Fraternal Advanced Phil Edlund

Mission “ Thrivent Financial for Lutherans is a faith- based membership organization called to improve the quality of life of its members, their families, and their communities by providing unparalleled solutions that focus on financial security, wellness, and caring for others. ”

Increase the Differentiation Power of Fraternal Leverage our uniqueness Benefits that enhance our financial products Leverage partnerships and alliances

Broad Based High Visibility Events o Synod Assemblies Provides visibility Prospects & Appointments. Leave your business cards for referrals when your shift is over. Phil Edlund staffed the booth at the SW WA ELCA Synod Assembly.  Several people approached the booth while the assembly was in session.  Referred 5 people to John Aakre.  John Aakre made appts. for new business.

Sales Tools Committee Sponsored Workshops GivingPlus™ Fundraiser for School Provides Prospects & Appointments. Provides Prospects for Education Funding & Retirement Funding products.

GivingPlus ™

Key Concepts of GivingPlus ™ Campaign Organization must sign up first with Thrivent (not all organizations will qualify)  Must be one of the organization types listed in guidelines  Must be listed in the national and local church body yearbook  Must have at least 1 FTE (30+ hrs./wk., can be two ½ time positions) Everyone participates no matter what size of the gift. Organization involves multiple family members and their extended family. Organization involves local congregations in your efforts.

What if my organization does not have many Thrivent Members? Sign them up as Family Associate Members! Recruit 5 to 10 donors to support your campaign and donate unrestricted funds to your organization  Be sure to send in these donations to be matched by GivingPlus™! Have a kickoff promotion, where the seed donors offer testimonials and recruit Family Associate Members  Encourage each seed donor to recruit 5 to 10 Family Associate Members each  If a donor is willing to donate only $100, suggest that they write one check to Thrivent Financial for $10 for the membership fee, and the remaining $90 to your organization. This way the organization will receive a total of $135!

GivingPlus ™ $24 Million Nationally (first come, first served*) Gifts for all membership types ($50 min. gift reqm’t and Assoc. Member gift limitations eliminated as of April 1, No changes to “Member Benefits” eligibility. )  Gifts up to $600, to 2 different organizations, matched 50 cents on the dollar.  Multiple gifts can be made to reach the full $600.  2005 deadline – Postmarked to Thrivent by Jan. 14, 2006 Volunteer Bonus – Applies to both membership types!  If a donor volunteers 25 or more hours per year with the organization, Thrivent Financial will contribute an extra $25 *The budget for this program is established annually. Gifts arriving after the program’s annual allocation is distributed may not be supplemented--but will be gratefully received.

GivingPlus ™ Campaign Ideas New Windows New Playground Equipment Endowment Fund Drive Scholarship Fund Drive Teacher’s Retirement Fund Regular Annual Pledge Support

How to Raise $10,000+ (Tuition payments do not qualify) Scenario #1 # of Members Donating Gift Amount Gifts of $600 1 $ 600 Gifts of $400 2 $ 400 Gifts of $300 1 $ 300 Gifts of $200 5 $ 200 Gifts of $10025 $ 100 Gifts of $5025 $ 50 Seed Money Donors & Recruiters Members 5 $ 100 Total Seed Donations $ 500 # of Assoc. Members Recruited 50 Total Donors64 Net Donation to Organization $ $ 1, $ $ 1, $ 3, $ 1, $ $ 10, (Includes Thrivent Financial contribution)

How can Help? u Provide coaching for a volunteer who will manage the fund-raising process. u Sponsor a Coffee Hour to kick off the fund- raising campaign in order to meet the donors and rally support. At the Coffee Hour will display Thrivent Financial Member Benefits to encourage associate memberships.

How can Help? (cont ’ d) u Present Education Funding workshop at a final fund- raising “Celebration Sunday” event. We suggest this event could take place in conjunction with a. u Assist parents, grandparents and friends of in linking their faith, values and finances by guiding them through an individualized Charitable Giving Process. u

Relationship Enhancers Thrivent Resources Awareness Event Church leaders highlight the Thrivent resources used during the last year at a coffee hour or Adult Education Forum:  Baptismal Medallions  Confirmation Crosses  Care in Congregations™ projects  Care Abounds in Communities ™ projects  Endowment Planning workshops  LTC Workshops  Etc.

Resources n GivingPlus™ u Presentation found at n Simply Giving® n Regional Website