1. Thrivent’s 2nd Annual Lutheran Institution & Organization Resources Summit Pacific Northwest Region 526

2. Welcome & Introductions n Fraternal Team n Financial Representatives n Guest Speakers n Institution Leaders

3. Overview of the Morning How have Lutheran organizations and Thrivent Financial for Lutherans™ partnered to strengthen our community during the last year? What is new in 2005? Break Break-out sessions by Institution Type  Brainstorming – What do you want to bring back to your institution for 2005? Shared Best Practices & Other Feedback

4. Mission Statement “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.”

5. Vision Our vision is to be the organization that Lutherans, Lutheran congregations and Lutheran institutions seek first when pursuing their financial goals. More than creating financial solutions, we add the unique capability of enabling Lutherans to demonstrate their care and concern for others.

6. Guest Presenters u Heidi Fish – Lutherwood Camp & Retreat Center u Beth Ann Johnson – L.C.S.N.W. (Kitsap) u Tom Bruckner - Thrivent Financial Representative u Mary Griffith – Wellness Center (Sequim)

7. How can your local Financial Representative help?

8. How can the Financial Representative work with your institution? n Charitable Giving Process u Endowment Planning u Capital Campaign Planning u Estate Planning

9. Retirement Planning & Education Planning

10. How can the Financial Representative work with your institution? (Cont’d) n Retirement benefits for your staff n Retirement for supporters of your organization n Education Savings Planning n Etc.

11. What is new with Thrivent? n Care Programs u Care Abounds in Communities™ F Up to $1,600 for Fundraisers or Work Activities for Non-Profits F Supplemented $1 for every $2 to $3 raised. u Care in Regions™ F Grants between $10,000 & $20,000 F Supplemented $1 for every $2 to $3 raised.

12. Care Programs (cont’d) – Forming a Service Team 1. Build support within existing and new congregational relationships. 2. Encourage the congregation(s) to form the service team and request funding for your project on your behalf (before the project date): F Include a line in your letter encouraging the Congregation to apply for Chapter Funding. F Include the form that is used for their local chapter –– All chapters in Western Washington have agreed to accept the generic version of the request form found on the website below. www.lutheransonline.com/rfo526/requestfunding *Note Chapters may combine multiple service team requests (to one Chapter) into one larger project.

13. Care Programs (cont’d) – Forming a Service Team Forming a Service Team (cont’d) 3. Service team(s) & your organization conduct the Activity/Event 4. Service Team report results to the Chapter & sends Chapter a check for net funds raised. 5. Chapter sends a check for funds raised + supplemental funds to your organization.

14. Care in Regions™ 2005 n $67,370 Granted in 2005 n Challenge grants n $10-20,000 Challenges n $1 for every $3 raised n 2 or more chapters n Camps, Schools, Social Ministries, Institutions

15. Care in Regions™ n Application Deadline was April 1 n Recipients Included: u Concordia University – Portland, OR u Good Samaritan Hospital – Puyallup, WA u Lutheran Community Services Northwest – Seattle, WA u Pacific Lutheran University – Tacoma, WA

16. Additional Grant Programs

17. 2005 Grant Initiatives Youth Leadership Initiative  Developing service learning opportunities for youth ages 14 to 24.  $5,000 - $50,000 for independent requests  $5,000 - $100,000 for coalitions  Recipient must contribute 25% of the project cost over the 2 year period. Eligibility  Must be identifiably Lutheran, a non-profit corporation, independently governed, and financially self sustaining. Deadline – September 15, 2005

18. 2005 Grant Initiatives Charitable Gifting Initiative  Developing and Charitable Giving education and motivation process for Lutheran Institutions and their constituents.  $5,000 - $50,000 for organizations with annual operating budgets under $2 mil.  $5,000 - $100,000 for all other organizations  Recipient must contribute 25% of the project cost over the 2 year period. Eligibility  Must be identifiably Lutheran, a non-profit corporation, independently governed, and financially self sustaining. Deadline – September 15, 2005

19. Lutheran Grant Program A Flexible grant program allowing organizations to propose promising new projects or expand the mission outreach or capacity of the organization. – Are unique and have broad/high impact.  Grants up to $100,000  (used to help create LAAH in 2005)  Recipient must contribute 25% of the project cost over the 2 year period. Eligibility  Must be identifiably Lutheran, a non-profit corporation, independently governed, and financially self sustaining.  Could be a coalition of 3 or more congregations Deadline – Open

20. Other Resources u Financial Representatives u Healthy Communities Healthy Youth (HCHY) u Wall Calendars u Regional Website – www.lutheransonline.com/rfo526/luthorg www.lutheransonline.com/rfo526/luthorg

21. How to Raise $10,000 - $15,000 using GivingPlus™ Presented by: Phil Edlund

22. 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.

