The Gerontologist Vol. 41, No. 2, 250–256 Copyright 2001 by The Gerontological Society of America The Effects of Membership in Church-Related Associations and Labor Unions on Age Differences in Voluntary Association Affiliations Jon Hendricks, PhD,1 and Stephen J. Cutler, PhD2 Purpose: When compositional differences between age groups are controlled, the bivariate, curvilinear pattern of age differences in voluntary association memberships is replaced by one in which peak membership levels occur in late middle age and remain relatively stable thereafter. We sought to determine if this adjusted pattern persists when widespread memberships in two types of associations are removed: (1) church-related organizations, in which membership increases with age but may be confounded with church membership per se; and (2) labor unions, in which membership is also widespread but may not be “voluntary.” Design and Methods: Total memberships in 14 types of associations were examined using aggregated data from 12 national surveys conducted between 1974 and 1994. Results: The familiar curvilinear relationship at the bivariate level appears, but in the multivariate analysis, membership levels rise from ages 18– 24 through 55–59 and persist close to that level through ages 85 and older. Implications: The results reaffirm that age differences in voluntary association affiliations are due to age-based compositional differences; they also show, however, that the pattern observed with controls is neither driven by membership in church-related “associations” nor altered when membership in labor unions is excluded. other segments of the population. This research is predicated on a contention that such claims risk mistaking cohort-related characteristics for willingness to contribute and actual contributions. As for older persons themselves, participation in various forms of voluntary association has salutary effects. Activity levels per se and diverse forms of engagement are thought to be supportive of life satisfaction, morale, and even physical functioning. The rewards are seemingly both intrinsic and extrinsic, leading to a preservation of sense of well-being, solidarity, integration, and health (Gecas & Burke, 1995; Moen, 1996; Moen, Dempster-McClain, & Williams, 1989, 1992; Monk, 1995; Musick, Herzog, & House, 1999; Pillemer, Moen, Wethington, & Glasgow, 2000). Because it is widely maintained that both rates and frequency of voluntary association membership build to and then decline after a midlife peak (Fischer & Schaffer, 1993; Goss, 1999; Herzog & Morgan, 1993; Hodgkinson & Weitzman, 1996; Rotolo, 2000), our focus is on life-course patterns of voluntary association. Put simply, we assert that no such fall-off occurs and that rates remain relatively stable until age 85 or so. In a recent analysis of a composite National Opinion Research Center (NORC) General Social Surveys (GSS) data set, we mustered evidence to counter the presumed decline in membership among older persons. Our data suggested that the decline is an artifact of compositional differences between cohorts. That is, any late-life declines may be attributable to factors known to differentiate among cohorts in the first place. So, for example, the population of older persons has lower levels of education, poorer health, fewer family ties, and a higher likelihood of being widowed than their younger counterparts. It is exactly these factors that are predictive of lower levels of membership in voluntary associations. The conjunction of cohort factors and rates of voluntary affiliation has led some to assume that older persons are less involved, and perhaps even in the process of disengaging from active life styles. Our findings suggest that when crucial cohort-related compositional factors are taken into account, rates of affiliation increase through the middle years and appear to re- Key Words: Formal activities, Group memberships, Voluntarism The frequently asserted belief that older persons do not engage in productive activities is false. In fact, through various forms of voluntary contributions, elders provide a wide range of goods and services to We thank Ann Donahue and Megan Johnson for their contributions to the preparation of this article. Address correspondence to Jon Hendricks, PhD, University Honors College, Oregon State University, Corvallis, OR 97331-2221. E-mail: [email protected] 1 University Honors College, Oregon State University, Corvallis. 2 Department of Sociology, University of Vermont, Burlington. 