How to Raise $25,000 - $50,000 using GivingPlus™ Presented by:

Key Concepts of GivingPlus ™ Campaign Organization must sign up first with Thrivent Financial (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) Organization involves multiple family members and their eligible extended family members Organization involves local congregations in your efforts

GivingPlus ™ $24 Million Nationally (first come, first served*) Gifts for all membership types ($50 min. gift reqm’t and Assoc. Member gift limitations eliminated effective January 1, No changes to “Member Benefits” or voting eligibility. )  Gifts up to $600 or more, to 2 different organizations per year, matched 50 cents on the dollar, up to $300.  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 Retirement Fund Regular Annual Pledge Support

Membership Eligibility A person is eligible to become a member if he/she:  Professes to be Lutheran and is a current or former member of a Lutheran congregation OR Is a non-Lutheran who has an eligible family relationship to a Thrivent member*  Is a non-Lutheran who is currently affiliated with a Lutheran organization** * Eligible relationships under our guidelines are: spouse, widow/widower, sibling, child, parent, daughter-in- law, son-in-law, mother-in-law, father-in-law, grandparent (includes great), grandchild (includes great). Does not include brother-in-law, sister-in-law, aunts, uncles, nieces, nephews. **Examples are employee of a Lutheran school, student, parent of student etc. See membership application for full list.

Types of Membership Members age 16+ who have insurance or annuity contracts issued by Thrivent Financial are “benefit members” All other members age 16+ are “associate members”. Associate members with another type of Thrivent Financial product (including mutual funds) do not need to pay $10 to be members. Associate members who do not have any Thrivent Financial products may join Thrivent Financial by paying an annual $10 family membership fee. They are called “family associate members.”

Membership Eligibility (cont ’ d) Benefit Members  Can enroll other eligible household members as Associate Members without paying the annual fee  Can serve as Congregational Coordinator or Chapter Leader  Can vote for National Board of Directors and Local Chapter Leaders  Benefit members age 16+ can make gifts to 2 different enrolled organizations per year of up to $600 that will be supplemented by Thrivent Financial with $1 for every $2 of gift. — Receive Thrivent magazine  Can receive one copy of every member benefit each year

Membership (cont ’ d) Associate Members (who own a Thrivent Financial product)  Can enroll other eligible household members as Family Associate Members without paying the annual fee  Can serve as Congregational Coordinator or Chapter Leader  Can vote for Local Chapter Leaders  Associate members who own a financial product age 16+ can make gifts to 2 different enrolled organizations per year of up to $600 that will be supplemented by Thrivent Financial with $1 for every $2 of gift.  Receive Thrivent magazine  Can receive one copy of every member benefit each year

Membership (cont ’ d) Family Associate Members  Can enroll the entire household for only $10 a year  Family associate members age 16+ can make gifts to 2 different enrolled organizations per year of up to $600 that will be supplemented by Thrivent Financial with $1 for every $2 of gift.  Receive Thrivent magazine  Can receive two member benefits per year  Can serve as Congregational Coordinator or Chapter Leader  Can vote for Local Chapter Leaders

Sample Fundraising Chart

How to Raise $25,000+ (Tuition payments do not qualify) Scenario #1 # of Members Donating Gift Amount Gifts of $600 3 $ 600 Gifts of $400 5 $ 400 Gifts of $300 5 $ 300 Gifts of $20010 $ 200 Gifts of $10040 $ 100 Gifts of $5040 $ 50 Seed Money Donors & Recruiters Members10 $ 400 Total Seed Donations $ 4,000 # of Assoc. Members Recruited 80 Total Donors: 113 Net Donation to Organization $ 2, $ 3, $ 2, $ 3, $ 6, $ 3, $ 6, $ 25, (Includes Thrivent Financial contribution)

