Resources

Brochures

FM Financial Mission and Vision – English

FM Financial Mission and Vision – Espanol

FM Financial – Services for Individuals

FM Financial – Services for Organizations

FM Financial Overview Brochure

Stewardship Well Done Journey

Vida de Administracion Bien Hecha

One Page Service Descriptions

Charitable Estate Planning

Creative Ways to Give – Individuals

Creative Ways to Give – Organizations

Donor Advised Funds

Endowments

Financial Coaching

FMF Service Team – East

FMF Service Team – West

FMLF Investors

FMLF Loans

Giving Appreciated Real Estate

Giving Appreciated Securities

GSF Financial Planning

GSF Investment Accounts – Individuals

GSF Investment Services – Organizations

GSF Retirement Plans for Ministry Staff – 403(b)

Life Income Agreements

Retirement Workshop

Stewardship Well Done Journey Curriculum

Forms

ACH & Wire Fund Transfer Form

Change of Client Information

FM Financial Direct Deposit

FM Financial Distribution/Withdrawal Request

FM Financial Endowment Application

FM Financial Securities Gift – Online Form

FM Financial Securities Gift – Printable Form

Free Methodist Investment and Loan Fund Forms

Information Library

Estate Administration – Last Will and Testament

Estate Administration – Trust

Estate Planning

Funding Your Trust

Links

Free Methodist Investment and Loan Fund

GuideStream Charitable Gift Fund

GuideStream Financial

Planned Gifts Calculator

Planned Giving Information

Planned Giving Articles

GiftLaw Planned Giving Articles for Advisers

GiftLaw Pro

Videos

FM Financial Overview (3:40)

Message from FM Financial President (1:32)

Planning | Investing | Giving (2:23)

Stewardship Well Done Journey Overview (2:30)

Stewardship Well Done Journey – 0 – Introduction

Stewardship Well Done Journey – 1 – Priorities

Stewardship Well Done Journey – 2 – Budget

Stewardship Well Done Journey – 3 – Essential Documents

Stewardship Well Done Journey – 4 – Emergencies

Stewardship Well Done Journey – 5 – Retirement

Stewardship Well Done Journey – 6 – Debt

Stewardship Well Done Journey – 7 – Save

Stewardship Well Done Journey – 8 – Plan

Stewardship Well Done Journey – 9 – Legacy

Vida de Administracion Bien Hecha (2:49)

Media

Media