S.M.A.R.T. Fraternal Planning – Notes Pages Online Membership Pilot A Program for Recruiting and Engaging New Members June 3, 2017 May 25, 2018 Minnesota State Council Landing page. Seen by those landing the 15 minutes prior to start time No Audio Knights of Columbus © Copyright 2017. All Rights Reserved.

Online Membership Pilot Why Online Membership? New channels for membership recruitment Eligible men who otherwise have not been invited to join A continuous offer of membership Modern communications and messaging Streamlined process for prospects and councils Online Membership Pilot

What Online Membership does Gives prospective members a faster way to join. Amplifies the message of the Knights of Columbus. Strengthens the K of C Brand and communication strategy. Gives us an opportunity to reach across generations, interests and availability. Online Membership Pilot

What is Online Membership? S.M.A.R.T. Fraternal Planning – Notes Pages June 3, 2017 What is Online Membership? A new way to join the Knights of Columbus online A new and predominately digital membership experience A Fraternal Program in Alberta, Arizona, Connecticut, Florida, Maryland, New Mexico and Washington D.C. Online Membership Pilot Knights of Columbus © Copyright 2017. All Rights Reserved.

What Online Membership does not do S.M.A.R.T. Fraternal Planning – Notes Pages June 3, 2017 What Online Membership does not do Does not change the requirements for membership. Does not create a new class or type of member. Does not eliminate degrees. Does not eliminate councils. Does not eliminate dues. Online Membership Pilot Knights of Columbus © Copyright 2017. All Rights Reserved.

S.M.A.R.T. Fraternal Planning – Notes Pages June 3, 2017 Who is an Online Member? A practical Catholic male above the age of 18. A dues-paying member of a division of the state council. Eligible to purchase insurance. Recipient of the accidental death benefit (age restrictions apply). Entitled to attend select local council and state council events. Eligible to purchase insurance. Recipient of the accidental death benefit (age restrictions apply). Eligible for our family fraternal benefit program. Recipient of Columbia magazine. Owner of a distinct Knights of Columbus membership card. Entitled to attend select local council and state council events Online Membership Pilot Knights of Columbus © Copyright 2017. All Rights Reserved.

S.M.A.R.T. Fraternal Planning – Notes Pages June 3, 2017 Eligibility Forward concerns about transfer requests from Online Members to State Leadership and Supreme. Knights of Columbus © Copyright 2017. All Rights Reserved.

S.M.A.R.T. Fraternal Planning – Notes Pages June 3, 2017 Preferred Council Candidate checks box “interested in joining a local council.” Candidate enters council number Email sent to State Deputy & Grand Knight New members screened against records for previous members Knights of Columbus © Copyright 2017. All Rights Reserved.

Online Member Welcome Packet S.M.A.R.T. Fraternal Planning – Notes Pages June 3, 2017 Online Member Welcome Packet Member receives the following after Online registration: Most recent month’s edition of Columbia Distinct Membership card in the mail showing a Member No. and his State Division Welcome letter from the Supreme Knight Knights of Columbus © Copyright 2017. All Rights Reserved.

Online Member Welcome Packet S.M.A.R.T. Fraternal Planning – Notes Pages June 3, 2017 Online Member Welcome Packet “Your Guide to Membership” brochure introducing new member to our Founder and the history of the Order. “Into the Breach” – exhortation by Bishop Olmsted of the Diocese of Phoenix. Knights of Columbus © Copyright 2017. All Rights Reserved.

Online Membership and Councils Online members belong to state divisions Under the jurisdiction of the state council Online members can convert to local council membership Councils (and jurisdictions) receive membership credit when an online member converts to a local council. Dues Adjustments will be processed by Council Accounts States and councils are notified through reports and email when a member expresses interest in joining locally. Online Membership Pilot

Transfers into Councils Results to Date MONTH NEW MEMBERS Feb 2018 8 Mar 2018 12 Apr 2018 9 TOTAL 29 Transfers into Councils 7 (24%)

Transferring Online Members to Local Councils S.M.A.R.T. Fraternal Planning – Notes Pages June 3, 2017 Transferring Online Members to Local Councils Mark Online Member’s Form 100 as a Transfer Submit Form 100 as quickly as possible, New Haven will reconcile records if missing previous Council or Member Number Transfers between councils generally do not impact quota, but Online Members will be plus one to Council and State State Councils receive report showing members interested in joining local councils and the Online Member’s Parish State Leader responsibilities with council interest report: Assist online members with identifying an appropriate council Follow-up on councils delaying admissions of Online Members Online Membership Pilot Knights of Columbus © Copyright 2017. All Rights Reserved.

S.M.A.R.T. Fraternal Planning – Notes Pages June 3, 2017 Prospect Tab New Online Member is “assigned” to local Council Once he agrees to join local Council, Transferring into Council is a simple “click” in Member Management Knights of Columbus © Copyright 2017. All Rights Reserved.

Online Member Dues Adjustment Online Members dues set at $30.00 for one year from date of entry. Council Accounts adjusts dues to the receiving council following a transfer. Dues adjustments must be applied to the member’s ledger as a credit towards the member's next full assessment. Financial Secretaries may request a check for a refund of the Dues Adjustment credits on their account by emailing Council.Accounts@kofc.org. Council credits are listed on your monthly council statement. The council may assess pro-rated dues for the remainder of the current billing cycle, which will be offset by the dues adjustment. Any remaining credit will reduce the amount due for the member’s next full assessment. Online Membership Pilot

Proposer Credit Newest Addition: Enter your name and number and receive proposer credit and points! Here’s how….

Proposer Credit Provide your Name and Membership # by writing on card for entry by OnLine Member.

Printed Marketing Material Card # 10536 S.M.A.R.T. Fraternal Planning – Notes Pages June 3, 2017 Printed Marketing Material Card # 10536 Add your name in this space 9657 Crosslake Joe Konrardy, 2400838 Knights of Columbus © Copyright 2017. All Rights Reserved.

Printed Marketing Material Bifold # 10537 S.M.A.R.T. Fraternal Planning – Notes Pages June 3, 2017 Printed Marketing Material Bifold # 10537 Knights of Columbus © Copyright 2017. All Rights Reserved.

Marketing Online Membership S.M.A.R.T. Fraternal Planning – Notes Pages June 3, 2017 Marketing Online Membership Digital and data-driven. Social and targeted. Powerful and personal. Online Membership Pilot Knights of Columbus © Copyright 2017. All Rights Reserved.