250 The Gerontologist main fairly stable into the mid-80s (Cutler & Hendricks, 2000). Our results are generally consistent with those of the MacArthur Studies on Successful Aging, which suggest there is continuity in later life, with more than 98% of older people who live in private households being engaged in some form of productive activities (Rowe & Kahn, 1998). It may be that older persons continue their previous patterns of engagement as an adaptive strategy for as long as they are able, certainly into their mid-80s (Atchley, 1999; Hays et al., 1998; Mindel & Vaughan, 1978). For these and other reasons, groups or organizations charged with delivering services in the face of scarce resources perceive a vast untapped pool of older volunteers (Freedman, 1997). Those who posit a curvilinear relationship between age and rates of voluntary association with a marked downturn beyond age 65 or so, as well as those who see no such decline, both point out conflating factors not necessarily explained by compositional characteristics. One difficulty is the relative importance of two widespread forms of association: church-related affiliations and union memberships. Putnam (1995) is of the opinion that church-related associations are so pervasive in the United States that those affiliations misrepresent overall voluntary association rates. A similar claim has been made for union memberships; they are important, retained even after retirement, and pervasive enough to distort global patterns (Curtis, Grabb, & Baer, 1992). Our question is simply: Do these two types of voluntary association exert an influence so ubiquitous that the entire pattern of memberships during the adult years is affected? because churches and religion promote a “do-gooder” mindset or a “culture of benevolence” is difficult to say; it may be that one form of participation abets other forms (Goss, 1999; Musick, Wilson, & Bynum, 2000; Wilson & Musick, 1997). In the United States, church affiliations are strong and appear to provide meaningful webs of social relations. In their analysis of the link between church membership and volunteering, Wilson and Janoski (1995) highlighted the complexity of the relationship and discrepancies between denominations. They noted that among Catholics, patterns form early and persist. Among liberal Protestant denominations (those associated with social activism), volunteering does not become part of the pattern or complex of values until midlife. Among conservative Protestants, generalizable patterns are least apparent, and voluntarism is largely limited to church-related activities (Wilson & Janoski, 1995). Among other subgroups of the population—African American elders, for example— some research suggests that church affiliations are of such salience that they can be used effectively to provide needed services (Hatch, 1991; Taylor, 1986). Among older persons, some investigators suggest that religious organizations account for the preponderance of volunteer work and may provide “the most psychologically beneficial type of volunteer work” (Van Willigen, 2000). Another reason for focusing on church-related groups is that there is conceptual and empirical disagreement about the appropriate boundaries to be employed in delineating membership in this type of voluntary association. On the one hand, Smith (1983) has argued that churches (in the generic sense) are a type of voluntary organization and, therefore, a broad definition encompassing all forms of church membership should be used. On the other hand, most surveys have taken a more limited approach and have asked about membership in church-affiliated or church-related groups. Yet, there is evidence that the ambiguity in the way the question is posed leads to confusion between memberships in churchrelated groups and church membership per se, with the result that reported membership levels in churchaffiliated groups are inflated (Smith, 1990). It is also not altogether clear what modes of religious activity qualify as church-affiliated groups. Bible study and youth groups would appear to fit the description, but do church choirs or short-term preparatory classes offered prior to a church-sponsored trip to the Holy Land? In short, the need for conceptual clarification provides yet another argument for the exclusion of church-affiliated groups. Importance of Religious and Union Membership as Forms of Voluntary Association Religion-Based Memberships.—Rates of religious affiliation are higher in the United States than in most industrialized countries. In their estimate of church memberships in 15 countries, Curtis and associates (1992) ranked the United States first. Overall estimates are that 55% of all Americans are affiliated with church or religious groups, that 50–60% of all voluntary participation occurs within religious organizations, and that among older persons, about 65% identify church or synagogue as a primary focus of volunteer activity (Goss, 1999; Hodgkinson & Weitzman, 1996; Independent Sector, 1998; Van Willigen, 2000). In fact, “church-affiliated groups may be the backbone of civil society in America, involving almost half of the population” (Galston & Levine, 1997, p. 25; Lipset, 1990). Greeley (1997) noted that religious-based memberships have an independent effect in explaining overall levels of voluntary association in virtually all 16 countries included in the European Value Studies. Greeley reported that religious affiliation (church attendance and membership in religious groups) accounts for 38% of the variance found across the 16 countries. As he put it, “[t]he American ‘advantage’ in volunteering is patently the result of the higher levels of American religious practice” (Greeley, 1997, p. 72). Whether it is Vol. 41, No. 2, 2001 Union Membership.