Fraternal Intermediate

Ron Coen

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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.”

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Working with Churches

Takes a planned approach Be consistent Requires professional follow-

up Knowledge of the church

critical Our natural market

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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

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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.

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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.

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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

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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

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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

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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

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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.

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Relationship Enhancers(Church Prospecting/High Visibility Events)

Meeting Leaders of the Key Ministries Meeting Leaders of the Affiliated

Institutions Preschools Childcare Food Banks Etc.

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Relationship Enhancers (Church Prospecting/High Visibility Events)

Simply Giving

Pastors’/Administrative Asst. Lunch

Directory Review/Sponsor Church Directory

New Church Member Welcome Gift

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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.)

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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

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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.

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Resources

Church Relations Resourceswww.lutheransonline.com/rfo526/frtools

Simply Giving® Regional Website

www.lutheransonline.com/rfo526/fr Phil Edlund: philip.edlund@thrivent.com Naomi Baker: naomi.baker@thrivent.com