How to Raise $25,000+ (Tuition payments do not qualify) Scenario #1 # of Members Donating Gift Amount Gifts of $600 5 $ 600 Gifts of $400 5 $ 400 Gifts of $300 5 $ 300 Gifts of $20010 $ 200 Gifts of $10015 $ 100 Gifts of $5015 $ 50 Seed Money Donors & Recruiters Members15 $ 400 Total Seed Donations $ 6,000 # of Assoc. Members Recruited 30 Total Donors: 70 Net Donation to Organization $ 4, $ 3, $ 2, $ 3, $ 2, $ 1, $ 9, $ 25, (Includes Thrivent Financial contribution)

Sample Fundraising Chart

How to Raise $50,000+ (Tuition payments do not qualify) Scenario #1 # of Members Donating Gift Amount Gifts of $600 5 $ 600 Gifts of $40010 $ 400 Gifts of $30020 $ 300 Gifts of $20035 $ 200 Gifts of $10050 $ 100 Gifts of $5050 $ 50 Seed Money Donors & Recruiters Members15 $ 400 Total Seed Donations $ 6,000 # of Assoc. Members Recruited 100 Total Donors:185 Net Donation to Organization $ 4, $ 6, $ 9, $ 10, $ 7, $ 3, $ 9, $ 50, (Includes Thrivent Financial contribution)

How to Raise $50,000+ (Tuition payments do not qualify) Scenario #2 # of Members Donating Gift Amount Gifts of $600 6 $ 600 Gifts of $40010 $ 400 Gifts of $30015 $ 300 Gifts of $20045 $ 200 Gifts of $10055 $ 100 Gifts of $5060 $ 50 Seed Money Donors & Recruiters Members10 $ 400 Total Seed Donations $ 4,000 # of Assoc. Members Recruited 115 Total Donors: 201 Net Donation to Organization $ 5, $ 6, $ 6, $ 13, $ 8, $ 4, $ 6, $ 50, (Includes Thrivent Financial contribution)

What if my organization does not have many Thrivent Members? Sign them up as Family Associate Members! Recruit 10 to 15 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!

What if a person cannot make the gift all at once? – Offer to accept pledges over a 10 month period ($5 to $35/mo)  $50 = $5/mo. X 10 mos.  $100 = $10/mo. X 10 mos.  $200 = $20/mo. X 10 mos.  $300 = $30/mo. X 10 mos.  $400 = $40/mo. X 10 mos.  $600 = $60/mo. X 10 mos. – Track the pledge payments, then submit the GivingPlus™ form when the contributions reach the maximum limit for the year

Simply Giving ® Use Simply Giving® to automate pledges Available to Lutheran organizations and congregations Membership in Thrivent Financial is not required for participants (i.e. parents, donors, etc.) Cost: Free Transfer $11 M per month Gifts and tuition Encourages stewardship n Withdraws on the 1 st or 15 th of each month

What if a person cannot afford to donate? Work with their close relatives  Often grandparents and other close relatives will support your organization.  Even if the relatives are not Lutheran, they may still participate as a Family Associate Member if they meet eligibility guidelines.

Other Ideas for Implementation Name the different giving levels  use a theme (i.e. plants, animals, etc.)  Harvesters - $600 donations  Caretakers - $400 donations  Irrigators - $300 donations  Fertilizers - $200 donations  Sprouters - $100 donations  Sowers - $50 donations  Seeds – those who encourage others to participate through the Family Associate Membership Program

Other Ideas for Implementation (cont ’ d)  Excavators – those who make the first gifts and encourage others to participate through the Family Associate Membership Program  Deliverers - $600 donations  Decorators - $400 donations  Roofers - $300 donations  Drywallers - $200 donations  Framers - $100 donations  Bricks - $50 donations

Other Ideas for Implementation (cont ’ d)  Directors Level – those who make the first gifts and encourage others to participate through the Family Associate Membership Program  Presidents Circle - $600 donations  Sustainer’s Level – $400 donations  Challenge Level - $300 donations  Sponsor Level - $200 donations  Associate Sponsor Level - $100 donations  Friend Level - $50 donations

How can Help?  Provide coaching for a volunteer who will manage the fund- raising process  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 family associate memberships.

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

Here’s how to access the enrollment form online: Visit Click on Fraternal Programs. Then Church & Community Programs. Then GivingPlus® Program. Then Enrollment Agreement Form. Program information also available online.

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