thrivent’s 2nd annual lutheran institution & organization resources summit pacific northwest...

Thrivent’s 2nd Annual Lutheran Institution & Organization Resources Summit

Pacific Northwest Region 526

Welcome & Introductions

Fraternal Team Financial Representatives Guest Speakers Institution Leaders

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

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.”

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.

Guest Presenters

Heidi Fish – Lutherwood Camp & Retreat Center

Beth Ann Johnson – L.C.S.N.W. (Kitsap)

Tom Bruckner - Thrivent Financial Representative

Mary Griffith – Wellness Center (Sequim)

How can your local Financial Representative help?

How can the Financial Representative work with your institution?

Charitable Giving Process Endowment Planning Capital Campaign Planning Estate Planning

Retirement Planning & Education Planning

How can the Financial Representative work with your institution? (Cont’d)

Retirement benefits for your staff Retirement for supporters of your organization Education Savings Planning Etc.

What is new with Thrivent?

Care Programs Care Abounds in Communities™

Up to $1,600 for Fundraisers or Work Activities for Non-Profits

Supplemented $1 for every $2 to $3 raised.

Care in Regions™ Grants between $10,000 & $20,000 Supplemented $1 for every $2 to $3 raised.

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):

Include a line in your letter encouraging the Congregation to apply for Chapter Funding.

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.

http://www.lutheransonline.com/rfo526/requestfunding

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.

Care in Regions™ 2005

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

Care in Regions™

Application Deadline was April 1

Recipients Included: Concordia University – Portland, OR Good Samaritan Hospital – Puyallup, WA Lutheran Community Services Northwest –

Seattle, WA Pacific Lutheran University – Tacoma, WA

Additional Grant Programs

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

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

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

Other Resources

Financial Representatives Healthy Communities Healthy Youth (HCHY) Wall Calendars Regional Website –

www.lutheransonline.com/rfo526/luthorg

http://www.lutheransonline.com/rfo526/luthorg

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

Presented by: Phil Edlund

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.

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.

GivingPlus™ Campaign Ideas

New Windows New Playground Equipment Endowment Fund Drive Scholarship Fund Drive Teacher’s 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 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

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

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

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 $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

(Includes Thrivent Financial contribution)


Scenario #2


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



$ 900.00

$ 1,800.00

$ 2,250.00

$ 1,500.00

$ 2,250.00

$ 1,125.00

$ 750.00

$ 10,575.00



Scenario #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


$ 900.00

$ 3,000.00

$ 2,250.00

$ 3,000.00

$ 3,000.00

$ 1,500.00

$ 1,500.00

$ 15,150.00



Scenario #2


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



$ 4,500.00

$ 3,000.00

$ 2,250.00

$ 3,000.00

$ 1,500.00

$ 750.00

$ 750.00

$ 15,750.00


Sample Fundraising Chart


Scenario #1


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


$ 2,700.00

$ 3,000.00

$ 2,250.00

$ 3,000.00

$ 6,000.00

$ 3,000.00

$ 6,000.00

$ 25,950.00



Scenario #2


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



$ 900.00

$ 1,200.00

$ 450.00

$ 1,500.00

$ 3,750.00

$ 1,875.00

$ 750.00

$ 10,425.00


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

Seed Money Donors & Recruiters Members 10 $ 400 Total Seed Donations $ 4,000# of Assoc. Members Recruited 115 Total Donors: 201


$ 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 $9 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

Simply Giving®

Simply Giving®

Use Simply Giving® to automate pledges

Available to Lutheran Organizations & Congregations Thrivent Membership is not required for participants

(i.e. parents, donors, etc.)

Cost: Free Transfer $9 M per month Gifts & tuition Encourages Stewardship Transfers on the 1st or 15th of the month.

Break-out by Institution Type

Large Institutions - Colleges/Universities, Social Ministry Organizations, etc.

Elementary Schools, High Schools, etc. Pre-Schools, Childcare Centers, etc.

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? Giving Plus Simply Giving 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?

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?

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

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.

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.

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.

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)

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.

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.

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.

Additional Q & A

Additional copies of today’s information can be downloaded from:

www.lutheransonline.com/rfo526/luthorgpresentations

http://www.lutheransonline.com/rfo526/luthorgpresentations

http://www.lutheransonline.com/rfo526/luthorgpresentations

thrivent’s 2nd annual lutheran institution & organization resources summit pacific northwest...

Documents

financial solutions

financial representative

financial security

financial goals

local chapter

chapter funding

care programscare

care programs contd