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How to Raise $10,000 - $15,000 using GivingPlus ™

How to Raise $10,000 - $15,000 using GivingPlus ™. Presented by: <Insert FR Name Here>. 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

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How to Raise $10,000 - $15,000 using GivingPlus ™

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  1. How to Raise $10,000 - $15,000 using GivingPlus™ Presented by: <Insert FR Name Here>

  2. 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.

  3. 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 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.

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

  5. 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.

  6. 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.”

  7. 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

  8. 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

  9. 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

  10. How to Raise $10,000+(Tuition payments do not qualify) (Includes Thrivent Financial contribution) Scenario #1 # of Members DonatingGift Amount Gifts of $600 1 $ 600 Gifts of $400 2 $ 400 Gifts of $300 1 $ 300 Gifts of $200 5 $ 200 Gifts of $100 25 $ 100 Gifts of $50 25 $ 50 Seed Money Donors & Recruiters Members 5 $ 100 Total Seed Donations $ 500 # of Assoc. Members Recruited 50 Total Donors 64 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

  11. How to Raise $10,000+(Tuition payments do not qualify) (Includes Thrivent Financial contribution) Scenario #2 # of Members DonatingGift Amount Gifts of $600 1 $ 600 Gifts of $400 3 $ 400 Gifts of $300 5 $ 300 Gifts of $200 5 $ 200 Gifts of $100 15 $ 100 Gifts of $50 15 $ 50 Seed Money Donors & Recruiters Members 5 $ 100 Total Seed Donations $ 500 # of Assoc. Members Recruited 30 Total Donors 49 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

  12. How to Raise $15,000+(Tuition payments do not qualify) (Includes Thrivent Financial contribution) Scenario #1 # of Members DonatingGift Amount Gifts of $600 1 $ 600 Gifts of $400 5 $ 400 Gifts of $300 5 $ 300 Gifts of $200 10 $ 200 Gifts of $100 20 $ 100 Gifts of $50 20 $ 50 Seed Money Donors & Recruiters Members 10 $ 100 Total Seed Donations $ 1,000 # of Assoc. Members Recruited 40 Total Donors 71 Net Donation to Organization $ 900.00 $ 3,000.00 $ 2,250.00 $ 3,000.00 $ 3,000.00 $ 1,500.00 $ 1,500.00 $ 15,150.00

  13. How to Raise $15,000+(Tuition payments do not qualify) (Includes Thrivent Financial contribution) Scenario #2 # of Members DonatingGift Amount Gifts of $600 5 $ 600 Gifts of $400 5 $ 400 Gifts of $300 5 $ 300 Gifts of $200 10 $ 200 Gifts of $100 10 $ 100 Gifts of $50 10 $ 50 Seed Money Donors & Recruiters Members 5 $ 100 Total Seed Donations $ 500 # of Assoc. Members Recruited 20 Total Donors 50 Net Donation to Organization $ 4,500.00 $ 3,000.00 $ 2,250.00 $ 3,000.00 $ 1,500.00 $ 750.00 $ 750.00 $ 15,750.00

  14. 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!

  15. 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

  16. 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

  17. 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.

  18. 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

  19. 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

  20. 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

  21. 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 FR NAME> will display Thrivent Financial Member Benefits to encourage family associate memberships.

  22. 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>

  23. 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.

  24. 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>

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