—Union membership has also been a conspicuous form of voluntary association, one that persists into retirement. Curtis and colleagues (1992) found that 13% of respondents in the World Values Survey reported union membership. In the GSS data set used here, 14.7% of respondents who described themselves as “retired” reported belonging to a union as well—the fourth most common 251 form of association membership for all retirees (after church-affiliated, fraternal, and veterans groups) and third highest among male retirees (after church-affiliated and veterans groups). Continuing membership may provide social interaction and recreation, a venue for dealing with pension and benefit issues, and an opportunity to remain involved in programs and activities. According to Galston and Levine (1997), union members are more likely to participate in other voluntary associations or make charitable contributions than their nonunion counterparts. The hypothesis is that there is a “stepping stone” process—that membership in preexisting voluntary or secondary associations leads to volunteer participation (Lofland, 1996, p. 187; Smith, 1994; Wilson & Musick, 1998). ics. Through 1987, rotating items were included in two of three surveys. Beginning with the 1988 survey, the rotational system switched to one in which selected items were asked of two thirds of the respondents within each survey. Information about both voluntary association memberships and self-perceived health was sought from all respondents in the first six surveys listed in Table 1. From 1988 through 1994, however, these items were asked only of partially overlapping subsets of two thirds of the samples, with the effect that information on both association memberships and health was obtained from about one third of the respondents in these years. Although the final number of cases was considerably greater than is usually available for analyses of voluntary association membership, we tested for possible biases stemming from the elimination of cases by comparing the race, gender, and education distributions for the full sample and the analysis sample and found negligible differences (see Cutler & Hendricks, 2000). Bias stemming from loss of cases, then, does not appear to be a significant issue. Methods Data For this analysis we created a composite data set (N ⫽ 18,295) from 12 nationally representative NORC General Social Surveys conducted between 1974 and 1994 (Davis & Smith, 1994). All surveys in the GSS series (from 1972 to 1998) with the variables to be used in the analysis were selected for inclusion (see Table 1 for the survey years and initial Ns). Samplings for the 1974 survey and half of the 1975 survey were based on a block quota design; the remaining half of the 1975 survey and all other years used full probability sampling designs. Each sample was representative of the population of Englishspeaking persons 18 years of age and older living in noninstitutional arrangements in the United States. In addition to the exclusion of respondents with missing data on any of the analysis variables, changes in content coverage over the history of the GSS resulted in a further reduction of the total N for the 12 surveys from 18,295 to 11,789 (Table 1). Several of the variables used in the analysis (age, gender, race, education, employment status, marital status, and presence of children in the household) are part of the series of permanent items asked of all respondents in each survey. Other items have been asked on a rotational basis to allow for an expanded number of top- Variables To assess rates of membership in any of 16 possible types of formal voluntary associations, we relied on the question, “Now we would like to know something about the groups or organizations to which individuals belong. Here is a list of various organizations. Could you tell me whether or not you are a member of each type?” Respondents were then read a list that comprised fraternal groups; service clubs; veterans groups; political clubs; labor unions; sports groups; youth groups; school service groups; hobby or garden clubs; school fraternities or sororities; nationality groups; farm organizations; literary, art, discussion, or study groups; professional or academic societies; church-affiliated groups; and any other groups. Adopting the methodology used by Rotolo (1999) and others, we obtained total counts of memberships (corrected for a coding error for the years 1989– 1994 [Helliwell & Putnam, 1996]), with potential scores ranging from 0 to 16 (with church-affiliated groups and labor unions included) and 0 to 14 (with memberships in these two types of associations excluded). If anything, this approach underestimates total rates of affiliation as it depends on a count of types rather than actual organizational memberships (Baumgartner & Walker, 1988). We recoded age into 5-year intervals, beginning with 18–24, 25–29, and ranging up to 80–84 and 85⫹. Previous work (see Cutler & Hendricks, 2000, for a summary) has shown that higher membership rates are found among men and Whites; among those in better health and with higher levels of education; and among persons who are employed, married, or have children residing in the household. Because distributional differences by age in these variables will have the effect of dampening membership rates of the older age groups, we controlled for gender, selfperceived health (excellent, good, fair, poor), education (0–8 years, 9–11 years, high school graduate, Table 1. General Social Survey Years and Full and Reduced Sample Sizes Year Full sample n Reduced Sample n 1974 1975 1977 1980 1984 1987 