Sometimes, it’s not what a gift is; it’s what’s in it. What matters most is the thought and the love behind the gift. Anyone can give a gift, but have you put your soul into it? Our company did this instead of Xmas cards and gifts this year. Rather than send clients food or pen sets or other things they will never remember, we did this. We hope that by sharing this idea, others will follow and that all charities and those in need will benefit. Enjoy!
P.S. The response has been fantastic with many clients recommending their favorite charities for next year.
This is what we wrote:
Happy Holidays from Farrall Wealth!
Here at Farrall Wealth, we see our clients as a little different. Being different has helped you become highly successful. To honor this difference and to thank you for entrusting us as your financial concierge, we wanted to give you a different kind of gift.
Starting this year, all of our employees picked their favorite charities, and Farrall Wealth will donate to each one as a thank-you.
We picked the charities this year. We would like you to add more for next year. If you would like to name a charity for next year’s giving, please tell us the name, and we will be happy to contribute to the worthy cause.
We hope our donation will make this Holiday Season a little brighter for those in need.
Have a wonderful Holiday Season and a Happy New Year!
The listed charities are not affiliated with Farrall Wealth of LPL Financial.
Securities offered through LPL Financial, Member FINRA/SIPC
Greg Farrall is a trusted financial advisor who has dedicated his life to the field of finance. His achievements reflect his entrepreneurial spirit and drive for excellence. While his firm, Farrall Wealth, is located in Valparaiso, Indiana, his home, Greg enjoys traveling the country to personally consult with Farrall Wealth’s growing client base in over 14 States throughout the Nation. Contact Greg on Twitter @FarrallWealth or check out his LinkedIn profile.
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