
Then set up your spreadsheet or database how you like.
When you receive updated
PDF reports from UUSC (each month during the congregational year),
you can update your file.
The file will also come
in handy when you are ready to fill in your
Guest at Your Table Tally Sheet, which can be done
electronically.
To download a PDF version of this list,
click
here.
11) How are
gifts matched by the UU Congregation at Shelter Rock?
Any individual's unrestricted gift of $100
or more is eligible to be matched dollar for dollar by the Unitarian
Universalist Congregation at Shelter Rock in Manhasset, N.Y. A donor's
cumulative payroll deduction or other
automatic monthly gift is eligible for the match. The match is not
reflected in a donor's record, on the members and supporters list,
or on the church's giving history.
12)
What do the column headers on my Excel
members and supporters mean?
We can imagine that the format our database uses to organize
information can be confusing when seen in your Excel listing of
members and supporters. As we cannot change the format of field
names in the database, we are happy to provide an English
translation of the terms here.
|
Member List Column header |
Translation into English |
|
ChurchCode
|
Church code |
|
|
|
|
ChurchName
|
Church name |
|
|
|
|
_Constituents.ChurchCode.ALIAS::Pri_CityState |
Church city and state |
|
|
|
|
_Constituents.IDCON::AddInformalSpouse
|
Constituents’ names |
|
|
|
|
_Constituents.IDCON::Pri_Phone
|
Constituents’ primary phone
number |
|
|
|
|
IDCON |
UUSC ID number |
|
|
|
|
_Membership.IDCon [s Date
d]::Type |
Membership Type |
|
|
|
|
Ca_email |
Primary spouse’s email
address |
|
|
|
|
_Constituents.IDCON::Pri_Address
|
Primary mailing address |
|
|
|
|
MembershipStatus
|
UUSC membership status |
|
|
|
|
Cb_email |
Secondary spouse’s email
address |
|
|
|
|
_Membership.IDCon [s Date
d]::DateEnd |
Date UUSC membership ends |
|
|
|
|
_Constituents.IDCON::zz_RcntTransDate
|
Date of last gift |
|
|
|
|
_Transactions.IDCon [s Date
d]::FundCategory |
Type of last gift
(unrestricted/restricted/sales) |