1. Fraternal Intermediate
Ron Coen

2. 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.”
3. Our corporate mission: Earlier in your time with us, you no doubt read this mission statement.
(Trainer’s note: you may need to clarify this is the corporate mission statement as opposed to the fraternal mission statement they saw at the beginning of this session.)
Here is what we said our purpose is, “…………………………”
For me, this is a powerful mission statement and it does take me beyond myself. This mission calls us to improve the lives of those we serve. It’s not just a job. Our commitment is to provide unparalleled solutions. And we concern ourselves with the whole person by addressing not just their financial security needs, but also their wellness needs and their need to care for and to be of service to one another.
Given our mission statement, member/market data, and regulatory and political concerns, I now want to share with you the six key fraternal strategies.

3. Working with Churches Takes a planned approach Be consistent
Requires professional follow-up
Knowledge of the church critical
Our natural market

4. Church Relationship Manager
How do you become a CRM?
What are the criteria for CRM assignments?
How do the congregations find out who their CRM is?
New process being used in Marketing Pilot
Handouts for CRM
Building Relationships in a Lutheran Environment.

5. Expectations for FRs assigned to congregations (Pilot)
1.Participate in a Congregational Fraternal Annual Review (CFAR) with Relationship Support Staff – with follow-up as appropriate (financial based workshops)
(or Pastor/congregational visit)
2.Participate in at least one Thrivent sponsored fraternal event that the congregation is involved in. ie. Join Hands Day, a Habitat build, congregational fund raising event etc.

6. Expectations for (Pilot) FRs assigned to congregations
3.Participate in one visibility event such as a Coffee Hour, Thrivent Resources Sunday with FR & Coordinators or host financial workshop
4.Participate in direct marketing to the congregation through Fleximail, Teleservices, Mailing invitations to regional/local workshops (retirement Income/ Market Update/other product workshops) or Teleservices enrollment in National Campaigns.

7. Church Relationship Manager (cont’d)
Responsibilities (non pilot)
Keeper of the Brand
Key Contact for Church Leaders, Pastors, etc.
Bringing Prospects to Thrivent Membership
Opportunities
Church Endowment Program Contact
Seminar/Workshop Invitations
Home Office Leads
Direct Mail
Telemarketing
Handouts for CRM
Building Relationships in a Lutheran Environment.

8. Church Relationship Manager (cont’d)
Expectations (non pilot)
Build & Maintain relationships with Congregational Coordinators
Meet the leadership of the congregation –complete a congregation fact-finder
Submit a written business/marketing plan for each congregation
Marketing plan might include: Fleximail, Telemarketing, Pre-Approach letter to new members, Workshops/Seminars, Coffee Hours, Visibility Events

9. Door Openers Pastor Visit
Meet with the Congregational Coordinators or Key Thrivent members w/in cong.
Present Baptismal Medallion
Present Confirmation Crosses
Church Visibility
FR brochure in Narthex
Visit the church and staff
Attending church services
GivingPlus™ Fundraiser for School
New Expanded Giving

10. Pastor Visit Process Pre-Visit During the visit
Delivering the Resource Menu
Importance
Opens the door to the church
Establishes a positive relationship w/Pastor & Members
Pastor Visit Handouts
Pastor Visit Checklist
Guide for Congregational Visits & Conversations with Pastors
Thrivent Financial for Lutherans Congregational Resource Menu – Donel will highlight specific resources
Coffee Hour – Sherryl Adair
Simply Giving – Brendan Rorem
Giving Plus - Donel

11. Relationship Enhancers (Church Prospecting/High Visibility Events)
Coffee Hour – Introduce Thrivent
Setup with the Congregational Coordinators
Order Coffee Hour in a Box Kit #WE10565KIT
Thrivent Resources Awareness Event
Church leaders highlight the Thrivent resources used during the last year at a coffee hour or Adult Education Forum:
Care in Congregations™ projects, Care Abounds in Communities ™ projects, Endowment Planning workshops, LTC Workshops, Etc.

12. Relationship Enhancers (Church Prospecting/High Visibility Events)
Meeting Leaders of the Key Ministries
Meeting Leaders of the Affiliated Institutions
Preschools
Childcare
Food Banks
Etc.

13. Relationship Enhancers (Church Prospecting/High Visibility Events)
Simply Giving
Pastors’/Administrative Asst. Lunch
Directory Review/Sponsor Church Directory
New Church Member Welcome Gift

14. Simply Giving
Can be used to introduce FR to preschool director (Tuition) & congregation (Giving).
Over $9 mil. Transferred monthly
Free
No Float
Handled by 3rd Party Vendor (Vanco Services, Inc.)

15. Relationship Enhancers – (Broad Based Prospecting/High Visibility Events)
Attending Chapter/Cong. Coordinator Training/Recognition Events
Attending Chapter Meetings Occasionally
Synod Assemblies
Community Events
Sponsorship/Advertisement at Events – High School Athletic Posters/Programs

16. Synod Assemblies Provides Visibility Prospects & Appointments.
Leave your business cards for referrals when your shift is over.
Phil Edlund staffed the booth at the SWWA 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.

17. Resources Church Relations Resources Simply Giving®
Simply Giving®
Regional Website
Phil Edlund:
Naomi Baker: