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LETTER FROM THE PRESIDENT Giving with JOY

Writer: FM FinancialFM Financial

Did you know there is such a thing as joy marketing? It is a marketing strategy aimed at making an emotional connection and eliciting feelings of joy when a customer thinks about a particular product or brand. Coca-Cola has famously used this strategy in many of its campaigns … Share a Coke, Open Happiness, and Taste the Feeling, just to name a few.

 

FM Financial is also in the business of marketing joy. You have probably heard us speak of planning with purpose, investing with discipline, and GIVING WITH JOY.  Planning and investing involve methodical work over time … but giving is where the fun begins! Unlike a product that can only bring momentary happiness, giving brings meaningful, lasting joy.

 

When it comes to financial giving, the simplest and most popular way to give is cash. And sometimes that is best. However, there is a wide array of giving strategies that offer additional tax advantages and help you maximize your gift. Some are quite simple, such as giving an appreciated stock or mutual fund. Others can be a bit more complex, such as gifts that also involve paying you an income for a period of time.

 

When your heart is moved to give, FM Financial is ready to help you discover which of these creative methods might be right for you. But be warned … it just might lead to contagious joy!

 

Mark S. Olson

President & CEO




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FM Financial Spring Arbor Michigan

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8050 Spring Arbor Rd
PO Box 580
Spring Arbor, MI 49283


PHONE: (517) 750-2727
FAX: (517) 750-2752

Free Methodist Investment and Loan Fund investment certificates are unsecured general debt obligations of The Free Methodist Foundation (doing business as FM Financial). Investment is subject to risks, which are described in our Offering Circular, including: no FMCUSA guarantee, not FDIC or SIPC insured, not bank deposits or bank obligations. This is not an offer to sell you our securities and we are not soliciting you to buy our securities. The offer is made solely by the Offering Circular. We will offer and sell our securities only in states where authorized.

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