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Glossary

This glossary contains chapter-related terms and acronyms frequently referred to by Thrivent Financial for Lutherans.

Activity
Chapters and/or service teams plan and carry out activities for which they may or may not request supporting funds. Activity types include fundraisers, hands-on service, educational and member social. To qualify for funding, the activity must:

  • Be preapproved, based on the program guidelines.
  • Actively led by community service team that includes Thrivent members. Nonmembers are always encouraged.
  • Be promoted as a Thrivent Financial for Lutherans chapter-hosted activity.

Advisor
See Leadership Board advisors.

Appeal/collection
An appeal/collection is an organized collection of funds to address a specifically identified need. It is very similar to the "pass the hat" concept.

Assistant financial director
An optional elected chapter leadership position that assists the financial director in maintaining financial records for the chapter. —DETAILS

Associate member
A person who is at least age 16, has been accepted for membership in accordance with Thrivent Financial for Lutherans' membership eligibility rules and has been issued a certificate of membership. Generally, associate associate members are those members that only have mutual funds, products issued by Lutheran Brotherhood Variable Insurance Products Company, products issued by other Thrivent Financial for Lutherans subsidiaries, or who joined by paying a membership fee.

Attendance
Number of people who attend an activity. —DETAILS

Benefit member
A person who is at least age 16, has been accepted for membership in accordance with Thrivent Financial for Lutherans' membership eligibility rules and is an applicant member on a Thrivent Financial for Lutherans insurance or annuity product or received a settlement agreement from such insurance.

In the vast majority of cases, a benefit member is the insured or annuitant on an insurance or annuity contract issued by Thrivent Financial for Lutherans or premerger Aid Association for Lutherans (AAL) or Lutheran Brotherhood (LB). In some cases, third-party owners of premerger AAL or Thrivent Financial contracts or beneficiaries of settlement agreements may be benefit members.

Care Abounds in Communities®
The Care Abounds in Communities® program supports charitable, educational and member social activities conducted by Thrivent Financial for Lutherans members and other volunteers to help individuals, families, local communities and not-for-profit organizations. DETAILS

Care in Regions®
Care in Regions® brings Thrivent Financial for Lutherans members, financial representatives and other volunteers together to make a significant difference for a cause that is meaningful in their region. DETAILS

Chapter
A chapter is a chartered local unit of Thrivent Financial for Lutherans that brings Thrivent Financial for Lutherans members together for charitable, social and educational activities. All Thrivent Financial for Lutherans members belong to chapters, which enable them to aid themselves and others through voluntary action.

Chapter Care programs
The two programs through which members may receive funding for fundraising, hands-on service, educational and member social activities: Care Abounds in Communities® and Care in Regions® —DETAILS

Chapter leadership board
The chapter leadership board consists of Thrivent Financial for Lutherans members, elected by members in the chapter, who provide leadership to the chapter. The chapter leadership board is comprised of five required elected positions, five optional elected positions and a number of advisory people who are appointed by the elected leaders. It provides strategic direction, leadership planning and administration to support service teams.

All elected leadership board members have equal voting rights—the advisors do not vote in chapter leadership board matters.

Chapter leaders are required to meet quarterly* (in person or aided by technology) and are responsible for allocating dollars to community service teams for helping individuals, families and qualified not-for-profit organizations. In addition, they manage the process for the local chapter leadership elections.

* Chapter leadership boards are encouraged to meet as often as necessary to remain a viable, active chapter—quarterly at a minimum. Most will want to meet monthly to review activity requests in a timely manner. —DETAILS

Chapter Mailing Service
Through the Chapter Mailing Service, chapters can send mailings to chapter members. Chapters provide the content, and the operations office places it on postcards or newsletters, addresses it and mails it. —DETAILS

Chapter Summary Report
The Chapter Summary Report, which is updated monthly, compiles the information the chapter leadership board enters online so the information can be used for year-end IRS reporting requirements. —DETAILS

Cohosted activities
Activities that chapters and/or chapter service teams host in collaboration with other organizations to meet a mutual goal. —DETAILS

Collection
See Appeal/collection.

Communications director
An optional elected chapter leadership position that supports communication efforts for the chapter and service teams. —DETAILS

Community service team
A community service team is a group of Thrivent Financial members (benefit, associate and/or youth members), and others who come together to conduct an eligible chapter activity.

Community service teams request activity and funding approval from their chapter leadership board through the Care Abounds in Communities® program. To qualify for funding:

  • Activity is initiated by a Thrivent member. Nonmembers may and are encouraged to participate in the activity too.