1988 1989 1990 1991 1993 1994 Total 1,484 1,490 1,530 1,468 1,473 1,819 1,481 1,537 1,372 1,517 1,606 1,518 18,295 1,466 1,479 1,498 1,432 1,443 1,790 485 521 439 477 516 243 11,789 252 The Gerontologist some college, college graduate or more), work status (full-time, part-time, unemployed, retired, other), marital status (married, widowed, divorced/separated, never married), presence of children in the household (yes, no), and race (White, non-White). support for using the composite of the 12 surveys. Second, we also briefly note the bivariate and multivariate age differences in association memberships when all 16 types are considered. Third, we consider whether these latter findings are altered when memberships in church-affiliated groups and in labor unions are excluded. Finally, we summarize the effects of the control variables. In an effort to determine if period effects were influencing the composite pattern, our first step was to determine whether it was appropriate to aggregate the 12 surveys over the 20-year period. Based on an ordinary least squares (OLS) regression analysis examining the effects on number of memberships of survey year, age, age2, and an interaction term for age2 and survey year, we found that neither survey year nor the age2/survey year interaction was significant (see Cutler & Hendricks, 2000). From these results, we concluded that the nature of the relationship between age and number of memberships did not vary during the period in question, thus justifying the aggregation of the 12 surveys in order to have as large a number of cases as possible at the oldest ages. In looking to overall number of associations in which respondents claimed affiliation for the full set of 16 types, we found that memberships did appear to follow a curvilinear pattern by age when viewed in bivariate relationship (Table 2). The gross mean number of memberships was low among the youngest respondents, rose steadily to a peak at ages 40– 44, and then declined through ages 85⫹, where the lowest average number of memberships was found. On the face of it, this might be taken to confirm the belief that there is a decline in affiliations during the retirement years. However, we then controlled for compositional effects and found a somewhat different pattern. Examination of the net mean scores for Analysis The primary objective of this study was to determine whether the adjusted pattern of increasing voluntary association membership rates through age 50–54, and high and generally stable rates thereafter, is due to affiliations with church-related groups and labor unions. To address this question, we used Multiple Classification Analysis (MCA; SPSS for Windows, Release 7.5; Andrews, Morgan, & Sonquist, 1967), a multivariate procedure that enabled us to examine the bivariate effect of age on number of memberships, as well as its impact on our dependent variables after adjusting for the effects of the controls. MCA is particularly well suited to the objectives of this analysis in that no assumption of linearity was required, and we were able to obtain both bivariate (gross) and adjusted (net) mean membership scores for each of the 14 age categories in order to examine age patterns of membership. Eta and beta coefficients can be used to evaluate strength of the relationships at the bivariate and multivariate levels, and F tests are available to determine whether any given predictor (i.e., age) explains a significant proportion of the variance in the dependent variable before and after other predictors are held constant. Results Our discussion of the results of the analysis is divided into four sections. First, we briefly summarize Table 2. Gross and Neta Effects of Age on Number of Memberships in 16 Types b and 14 Typesc of Voluntary Associations: 1974–1994 Combined 16 Types Age 18–24 25–29 30–34 35–39 40–44 45–49 50–54 55–59 60–64 65–69 70–74 75–79 80–84 85⫹ Total p Value Gross Mean 1.44 1.53 1.83 1.95 2.09 1.97 1.93 1.96 1.59 1.61 1.48 1.45 1.34 1.21 1.74 Eta 14 Types Net Mean Beta 1.44 1.26 1.54 1.64 1.85 1.90 2.00 2.17 1.93 2.01 1.92 2.03 1.95 1.88 .125 ⬍.001 .164 ⬍.001 Gross Mean 1.12 1.16 1.39 1.46 1.57 1.40 1.34 1.34 1.02 1.07 .98 .91 .85 .77 1.25 a Eta Net Mean Beta 1.10 .91 1.14 1.20 1.37 1.36 1.42 1.53 1.31 1.41 1.34 1.40 1.36 1.34 .120 ⬍.001 X16(net)–X14(net) .34 .35 .40 .34 .48 .64 .58 .64 .62 .60 .58 .63 .59 .54 .106 ⬍.001 Controlling for gender, self-perceived health, education, work status, marital status, presence of children in the household, and race. Including church-affiliated groups and labor unions. c Excluding church-affiliated groups and labor unions. b Vol. 41, No. 2, 2001 253 the full set of 16 types of associations showed that memberships rise from ages 25–29 and peak at ages 55–59, after which there is a long plateau, lasting until ages 85⫹. Because the number of respondents at even more advanced ages became so small at that point, we were unable to make any comments about what then occurs. For a more complete discussion of the results for all 16 types, see Cutler and Hendricks (2000). Because our primary interest in this analysis is in the effects of church-based and union memberships, we first excluded one, then the other, and then both. The principal conclusion was the same regardless of whether the analysis was based