23. GivingPlus ™ $24 Million Nationally (first come, first served*) $1.52 mil. used as of 4/11/2005 Gifts for all membership types ($50 min. gift reqm’t and Assoc. Member gift limitations eliminated effective January 1, 2005. No changes to “Member Benefits” or election 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.

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

25. 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.

26. 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.”

27. 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 give gifts of up to $600 per year to 2 different institutions. The funds are supplemented by Thrivent Financial with $1 for every $2 of gift, up to $300.  Receive Thrivent magazine  Can receive one copy of every member benefit each year

28. 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 give gifts of up to $600 per year to 2 different institutions. The funds are supplemented by Thrivent Financial with $1 for every $2 of gift, up to $300.  Receive Thrivent magazine  Can receive one copy of every member benefit each year

29. Membership (cont ’ d) Family Associate Members – NEW GIFT AMOUNTS!  Can enroll the entire household for only $10 a year  Family associate members age 16+ can now make gifts to 2 organizations per year of up to $600 that will be supplemented by Thrivent Financial with $1 for every $2 of gift, up to $300. – 2 year limitation has now been eliminated.  Receive Thrivent magazine  Can receive two member benefits per year  Can serve as Congregational Coordinator or Chapter Leader  Can vote for Local Chapter Leaders

31. 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 $ 900.00 $ 1,200.00 $ 450.00 $ 1,500.00 $ 3,750.00 $ 1,875.00 $ 750.00 $ 10,425.00 (Includes Thrivent Financial contribution)

32. How to Raise $10,000+ (Tuition payments do not qualify) Scenario #2 # of Members Donating Gift Amount Gifts of $600 1 $ 600 Gifts of $400 3 $ 400 Gifts of $300 5 $ 300 Gifts of $200 5 $ 200 Gifts of $10015 $ 100 Gifts of $5015 $ 50 Seed Money Donors & Recruiters Members 5 $ 100 Total Seed Donations $ 500 # of Assoc. Members Recruited 30 Total Donors49 Net Donation to Organization $ 900.00 $ 1,800.00 $ 2,250.00 $ 1,500.00 $ 2,250.00 $ 1,125.00 $ 750.00 $ 10,575.00 (Includes Thrivent Financial contribution)

34. How to Raise $15,000+ (Tuition payments do not qualify) Scenario #1 # of Members Donating Gift Amount Gifts of $600 1 $ 600 Gifts of $400 5 $ 400 Gifts of $300 5 $ 300 Gifts of $20010 $ 200 Gifts of $10020 $ 100 Gifts of $5020 $ 50 Seed Money Donors & Recruiters Members10 $ 100 Total Seed Donations $ 1,000 # of Assoc. Members Recruited 40 Total Donors71 Net Donation to Organization $ 900.00 $ 3,000.00 $ 2,250.00 $ 3,000.00 $ 1,500.00 $ 15,150.00 (Includes Thrivent Financial contribution)

35. How to Raise $15,000+ (Tuition payments do not qualify) Scenario #2 # 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 $10010 $ 100 Gifts of $5010 $ 50 Seed Money Donors & Recruiters Members 5 $ 100 Total Seed Donations $ 500 # of Assoc. Members Recruited 20 Total Donors50 Net Donation to Organization $ 4,500.00 $ 3,000.00 $ 2,250.00 $ 3,000.00 $ 1,500.00 $ 750.00 $ 15,750.00 (Includes Thrivent Financial contribution)

36. Sample Fundraising Chart

37. 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 $ 2,700.00 $ 3,000.00 $ 2,250.00 $ 3,000.00 $ 6,000.00 $ 3,000.00 $ 6,000.00 $ 25,950.00 (Includes Thrivent Financial contribution)

38. How to Raise $25,000+ (Tuition payments do not qualify) Scenario #2 # 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 $ 900.00 $ 1,200.00 $ 450.00 $ 1,500.00 $ 3,750.00 $ 1,875.00 $ 750.00 $ 10,425.00 (Includes Thrivent Financial contribution)

39. Sample Fundraising Chart

40. 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 $ 4,500.00 $ 6,000.00 $ 9,000.00 $ 10,500.00 $ 7,500.00 $ 3,750.00 $ 9,000.00 $ 50,250.00 (Includes Thrivent Financial contribution)

41. 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 $ 5,400.00 $ 6,000.00 $ 6,750.00 $ 13,500.00 $ 8,250.00 $ 4,500.00 $ 6,000.00 $ 50,400.00 (Includes Thrivent Financial contribution)

42. 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!

