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

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

Presented by: <Insert FR Name Here>

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, 2005. 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

ORIs 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 $200 10 $ 200

Gifts of $100 40 $ 100

Gifts of $50 40 $ 50

Seed Money Donors & Recruiters Members 10 $ 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)


Scenario #1


600

Gifts of $400 5 $ 400

Gifts of $300 5 $ 300

Gifts of $200 10 $ 200

Gifts of $100 15 $ 100

Gifts of $50 15 $ 50



$ 4,500.00

$ 3,000.00

$ 2,250.00

$ 3,000.00

$ 2,250.00

$ 1,125.00

$ 9,000.00

$ 25,125.00


Sample Fundraising Chart


Scenario #1


600

Gifts of $400 10 $ 400

Gifts of $300 20 $ 300

Gifts of $200 35 $ 200

Gifts of $100 50 $ 100

Gifts of $50 50 $ 50

Seed Money Donors & Recruiters Members 15 $ 400 Total Seed Donations $ 6,000# of Assoc. Members Recruited 100 Total Donors:185


$ 4,500.00

$ 6,000.00

$ 9,000.00

$ 10,500.00

$ 7,500.00

$ 3,750.00

$ 9,000.00

$ 50,250.00



Scenario #2


600

Gifts of $400 10 $ 400

Gifts of $300 15 $ 300

Gifts of $200 45 $ 200

Gifts of $100 55 $ 100

Gifts of $50 60 $ 50



$ 5,400.00

$ 6,000.00

$ 6,750.00

$ 13,500.00

$ 8,250.00

$ 4,500.00

$ 6,000.00

$ 50,400.00


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 Withdraws on the 1st or 15th 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 <Insert FR Name(s) Here> 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 <INSERT FA NAME> will display Thrivent Financial Member Benefits to encourage family associate memberships.

How can <Insert FR Name(s) Here> 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 <Insert Name of Regular Event @ Inst.>.

Assist parents, grandparents and friends of <Insert Inst. Name> in linking their faith, values and finances by guiding them through an individualized Charitable Giving Process

<Insert additional thoughts>

Here’s how to access the enrollment form online:

Visit www.thrivent.com. Click on Fraternal Programs. Then Church & Community Programs. Then GivingPlus® Program. Then Enrollment Agreement Form. Program information also available

online.

http://www.thrivent.com/

Additional resources just for you

Fraternal Service Center 1-800-236-3736, option 1

<Insert Name & Contact Info. for Local LCS Team Member and/or FR>

Documents

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