  • The team must promote the activity as a Thrivent Financial for Lutherans chapter-hosted activity (e.g., hosted by members of the ABC Chapter of Thrivent Financial for Lutherans, hosted by the ABC Chapter of Thrivent Financial for Lutherans).

After an activity is approved by the chapter leadership board, the service team plans, organizes and conducts the activity, then reports the results to the chapter leadership board.

Community service team contact person
A community service team contact person is a Thrivent Financial for Lutherans member who the chapter leadership board and volunteers should contact with any questions about a particular activity through the Care Abounds in Communities® program. —DETAILS

Community service team director
An optional elected chapter leadership position that encourages member involvement through the formation of community service teams.—DETAILS

Congregational advocate
A congregational advocate is a Thrivent Financial for Lutherans member who serves as an advocate for their congregation, their community and Thrivent Financial.

Director of Congregational Advocates
A required elected chapter leadership position that encourages member involvement through formation of service teams in congregational settings, and trains and supports congregational service teams.

EIN
See Employer Identification Number.

Educational activity
Instruction/training to improve capabilities or knowledge about useful topics that benefit, are of interest to and will attract Thrivent Financial members and others.

Employer Identification Number
An IRS identification number obtained for each chapter by Thrivent Financial for Lutherans. This is not a sales-tax exemption number.

Events director
An optional elected chapter leadership position that works with the Community Engagement Team (CET) to plan volunteer recognition and related events.—DETAILS

Financial director
A required elected chapter leadership position that oversees and maintains the chapter's financial records.—DETAILS

Fraternal benefit society
A not-for-profit organization that provides insurance to its members and operates for social, intellectual, educational, charitable, benevolent, moral, fraternal, patriotic or religious purposes for the benefit of its members and the public. Fraternal benefit societies operate under the "lodge system," meaning that each member of a fraternal benefit society is a member of a local chapter of the society. Fraternal benefit societies have a representative form of government and the members of a fraternal society share a common religious, ethnic, vocational or other "common bond."—DETAILS

Fraternalism
Nurturing and preserving the helping spirit through community benefits, member benefits and actions of members and employees.

Fundraising activity
An activity to generate funds for an individual, family or qualified not-for-profit organization. Examples of fundraising activities include a silent auction, a benefit dinner, etc.

Funded activities
Funded activities are eligible activities hosted by Thrivent Financial for Lutherans chapter service teams that use funds from any one of the chapter Care programs. —DETAILS

Hands-on service activity
A hands-on service activity involves volunteer labor to assemble, develop or improve something for an identified recipient. Through its chapter Care programs, Thrivent Financial provides financial assistance to purchase necessary materials used in an activity in which chapter service team members provide the volunteer support (labor) to help an individual, family, congregation or qualified not-for-profit organization. —DETAILS

JOIN HANDS DAY
A national volunteer day sponsored by America’s fraternal benefit societies, including Thrivent Financial for Lutherans. This annual event generates awareness about what grassroots volunteerism can do in communities across the nation, while also bringing youth and adults together to build lasting friendships across generations. —DETAILS

Leadership board advisors
Thrivent Financial for Lutherans members, appointed by the chapter leadership board, to provide advice to the leadership board on specific topics. Advisory leadership board members may include Internet advisor, program advisor, financial associate advisor, past president advisor and special advisor. —DETAILS

Locally supported chapter activities
Locally supported activities are fundraising, administrative, educational, member social and charitable activities (e.g., chapter meetings and elections, etc.) hosted by Thrivent Financial for Lutherans service teams that do not use funds from any of the chapter Care programs. —DETAILS

Community Engagement Team
A team of full-and part-time paid staff and volunteers who report to the region's Manager of Lutheran Engagement and interact with chapters, congregations, institutions, volunteers and Thrivent Financial representatives.

Lutherans Online (www.lutheransonline.com)
The Lutherans Online website is an online community of Lutherans that provides a place to go and find like-minded Christian people to network with in various ways such as message boards and chat rooms. You also can find e-greeting cards.

Chapter websites also are located on Lutherans Online. A website template is available for each chapter, and easy-to-use tools are available to help chapter leaders enhance their Web site to effectively communicate with chapter members.

Mailing service
See Chapter Mailing Service.

Manager of Community Engagement
A major resource for chapter members, the Manager of Community Engagement provides fraternal leadership and direction to develop and promote fraternal awareness, increase membership growth and member involvement, and support chapters at a regional level.