on 15 types of memberships (with church-affiliated groups or labor unions excluded) or 14 types (with church-affiliated groups and labor unions excluded), so only the latter results are presented here. First, examination of the unadjusted (gross) mean number of memberships in the 14 types of associations showed the now familiar curvilinear pattern of age differences (Table 2). The highest level of affiliation occurred among persons 40–44 years of age. Membership levels trailed off steadily on both sides of this age group, with the lowest average number of memberships found among the 85⫹ age group. Again, however, it must be recalled that characteristics of older persons are differentially distributed along the control variables. As detailed in Cutler and Hendricks (2000), older persons were significantly more likely to report their health as poor, have lower levels of education, and be out of the labor force. The older age groups also have higher percentages of women, widows, persons living in households without children, and at ages 85⫹ non-Whites. These very same characteristics dampen levels of association affiliation. The net means for the 14 types of associations yielded the pattern of age differences after the effects of the varying compositional characteristics were controlled. This pattern proved to be quite similar to what we previously found for the 16 types. Although there was an initial decline between the ages of 18–24 and 25–29, number of affiliations rose thereafter through ages 55–59, dropped slightly at ages 60–64, and then remained relatively stable through ages 85⫹. Even with the deletion of membership in church-related groups and labor unions, the net mean scores clearly indicate that a major source of the lower levels of association membership observed in the bivariate data among the older age groups stemmed from their compositional characteristics. To provide a rough approximation of the significance of the changes from the unadjusted to the adjusted mean scores for each age group, 95% confidence intervals (CI) were obtained for each of the gross mean scores. The 95% CIs were used under the assumption that whether an age group’s net mean falls within or outside the interval for its gross mean can be taken as an approximate indication of the significance of the change when compositional differences are controlled. The results (not presented here) provided further support for our conclusions. Specifically, for the analysis of both the 16 types and the 14 types of associations, the adjusted means fell within the 95% CIs for three of the age groups: 18– 24, 45–49, and 50–54. In these instances, the adjustment process made little difference. For each of the remaining age groups, their net mean scores lay outside of the gross mean’s confidence interval, suggesting that controlling for compositional characteristics appears to have had an appreciable effect. As a way of summing up this part of the findings, the net means reported in Table 2 for both the 16type analysis and the 14-type analysis are presented in Figure 1. Apart from average membership levels for the analysis of 14 types of associations being consistently but unsurprisingly lower for each age group than was the case with the analysis based on 16 types, the age-based membership curves are quite alike. Both show a decline in average number of memberships between the ages of 18–24 and 25–29, increasing levels through ages 55–59, a decrease from 55–59 to 60–64, and a relatively constant number of memberships through the 85⫹ age group. That the curve for the 14 types of associations appears to be flatter is supported by the respective betas (.164 for the 16 types and .106 for the 14 types), but both patterns are statistically significant by the F test for net effects (see Table 2). Figure 1 also suggests that the exclusion of membership in churchrelated groups and in labor unions makes less difference at the younger ages, leads to a widening gap up through ages 55–59, and then to a constant difference thereafter. This impression is supported by the data in the far right column of Table 2, which presents the simple differences between the net mean scores for the analysis based on 16 types and that based on 14 types. Generally, the magnitude of the differences increased up through age late 50s and then remained fairly steady, at least through the 80– 84 age group. In other words, excluding church-related organizations and labor unions lowered the member- Figure 1. Adjusted age differences in number of voluntary association memberships. 