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 • [email protected] 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.
?
• 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 con�icts of interest.
29226 R12-17