43. 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

44. 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 $9 M per month Gifts and tuition Encourages stewardship n Withdraws on the 1 st or 15 th of each month

45. 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.

46. 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

47. 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

48. 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

49. Simply Giving®

50. Use Simply Giving ® to automate pledges n Available to Lutheran Organizations & Congregations n Thrivent Membership is not required for participants (i.e. parents, donors, etc.) n Cost: Free n Transfer $9 M per month n Gifts & tuition n Encourages Stewardship n Transfers on the 1 st or 15 th of the month.

51. Break

52. Break-out by Institution Type u Large Institutions - Colleges/Universities, Social Ministry Organizations, etc. u Elementary Schools, High Schools, etc. u Pre-Schools, Childcare Centers, etc.

53. Discussion Items: What ideas did you hear today or have you heard that might be of value to your organization? What do you want to bring back to your institution for 2005? How could your organization partner with Thrivent in 2005? – How has your organization worked with the following Thrivent Resources? F Giving Plus F Simply Giving F Working with your Local Thrivent Chapter How did you first learn about the resource? How did you introduce the resource and implement it in your organization?

54. Discussion Items: (Cont’d) 4. What challenges did you encounter? 5. How did you address these challenges? 6. What seems to work best? 7. What suggestions do you have for improvement? 8. What are the current issues facing your institution & its peers? 9. What resources would helpful to assist you in addressing these issues? 10. What other corporate programs has your organization used?

55. Shared Best Practices/Strategies from Break-out Sessions & Other Feedback

56. Shared Best Practices – Using the GivingPlus chart & plugging in names into the chart. – Starting with past donors, board members & parents – Making people more aware of how they can leverage their gift through GivingPlus. – Enrolling Associate Members to help with your campaign and encourage the use of GivingPlus – Use the Chart to show how past giving could have been enhanced if GivingPlus had been used. – Use the chart & Simply Giving to encourage donors to reach new giving levels.

57. Shared Best Practices (cont’d) – Learning different ways that an organization can partner with Thrivent in the community and help spread God’s Word. – How to use Simply Giving as a tuition collection method. – Use Simply Giving as the preferred method for tuition payment – Encourage every parent to use it. – How to identify constituents who are Thrivent members? – Self identification – have a check box on your mailings. – Work with your local congregations/coordinators & chapter leaders.

58. Shared Best Practices (cont’d) – Write up a blurb for a Chapter newsletter when you receive Care Abounds in Communities Funding, or are working on a Chapter Sponsored project.

59. Shared Best Practices – Mike Dean can do a presentation on how to fund retirement for preschools. – Making sure that church workers have a retirement benefit (especially for childcare workers & Preschool Teachers). – How do small preschools raise salaries? – Starting a tuition assistance program thru the congregation. – Have a FR do a temple talk on funding scholarships through GivingPlus. – Learning about how complex organizations can be. – Endowment Fundraising can be a possibility (using GivingPlus and other matching programs)

60. Shared Best Practices (cont’d) – Nancy Bond insurance services (ELEA) can help provide medical insurance coverage for early learning centers & schools. – Connecting with congregations to address budget cuts. – Partnering with Thrivent to help address long term needs. – Connecting Lutherwood Outdoor Ed programs with local schools and congregations. – How can they partner? – Meets the WSAL standards – Learning about the new GivingPlus changes to help motivate people to become Associate Members. – Ask Thrivent to add “Child of a Care Center Resident” to qualifications for Associate Membership.

61. Shared Best Practices – Cooperation between Olympic Lutherhaven & Lutherwood – Confirmation retreat & sharing staff resources – Learning about the new $600 GivingPlus Limit – Working on how the Childcare Centers could access resources. – Does it pay to have the childcare center separately incorporated as its own 501©3? – For applying for grants, insurance liability etc. – Helps with establishing a separate endowment for the school.

62. Shared Best Practices (cont’d) – Liz Heath – Suggested as a good contact re: funding sources. – What is the interest in supporting a Lutheran High school in Bremerton? – How could we use GivingPlus? – Could we access Care in Regions? – Long term support? – The new Associate Member GivingPlus changes have been helpful.

63. Additional Q & A

64. Additional copies of today’s information can be downloaded from: www.lutheransonline.com/rfo526/luthorgpresentations

65. Lunch