GIFTS AND BUSINESS ENTERTAINMENT QUESTIONS? CONTACT Expense Reports: Accounts Payable • Box Exp Reports • ext. 844-4326 Contests for members or prospects: Compliance • [email protected] Donating a received gift worth >$100: Community Relations • Michael Dominowski, ext. 844-8602 Asset Tagging Electronic Gifts/Prizes: Box PC Asset Management Charitable 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 Office, Box Code of Conduct, ext. 844-5505 888-422-5737, 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-profit. • 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. • Pathfinders, sales incentives, anniversary and retirement gifts, and flower 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-specific 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. ? • Must have a business purpose and be reasonable. GIFT LOG • Record all business gifts given or received. • Manager or Field Supervisor should review gift logs annually. • Retain gift log for six years. WHAT’S THE POINT? Reduce or eliminate conflicts of interest. 29226 R12-17