GIFTS AND BUSINESS ENTERTAINMENT - Thrivent Financial · GIFTS AND BUSINESS ENTERTAINMENT ......

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GIFTS ANDBUSINESS

ENTERTAINMENT

QUESTIONS? CONTACTExpense Reports: Accounts Payable • Box Exp Reports • ext. 844-4326

Contests for members or prospects: Compliance • compliance.comply@thrivent.comDonating a received gift worth >$100: Community Relations • Michael Dominowski, ext. 844-8602

Asset Tagging Electronic Gifts/Prizes: Box PC Asset ManagementCharitable donations using Thrivent money: Community Relations • Michael Dominowski, ext. 844-8602

Corporate Tax guidelines for compensation or non-cash incentives/prizes: Box Tax Admin Field tax guidelines for compensation or non-cash incentives/prizes: Box RFO Compensation

OTHER QUESTIONS: Code of Conduct Of�ce, Box Code of Conduct, ext. 844-5505888-422-5737, say “directory,” and dial ext. 844-5505.

POLICY

BUSINESS ENTERTAINMENT:Event where both host and recipient are present. (If host isn't there, it's a gift.)

CONFUSED ABOUT YOUR GIFT OR ENTERTAINMENT SPECIFICS?

Use our interactive decision trees.

Giving Receiving

HELP! THIS GIFT IS AGAINST POLICY. YOU CAN: • Return if cash or cash equivalent. • Decline the gift. • Donate it to a non-pro�t.• Thrivent asset tag electronic items

worth $100 or more.Document the gift and disposition on your gift log.

EXEMPT FROM THE GIFT POLICY• Thrivent issued compensation, rewards, sympathy and

congratulatory gestures. • Certain corporate programs such as

Thrivent Action Teams and corporate marketing initiatives. • Path�nders, sales incentives, anniversary and

retirement gifts, and �ower policy. • Personal gifts paid with personal funds.

GIFT A tangible item or entertainment when host isn't present. Includes prizes.

STATE GIFTING LIMITS• Follow state-speci�c guidelines

when giving gifts, business entertainment or prizes to members or prospects.

• Based on recipient’s state of residence.• No rebates or inducements.

NO GIFT CARDS • Why? We prohibit cash and

cash equivalents as business gifts.

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