Member Connection Center
Support team that is available to answer chapter leader questions about anything related to tax-exempt activities. Call 800-THRIVENT, or send an email message to fraternal@thrivent.com.

Member household
A household (immediate family members who live at a single residential address) that includes one or more Thrivent Financial for Lutherans members.

Member Social activity
An activity that brings Thrivent Financial members and their personal guests together to strengthen relationships among members.

Net funds raised
Net funds raised equals the gross funds raised at an activity minus total expenses incurred. —DETAILS

Nonfunded activity
See Locally supported chapter activities.

Nonprofit organization
See Qualified not-for-profit organization.

Not-for-profit organization
See Qualified not-for-profit organization.

President
A required elected chapter leadership position that provides leadership to the chapter leadership board and oversees planning and strategic direction. —DETAILS

Qualified not-for-profit organization
To receive funding through the Care Abounds in Communities® and Care in Regions® chapter Care programs, not-for-profit organizations must:

  • Be exempt from federal income tax under section 501(c)(3) of the Internal Revenue Code. (This includes charitable, educational and religious organizations.)

    OR

  • Be units of state or local government (e.g., cities, towns, counties, school districts, city parks, etc.). Local communities are eligible even though they are not exempt under section 501(c)(3).
DETAILS

Recipient
The individual or organization that is ultimately benefiting from the activity.

Records director
A required elected chapter leadership position that maintains accurate and up-to-date records, planning calendars and meeting minutes, and completes nonfinancial reporting. —DETAILS

Regional Financial Office (RFO)
Thrivent Financial sales office that is geographically closer to our members than our corporate offices. The office is led by one or more managing partners who are responsible for developing the region and leading financial associates.

RFO
See Regional Financial Office.

Sales-tax exemption
To qualify, a chapter must apply for a sales-tax exemption number, if available, in the state. It is not appropriate to use a congregation's sales-tax exemption number for chapter transactions. In most states, Thrivent Financial for Lutherans' not-for-profit tax status does not qualify for a sales-tax exemption.

Service activity
See Hands-on service activity.

Social activity
See Member Social activity.

Summary report
See Chapter Summary Report.

Thrivent Financial associate
Thrivent Financial associates provide service for insurance and other fraternal needs of Thrivent Financial members. They also may assist chapters to recruit leaders and serve as a source for general chapter support and referrals.

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans is a faith-based, not-for-profit financial services organization with approximately 2.5 million members. Thrivent Financial and its subsidiaries offer a broad range of financial products and services including life insurance, annuities, mutual funds, disability income insurance, bank products and more.

As a not-for-profit organization, Thrivent Financial brings members together to give back to their communities, congregations and causes they care about through charitable activities, and to participate in educational and social events.

Thrivent magazine
Thrivent, the official magazine of Thrivent Financial for Lutherans, is published bimonthly by Thrivent Financial for Lutherans. —DETAILS

Value of services delivered
A measurement of the total contribution to society through local funds raised, value of volunteer hours, grant dollars disbursed, comparable retail value (minus any member cost) for member benefits, member magazine and chapter funds.

Vice president
A required elected chapter leadership position that provides leadership to the chapter leadership board in the absence of the president. Also leads the nomination process. —DETAILS

Volunteer hours
Volunteer hours encompass all time spent by Thrivent Financial for Lutherans members and nonmembers:

  • Planning, preparing for and working at all funded and locally supported chapter activities hosted by a Thrivent Financial for Lutherans chapter service team or the chapter leadership board. This includes time spent traveling as part of volunteering.
  • Planning and preparing for chapter business meetings (e.g., preparing agendas, reports, completing reporting, purchasing supplies).
  • Attending chapter business meetings (e.g, eight people attending a two-hour chapter business meeting equals 16 volunteer hours). This is allowable because chapter-related work is being completed at the meeting.
What does NOT count as volunteer hours?
Time spent attending activities does not count as volunteer hours. People who attend a chapter service team activity, but did not help plan, prepare for or work at the activity, should be included in the attendance. However, their time at the activity does not count as volunteer hours. —DETAILS

Work service activity
See Hands-on service activity.

Youth director
An optional elected chapter leadership position that involves youth in service-learning activities and projects at educational sites.—DETAILS



This is proprietary information that is solely for use by employees, volunteers, and agents of Thrivent Financial for Lutherans in connection with fraternal activities of Thrivent Financial for Lutherans.


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This document was last updated on Monday, April 30, 2012 at 7:03 AM