254 The Gerontologist ship count of all age groups but had the least impact on membership levels of younger persons, a growing impact on overall affiliation rates up to the late middle-age period of the life course, and a uniform impact thereafter. Finally, of the control variables, education exerted the strongest net effect (Beta ⫽ .368), that is, the higher the level of educational attainment, the greater the number of memberships. Respondents with children in the household belonged to more associations than those without children (Beta ⫽ .060), men had a greater number of memberships than women (Beta ⫽ .059), membership levels were higher the better one’s self-reported health (Beta ⫽ .049), and Whites had a higher number of affiliations than non-Whites (Beta ⫽ .043). For work status, the unemployed had the lowest number of memberships, part-time workers the highest, and full-time workers, retirees, and other statuses were intermediate (Beta ⫽ .037). Widowed respondents had fewer memberships than persons who were married, divorced/separated, or never married (Beta ⫽ .023). All relationships between the control variables and number of association memberships were significant beyond at least the .01 level. berships or union memberships accounted for the stable pattern of membership (e.g., Lofland, 1996; Wilson & Musick, 1998). To reach that conclusion, we aggregated data on various types of association membership among 16 types of associations over the 20-year period from 1974 to 1994 as collected in 12 national GSS surveys. Had we looked merely at the bivariate relationship between age and number of memberships, there would indeed have appeared to be a marked curvilinear relationship with a long, slow tapering off in the later years. However, from a multivariate perspective, the relationship was positive through ages 55– 59 and, after a slight drop, continued pretty much as a plateau until the respondents were in the 85⫹ category. Further, membership in neither church-related associations nor unions appeared to exert a significant influence on the overall pattern. One of the implications of our findings is that an extensive pool of volunteers is found among older segments of the population, and that they continue to be engaged to the extent that their stamina and vigor permit throughout the life course. In several respects, they are more engaged than many of their younger counterparts. Until their mid-80s, many older persons appear to remain involved. As has frequently been pointed out (Atchley, 1999; Freedman, 1997), older adults often search for options that may help them perceive themselves as both engaged in and contributing to some greater good. Our data imply that this is the case, as even when church affiliations and union memberships are controlled, high rates of voluntary association memberships persist well into the later years. These results, of course, are based on an analysis of the number of types of voluntary associations to which people belong. As noted earlier, this approach likely underestimates the actual number of affiliations, given that persons may belong to more than one association within each type (Baumgartner & Walker, 1988). More definitive estimates would require an enumeration of memberships within each of these general types. Memberships themselves also represent just one form of participation in voluntary associations. Further research on age differences should examine various modes and levels of involvement and activity. Finally, participation in the types of formal, voluntary associations considered in this study does not exhaust the range of ways in which voluntaristic contributions can be made. Only by casting the widest possible net of types of voluntaristic activities will we be able to fully appreciate the scope and magnitude of productive activities in the later years. Discussion About half of all Americans are currently engaged in some form of volunteer activity, including voluntary associations (Hodgkinson & Weitzman, 1996; Sundeen, 1992; Van Willigen, 2000). Yet, in recent years, some (Putnam, 1995, 2000; Rotolo, 1999) have asserted that rates are waning overall or for particular forms of participation. As far as older volunteers are concerned, some investigators point to overarching patterns of decline, whereas others report that with increases in life expectancy have come intensified searches for meaningful, perhaps even altruistic endeavors. Paradoxically, at the same time, volunteering is “marketed” as a valuable activity, a way to make a difference in deserving causes. In fact, a monitoring group, Independent Sector (1998), asserted that in 1995, $77.2 billion worth of voluntary services were contributed by older volunteers. Moreover, the number of nonprofit associations listed in the Encyclopedia of Associations was more than twice as great as it had been less than 30 years previously (Allard & Gruber, 1998–99). As if any further evidence were needed, a spate of new popular books provides ample testimony that volunteering is alive and well. As far as older persons are concerned, rather than withdrawing from active participation, older persons seek and provide “pay back” through voluntary participation of one form or another (Cohen, 2000; Freedman, 2000; Roszak, 1998). Our data lead us to assert that voluntary association membership rises to a peak in ages 55–59 and remains reasonably stable until age 85, religious and/ or union affiliations notwithstanding. Although our findings are contrary to what some have maintained (e.g., Fischer, Rapkin, & Rappaport, 1991; Greeley 1997), we did not find that church-affiliated memVol. 41, No. 2, 2001 REFERENCES Allard, D. M., & Gruber, K. (1998–99). Encyclopedia of associations. Detroit, MI: Gale Research. Andrews, F., Morgan, J., & Sonquist, J. (1967). Multiple Classification Analysis: A report on a computer program for multiple regression using categorical predictors. Ann Arbor, MI: Institute for Social Research. Atchley, R. (1999). 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