Next Steps/Timeframe
"I've processed that Choice Dollar direction."
"This takes care of the 2026 Choice Dollars. As long as your relationship with Thrivent is maintained, in mid January the 2027 CDs will be designated."
Church secretary calls because she wants to understand Choice Dollars better to talk to the congregation about the program
Bring her to promotional materials online
Validating a volunteer
9792
Church Secretary Juli Kline called. She wanted to know how many Choice Dollars each client directed. I advised that we can't share that for privacy reasons.
Juli Kline, church secretary. Advised we are unable to share individual direction amounts.
Membership Benefits Authentication
5684
"I've submitted the Thrivent Choice recommendation form for your church."
"Our application process can take up to 6 weeks to ensure an organization is eligible, approved, and added to the catalog. It's helpful to let the church know so they're looking for the email and respond promptly."
"You'll apply for that online."
"You'll apply for that online. Once you log in you'll click on X. I'd be happy to walk you through that now if you'd like."
"I tried to apply for this online but was having issues."
"Can you share what type of issues were you having?"
"Where did you have the issue?"
TATU Comment on a project that's been reported on.
7/12/26 CIC BALANCE OR DECLINED - Volunteer/spouse Steve Martin called after finding card in office drawer. He didn't know if it had been used. He told me the card name and project it was for. He wanted to know the balance and if it was still open. I shared that $205.62 were used and the card was closed because client reported on it. I advised him to return the card to the project leader.
7/12/26 Volunteer/spouse Steve Martin called to check if card had been used. Shared $205.62 was spent. Educated that card closes after reporting on the project.
What do you check before sending bank change stationery?
Thrivent Choice Organization Enrollment Database. 11737
"You'll receive the kit in 14 days."
"You'll receive the kit in 14 days. You'll look for a large white package. Inside will have the leader guidebook with helpful additional information for your project. Once your project is complete and you've finished using the card, please call us back and we'd be happy to help you report on your project."
Client prematurely reported on their project and still has purchases to make.
"I've re-opened that card for you. Please allow 1 business day for it to be available to use. In the future, wait to report until you're project is fully complete and you've finished all the purchasing."
"I'm looking to cancel my project."
"Is this still going to happen at a later date?"
"Are there other projects coming up within the next 120 days that you're involved in and can help with?"
"Did you use any of the funds on the card already?"
Sent stationery to update org email and resend deposit notice
Joy Hart, financial officer. Sent stationery to update email to office@christlutheran.com and resend May deposit notice
"I'm a pastor and got an email about sending a faith statement for my church."
11656
"I want to apply for membership so I can lead an action team."
"Please allow 3-5 business days for the membership to process. And after the membership is active, you'll want to apply for your project at least 14 days before the event date."
Client called because purchase failed. After confirming the card is open and good to use they shared they'll try using it again tomorrow.
"Be sure that the purchase isn't over what's available on the card and run it as a credit card. Feel free to call us while you're at the store if you have any issues and we'd be happy to help troubleshoot in the moment."
TAT project doesn't seem approvable
Is there risk? Is there volunteer involvement?
Spoke to Pastor John CIC BALANCE OR DECLINE
CIC BALANCE OR DECLINE Spoke to Pastor John
"I received an email to follow up on an action team I just applied for. Can you help?"
9729
"I've submitted the request for your replacement instant card."
"This will arrive via email within 1 business day. If you don't get the email, please know it will still be added to your mobile wallet"
-Vendors that don't accept it (Walmart, Sam's Club, etc)
-adding/share email it comes from
-track spending in leader guidebook
Client experienced fraud recently
Offer Experian benefit
"My mom's in the hospital, can I direct her Choice Dollars?"
"Will she be out by Dec 31st?"
"Can she cognitively agree to the T&C?"
"If you called with her, would she be able to speak with us?"
TATU Comments:
10/11/25 project cancelled, repurpose to "Christmas Extravaganza!" new project date 12/23/25.
10/11/25 project cancelled due to bad weather, repurpose to "Christmas Extravaganza!" Volunteers and I will put together Christmas meals to provide to the community. Seed money will be used for food. Project date updated from 10/1/25 to 12/23/25.
"My volunteer just gave me back my card but wasn't able to use it. Can we repurpose the project?"
What 2 things should we verify regarding the CIC?
-Make sure they have the correct card.
-Check US Bank to make sure it wasn't used/is still open. 9758
Bonus: What if there were charges on the card?