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Presented by:
Ara Rogers, Learning in Retirement Institute, University of S. Florida, Tampa
Bill Walling, ILR, Gerogia College and State University
Kent Snyder, Furman University Learning in Retirement, SC
Bob Stoffels, ASPEC, Eckerd College, FL
Jean Hayes, Academy for Lifelong Learning, University of SC, Aiken
Peggy Early, Senior College, Eckerd College, FL (Moderator)

This workshop looked at the different ways Lifelong Learning Institutes charge for membership and programs.

Please contact the presenters for more detailed information.

LRI at University of S. Florida, Tampa
• Although a state school, they do get to keep excess funds at the end of the year.
• Their annual membership is $30 a year.
• Members also pay for study groups - $47/8 week study groups, $37/6 weeks and $27/4 week study groups.
• These funds pay for one 30-hour coordinator and ten hours of clerical support.
• They must occasionally rent classroom space and space for their monthly lecture series if space on campus is tight.
• The LRI also gives the school $12 for every registration, a 6% expenses assessment and must also pay for their telephone, photocopying and office supplies.
• USF gives them most of their classroom space, occasional faculty speakers, the services of a Director and library privileges.
• The LIR gives an endowed scholarship to their host and also offers their membership pool for university medical and other research.
• They have an intergenerational program with the Honors College.

LLI at Georgia College and State University
• As a state school. all money goes into the state coffers, and they can not keep any excess funds at the end of the year.
• Consequently, they try to keep the budget very simple.
• They charge a membership fee that exactly covers the salaries of two part-time students, one to handle the bookkeeping and one to produce the monthly newsletter.
• The membership fee also covers all production and mailing costs for the newsletter.
• All other courses and social activities are paid for on an “as you go” basis.
• They do maintain a Foundation Account and a 7% over-ride on all field trips is put into this account.

FULIR at Furman University
• Members pay $125 for up to four courses or $275 for the year, which has three terms and four courses each term.
• They pay $20 for each additional course.
• New members can pay $50 to take one course before deciding if they want to join.
• Fees are charged in some instances.
• For instance there is a copy fee for handouts, a computer course fee and pass-through fees for materials or books.
• FULIR offers scholarships for members in need (about 8-10 per term).
• Total expense for this is about $2,000 and these funds are transferred from their Endowment Account.
• Membership income pays for the salary and benefits for a full time director, secretary and
   part-time student help (10 hours per week).
• FULIR also pays for all telephone, office supplies, copy and printing costs, postage and minimal travel.
• They must also fund their own computer programs and equipment.
• The University offers all classroom and office space. Four classrooms are always available, two others on Tuesday and Thursdays and seven others, five days per week. Off-campus classrooms   are also available.
• The University requires them to cover their expenses and would like to receive any yearly surplus.
• FULIR maintains four accounts: General Budget (zeroed out), Endowment Account (scholarships and board travel), Support Fund (donations and fundraisers) and a Computer Fund.
• The Endowment Account was funded by two donors who each gave $10,000 provided FULIR could match the funds, which they did. They receive 4.5% interest yearly from the University for this Fund, but they cannot touch the principal.

ASPEC at Eckerd College
• This program is self-supporting.
• Members pay $1,000 a year to belong.
• Three quarters of their dues goes to pay their Administrative staff.
• ASPEC offers more than 40 study groups per semester as well as Lunch and Learn programs.
• They have their own free-standing building on campus, which they just renovated at a cost of about   $750,000.
• These renovations were entirely paid for by the membership.
• Eckerd provides maintenance for the building.
• In return, ASPEC has more than 85 members who work directly with the college professors in the classrooms.
• Members also work one-on-one with undergraduates offering professional help and advice. Along with that, they give several scholarships to the school as well.

ALL at University of SC, Aiken
• Members pay $50 per academic year as a membership cost and $15 per short course or $30 per semester ($50 per academic year).
• Field trips, about three per year, are at cost.
• This program meets on campus in the afternoons when there is more classroom space. Classes are sometimes held off campus at a nearby community center.
• USC provides use of the campus library, student rates for university sponsored events, an affiliate rate at the Wellness Center, a 20% discount at the bookstore, access to computer laboratories throughout the campus and free parking on campus.


August 29, 2008
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