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Volunteer leader eligibility (conflicts of interest)


Some members are not eligible to hold certain volunteer leader positions due to conflicts of interest. See the charts below regarding chapter leadership board and congregational position eligibility.

Elected and appointed leaders and congregational coordinators must be benefit members or associate members (age 16 or older) of Thrivent Financial for Lutherans. Also, chapter leaders and the three congregational coordinators at each congregation must be from different households. ("Household" is defined as the members who live at a single residential address.)

Chapter leadership board position eligibility

  Chapter Leader Thrivent Builds Chapter Specialist Chapter
Advisory
Managing Partner No No No
  Family members of managing partner1 No No No
MLCS or LCS Staff No No No
  Family members of MLCS or LCS staff1 No Yes Yes
Congregational Relationship Manager (CRM) No No No
  Family members of CRM1 No Yes Yes
All Financial Representatives (all categories) No Yes4 Yes4
  Family members of financial representatives1 No Yes Yes
  Employees or agents of financial representatives No Yes Yes
Required5 Chapter Board Leader (elected or appointed)2 N/A No No
Optional6 Chapter Board Leader (elected or appointed)2 N/A Yes7 Yes
Regional financial office staff No Yes Yes
Sales Agents not with Thrivent Financial3 No No No
  Family members of sales agents1 No No No
  Employees of sales agents No No No
Thrivent Financial Board of Director Yes Yes Yes
Congregational coordinator / lead congregational coordinator2 No No No

 

1 Family members = spouse, parent and/or child.

2 All members of a congregational coordinator team and all members of a chapter leadership board must be from different households, except for the Thrivent Builds Chapter Specialist and the chapter advisory positions.

3 Sales agents not with Thrivent Financial who sell mutual funds, life insurance or annuities and their family members or employees are not eligible for chapter leadership board positions, congregational coordinator positions, or Thrivent Build positions. These positions have access to proprietary member listings and other information about Thrivent Financial, and therefore are excluded from eligibility in a volunteer leadership role with Thrivent Financial for Lutherans.

4 Must have approval of the managing partner.

5 President, vice president, records director, congregational service team director, financial director.

6 Community service team director, assistant financial director, communications director, events director, youth director.

7 Assistant Financial Director, or any other optional chapter board leader with access to the regular chapter checking account, is NOT eligible to serve as the Thrivent Builds Chapter Specialist.

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Congregational volunteer position eligibility

  Congregational Coordinator (including Lead Congregational Coordinator) Thrivent Builds Congregational Champion
Managing Partner Yes Yes
  Family members of managing partner1 Yes Yes
MLCS or LCS Staff No No
  Family members of MLCS or LCS staff1 Yes Yes
Congregational Relationship Manager (CRM) No No
  Family members of CRM1 Yes Yes
All Financial Representatives (all categories) Yes4 Yes4
  Family members of financial representatives1 Yes Yes
  Employees or agents of financial representatives Yes Yes
Required5 Chapter Board Leader (elected or appointed)2 No No
Optional6 Chapter Board Leader (elected or appointed)2 No No
Regional financial office staff Yes Yes
Sales Agents not with Thrivent Financial3 No No
  Family members of sales agents1 No No
  Employees of sales agents No No
Thrivent Financial Board of Director Yes Yes
Congregational coordinator / lead congregational coordinator2 N/A Yes

 

1 Family members = spouse, parent and/or child.

2 All members of a congregational coordinator team and all members of a chapter leadership board must be from different households, except for the Thrivent Builds Chapter Specialist and the chapter advisory positions.

3 Sales agents not with Thrivent Financial who sell mutual funds, life insurance or annuities and their family members or employees are not eligible for chapter leadership board positions, congregational coordinator positions, or Thrivent Build positions. These positions have access to proprietary member listings and other information about Thrivent Financial, and therefore are excluded from eligibility in a volunteer leadership role with Thrivent Financial for Lutherans.

4 Must have approval of the managing partner.

5 President, vice president, records director, congregational service team director, financial director.

6 Community service team director, assistant financial director, communications director, events director, youth director.

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Frequently asked questions

Q: Do I need to be a member of the chapter in which I serve as a chapter leader?
A: Yes. You can live outside of the chapter's area, but you must contact the Fraternal Service Center at 800-236-3736 to request it as your preferred chapter.

Q: Why do the elected members of a chapter leadership board, as well as the three members of the congregational coordinator team for a congregation, need to be from different households?
A: A goal of our chapter system is to engage more members. The more families involved on chapter leadership boards or as congregational coordinators means more people will be engaged in Thrivent Financial volunteer opportunities and will experience the difference of belonging to this organization. Therefore, family members who live in different households (e.g., dad lives in one house and the adult daughter lives in another house) are not encouraged to serve together as congregational coordinators or chapter leaders.

Q: Can I be a Congregational Champion in a congregation outside of my chapter?
A: Yes.

Q: Can the Thrivent Builds positions be from the same household as another chapter leader or another congregational coordinator?
A: Yes.

Q: How does systems access for the Thrivent Builds positions differ from other positions?
A: The 10 elected chapter leaders currently have access to the Chapter Leadership Administration section online, while the advisory positions do not. The Thrivent Builds Chapter Specialist position will have access to Thrivent Builds recording systems and other systems needed to handle responsibilities of the position.

Q: Is the Thrivent Builds Chapter Specialist an elected or advisory position?
A: Neither. It is a unique position that is appointed by the chapter leadership board.

Q: Are there term limits for the Thrivent Builds positions?
A: No. However, like the congregational coordinator and chapter advisory positions, they must be re-appointed by the chapter leadership board on an annual basis.

Q: Can multiple people fill the Thrivent Builds Chapter Specialist position?
A: Yes.

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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, August 7, 2006 at 8:56 AM